{"id":510,"date":"2017-05-03T11:25:48","date_gmt":"2017-05-03T11:25:48","guid":{"rendered":"https:\/\/devexperts.com\/blog\/?p=510"},"modified":"2022-05-18T10:56:10","modified_gmt":"2022-05-18T10:56:10","slug":"how-we-work-on-design-use-%d1%81ases-symbol-library","status":"publish","type":"post","link":"https:\/\/devexperts.com\/blog\/how-we-work-on-design-use-%d1%81ases-symbol-library\/","title":{"rendered":"How We Work on Design Use \u0421ases. Symbol Library"},"content":{"rendered":"\n<p><strong><g class=\"gr_ gr_13 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace\" id=\"13\" data-gr-id=\"13\">DXmobile<\/g><\/strong> is part of our extensive finance software product line gathered under one brand DXtrade Enterprise. It was launched on web, desktop, and mobile platforms (both iOS and Android). It is a complex product that boasts rich functionality for financial analysts, professional traders, and researchers. It provides the ability to trade, use analytics, charting and newsfeed for different vendors and brokers. All products in the line have their unique color palettes and style guides. <\/p>\n\n\n\n<p>Designing mobile apps, we aspire to maintain the entire functionality of the base platforms (web and desktop). As one could expect, a transition of massive web components to a mobile platform would require a very thorough adaptation. Needless to say, it is crucial for us to keep the platform up to system guidelines and modern trends. We have been designing this app for a couple of years already so we have faced and solved numerous different cases during this time. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>This article is an attempt to describe one of these cases on our Android application.<\/strong><\/p><\/blockquote>\n\n\n\n<p><strong>Symbol Library<\/strong> is a big catalog of trading instruments with a complex tree structure. We\u2019ve found this case to be the most interesting in our work during the past couple of months. First, we\u2019ve received a request from the analysts to introduce a specific search\/filter ability. Use case: a user-trader is looking for a certain trading instrument. In the forex version, the list is limited to a couple dozen instruments so the user is able to monitor the simple watchlist, but in the case of Brokerage, they interact with hundreds of instruments. They may know the instrument title in full, partially, or only by the folder title. The catalog may be extensive and the hierarchy transition chains may be long, therefore our filter should be available on each screen of the catalog hierarchy (parent \u2014 subsidiary \u2014 sub-subsidiary, etc.) and should not have the user navigate from the current folder.<\/p>\n\n\n\n<p>This is where the problem occurs. Referring to Google Material guidelines there are two standard ways to introduce search \u2014 Persistent Search or Expandable Search. Unfortunately, these methods do not allow the user to search\/filter and move through the catalog simultaneously.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-search-1.png\" alt=\"\" class=\"wp-image-512\" width=\"500\" height=\"486\" srcset=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-search-1.png 1000w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-search-1-300x292.png 300w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-search-1-768x746.png 768w\" sizes=\"auto, (max-width: 959px) calc(100vw - 30px), 870px\" \/><figcaption>Persistent Search &amp; Expandable Search in Google Material guidelines<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-search-1.png\" alt=\"Persistent Search\" class=\"wp-image-512\" width=\"500\" height=\"486\" srcset=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-search-1.png 1000w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-search-1-300x292.png 300w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-search-1-768x746.png 768w\" sizes=\"auto, (max-width: 959px) calc(100vw - 30px), 870px\" \/><\/figure><\/div>\n\n\n\n<p class=\"graf graf--p graf-after--p\">Having researched miscellaneous applications that provide operations with catalogs and analyzed their pros and cons, we came to the conclusion that search should be performed with a separate component under the action bar. The action bar should contain a hierarchy chain and a number of instruments in the current folder. Very long chains will inevitably appear so we\u2019ve added the ability to horizontally scroll it. By tapping on the folder title in a chain, the user can quickly move through the catalog (without losing the search query).<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design.png\" alt=\"search query in android\" class=\"wp-image-514\" width=\"500\" height=\"324\" srcset=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design.png 1000w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-300x194.png 300w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-768x498.png 768w\" sizes=\"auto, (max-width: 959px) calc(100vw - 30px), 870px\" \/><\/a><\/figure><\/div>\n\n\n\n<p class=\"graf graf--p graf-after--p\">After performing a search query, user can see how many matches there are in their current folder. If there are none, they will be transferred to one of the previous folders that do have matches (in case when there are no matches at all, they will see a placeholder text which explains the situation). Numbers highlight search matches. This pattern is not common for most of the catalogs but is convenient for the current case.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-1.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-1.png\" alt=\"matches in a search query android\" class=\"wp-image-515\" width=\"500\" height=\"324\" srcset=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-1.png 1000w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-1-300x194.png 300w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-1-768x498.png 768w\" sizes=\"auto, (max-width: 959px) calc(100vw - 30px), 870px\" \/><\/a><\/figure><\/div>\n\n\n\n<p class=\"graf graf--p graf-after--p\">In addition, standard search (global quick search without the catalog structure) is always available from the side menu and its implementation is standard, so the only innovation here is the ability to switch to the symbol library mode.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-2.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-2.png\" alt=\"standard search android ux ui design\" class=\"wp-image-516\" width=\"500\" height=\"324\" srcset=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-2.png 1000w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-2-300x194.png 300w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/android-ux-ui-design-2-768x498.png 768w\" sizes=\"auto, (max-width: 959px) calc(100vw - 30px), 870px\" \/><\/a><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"45eb\">Not Only Smartphones<\/h3>\n\n\n\n<p>Besides the smartphone application, we also support the tablet version.  We strive to make it as consistent with both the smartphone version <g class=\"gr_ gr_12 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"12\" data-gr-id=\"12\">and  the<\/g> guidelines as possible. However, according to the requirement <g class=\"gr_ gr_13 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"13\" data-gr-id=\"13\">that  stipulates<\/g> taking the tablet useful space in its entirety and provide <g class=\"gr_ gr_14 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"14\" data-gr-id=\"14\">as  much<\/g> data as the device is able to display, issues we\u2019ve dealt <g class=\"gr_ gr_15 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"15\" data-gr-id=\"15\">with  often<\/g> needed an unusual way of resolving. The principal unique <g class=\"gr_ gr_16 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"16\" data-gr-id=\"16\">feature  is<\/g> the structure of the application. Components that show up <g class=\"gr_ gr_17 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"17\" data-gr-id=\"17\">on  smartphones<\/g> as individual screens are available from the side menu <g class=\"gr_ gr_18 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"18\" data-gr-id=\"18\">and  are<\/g> represented as separate widgets on the tablet. All further actions  (such as placing orders or setting an alert) are executed within <g class=\"gr_ gr_19 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"19\" data-gr-id=\"19\">modal  dialogs<\/g>. On a single page (which is equal to separate screen) a <g class=\"gr_ gr_20 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"20\" data-gr-id=\"20\">user  could<\/g> set from 1 to 4 different widgets. Each widget could be <g class=\"gr_ gr_21 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"21\" data-gr-id=\"21\">modally  opened<\/g> as a full-screen component. The number of pages is unlimited,  which also provides an option to set an infinite variety of <g class=\"gr_ gr_22 gr-alert gr_gramm gr_hide gr_inline_cards gr_run_anim Style multiReplace replaceWithoutSep replaceWithoutSep\" id=\"22\" data-gr-id=\"22\">workspace  combinations<\/g>. The structure is created to satisfy the needs of <g class=\"gr_ gr_23 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"23\" data-gr-id=\"23\">different  types<\/g> of users. <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-QoQ9PU41qVo3bd8AYhr7DA.jpeg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-QoQ9PU41qVo3bd8AYhr7DA-659x1024.jpeg\" alt=\"tablet version Workspace edit mode and portrait view android\" class=\"wp-image-517\" width=\"494\" height=\"768\" srcset=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-QoQ9PU41qVo3bd8AYhr7DA-659x1024.jpeg 659w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-QoQ9PU41qVo3bd8AYhr7DA-193x300.jpeg 193w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-QoQ9PU41qVo3bd8AYhr7DA-768x1194.jpeg 768w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-QoQ9PU41qVo3bd8AYhr7DA.jpeg 1000w\" sizes=\"auto, (max-width: 959px) calc(100vw - 30px), 870px\" \/><\/a><\/figure><\/div>\n\n\n\n<p>Using this approach we\u2019ve faced such problems as <g class=\"gr_ gr_7 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep\" id=\"7\" data-gr-id=\"7\">compatibility<\/g> of different widget types  (e.g., chart or watchlist) with various widget formats (1&#215;1, 1&#215;2, 2&#215;1,  2&#215;2). Even though some of the combinations are less useful than others,  it is our goal to make the content comfortable for use on <g class=\"gr_ gr_10 gr-alert gr_gramm gr_hide gr_inline_cards gr_run_anim Style multiReplace replaceWithoutSep\" id=\"10\" data-gr-id=\"10\">different  form-factors<\/g>. Which, according to our practice, is not an <g class=\"gr_ gr_11 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"11\" data-gr-id=\"11\">impossible  task<\/g>. As the application may be purchased by different vendors, we <g class=\"gr_ gr_12 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"12\" data-gr-id=\"12\">need  high<\/g> customization potential \u2014 and also application of styles <g class=\"gr_ gr_13 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"13\" data-gr-id=\"13\">that  differ<\/g> completely for different customers. Our widget-style <g class=\"gr_ gr_14 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"14\" data-gr-id=\"14\">approach  works<\/g> like a construction kit enabling us to provide the <g class=\"gr_ gr_15 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace\" id=\"15\" data-gr-id=\"15\">exact  sought-for<\/g> solution for each client.<\/p>\n\n\n\n<p>The most frequent use \ncase of Symbol Library on tablets has been noticeably affected by the \nwidget structure too. In this use case, the user has the Watchlist \nwidget (a list of instruments which contains bid and ask prices and a \nbit of additional information) and the Chart widget (this component \nprovides detailed information about the trading instrument, user having \nan ability to compare prices, explore and customize the chart, look \nthrough additional market data and trade) on the same screen. This \nlayout provides an ability to look quickly through the instrument list, \nset the selected instrument on the Chart widget, analyze it, and make \nfast trade decisions. It\u2019s not that simple though to search quickly for \nnew instruments through a standard watchlist. This is where our Symbol \nLibrary comes into play.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-JglwdN5FRUECY7AcuD_MTQ.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-JglwdN5FRUECY7AcuD_MTQ-939x1024.png\" alt=\"Symbol Library widget 1x2 and 2x1 format\" class=\"wp-image-518\" width=\"470\" height=\"512\" srcset=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-JglwdN5FRUECY7AcuD_MTQ-939x1024.png 939w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-JglwdN5FRUECY7AcuD_MTQ-275x300.png 275w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-JglwdN5FRUECY7AcuD_MTQ-768x837.png 768w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-JglwdN5FRUECY7AcuD_MTQ.png 1000w\" sizes=\"auto, (max-width: 959px) calc(100vw - 30px), 870px\" \/><\/a><figcaption>Symbol Library widget 1&#215;2 and 2&#215;1 format<\/figcaption><\/figure><\/div>\n\n\n\n<p>In the majority of apps, the search function is provided by alteration of the current content display or applied globally (above the current structure level). This is a basic approach resulting in global search being always available from the app header. However, we needed to consider two additional cases. First, global search should have two modes: simple and catalog view. Second, an introduction of search\/filter ability inside the widget. We started with the widget\u2019s inner structure. In order to avoid the smartphone way of implementing catalog inside the widget (with a back button), we decided to show content in a cascade (it also saves a lot of usable space). This option is perfect for wide widgets (2&#215;1, 2&#215;2 or full-screen). In this case, 4 content columns (folders) can be showed. For narrow formats (1&#215;1 or 1&#215;2) there are 2 columns. In the widget header, we\u2019ve placed a scrollable hierarchy chain (which is consistent with the smartphone), so the issue with transferring through the history is addressed (in order to open another folder, the user can also tap into the column content, of course). What about the global search though? Its catalog view should almost replicate the symbol library structure so all we have to do is to add a proper mode switch control.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><a href=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-sYXc3WFHZqsjzpUIWW9HJw.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-sYXc3WFHZqsjzpUIWW9HJw-940x1024.png\" alt=\"Symbol Library search query and Simple Search\" class=\"wp-image-519\" width=\"470\" height=\"512\" srcset=\"https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-sYXc3WFHZqsjzpUIWW9HJw-940x1024.png 940w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-sYXc3WFHZqsjzpUIWW9HJw-275x300.png 275w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-sYXc3WFHZqsjzpUIWW9HJw-768x836.png 768w, https:\/\/devexperts.com\/blog\/app\/uploads\/2017\/05\/1-sYXc3WFHZqsjzpUIWW9HJw.png 1000w\" sizes=\"auto, (max-width: 959px) calc(100vw - 30px), 870px\" \/><\/a><figcaption>Symbol Library search query and Simple Search<\/figcaption><\/figure><\/div>\n\n\n\n<p>In conclusion, it will not be redundant to remind that all of the decisions have been made through difficult discussions with analysts and product owners and tested both in-house and in focus groups. It wasn\u2019t that easy of a task so we\u2019ve spent quite a while working hard at our workplaces, sketching on whiteboards with markers in our hands, and deliberating in the meeting rooms. That said, we hope this information will help you resolve your own cases. Stay in touch!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>DXmobile is part of our extensive finance software product line gathered under one brand DXtrade Enterprise. It was launched on &hellip; <\/p>\n","protected":false},"author":16,"featured_media":1674,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2020],"tags":[23,34,22,55],"class_list":["post-510","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-fintech","tag-design","tag-mobile","tag-ui","tag-ux"],"acf":{"nifty_post_card_image":null,"nifty_post_card_index_big":null,"nifty_post_inner_image":null,"nifty_post_card_banner":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Design Use \u0421ases. Symbol Library \u2013 Devexperts Blog<\/title>\n<meta name=\"description\" content=\"Symbol Library is a big catalog of trading instruments with a complex tree structure. 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