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[Spacetime] [Dashboard] Add tour to Dashboard #131112
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[Spacetime] [Dashboard] Add tour to Dashboard #131112
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Spacetime dashboard tour 2022 04 26
[Spacetime] [Dashboard] Add demo of possible in-product help to Dashboard
Apr 27, 2022
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Team:Presentation
Presentation Team for Dashboard, Input Controls, and Canvas
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[Spacetime] [Dashboard] Add demo of possible in-product help to Dashboard
[Spacetime] [Dashboard] Add tour to Dashboard
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enhancement
New value added to drive a business result
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Continuing this effort in a cleaned up PR here: #131960 🔥 |
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Labels
enhancement
New value added to drive a business result
Feature:Dashboard
Dashboard related features
impact:high
Addressing this issue will have a high level of impact on the quality/strength of our product.
loe:large
Large Level of Effort
release_note:enhancement
Team:Docs
Team:Presentation
Presentation Team for Dashboard, Input Controls, and Canvas
ui-copy
Review of UI copy with docs team is recommended
v8.3.0
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Closes https://github.com/elastic/kibana-team/issues/506
Summary
In our previous Spacetime project, the HELP! team worked on adding a tour to Discover - however, as part of this, we found some limitations with the old
EUITour
component. Since these issues are now more-or-less resolved, as part of our new Spacetime project, the HELP! team decided to continue this work and add a tour to Dashboard.View mode tour
The first thing we wanted to do was highlight the Edit button when the user is in
View
mode - in user testing, it was found that users often didn't know that they had to hit this button 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 inView
mode:2022-04-29_DashboardViewTour.mp4
Note that there are two ways that this tour can be dismissed:
Edit
mode fromView
mode - this is the scenario that is shown in the video above. Note that, if the user's first time opening a dashboard is inEdit
mode, then they switch toView
mode 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
Edit
mode - this is a multi-step tour that will start automatically when the user first opens any dashboard inEdit
mode:2022-04-29_DashboardEditTour.mp4
Things to consider
Edit
mode tour, we could automatically progress to the next step once the user adds a new visualization. However, the time constraints of this project meant I couldn't tackle this - for now, only theView
mode tour has a special way of progressing.View
mode tour requires there to be at least one panel so that the tour can target the first gear icon that it sees - because of this, if there are no panels present when the user clicks "Next" on step one, they will automatically be jumped to step three.Collaborators
@andreadelrio @gchaps @KOTungseth @teresaalvarezsoler
Checklist
Delete any items that are not applicable to this PR.
For maintainers