Dynamic Help

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xano's picture

A few weeks ago Sutharsan (Erik Stielstra) proposed a kind of dynamic help for Header Image. Together with Bojhan Somers (Bojhan) we developed his idea into a usable way of creating lists with configuration steps for modules (or anything else you'd like to use it for). Last night I created Dynamic Help based on our efforts so far. It's not much code and one might have his doubts as to why I have put this in a separate module. The reason behind all this is that I wanted to create an easy example of dynamic help (perhaps we can have it moved to core, hence the separate module) and that module maintainers can easily implement this feature without worrying about usability or consistency.

Vocabulary Index 6.x-2.x-dev already implements this module, so if you want to check it out and comment (comments are most welcome), please download Dynamic Help and Vocabulary Index and go to the general help page of the latter. There you'll find a list with a 'Configuration' above. That list is the dynamic help.

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Comments

This is a nice step in the

gaele's picture

This is a nice step in the right direction. Could this somehow be combined with advanced_help? And/or could a wizard be based on this?

A few notes, based on just the screenshot:

  • If these are (ordered) steps perhaps they should be numbered? Numbering aids in the perception of a step-by-step help.
  • If these are not steps, are there any dependencies? A user should not be tempted into picking a random step/task, only to find out an earlier task had to be executed first.
  • Personally I think the warning sign is a bit too confrontational, too aggressive perhaps. It should be more inviting ("please take these steps").

It isn't really intended to

xano's picture

It isn't really intended to be used as/in a wizard. It's more or less a basic list of possible steps the user might take to configure the module. If a module doesn't work as expected users may take a look at its dynamic help to get a quick overview of things they may still need to configure. Wizards are meant to configure something, Dynamic Help is meant to show users they may still need to configure something.

  1. The steps are not necessarily ordered.
  2. There may be dependencies, depending on the implementation. Header Images has got one dependency in its dynamic help if I recall correctly. If there are dependencies an ordered list may be best, but it would make the whole thing more cluttered. In my personal opinion dependencies should be handled by the modules themselves. Dynamic Help only lists the possible necessary steps to configure a module. If some part can not be configured before something else has been set up, the module should explain this to the user. We did try three kinds of statuses: done, to do and 'cannot yet be done'. The latter has been removed because at the time we thought it made the whole list too complex, but perhaps we should bring it back to life again.
  3. We talked about this a lot and tried a lot of approaches before we finally made this version. In the end we choose for the warning sign to get the user's attention.

To clarify, this is help is

Bojhan's picture

To clarify, this is help is tailored after Header Image, whether it applies for other modules that have a more structured workflow we didn't explore. On the note of the icon, I agree - you got a solution? We couldn't find one that would work with the constraints we have (we have a few other solution, maybe we could test them with users).

It is a step into the direction as you said, maybe we will see it more tailored for other workflows.

Icon

elv's picture

A green tick? It usually means "this step is done and okay, you can keep on working".

Steps don't necessarily have

xano's picture

Steps don't necessarily have to be executed for modules to work. They're more like guidelines. A green tick might indicate that those are necessary while they are not. A warning sign may do the same, but we thought these were necessary to get the user's attention.

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