Improve multi-selector experience in UI and add search functionality when interacting with Teams in Fleet UI

[Patagonia121]

customer-rocher has identified a need for improvements in the team selector UI. The current UX becomes cumbersome when managing a large number of teams (approximately 160 teams). The issues are particularly evident when running queries or performing actions that involve multiple teams.

example of UI with all their teams today:

The proposed two-part FR is as such:

1. Multi-selector UI improvement

• consider redesigning the team selection UI to handle a much larger number of teams more efficiently
• Implement a more streamlined selection method that can handle bulk actions more optimally

2. Add search functionality to teams dropdown

• Add a search bar within the team selector UI to allow admins to quickly locate and select specific teams by name or other identifiers
• Ensure the search function is responsive and can handle partial matches or dynamic filtering as the user types

The benefits to the customer would include:

1. Increased productivity by allowing users to quickly perform actions across numerous teams without manual scrolling or searching
2. Improved accuracy in team selection, minimizing the risk of missing or incorrectly selecting teams during workflows

I have a snippet of this call that talks to these issues as well that I'm happy to share offline. I can also bring to POH if necessary. Thanks!

[noahtalerman]

Hey @Patagonia121 thanks for tracking this! Really good feature request.

I have a snippet of this call that talks to these issues

If you can, can you please share the Gong snippet in the comments here?

[Patagonia121]

@noahtalerman snippet is here: https://us-65885.app.gong.io/call?id=8901516499611503752&highlights=%5B%7B%22type%22%3A%22SHARE%22%2C%22from%22%3A320%2C%22to%22%3A652%7D%5D

[noahtalerman]

customer-rocher has identified a need for improvements in the team selector UI. The current UX becomes cumbersome when managing a large number of teams (approximately 160 teams). The issues are particularly evident when running queries or performing actions that involve multiple teams.

The proposed two-part FR is as such:

1. Multi-selector UI improvement

• consider redesigning the team selection UI to handle a much larger number of teams more efficiently
• Implement a more streamlined selection method that can handle bulk actions more optimally

2. Add search functionality to teams dropdown

• Add a search bar within the team selector UI to allow admins to quickly locate and select specific teams by name or other identifiers
• Ensure the search function is responsive and can handle partial matches or dynamic filtering as the user types

The benefits to the customer would include:

1. Increased productivity by allowing users to quickly perform actions across numerous teams without manual scrolling or searching
2. Improved accuracy in team selection, minimizing the risk of missing or incorrectly selecting teams during workflows

I have a snippet of this call that talks to these issues as well that I'm happy to share offline. I can also bring to POH if necessary. Thanks!

[noahtalerman]

Hey @Patagonia121 heads up that we shipped an improved UI in 4.62. Can you please let rocher know and collect any feedback from them? Thanks!

[noahtalerman]

Hey @zayhanlon, I see you unassigned @Patagonia121 from this request and removed it from the #g-customer-success board.

Just checking, did we meet rocher's requirements for this request? If yes, can you please close this customer request issue? If no, can you please add a link to the Gong snippet with their feedback?

[zayhanlon]

yes! sorry i missed that step. we're all good here @noahtalerman

[fleet-release]

Teams in the cloud, Search swiftly, select with ease, Fleet's UI shines bright.

[Patagonia121]

@noahtalerman sorry to miss that step as well, I did see some feedback from the customer in Slack (no Gong snippet yet, but we do talk later today), that this is a big improvement for how it worked before, so if they could add anything else to this feature it's the ability to select/deselect all matching, with a select/deselect all when also not searching for anything.

[noahtalerman]

I did see some feedback from the customer in Slack (no Gong snippet yet, but we do talk later today), that this is a big improvement for how it worked before, so if they could add anything else to this feature it's the ability to select/deselect all matching, with a select/deselect all when also not searching for anything.

Thanks @Patagonia121! I think no need for a Gong snippet. That request makes sense. It's a good UX improvement.

I re-opened this feature request because it's not fully done in the customer's eyes. I think up to you on whether to bring this request back to feature fest to weigh priority.