[Share dashboards] All related objects will be automatically shared and show detailed results

[teresaalvarezsoler]

Describe the feature:
Dataviews, panels and related dashboards (linked via drilldowns or the links panel) will automatically be shared in the destination space/s. Also all the objects from related dashboards (dataviews, panels and related dashboards).

Related objects can have 2 different status:

• Shared: it is shared at the same time than the dashboard or it was already shared in the destination space
• Error: it throws an error because of any reason

We should differentiate sharing from unsharing like in the image below:

[elasticmachine]

Pinging @elastic/kibana-presentation (Team:Presentation)

[cqliu1]

@teresaalvarezsoler Just to clarify on the unshare use cases listed above:

1. Users unshare a dashboard from a space

This is referring to unsharing a dashboard(s) from the dashboard listing page within the Dashboard app when you're trying to remove a shared dashboard(s) from a single space, correct? I.e. this issue: #167959

2. Users unshare a dashboard from a space and share it in another at the same time

This is referring to sharing/unsharing to a space(s) a single dashboard saved object from the saved object management page, right? I.e. this issue: #167953

[teresaalvarezsoler]

@cqliu1 sorry for the confusion, it was not very clear. Both cases are referring to #167953. But you are right they seem redundant, I will just remove them from this issue.

[andreadelrio]

Describe the feature: Dataviews, panels and related dashboards (linked via drilldowns or the links panel) will automatically be shared in the destination space/s. Also all the objects from related dashboards (dataviews, panels and related dashboards).

Related objects can have 3 different status:

• Shared: it is shared at the same time than the dashboard
• Already shared: it was already shared in the space before the dashboard
• Error: it throws an error because of any reason

@teresaalvarezsoler for the UI, could we refer to "already shared" as "skipped"?

[teresaalvarezsoler]

hey @andreadelrio if we say "skipped" the user may think the object hasn't been shared to the space. I preferred "already shared" to be similar to the "already copied" when copying dashboards. We show a simple check mark without the green circle and a tooltip when user hovers like this:

[teresaalvarezsoler]

Not sure how the "skipped" status can be applied to sharing objects. Under which circumstances is an object skipped?

[andreadelrio]

Not sure how the "skipped" status can be applied to sharing objects. Under which circumstances is an object skipped?

@cqliu1 @nickpeihl can you confirm whether skipped is a plausible status for the related objects when a dashboard is shared?

[nickpeihl]

Not sure how the "skipped" status can be applied to sharing objects. Under which circumstances is an object skipped?

@cqliu1 @nickpeihl can you confirm whether skipped is a plausible status for the related objects when a dashboard is shared?

Good question. The _update_objects_spaces API does not actually tell us if the related objects already exist in the space (i.e. sharing was "skipped"). The API only tells us if there was a problem sharing an object. Would it be ok to show one of two icons, checkMark or error?

[andreadelrio]

Not sure how the "skipped" status can be applied to sharing objects. Under which circumstances is an object skipped?

@cqliu1 @nickpeihl can you confirm whether skipped is a plausible status for the related objects when a dashboard is shared?

Good question. The _update_objects_spaces API does not actually tell us if the related objects already exist in the space (i.e. sharing was "skipped"). The API only tells us if there was a problem sharing an object. Would it be ok to show one of two icons, checkMark or error?

From my perspective, this is good enough.

[teresaalvarezsoler]

From my perspective two status is fine too, thanks @nickpeihl

[cqliu1]

@andreadelrio What should it look like when I simultaneously share a dashboard to a space(s) but also unshare from an space(s), or when I only unshare from a space(s)?

I imagine we would just have a different icon when an object is unshared? Or do we also want to use the success checkmark to show the unsharing was successful but have a separate subsection showing all the removed/unshared objects?

[andreadelrio]

@andreadelrio What should it look like when I simultaneously share a dashboard to a space(s) but also unshare from an space(s), or when I only unshare from a space(s)?

I imagine we would just have a different icon when an object is unshared? Or do we also want to use the success checkmark to show the unsharing was successful but have a separate subsection showing all the removed/unshared objects?

Sending a few options after discussing over Zoom with @cqliu1. For the following screens assume that the dashboard is shared to John's Space and unshared from Target Space in the same action.

1. Showing a green check for successfully shared and blue check for successfully unshared. A tooltip appears on hover.

2. Doing (1) but using different icons

3. Having two different sections: one for displaying results of share actions and another for the results of unshare actions. Each section has a heading and a list of accordions.

Let me know what you think @teresaalvarezsoler @nickpeihl @cqliu1

[teresaalvarezsoler]

I like making the two sections clear (share vs unshare), regarding the icons, either number 1 or number 2 work fine, no strong preferences from my side, but the tooltip is necessary. One question, if this lists gets very long, I guess users will be able to scroll @andreadelrio?

[nickpeihl]

One question, if this lists gets very long, I guess users will be able to scroll @andreadelrio?

It looks like the Spaces are collapsible. We might even consider collapsing the Space list by default. The user would be able to expand the list and scrolling should still work.

[nreese]

Closing, issue iceboxed in #188573