[UX] Edit forecast

[xeniatup]

[UX META] OpenSearch Dashboards Forecasting Dev Ops Metrics [Proposal] Forecasting Dev Ops Metrics and Financial/Inventory Metrics

What solution would you like?

• Forecast page serves both view and edit experiences. The layout is organized by using Described form groups in read-only or editable states respectively.
• User can view and edit forecast configuration in “Configuration” tab that includes data source details and model parameters. User can view and edit forecast name, description and storage options in “Details” tab.
• To turn the form into editable state user selects “Edit” in the top right corner of the tab content.
• To be able to edit forecast in one of the states that are updating on every interval to produce a new datapoint or perform a check for the new data (“Running”, “Initializing test”, “Initializing forecast”, “Awaiting data to initialize forecast”, “Awaiting data to restart forecast”) user will stop or cancel forecast beforehand. Stopping forecast or cancelling awaiting data will transition the forecast into “Inactive” state.
• If user selects “Cancel” to discard the changes or exit the edit mode, the forecast needs to be restarted (By selecting “Test” or “Start forecast”) to go into its initial state.
• Changing forecast configuration will regenerate the visualization. This will not allow to display previously stored historical forecasts on the visualizations. User needs to be aware of this potential change while selecting to edit a forecast in “Awaiting data to restart” or “Running state”.
• User might attempt a conflicting action while editing the forecast (examples: selecting an action from the header, navigating away from the page). In this cases a conflicting action modal will be displayed.

Screen 3.9: Stop forecast to edit modal dialog

Stop/Cancel to edit modal dialog messaging

State	Modal header	Callout	Message	CTAs
Initializing test - both tabs	Cancel initializing the test to edit?	-	You must cancel the test initialization before editing its configuration. After making changes to the forecast, restart the forecast.	Cancel and edit (primary) Cancel
Initializing forecast - both tabs	Cancel initializing the forecast to edit?	-	You must cancel the forecast initialization before editing its configuration. After making changes to the forecast, restart the forecast.	Cancel and edit (primary) Cancel
Awaiting data to initialize forecast - both tabs	Cancel forecast to edit?	-	You must cancel the forecast before editing its configuration. After making changes to the forecast, restart the forecast.	Cancel and edit (primary) Cancel
Awaiting data to restart - Configuration tab	Cancel forecast to edit?	Editing forecast will wipe historical visualizationsChanging any of the data source or model parameters affects the forecast results and wipes out any historical forecast visualizations.	You must cancel the forecast before editing its configuration. After making change to the forecast, restart the forecast.	Cancel and edit (primary) Cancel
Awaiting data to restart - Details tab	Cancel forecast to edit?	-	You must cancel the forecast before editing its configuration. After making changes to the forecast, restart the forecast.	Cancel and edit (primary) Cancel
Running - Configuration tab	Stop forecast to edit?	Editing forecast will wipe historical visualizationsChanging any of the data source or model parameters affects the forecast results and wipes out any historical forecast visualizations.	You must stop the forecast before editing its details. After making changes to the forecast, restart the forecast.	Stop and edit (primary) Cancel
Running - Details tab	Stop forecast to edit?	-	You must stop the forecast before editing its details. After making changes to the forecast, restart the forecast.	Stop and edit (primary) Cancel

Screen 3.10: Configuration tab in read-only mode

Screen 3.11: Configuration tab in editable mode

Screen 3.12: Details tab in read-only mode

Screen 3.13: Details tab in editable mode

State transitions for editing a forecast

Read-only state	Editable state	Configuration tab bottom bar buttons	Details tab bottom bar buttons
Inactive	Inactive	Update and test (primary) Update Cancel	Update (primary)Cancel
Inactive:stopped	Inactive:stopped	Update and test (primary) Update Cancel	Update (primary) Cancel
Awaiting data to initialize	Inactive:stopped	Update and test (primary) Update Cancel	Update (primary) Cancel
Awaiting data to restart	Inactive:stopped	Update and test (primary) Update Cancel	Update (primary) Cancel
Initializing test	Inactive	Update and test (primary) Update Cancel	Update (primary) Cancel
Initializing forecast	Inactive	Update and test (primary) Update Cancel	Update (primary) Cancel
Test complete	Test complete	Update and test (primary) Update Cancel	Update (primary) Cancel
Running	Inactive: stopped	Update and test (primary) Update Cancel	Update (primary) Cancel
Initializing forecast failed	Initializing forecast failed	Update and test (primary) Update Cancel	Update (primary) Cancel
Forecast failed	Forecast failed	Update and test (primary) Update Cancel	Update (primary) Cancel
Initializing test failed	Initializing test failed	Update and test (primary) Update Cancel	Update (primary) Cancel

Screen 3.14: Conflicting action modal

Delete forecast

User can delete a forecast from the Forecasts list view or from a forecast page. When user selects “Delete” button, the system displays the confirmation modal to avoid accidental deletion. For the running state and for initializing test or initializing forecast the confirmation modal contains a callout highlighting the state of the forecast. No cancelling or stopping is required to delete a forecast.

Screen 3.15: Delete forecast confirmation modal dialog.