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Patterns: add opt out preference to the 'Choose a Pattern' modal when adding a page #65026

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merged 8 commits into from
Sep 8, 2024

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ramonjd
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@ramonjd ramonjd commented Sep 4, 2024

What and how?

Fixes: #56181

Deleting the entire modal is too easy, so this PR:

  • Adds a preference to disable the loading of the "Choose a pattern" modal when adding new pages.
  • Ensures the modal doesn't reappear when you edit a page's template/template parts/patterns and return to the page.

Previous attempt here:

Why?

When creating a new page, the "Choose a pattern" will not go away until you choose a pattern. I grow weary of it.

Testing Instructions

Tip

If you see the welcome modal competing for your attention, please ignore. I added an issue: #65104

  1. Create a new page either in the site editor or post editor
  2. The patterns selector will appear. Dismiss it.
  3. Now either edit the page's template, or add a new synced pattern and edit that, and then return to the page
  4. The pattern selector should not display again until you revisit the page or add and save some content.
  5. Now open the preferences modal and toggle off "Show starter patterns" under "Interface"
  6. Return to step up and ensure the patterns selector modal does not appear again until you toggle the preference back on.
Screenshot 2024-09-06 at 8 36 06 PM

Testing Instructions for Keyboard

Screenshots or screencast

Kapture.2024-09-04.at.14.16.42.mp4

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github-actions bot commented Sep 4, 2024

Size Change: -514 B (-0.03%)

Total Size: 1.78 MB

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@noisysocks
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Nice, this looks great.

If I tick the checkbox in the settings, I'd expect to not see the modal until the next time I create a new page.

@ramonjd
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ramonjd commented Sep 4, 2024

If I tick the checkbox in the settings, I'd expect to not see the modal until the next time I create a new page.

That makes sense.

We could do away with the preference and modal changes altogether.

In fact, without looking too hard, it'd just be removing the useEffect here:

useEffect( () => {
// Should reset the modal state when navigating to a new page/post.
setIsClosed( false );
}, [ postType, postId ] );

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github-actions bot commented Sep 4, 2024

Flaky tests detected in 8799cd3.
Some tests passed with failed attempts. The failures may not be related to this commit but are still reported for visibility. See the documentation for more information.

🔍 Workflow run URL: https://github.com/WordPress/gutenberg/actions/runs/10731517185
📝 Reported issues:

@ramonjd
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ramonjd commented Sep 4, 2024

We could do away with the preference and modal changes altogether.
In fact, without looking too hard, it'd just be removing the useEffect here:

So, that just ensures it doesn't appear again in while the post is open.

Kapture.2024-09-04.at.15.29.01.mp4

Better, but it still opens when you return to the same page and the conditions are met.

So in that case a preference would probably be in order given the premise of the issue:

The new 'Choose a Pattern' modal is useful - but can become frustrating for users who don't want to use it, and still need to see it every time.

Still, I've removed the useEffect here so that it doesn't pop back up between pages > template part > page navigation.

@andrewserong andrewserong marked this pull request as ready for review September 5, 2024 03:58
@andrewserong andrewserong added the [Feature] Site Editor Related to the overarching Site Editor (formerly "full site editing") label Sep 5, 2024
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@andrewserong andrewserong added [Feature] Patterns A collection of blocks that can be synced (previously reusable blocks) or unsynced [Type] Enhancement A suggestion for improvement. labels Sep 5, 2024
@andrewserong andrewserong requested a review from a team September 5, 2024 03:59
@andrewserong andrewserong added the Needs Design Feedback Needs general design feedback. label Sep 5, 2024
@andrewserong
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I like this idea! Just pinging for design feedback 🙂

@jasmussen
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jasmussen commented Sep 5, 2024

Thanks for working on this. I'm not too sure about this particular implementation, though; through its label and placement, that checkbox gets HUGE prominence, enough that it seems to suggest: you should check me. Almost like onboarding tutorials which should be easy to not show again. This is not that.

Although there are genuine frustrations expressed—and we should provide an opt out—this is something that's genuinely meant to provide a better page authoring experience, and we're actively working to improve that flow through adjacent features (zoom out, select mode, contentOnly editing). It's too early to give the opt out this much prominence. That's why I suggested it live in the preferences section. It's fine for it to live only there, at least until we've gotten further with the flow improvements and validated whether they address the frustration or not.

@ramonjd
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ramonjd commented Sep 5, 2024

this is something that's genuinely meant to provide a better page authoring experience, and we're actively working to improve that flow through adjacent features (zoom out, select mode, contentOnly editing). It's too early to give the opt out this much prominence. That's why I #56181 (comment) it live in the preferences section. It's fine for it to live only there, at least until we've gotten further with the flow improvements and validated whether they address the frustration or not.

Okay, thanks for the quick feedback here. 🙇🏻

At a very minimum, I think the modal should not continuously show when flipping between the page and its templates. It's pretty spammy right now and I can empathize with user frustrations.

We can achieve that by removing the useEffect as mentioned above as a first step.

I can roll back the changes to the modal footer and if folks are fine with it, leave the preference toggle in.

Whatever flow improvements occur later, we could still activate the modal under different conditions: zoom out, select mode, contentOnly....

@jakobtrost
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jakobtrost commented Sep 5, 2024

Almost like onboarding tutorials which should be easy to not show again. This is not that.
[...] this is something that's genuinely meant to provide a better page authoring experience, and we're actively working to improve that flow through adjacent features

I agree—thanks for the insight. If the opt-out is too prominent, many users may disable it out of habit. Since this element seems crucial for the future experience, I'd also suggest offering the opt-out as a setting checkbox only.

@jasmussen
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Yep, there really are many things we can explore later on, including if need be that checkbox in a place that manages its prominence. As noted, depending on where zoom out features land, this interface remains in flux.

That's also to say, my feedback is specifically on the checkbox in the modal (for the time being!). Anything else, please refine and improve the user experience beyond that as much as you can 👌 🙏

@johnstonphilip
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Personally I still don't like this approach. The modal pops up without the users prompting and completely blocks what they expect to see. Making it dismissable is like saying "don't annoy me again", when we could have not-annoyed them in the first place. I proposed an alternative in #56181 (comment)

@ramonjd
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ramonjd commented Sep 5, 2024

The modal pops up without the users prompting and completely blocks what they expect to see.

Thanks again for the feedback, everyone.

I think the negative UX definitely warrants an alternative approach, but taking @jasmussen's feedback above, it sounds like folks are actively working on it.

To inch things forward and mitigate the present state of things, I'll pare back this PR to keep the preference and ensure the modal doesn't show its face as you navigate between the page and its template.

Any redesign or refactoring can be in a follow up.

…l when adding new pages.

Adds a footer to the modal component.
…o that the preferences modal has a value to test.
…vents the modal popping open between page > template part > page navigation.
Removed modal footer and related components
@ramonjd ramonjd force-pushed the try/add-pattern-selector-preference branch from 798d63b to 01552df Compare September 6, 2024 01:09
@@ -152,6 +154,18 @@ export default function EditorPreferencesModal( { extraSections = {} } ) {
'Enable pre-publish checks'
) }
/>
{ starterPatterns?.length && (
<PreferenceToggleControl
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I added this under "Publishing" for no real reason. Is there a better category?

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I'd possibly lean ever so slightly toward Interface as it's about what we're showing to the user in the UI rather than publishing per se... but I don't feel strongly about it!

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This is generally testing really well for me. Just left a note about an edge case with the rendering of the preference. But the removal of the useEffect in particular is really nice as it means we can toggle between template part editing and page editing an empty page without getting the modal showing again.

2024-09-06.15.55.51.mp4

Something I did notice (and not sure if this is really an issue in practice) is that if I'm editing an empty page within the site editor and then go to toggle the setting to show starter patterns back on, then when I close the preferences panel, it immediately displays the modal. Arguably this might be a good thing if someone is deliberately trying to get that modal back again:

2024-09-06.15.56.44.mp4

Separately, I also noticed that sometimes the modal opens twice very quickly when creating a new page. I think this might be related to the issue raised about the editor welcome modals, but just thought I'd mention it in case you're able to reproduce it. It's in the first video in this comment — if you scrub through very slowly, you can see the modal opens and then re-opens like something has triggered it to re-render somehow? In any case, I might be overthinking this part of it 🙂

Overall this feels very close to me, though!

packages/editor/src/components/preferences-modal/index.js Outdated Show resolved Hide resolved
@@ -152,6 +154,18 @@ export default function EditorPreferencesModal( { extraSections = {} } ) {
'Enable pre-publish checks'
) }
/>
{ starterPatterns?.length && (
<PreferenceToggleControl
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I'd possibly lean ever so slightly toward Interface as it's about what we're showing to the user in the UI rather than publishing per se... but I don't feel strongly about it!

@ramonjd
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ramonjd commented Sep 6, 2024

Something I did notice (and not sure if this is really an issue in practice) is that if I'm editing an empty page within the site editor and then go to toggle the setting to show starter patterns back on, then when I close the preferences panel, it immediately displays the modal. Arguably this might be a good thing if someone is deliberately trying to get that modal back again:

I noticed that too and came to the same conclusion. There's a bit of a modal boxing match going on, especially when you throw the welcome guide in 😄

I can't shake the feeling I'm tinkering with superficial changes to mask a fundamental UX failing here.

We want to expose useful patterns to the user when they first create a page, assuming they're going to add content to the page. If they don't add content to a page, the editor relentlessly throws up the modal, and over the welcome guide too.

We've defined "useful" patterns as those that have a root block type of 'core/post-content'.

We don't know the user's intention. They might want to create a contact page. Is the editor really helping by displaying the same patterns every time they create a new page?

Presumably users are smart enough to learn that a wider variety of patterns are available via the pattern inserter.

I know design folks are working on this problem, but I'm not convinced that keeping the modal around until things are better is valid.

I hope this PR makes things a little better if it lands!

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Tested and LGTM 👍. Left a few nitpicks.

packages/editor/src/components/preferences-modal/index.js Outdated Show resolved Hide resolved
packages/editor/src/components/preferences-modal/index.js Outdated Show resolved Hide resolved
Also, move pref to the right location :)
@ramonjd
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ramonjd commented Sep 6, 2024

Thanks to everyone who has provided advice and helped test!

I'll leave it to stew and merge early next week, when I'll try to think about some sensible follow up suggestions. 😄

🍺

@annezazu
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annezazu commented Sep 7, 2024

Just did a quick test of this! Super appreciate having this as a preference. I wonder how it might work if this ever proceeds: #61489 but that's neither here nor there for now (and it would be easy to remove this). Referencing the discussion above, I agree on not having a tick box in the modal. It's far too prominent.

I found that turning back on the preference when I do have content on a draft doesn't initiate the modal and, if I have no other content, it does initiate the modal. That feels expected!

@andrewserong
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I hope this PR makes things a little better if it lands!

Nice work here, looks good to land now. I think it does indeed make this better for now! 🎉

@fabiankaegy
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fabiankaegy commented Oct 2, 2024

Hey @ramonjd 👋

Would you be able to help write a dev note for this for the 6.7 release? We are planning to have this as part of a larger Miscellaneous Editor Updates note.

We are hoping to get all drafts in by October 13th to leave some time for reviews before the RC1.

All Dev Notes get tracked in #65784 so feel free to leave a note there or ping me directly :)

Please let us know if you can assist with that.

Thanks in advance :)

@ramonjd
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ramonjd commented Oct 10, 2024

Dev Note: new preference to disable the "Choose a pattern" modal when adding pages

A pattern selector modal appears when creating pages. The modal will reappear so long as the the page content is empty.

In 6.7, this feature can be toggled on and off through a new "Show starter patterns" toggle switch, located in the "Interface" section of editor preferences.

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Patterns: Provide a way for users to opt out of the 'Choose a Pattern' modal when adding a page
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