In the process page, clicking on the “view” button on one of the list items automatically creates a new default dashboard for the process. This is a bit unintuitive because we do not mention anything to the user that we are going to create that dashboard for you.
As an Optimize User
I want to be asked whether to create the new default dashboard or not
So that i always have control on what is being created
When i try to view the default dashboard the first time by clicking the "view" link on the processes page, I get asked whether i want to create it or not.
After creating the default process dashboard, the user is not asked anymore to create one when clicking the "view" link.
https://miro.com/app/board/uXjVPOE4tcQ=/?share_link_id=780023722194 (password is "password")
To figure out if the user already created the dashboard or not, we have three options that we need to explore:
use the appcues parameter in the mangement link URL (it seems to be removed from the link after clicking the link the first time)(removed with # OPT-6493)
- use the KPI values
- extend the backend endpoint to return a field that indicates if the default dashboard already been created.
We need to check the three options and figure out what is the best one.
See Solution definition