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feat: improve TR <> dashboard project linking [GROW-96] #14877
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Test summaryRun details
View run in Cypress Dashboard ➡️ Flakiness
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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.
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 easilyThese 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
Users also have the option to create a new project for that org by clicking the link below the dropdown

If the org does not have any existing projects, the user will automatically be placed on the create a new project page

Record your first run screen after setting up

Documentation: cypress-io/cypress-documentation#3590
PR Tasks
cypress-documentation
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