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Design: Dashboard actions menu

Problem to solve

  • There's no way to access Metrics settings from the Metrics dashboard, and it's difficult to find them buried in Settings > Operations > Metrics
  • There's no way to create a new dashboard from the Metrics UI. The only way to figure it out is to go to documentation and try to find this information. The "Duplicate dashboard" action isn't very discoverable when it's not a part of the "Create dashboard" flow.
  • Custom and default dashboard has distinct actions (e.g add metric, duplicate dashboard, edit dashboard), we should strive for a unified design for both dashboards if possible

Some ideas:

  • Placing all of these actions behind a "more actions" icon
  • Using an icon variant for these actions, so the individual buttons take up less space.

Related issues

#217143 (closed) #202165 (closed)

Intended users

Further details

We should make sure the design is scalable for adding additional actions to our dashboard

Proposal

Default dashboard controls Custom dashboard controls
MVC_-Default_Dashboard_Menu-_Create_New MVC_-_Custom_Dashboard_Menu

See all designs on Figma.

  • We can allow users to access Metrics Settings by linking the Settings > Operations > Metrics page in the UI
  • We can allow users to create new dashboards by duplicating the current dashboard or by creating a new .yml file

Permissions and Security

Documentation

Testing

What does success look like, and how can we measure that?

What is the type of buyer?

Links / references

Edited by Nadia Sotnikova