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feat: improve TR <> dashboard project linking [GROW-96] #14877

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merged 18 commits into from Feb 25, 2021
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panzarino
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@panzarino panzarino commented Feb 2, 2021

User facing changelog

Improved the process for linking local projects to the dashboard

Additional details

Now that we allow users to create projects in the dashboard (and are seeing a significant number of projects created there), it makes no sense to force them to create a new project from the TR locally. Now users are presented with a dropdown where they can choose from an existing project or elect to create a new project.

When creating a new project, the privacy selector has been changed to automatically select private and take up less real estate - the far majority of projects created are private so it makes sense to streamline this experience and matches the experience in the dashboard

After setting up a project, the instructions are now more clear as to what action the user needs to take. Since we automatically save the projectId for them, there's no reason for us to present that code again. By simplifying the "first step" we get users to recording their first run more easily

These changes also inline the experience so that users no longer need to interact through a modal.

How has the user experience changed?

Users are presented with a dropdown that contains existing projects for their selected organization, displaying those that do not have runs recorded to the dashboard at the top

Screen Shot 2021-02-09 at 11 24 13 PM

Screen Shot 2021-02-09 at 11 21 57 PM

Users also have the option to create a new project for that org by clicking the link below the dropdown
Screen Shot 2021-02-09 at 11 22 06 PM

If the org does not have any existing projects, the user will automatically be placed on the create a new project page
Screen Shot 2021-02-09 at 11 22 30 PM

Record your first run screen after setting up
Screen Shot 2021-02-10 at 9 37 22 PM

Documentation: cypress-io/cypress-documentation#3590

PR Tasks

  • Have tests been added/updated?
  • Has the original issue or this PR been tagged with a release in ZenHub?
  • Has a PR for user-facing changes been opened in cypress-documentation?

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cypress-bot bot commented Feb 2, 2021

Thanks for taking the time to open a PR!

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cypress bot commented Feb 2, 2021



Test summary

9362 0 118 3Flakiness 1


Run details

Project cypress
Status Passed
Commit e88c54a
Started Feb 25, 2021 5:24 AM
Ended Feb 25, 2021 5:34 AM
Duration 10:43 💡
OS Linux Debian - 10.5
Browser Multiple

View run in Cypress Dashboard ➡️


Flakiness

cypress/integration/retries.ui.spec.js Flakiness
1 runner/cypress retries.ui.spec > opens attempt on each attempt failure for the screenshot, and closes after test passes

This comment has been generated by cypress-bot as a result of this project's GitHub integration settings. You can manage this integration in this project's settings in the Cypress Dashboard

@panzarino panzarino changed the title feat: improve create a project experience [GROW-96] feat: improve TR <> dashboard project linking [GROW-96] Feb 10, 2021
@panzarino panzarino marked this pull request as ready for review February 10, 2021 07:21
@flotwig flotwig requested review from flotwig and removed request for flotwig February 15, 2021 15:41
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@jennifer-shehane jennifer-shehane left a comment

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The docs need updating: https://docs.cypress.io/guides/dashboard/projects.html#Setup Maybe in a few other places. Just remove the gif, record a new one, or replace with screenshots.

Looks good to me. It's a lot simpler, less choices up front.

To exit out of the 'create project' screen looks a bit weird cause it has an 'x' like a modal. But...I figured it out anyway, so probably fine UX wise.

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2 participants