Managed Dashboards UI: managing available dashboards

Purpose:

With managed dashboard functionality it will be possible to add new dashboards, edit and delete them, set one as default and manage their display in a menu.

The UI needs to support:

• Navigate multiple dashboards
• Control the order in which dashboards are displayed in the menu
• Add new dashboards and edit them
  • Name dashboards
• Set a dashboard as their 'default' which is the first dashboard to display when they access the dashboard application
• Delete dashboards

User story statement(s):

As a dashboard user
I want to be able to view dashboards which have been shared with me and control the dashboards which I own or manage

Scenarios: Navigate multiple dashboards

1. Scenario:
   • Given the dashboard app
   • When I open the app
   • Then my default dashboard is displayed
2. Scenario:
   • Given the dashboard app AND I have access to more than one dashboard
   • When I open the app
   • Then I see the dashboard navigation menu (button group)
     
3. Scenario:
   • Given a dashboard menu option
   • When I select the button
   • Then the dashboard is displayed in the UI
4. Scenario:
   • Given a dashboard menu option
   • When I hover my mouse over the button
   • Then if a description exist for the dashboard it displays as a tooltip

Scenarios: Add new dashboard

1. Scenario:
   • Given the dashboard landing page
   • When I view the dashboard Actions menu
   • Then, under a menu section heading "All dashboards", I see the option "New dashboard"
     
2. Scenario:
   • Given the option "New dashboard"
   • When I select this option
   • Then I see the New dashboard UI form with "Cancel" and "Save & close" buttons
3. Scenario:
   • Given the New dashboard UI
   • When I view the UI
   • Then I see options to provide:
     • Name - mandatory field with a max of 25 chars and an info-popover "The short name will used to create the menu button for the dashboard. The number of characters is limited to 25 maximum"
     • Description, an optional text box with an info-popover "If provided, the description will display as a tooltip on the dashboard menu button."
       
4. Scenario:
   • Given the New dashboard "Save & close" option
   • When I select this option
   • Then I see the new dashboard displayed in the dashboard navigation menu at the far right (i.e. the last option in the menu)
5. Scenario
   • Given a dashboard AND I am a manager of that dashboard
   • When I view the dashboard Actions menu
   • Then, under a menu section heading "[dashboard name]", I see the option "Edit dashboard"
6. Scenario:
   • Given the Edit dashboard option
   • When I select this option
   • Then I see the Edit dashboard UI
7. Scenario:
   • Given the Edit dashboard UI
   • When the dashboard can be accessed by more than one user
   • Then I see a non-dismissable warning banner with the text "This dashboard is shared. Any changes made will be visible to all users with access."
     

Scenarios: Manage dashboards

1. Scenario:
   • Given the dashboard "Actions" menu AND I have one dashboard
   • When I select this option
   • Then I see an inactive option "Manage dashboards" displayed under a heading "All dashboards"
2. Scenario:
   • Given the dashboard "Actions" menu AND I have more than one dashboard
   • When I select this option
   • Then I see an active option "Manage dashboards"
3. Scenario:
   • Given the Manage dashboards option
   • When I select this option
   • Then I see the Manage dashboards form UI with buttons to "Cancel" and "Save & close"
4. Scenario:
   • Given the Manage dashboards UI
   • When I view the UI
   • Then I see a heading "Dashboard menu order"
   • And the names and descriptions of all the dashboards which I have access to
5. Scenario:
   • Given a dashboard in the set of dashboards which I have access to
   • When I view it
   • Then I see a handle for moving it to change the order
   • And an option to set the dashboard as default
   • And the Access level that I currently have to that dashboard
     
6. Scenario:
   • Given the Save & close button AND I have changed the Dashboard menu order
   • When I select the button
   • Then I see the dashboard which I was viewing previously
   • And the menu options are displayed in the revised order
7. Scenario:
   • Given a dashboard AND I am a manager of that dashboard
   • When I view the dashboard Actions menu
     ** Then, under a menu section heading "[dashboard name]", I see the option to "Delete dashboard"
     # Scenario:
     ** Given the Delete dashboard option
     ** When I select this option
     ** Then I see a modal with the header "Delete dashboard - db-name", text "Deleting the dashboard db-name will remove access for one or more users. Select *Delete dashboard" to go ahead, Cancel button and Delete dashboard button, as formatted in the mockup.
   • 

Notes:

• These options were added to this page rather than the individual Edit dashboard pages by request of Ethan.
• A button group was selected for the menu initially. If users want to add more than 7-9 dashboards then this should be reviewed. The collapsible button group may be an option. It's
• When saving a new dashboard should we be managing duplicate names? If we allow duplicates then it may cause difficulties when dashboards with the same names are shared.
• Users will need other options for managing their dashboards e.g.
  • The option to show/hide dashboards
    • When a dashboard is shared is it automatically displayed in the menu (if so where?) or do we inform the user and ask if they want to add it to their menu?
  • The option to disable a dashboard
  • The option to provide an alternative label for a shared dashboard menu, which is only visible to the user.
• Not sure whether the description is needed currently. It could be useful for
  • differentiating between dashboards which have similar names.
  • display when ordering navigation options
  • If dashboards are to be displayed in a list/MCL at some point
  • displaying as a tooltip in the menu
• Default dashboard selection - should be a radio button if possible and be easy to set using a screen reader. Ethan has ideas for achieving this. If the tab order is move-handles first then the Default radio buttons this would help.