Discussion user guide V2.2.0

Goals

Improvement of existing discussion categorization model:

• During the migration process of discussions.
• During creation of a new discussion
• During the change of existing discussion's category

Introducing a new discussion categorization mechanism per space:

• Creating categories (relationship with page labels)

Discussions migration

When upgrading to a new Discussion add-on version, we created a migration process to find old discussions (created under a version prior to version 2.0 of our add-on) and move them under an undefined category. We made some changes to this existing mechanism as following:

• Discussions without categories are automatically associated to "Undefined" category.
• Discussions without categories are not migrated under the "uncategorized" page. They are tagged with "Undefined" category and are kept to there existing position in the space's hierarchy.
• We have disable the creation of the "Uncategorized" page.

Moving discussions under categories pages

OPTION 1 We added an option to let our user choose if they want to move discussions under the main category page. Discussion will be created and associated to the selected category and based on user's choice it will be attached under the category's page or not. Category's page will list in both cases the discussion as part of its content.

• Add an option when creating a new discussion (checkbox: Move or not)
  
  1. Go to Create button
  2. Choose the blueprint Discussion from the create dialog
  3. Enter information about 
     1. Discussion title
     2. Choose type: question or discussion
     3. People you want to notify about this discussion ("share with" option)
     4. Discussion description

     5. If needed add labels to your discussion

     6. Select discussion category. Categories are topics to group by your discussions. You can find more details about Discussion categories within this section
     7. Check "Move under associated category" if you want to attach discussion to category index page selected in the last field. Note that if you don't select a category, this discussion will be marked as uncategorized. If user tick the checkbox, this discussion will be moved under a page called "Uncategorized"
        
        

     If the checkbox is not select the discussion page is attached to "Discussions" index page. User can than move the discussion to desired page after its creation via the native move option of Atlassian.

  4. Click on create button
  5. That's it ! A new conversation will be created.

Create discussion view

OPTION 2

We made minor changes to the dialog that let users change discussion category. We enabled the option to move the discussion under the new discussion category or not!

• Add an option when changing category from discussion
  1. Go to Discussions in the sidebar 
  2. Choose a discussion 
  3. Click on category to change it
  4. Choose another category and check "Move discussion under a new category" if you want to change it under this one
  5. That's it! the discussion category is changed.

Reorganize discussions

We introduced a new feature to reorganize discussions from Space administration panel.

This interface allow administrators to filter discussions according to two criteria:

• Categories (multiple choice)

• Associated labels to discussions (multiple choice)

And them process with changing there category.

Filtering discussions view

Discussions filtering follows the specified rules:

• The management rule between the two criteria is an "AND CRITERIA"

• The management rule between the multiple elements chosen in the criterion itself is an "OR CRITERIA"

• Case 1:

• • Categories AND Labels → Returns discussions with one or more categories and one or more labels

• Case 2:

• • Categories are not empty AND Labels are empty → Returns discussions with one or more categories

• Case 3:

• • Categories are empty AND Labels are not empty → Return discussions with one or more labels

To filter discussions:

1. Enter informations: 
   1. One or more category 
   2. One or more label
   3. One or more category and one or more label
2. Discussions are displayed now! You can reorganize them

Filtering discussions view - filter discussions

To reorganize discussions:

1. Check one or more discussions 
2. "Categorize" button is displayed 
3. Click on the button to go to the next interface 

Filtering discussions view - Choose discussion to reorganize

Once you clicked on the "Categorize" button, you can choose between:

1. Reorganize the chosen discussion list under an existing category or delete the category information completely (choose the category "Undefined")

2. Create a new category and associate it to the discussions

3. Choose to move or not categories under the parent page

We add an information panel to help user when creating the new category to remember the selected labels or categories he originally composed his filter of:

Reorganize discussions view

Once you validate your choice, you are automatically redirected to the filter view.