[Dashboard] Add tour to Dashboard#131960
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I had to put the view mode tour in dashboard_top_nav.tsx so that I could have direct access to the onClick action of switching to edit mode - that way, either by directly dismissing it or by switching from view mode to edit mode, the view mode tour will be dismissed permanently.
Since it would have made the code much cleaner, I originally tried to do this by injecting the view mode tour alongside the edit mode tour in the Dashboard viewport and listening for changes to the view mode to trigger the ending of the view mode tour - unfortunately this happened too late and I would get the following error:
which was caused by the EuiTourStep being anchored to the edit button, which is dynamically hidden and replaced with the View mode button when switching from view mode to edit mode.
Very much interested in seeing if there is a better way of handling this, since I'm not a huge fan of the view mode tour code being in dashboard_top_nav.tsx while the edit mode tour is in dashboard_viewport.tsx (a much more reasonable place) 👍
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Unfortunately I don't have access to the dashboard_page from inside common_page, so I had to duplicate the forceSkipTour code here... Not sure if there is a better way to do this? Because I don't feel like moving the forceSkipTour code to common_page is the right move either... 🤷
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Pinging @elastic/kibana-presentation (Team:Presentation) |
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| public async clickCreateDashboardPrompt() { | ||
| await this.forceSkipTour(); |
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Eventually, we should probably go through and clean up all the different ways the other test suites are accessing dashboard... This would really help to clean up all the places where I had to put forceSkipTour() to get CI to pass
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There has been some discussion (@timductive @kertal) around adding a uiSetting flag that would way clean up all of these tests - basically, there would be a flag that would disable all tours/notifications/callouts from appearing for users who are already comfortable with Kibana, and we could use this in our testing by defaulting it to off for all functional tests unless that specific feature is required.
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@Heenawter, @KOTungseth and I reviewed the text this morning. Here are our comments.
The Discover tour ( PR 131125) does not use the title "Discover tour". To be consistent, we should remove "Dashboard tour".
Step 1
Ready to create beautiful visualizations?
Open your dashboard in Edit mode here.
Step 2
Get creative
Create charts, maps, and other visualizations that best display your data.
Step 3
Add your style
Customize your visualization to add a personal touch.
Side note: The menu that opens from the panel menu has this item: Edit lens. It should be Edit Lens.
Step 4
Adjust the time range
View data for a particular day, the last year, or whatever time range you want.
Step 5
Refine your data
Filter for only the data you want to explore.
Step 6
Make it interactive
Add Controls, or custom filters, for a more engaging experience.
andreadelrio
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This is looking pretty good I just want to go over a few scenarios and see how we can handle them better.
Scenario 1: The tour takes the user to a different screen in Kibana
This happens in Step 1 where the user is taken to Lens. If the user does go to Lens upon returning to Dashboard we should automatically show them the next step.
Scenario 2: We show them a popover inside Dashboard
This can be found, for example, in Step 3 (global time filter). Showing the content of the popover above the content of the tour doesn't look super clean. In this case, we should hide the tour step while the user interacts with the global time filter. As soon as the user is done interacting with the target UI element (global time filter) we can show them the next tour step.
Currently the tour step overlaps the Create control flyout.
Also, nit visual design feedback. In view mode, we're showing one step which to me looks a bit too wide and with too much white space. I think we could give it a width similar to the tour step for the new data view menu (which is around 300px wide).
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In order to reliably get CI to pass, this PR is dependent on #133275 being added. Basically, because these tours are automatically triggered the first time a user opens a dashboard in view/edit mode, all functional tests that rely on Dashboard are failing. While I initially went through and force disabled the tour in various locations to get CI to pass, this is a not great solution because of all the ways different functional tests access the Dashboard app - this solution has also been the source of a lot of flakiness. A much better solution, once the above issue is closed, would be to simply disable this flag for all tests by default, and only turn it on for the dashboard tour-specific tests. In the mean time, CI will simply fail unless we decide to trigger the start of the tour via a button or some other action from the user (such as how the Discover tour is triggered). I will continue improving the behaviour of the tour based on @andreadelrio's feedback as well as my own testing - however, this cannot be merged until the above is addressed 👍 |
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Nice intro for new users! 👍
Noticed one issue: although I finished the tour it keeps appearing again next time I open Edit page
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@jughosta Thanks for pointing that out! Switched over to using React Edit: Should be fixed in c969976 |
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💔 Build FailedFailed CI Steps
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To update your PR or re-run it, just comment with: cc @Heenawter |
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The PR that allows the tour to be hidden through an advanced setting has officially been merged in, which means I should now be able to get CI to pass reliably - the presentation team doesn't have the resources to prioritize the tour at this point, but hopefully I'll be able to get back to this soon 👍 |
8 participants
Closes #131961
Waiting on #133275
Summary
This PR as a finalization + formalization of the dashboard tour that was added as part of this Spacetime project.
View mode tour
In user testing, it was found that users often didn't know that they had to hit the
Editbutton in order to start making changes. This is what we consider to be our single-step view mode tour, and it will be started automatically when the user first opens any dashboard inViewmode:2022-05-16_ViewModeTour.mp4
Note that there are two ways that this tour can be dismissed:
Editmode fromViewmode - this is the scenario that is shown in the video above. Note that, if the user's first time opening a dashboard is inEditmode, then they switch toViewmode for the first time, they should still see the view mode tour.Edit mode tour
The second thing we wanted to do was highlight some of the most useful features in
Editmode - this is a multi-step tour that will start automatically when the user first opens any dashboard inEditmode:2022-04-29_DashboardEditTour.mp4
Flaky Test Runner
Checklist
Delete any items that are not applicable to this PR.
For maintainers