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fix: Updated the Dropdown component's Usage tab to address a11y comme…
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…nts (#4346)

* Usage tab - a11y updates

* Usage tab - a11y updates

* Post-review updates

* Post-review updates-2

* Image minor fixes

---------

Co-authored-by: Lauren Rice <[email protected]>
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Kritvi-bhatia17 and laurenmrice authored Nov 18, 2024
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182 changes: 102 additions & 80 deletions src/pages/components/dropdown/usage.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -10,9 +10,8 @@ import A11yStatus from 'components/A11yStatus';

<PageDescription>

Dropdowns present a list of options from which a user can select one option, or
several. A selected option can represent a value in a form, or can be used as an
action to filter or sort existing content.
Dropdowns have a list of options that a user can select from. These selections
can fill in a form, filter, or sort content.

</PageDescription>

Expand Down Expand Up @@ -134,33 +133,39 @@ section for more details.
There are three different variants of dropdowns that support various kinds of
functionality—dropdown, multiselect, and combo box.

### Variants

| Variant | Purpose |
| --------------------------- | ---------------------------------------------------------------------------------------- |
| [Dropdown](#dropdown) | Allows the user to select one option from a list. |
| [Multiselect](#multiselect) | Allows the user to select multiple options from a list and filter. |
| [Combo box](#combo-box) | Allows the user to make a selection from a list of suggested, likely, or desired values. |

### When to use

- Dropdowns can be used in forms on full pages, in modals, or on side panels.
The dropdown component is used to filter or sort contents on a page. It is a
stylized version of the select component, and can be styled as needed.
Dropdowns can be used in forms on full pages, in modals, or on side panels. The
dropdown component is used to filter or sort contents on a page. It is a
stylized version of the select component, and can be styled as needed.

### When not to use

- It is best practice not to use a dropdown if there are two options to choose
from. In this case, use a
[radio button](https://www.carbondesignsystem.com/components/radio-button/code)
group instead.
- Do not nest dropdowns or use them to display overly complex information. Keep
option selections as straight forward as possible.
- Consider using a
[select](https://www.carbondesignsystem.com/components/select/usage) if most
of your experience is form-based or frequently used on mobile platforms. The
native select works more easily with a native form when submitting data and is
also easier to use on a mobile platform
#### Limited options

It is best practice not to use a dropdown if there are two options to choose
from. In this case, use a [radio button](/components/radio-button/code) group
instead.

#### Nesting

Do not nest dropdowns or use them to display overly complex information. Keep
option selections as straight forward as possible.

#### Form-based or mobile platform

Consider using a [select](/components/select/usage) if most of your experience
is form-based or frequently used on mobile platforms. The native HTML select
works more easily when submitting data and is also easier to use on a mobile
platform.

### Variants

| Variant | Purpose |
| --------------------------- | ----------------------------------------------------------------------------------------------- |
| [Dropdown](#dropdown) | Allows the user to select one option from a list. |
| [Multiselect](#multiselect) | Allows the user to select multiple options from a list and filter. |
| [Combo box](#combo-box) | Allows the user to either select an option from a large list or type in their own custom value. |

## Formatting

Expand Down Expand Up @@ -193,7 +198,7 @@ selection.
</Column>
</Row>

1. **Labels:** Text that informs the user what to expect in the list of dropdown
1. **Label:** Text that informs the user what to expect in the list of dropdown
options.
2. **Helper text:** Assistive text to help the user choose the right selection.
3. **Field:** Persists when the dropdown is open or closed.
Expand All @@ -204,7 +209,7 @@ selection.

### Styling

There are two styles of dropdown inputs, default and fluid. They share the same
There are two styles of dropdown inputs: default and fluid. They share the same
functionality but look visually different, influencing where to use them.

| Style | Appearance | Use case |
Expand All @@ -226,20 +231,18 @@ functionality but look visually different, influencing where to use them.

### Sizing

#### Default input heights

There are three Default dropdown height sizes: small, medium, and large.
There are three default dropdown height sizes: small, medium, and large.
Supporting three different dropdown sizes gives you more flexibility when
structuring layouts. However, use a consistent size for all form components on
the same page. For example, if you are using a medium size dropdown also use the
same size text inputs, buttons, and so on. When in doubt, use the default medium
size height.

| Default size | Height (px/rem) | Use case |
| ------------ | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Small (sm) | 32 / 2 | Use when space is constricted or when placing a dropdown in a form that is long and complex. |
| Medium (md) | 40 / 2.5 | This is the default size and the most commonly used size. When in doubt, use the medium size. |
| Large (lg) | 48 / 3 | Choose this size when there is a lot of space to work with. This size is typically used in simple forms or when a dropdown is placed by itself on a page, for example as a filter. |
| Size | Height (px/rem) | Use case |
| ----------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Small (sm) | 32 / 2 | Use when space is constricted or when placing a dropdown in a form that is long and complex. |
| Medium (md) | 40 / 2.5 | This is the default size and the most commonly used size. |
| Large (lg) | 48 / 3 | Choose this size when there is a lot of space to work with. This size is typically used in simple forms or when a dropdown is placed by itself on a page, for example as a filter. |

<Row>
<Column colLg={8}>
Expand Down Expand Up @@ -319,19 +322,19 @@ style of dropdown you are using.

### Main elements

#### Labels
#### Label text

- Labels inform users what to expect in the list of dropdown options.
- Keep the label short and concise by limiting it to a single line of text.
- Label text informs users what to expect in the list of dropdown options.
- Keep the label text short and concise by limiting it to a single line of text.
- Do not remove label text in favor of using placeholder text in the dropdown
field. Labels are always strongly encouraged to be included when possible.

#### Helper text

- Helper text is pertinent information that assists the user in choosing the
right selection from the dropdown menu.
- Helper text is always available when the dropdown field is focused and appears
underneath the label.
- Use sentence-style capitalization and write the text as full sentences with
punctuation, unless space is limited.

<Row>
<Column colLg={8}>
Expand All @@ -343,25 +346,28 @@ style of dropdown you are using.

#### Field placeholder text

- Placeholder text is presented in the field by default if no selection has been
made from the dropdown. This is important to have in case the dropdown does
not have a label above it.
- Use clear placeholder text for the dropdown trigger so that users understand
the purpose.
- Placeholder text is optional to display in the dropdown field if no option has
been selected yet from the list. Do not put important information in
placeholder text because the text disappears once an option is selected from
the list. Reserve important information for dropdown label text or helper
text, which always remains visible.
- Use clear and concise placeholder text in the dropdown field to indicate how
to interact with the dropdown. For example, "Choose an option" is commonly
used as placeholder text in dropdowns.

#### Options in a menu
#### Option text

- Describe the dropdown option succinctly in one line of text.
- Dropdown option text should be brief, accurate, and not descriptive.
- Never use decorative images or icons within a dropdown.
- We recommend presenting the options in alphabetical order.

#### Parent checkbox
#### Parent checkbox text

- Since the parent checkbox is one among the options, do not describe it as an
action.
- Use the word “All” to describe this parent checkbox.
- Alternatively you can add a parent word along with the word All to describe
the options in the menu.
- Since the parent checkbox text is one among the options, do not describe it as
an action.
- Use the word “All” to describe the parent checkbox.
- Alternatively, add a secondary descriptive word, for example, “All roles,” to
describe the options in the menu.

<Row>
<Column colLg={12}>
Expand All @@ -373,16 +379,15 @@ style of dropdown you are using.

### Optional versus required fields

All fields in a form are assumed required, and optional fields are tagged. For
more information, see the
[form component](https://www.carbondesignsystem.com/components/form/usage) usage
guidance.
Dropdowns can be labeled as either optional or required depending on several
factors. For more information, see the form
[Usage](/components/form/usage/#optional-versus-required-fields) tab guidance.

### Overflow content

Avoid having multiple lines of text in a dropdown. If the text is too long for
one line, add an ellipsis (…) for overflow content, and accompany with a
browser-based tooltip to show the full string of text.
Avoid multiple lines of text in a dropdown. If the text is too long for a single
line, add an ellipsis (…) for overflow, and use a tooltip to display the full
text—preferably a Carbon tooltip for keyboard accessibility where possible.

<Row>
<Column colLg={8}>
Expand Down Expand Up @@ -555,8 +560,8 @@ or clicking outside of the menu.
</Column>
</Row>

- To clear a selected value in a `combo box` or a filterable dropdown, click the
“x” icon to the right of the field input text.
- To clear a selected value in a `combo box` or a filterable multiselect
dropdown, click the “x” icon to the right of the field input text.

<Row>
<Column colLg={8}>
Expand All @@ -576,10 +581,9 @@ each variant. For more information on keyboard interactions, see the

## Dropdown

Use when you can select only one option from a list at a time.

- By default, the dropdown displays placeholder text in the field when closed.
- Clicking on a closed field opens a menu of options.
Use a dropdown when the user needs to select one option from a list of
predefined options. Dropdowns are the optimal default option to provide
alternative choices. They are also a good choice when screen space is limited.

<Row>
<Column colLg={8}>
Expand Down Expand Up @@ -617,15 +621,19 @@ Use when you can select only one option from a list at a time.

## Multiselect

Use when you can select multiple options from a list or to filter information.
Use a multiselect when the user needs to select multiple options from a list of
predefined options. Multiselects are a good option when the user needs to filter
or sort content on a page based on multiple criteria. A checkbox icon is
included for each option in the list to enable multiselection.

#### Making a selection

- By default, the dropdown displays placeholder text in the field when closed.
- Clicking a closed field opens a menu of options. Each option contains a
checkbox input to the left of the option text.
- By default, the dropdown displays any placeholder text in the field when
closed. Activating a closed field opens a menu of options.
- Each option contains a checkbox input to the left of the option text.
- The menu stays open while options are being selected. The menu closes by
clicking the field or outside of the dropdown.
clicking the field or outside of the dropdown, or by pressing `Esc` or tabbing
away from the component.

<Row>
<Column colLg={8}>
Expand Down Expand Up @@ -805,11 +813,10 @@ to select.

## Combo box

Allows the the user to make a selection from a predefined list of options and is
typically used when there are a large amount of options to choose from.

- By default, the combo box displays placeholder text in the field when closed.
- When hovering over the field, a text cursor appears.
Use a combo box when the user needs to select one option, but the list of
options may be very long or not predefined. Combo boxes allow the user to either
select from a list of suggested options or type in their own custom value. Combo
boxes are useful when the data populating the list may come from a database.

<Row>
<Column colLg={8}>
Expand Down Expand Up @@ -941,10 +948,25 @@ generated content via a revert to AI button.

## Related

- [Checkbox](https://www.carbondesignsystem.com/components/checkbox/code)
- [Form](https://www.carbondesignsystem.com/components/form/code)
- [Radio button](https://www.carbondesignsystem.com/components/radio-button/code)
- [Select](https://www.carbondesignsystem.com/components/select/code)
#### Checkbox

Checkboxes are used when there are multiple options to select in a list. Users
can select zero, one, or any number of options. For further guidance, see
Carbon’s [checkbox](/components/checkbox/code).

#### Form

A form is a group of related input controls that allows users to provide data or
configure options. For further guidance, see Carbon’s
[form](/components/form/code).

#### Radio button

Radio buttons are used when there is a group of mutually exclusive choices and
only one selection from the group is allowed. For further guidance, see
Carbon’s[radio button](/components/radio-button/code).

[select](https://www.carbondesignsystem.com/components/select/code)

#### Dropdown versus Select

Expand Down

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