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FOUR-15529: Participant (Home) Welcome Screens V2 #1594

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merged 45 commits into from
Jun 11, 2024
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@pmPaulis pmPaulis commented May 24, 2024

Issue & Reproduction Steps

Introducing "Welcome Screens" can streamline the onboarding process.
Welcome Screens provide a structured introduction to the product or service.
They guide users through key features and functionalities, ensuring a smoother start.

PRD: https://processmaker.atlassian.net/wiki/spaces/PM4/pages/3337584641/Welcome+Screens+V2

Solution

My Request Items Show Participation and Initiations:
This feature enhances the "My Request" section to display requests in which the user has participated as well as those they have initiated.
It provides a comprehensive view of the user's involvement in requests, whether they've initiated them or joined them later.
Users can easily track the progress and status of requests they're actively involved in, regardless of whether they initiated them or joined as participants.

Include Self-Service in Welcome Screens:
This feature integrates self-service options into the Welcome Screens of the platform.
Users are greeted with helpful self-service resources and guides immediately upon logging in or accessing the Welcome Screens.
It empowers users to troubleshoot common issues, find answers to frequently asked questions, or access self-service tools and resources without needing to navigate through multiple menus or sections.

Include Case Title in Welcome Screens My Tasks:
With this feature, the Case Title is included alongside tasks in the "My Tasks" section of the Welcome Screens.
Users can quickly identify the associated case for each task without having to navigate to separate sections or search for related information.
It improves task management and clarity by providing context directly within the "My Tasks" view.

Include Case Title in Welcome Screens My Request:
This feature adds the Case Title to the "My Request" section of the Welcome Screens.
Users can easily identify which case each task is associated with, facilitating better organization and prioritization.
It streamlines task management by providing essential context within the task list itself.

Include Priority Option in Welcome Screens Tasks:
This feature introduces a priority option within the tasks displayed on the Welcome Screens.
Users can designate the priority level for each task directly from the Welcome Screens interface.
It enables users to prioritize their tasks effectively and ensures that important tasks receive appropriate attention and action.

Related Tickets & Packages

Code Review Checklist

  • I have pulled this code locally and tested it on my instance, along with any associated packages.
  • This code adheres to ProcessMaker Coding Guidelines.
  • This code includes a unit test or an E2E test that tests its functionality, or is covered by an existing test.
  • This solution fixes the bug reported in the original ticket.
  • This solution does not alter the expected output of a component in a way that would break existing Processes.
  • This solution does not implement any breaking changes that would invalidate documentation or cause existing Processes to fail.
  • This solution has been tested with enterprise packages that rely on its functionality and does not introduce bugs in those packages.
  • This code does not duplicate functionality that already exists in the framework or in ProcessMaker.
  • This ticket conforms to the PRD associated with this part of ProcessMaker.

ci:next

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cypress bot commented May 24, 2024

Passing run #779 ↗︎

0 264 19 0 Flakiness 0

Details:

FOUR-15529: Participant (Home) Welcome Screens V2
Project: screen-builder Commit: dd13d0f056
Status: Passed Duration: 06:43 💡
Started: Jun 10, 2024 3:14 PM Ended: Jun 10, 2024 3:21 PM

Review all test suite changes for PR #1594 ↗︎

@tokensPM
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QA server K8S was successfully deployed https://ci-8062b7d40d.engk8s.processmaker.net

FOUR-15533: Update Start  new Request Section
@tokensPM
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QA server K8S was successfully deployed https://ci-8062b7d40d.engk8s.processmaker.net

@tokensPM
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QA server K8S was successfully deployed https://ci-8062b7d40d.engk8s.processmaker.net

@tokensPM
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QA server K8S was successfully deployed https://ci-8062b7d40d.engk8s.processmaker.net

FOUR-16235:Implement the new UI counters
@tokensPM
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QA server K8S was successfully deployed https://ci-8062b7d40d.engk8s.processmaker.net

@tokensPM
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QA server K8S was successfully deployed https://ci-8062b7d40d.engk8s.processmaker.net

luNunezProcessmaker and others added 19 commits May 29, 2024 10:53
FOUR-15769:My Task - Implement the scroll in this list
FOUR-15775:Add Tag Draft when the request has defined the draft
feature/FOUR-15535: Adjust UI in filters of menues in Tasks and Cases
FOUR-15771:Add the functionality to Priority column
feature/FOUR-16316:  My Task - Implement the Open links for columns Task and Case Title
feature/FOUR-15535: Update filters in Tasks
FOUR-16315: Cards in Start a new Case are very close in dashboard list
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@ryancooley ryancooley merged commit 6343b39 into next Jun 11, 2024
26 of 27 checks passed
@ryancooley ryancooley deleted the feature/FOUR-15529 branch June 11, 2024 14:10
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5 participants