What to change
Choose immediate filtering or a clear Apply action, then ask your supplier to make closing, cancelling and reopening the panel follow that model.
A worked example
Illustrative example
A visitor selects two locations in a drawer and activates Apply filters. Closing through Cancel instead returns to the previously applied selection.
Why this matters to your practice
Filters can apply immediately or wait for an Apply button. Either approach needs a clear promise. If the visitor is still making draft choices, closing the panel should not silently behave differently from what its controls suggest. Ask your supplier to demonstrate Apply, Cancel and the close action separately. Compare the resulting list with the choices shown when the panel reopens. A preview count should not look like confirmation that uncommitted filters have already changed the results.
A practical review example
A visitor may select two locations in a mobile panel while the results behind it still show the previous selection. Ask your supplier to demonstrate Apply, Cancel and the close control, then reopen the panel after each route. The displayed choices should match the outcome the visitor was promised. A changing preview count needs a clear meaning if the choices are still drafts. Otherwise it can look like confirmation that the list has changed even though no new filter has been applied.
How to check the result
Accept when visitors can predict whether changes are active and all dismissal routes preserve or discard them consistently.
A mistake to avoid
A live result count can look like confirmation that filters are applied even when it only describes an uncommitted draft.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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