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UX- Same configuration screen appears twice and make confusion to new users

Open ankitguptaindia opened this issue 2 years ago • 3 comments

Is your enhancement related to a problem? Please describe.

The plugin configuration screen, which includes fields for adding keys of AI providers, appears twice, causing confusion for new users. These settings are appearing in two places, as they also appear on the Setup AI Providers screen and the Plugin Setting screen. If keys have already been added on the setup screen, they should not reappear on the plugin configuration screen.

Designs

Setup Screen Setting Screen
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Describe alternatives you've considered

If the keys have already been added in the Setup screen, we can simplify the process by incorporating the plugin configuration settings into the main Settings screen. These key-related settings are only required during the installation and activation of plugins.

Code of Conduct

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ankitguptaindia avatar Aug 02 '23 09:08 ankitguptaindia

@ankitguptaindia the intent with this was that the Setup flow was intended as the initial onboarding to ClassifAI and its features and service providers whereas the Settings flow allows for more precise tweaks to how those features work (as well as an alternate, more detailed path on configuring the features and service providers). So think of the Setup as a basic set up process and the Settings as a detailed, more technical set up process. With that in mind, are there any tweaks you might recommend to reduce the confusion you're seeing?

jeffpaul avatar Aug 02 '23 11:08 jeffpaul

In chatting with Ankit 1:1 on this, perhaps an alternate here could be to collapse the Setup and Settings flows into a single flow and hide the detailed settings behind an "Advanced Settings" link in the current Setup flow where we capture service provider credentials and only if someone clicks that "Advanced Settings" link would they get those more detailed settings? Perhaps this is something to consider alongside #502?

jeffpaul avatar Aug 02 '23 13:08 jeffpaul

collapse the Setup and Settings flows into a single flow and hide the detailed settings behind an "Advanced Settings" link

I've discussed basically this same thing with @iamdharmesh and I would love to see us head in this direction (basically a single experience both for onboarding and managing settings). There is some obvious differences between the two, so I think the challenge is how do we handle the situation where someone is setting up the plugin for the first time and the situations where someone has already set things up but wants to modify settings? But I would love to use the same UI elements and keep the same experience for both if possible.

dkotter avatar Aug 02 '23 15:08 dkotter