Jeto Ideas

With increasing volume of campaigns over time, it would be nice to have the ability to archive them, so they don't display in main campaign panel by default (but can still be reached in some way if necessary).

User Stories

As a: User \ Campaign Owner (Collaborator “Owner” of the campaign) or an Administrator

Given : increasing volume of campaigns over time
When: It would be nice to have the ability to archive them
Then: Archived Campaigns would not display in main campaign panel by default, but can still be reached by editing default filter and adding “Archived” to the Campaign Status filter options.

• I would like to be able to archive each campaign individually.

• I would like to be able to archive campaign in bulk based on applied filters in my campaign dashboard using (Campaign Type, Owner, Status, Create Date, Tags, Shared with…)

• Archived Campaigns would not display in main campaign panel by default, but can still be reached by editing default filter and adding “Archived” to the Campaign Status filter options.

• The status of archived campaign remains accessible/visible (Approved\Error, etc)

• This applies to Campaigns and Campaign Drafts

Acceptance Criteria - Functional Specifications

MVP:

• Create a new “Archived” Campaign property that will replace the use of status, so that campaign status remains available (and not overwritten)

• Use the existing ARCHIVED status from Campaing.Status.Enum

• Migrate current data so that campaign with status “archived” are set with the new property “Archived” is set to true, and every other campaign to False

• Introduce Bulk Actions in JETO to Archive Campaigns. Uses existing UX to select and Change Owner

• Status for campaigns is always saved and is mentioned even when campaigns are archived. When restored, campaigns retain their status as of time of archive.

1 . User navigation \ flow

1.1 Archive individual campaign flow

• Admin navigates to /Campaigns

  • Clicks campaigns snowman menu and select “Archive”.

    • Archive menu can either be active or inactive for this campaign (greyed out) if campaign is PENDING

1.2 Archive bulk campaigns flow

• Admin navigates to /Campaigns

  • Apply Filters & Sort (optional) Filters should support additional options like created date, updated date, and multiple options (Added to other epic)

  • Select bulk action menu - Introduced with Change Owner

    • Select All OR Select Multiple Campaigns using checkbox

      • Select action “Archive”

        • Confirmation toast appears. With message “You’re about to archive X campaigns. Please confirm to proceed”

        • If selection contains campaign(s) in PENDING status disable archive action + on hover display tooltip message “Campaigns in Pending status cannot be archived.”

        • If selection contains campaign(s) with SCHEDULED RUNS, update the message stating ‘You are about to archive ‘X’ campaigns. Some of your selected campaigns have scheduled automated launch. If you proceed with archiving these campaigns, all scheduled jobs will be cancelled. Do you wish to proceed?’
          
          

1.3. Accessing Archived Campaigns

• Archived Campaigns appear in a ‘frozen state’/view only mode. All fields are greyed out and the Save changes option is not available
  Preview mode(?) with no comments.

• Cloning campaigns should be prevented (for all roles)

• When trying to access the Archived menu The Account admin(s) will be able to see ALL archived campaigns. The campaign owner (or user with which campaign is shared) will only see the campaigns archived that were submitted by them. Any other user will see the icon as greyed out and will be unable to see the Archived campaigns

2. Retrieve / access archived campaigns.

2.1 User navigates to Campaigns

• Select new “Organize” icon on top nav

• Selects “Archive” icon (greyed by default)

3. Undo\Unarchive Campaigns

3.1 Campaigns Archived by mistake can be reverted to original status by:

• Navigating to Archived Campaigns

• Mimic Selection behaviour from Change Owner UX to select one or multiple campaigns and Click on ‘Remove from Archive’

5. Exceptions and Error Handling

5.1 Depending on campaign status, campaign may or may not be archived

• Cannot be archived: Deleted, Pending,

• Can be archived: Submitted, Approved, Error, In Approval, Change(s) Requested, Scheduled Campaigns (Cancel all future scheduled jobs for archived campaign)

6. Roles and Permissions

6.1 Action to “Archive” campaigns must be restricted to:

• The Owner of the campaign

• An Admin of the Launcher

7. General UI Guidance

7.1 The icon file for bulk edit campaigns can be found here.

7.2 All actions to database, including archive campaign must have confirmation message displayed in a “toast”. “Success! X campaigns archived”. Where X represents the count of archived campaigns.

7.3 TO BE CONFIRMED Archived campaigns are not returned using the “get campaigns” API call. To access archived campaigns, a new parameter in the Get Campaigns call should allow developer to “include archived campaigns” in response. This parameter should be “false” by default.

7.4 For design, please consider related story JETO-3319 where “bulk” action menu should be common to both “Archive” and “Change Owner” actions. Therefore both tasks should share a common portion of the navigation design.

7.5 Make sure to keep uniformity with every other Bulk Update actions in Jeto such as Bulk user & Groups.

8. Backward compatibility

8.1 New parameter to specify “include archived” in GET campaigns should be optional to avoid introducing a breaking change.

8.2 Make sure to keep using the same value for campaigns Status : “ARCHIVED”.