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CJA: allow users to edit/modify saved Guided Analysis from within Workspace UI

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Level 6

10/30/24

Description

The new embedded Guided Analysis feature in Workspace allows users to save configured analysis for future use. The screenshot below shows what a Saved analysis looks like in the left rail.

 

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Unfortunately, once the analysis is created, it cannot be deleted or modified from within the Workspace UI. The only options available are tag, favorite, and approve.

 

brentrad_1-1730309331866.png

 

If a user wants to make any changes to the analysis, they have to go to the Workspace manager, select "Folders & Projects" as the view, and then enable the "Guided analysis" Type in the filter. This seems to be the only way to rename or delete an analysis. Note that the search function does not look for saved Guided analysis.

 

brentrad_2-1730309555115.png

 

Most users aren't going to look in Folders & Projects in the Workspace manager, so they won't know how to make adjustments to anything saved. It would be easier for users if Adobe allowed them to delete, modify, and share saved analysis from within the Workspace UI.

 

Why is this feature important to you

Any point of friction, such as requiring users to go to a different page (e.g. Folders & Projects) to do something will hurt adoption because it causes confusion. Friction also increases the odds that users will submit tickets that admins have to deal with.

 

How would you like the feature to work

Make the saved analysis options the same as the options for components within the Workspace UI. The screenshot below is what appears when a dimension is right-clicked on.

 

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Ideally, an "Edit" option will be included in the list (this isn't included for components, for some reason). If this isn't possible, update the tool tip to include the edit option, as we have with calculated metrics and filters.

 

brentrad_5-1730310204400.png

 

Current Behavior

Users can only make adjustments to saved Guided analysis via the Workspace manager, which requires them to go to an infrequently used section of a different page.