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Website: update save-questionnaire-progress (#22586)
Closes: https://github.com/fleetdm/confidential/issues/8237 Closes: https://github.com/fleetdm/confidential/issues/8236 Changes: - Updated `save-questionnaire-progress` to update CRM records whenever a user submits a step of the get started questionnaire. (This previously only happened when a user's psychological stage changed) - Changed the name of the 'cross-platform-mdm' step to 'message-about-cross-platform-mdm'
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Eric
GitHub
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d1dde4f190
3 changed files with 31 additions and 28 deletions
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@ -21,7 +21,7 @@ module.exports = {
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'what-does-your-team-manage-eo-it',
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'what-does-your-team-manage-vm',
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'what-do-you-manage-mdm',
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'cross-platform-mdm',
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'message-about-cross-platform-mdm',
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'is-it-any-good',
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'what-did-you-think',
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'deploy-fleet-in-your-environment',
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@ -57,7 +57,6 @@ module.exports = {
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} else {// other wise clone it from the user record.
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questionnaireProgress = _.clone(userRecord.getStartedQuestionnaireAnswers);
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}
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// Tease out what liur buying situation will now be (or is and was, if it's not changing)
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let primaryBuyingSituation = formData.primaryBuyingSituation === undefined ? this.req.me.primaryBuyingSituation : formData.primaryBuyingSituation;
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@ -212,11 +211,23 @@ module.exports = {
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questionnaireProgressAsAFormattedString = JSON.stringify(getStartedProgress)
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.replace(/[\{|\}|"]/g, '')// Remove the curly braces and quotation marks wrapping JSON objects
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.replace(/,/g, '\n')// Replace commas with newlines.
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.replace(/:\w+:/g, ':\t');// Replace the key from the formData with a color and tab, (e.g., what-are-you-using-fleet-for:primaryBuyingSituation:eo-security, » what-are-you-using-fleet-for: eo-security)
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.replace(/:\w+:/g, ':\t')// Replace the key from the formData with a colon and tab, (e.g., what-are-you-using-fleet-for:primaryBuyingSituation:eo-security, » what-are-you-using-fleet-for: eo-security)
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.replace(/(true)/g, 'step completed');// Replace any "true" answers with "step completed".
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} catch(err){
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sails.log.warn(`When converting a user's (email: ${this.req.me.emailAddress}) getStartedQuestionnaireAnswers to a formatted string to send to the CRM, and error occurred`, err);
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}
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// Only update CRM records if the user's psychological stage changes.
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// Create a dictionary of values to send to the CRM for this user.
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let contactInformation = {
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emailAddress: this.req.me.emailAddress,
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firstName: this.req.me.firstName,
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lastName: this.req.me.lastName,
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primaryBuyingSituation: primaryBuyingSituation === 'eo-security' ? 'Endpoint operations - Security' : primaryBuyingSituation === 'eo-it' ? 'Endpoint operations - IT' : primaryBuyingSituation === 'mdm' ? 'Device management (MDM)' : primaryBuyingSituation === 'vm' ? 'Vulnerability management' : undefined,
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organization: this.req.me.organization,
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psychologicalStage,
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getStartedResponses: questionnaireProgressAsAFormattedString,
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contactSource: 'Website - Sign up',
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};
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// If the user's psychologicalStage changes, add a psychologicalStageChangeReason to the contactInformation dictionary that we'll update the CRM record with.
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if(psychologicalStage !== userRecord.psychologicalStage) {
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let psychologicalStageChangeReason = 'Website - Organic start flow'; // Default psystageChangeReason to "Website - Organic start flow"
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if(this.req.session.adAttributionString && this.req.session.visitedSiteFromAdAt) {
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@ -226,25 +237,17 @@ module.exports = {
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psychologicalStageChangeReason = this.req.session.adAttributionString;
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}
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}
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// Update the psychologicalStageLastChangedAt timestamp if the user's psychological stage
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contactInformation.psychologicalStageChangeReason = psychologicalStageChangeReason;
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// Update the psychologicalStageLastChangedAt timestamp if the user's psychological stage has changed (otherwise this is set to the current value)
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psychologicalStageLastChangedAt = Date.now();
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sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
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emailAddress: this.req.me.emailAddress,
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firstName: this.req.me.firstName,
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lastName: this.req.me.lastName,
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primaryBuyingSituation: primaryBuyingSituation === 'eo-security' ? 'Endpoint operations - Security' : primaryBuyingSituation === 'eo-it' ? 'Endpoint operations - IT' : primaryBuyingSituation === 'mdm' ? 'Device management (MDM)' : primaryBuyingSituation === 'vm' ? 'Vulnerability management' : undefined,
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organization: this.req.me.organization,
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psychologicalStage,
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psychologicalStageChangeReason,
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getStartedResponses: questionnaireProgressAsAFormattedString,
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contactSource: 'Website - Sign up',
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}).exec((err)=>{
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if(err){
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sails.log.warn(`Background task failed: When a user (email: ${this.req.me.emailAddress} submitted a step of the get started questionnaire, a Contact and Account record could not be created/updated in the CRM.`, err);
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}
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return;
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});
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}//fi
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// Update the CRM record for this user.
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sails.helpers.salesforce.updateOrCreateContactAndAccount.with(contactInformation).exec((err)=>{
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if(err){
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sails.log.warn(`Background task failed: When a user (email: ${this.req.me.emailAddress} submitted a step of the get started questionnaire, a Contact and Account record could not be created/updated in the CRM.`, err);
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}
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return;
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});
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// Update the user's database model.
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await User.updateOne({id: userRecord.id})
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.set({
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10
website/assets/js/pages/start.page.js
vendored
10
website/assets/js/pages/start.page.js
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@ -18,7 +18,7 @@ parasails.registerPage('start', {
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'what-does-your-team-manage-eo-it': {},
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'what-does-your-team-manage-vm': {},
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'what-do-you-manage-mdm': {},
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'cross-platform-mdm': {stepCompleted: true},
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'message-about-cross-platform-mdm': {stepCompleted: true},
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'is-it-any-good': {stepCompleted: true},
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'what-did-you-think': {},
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'deploy-fleet-in-your-environment': {stepCompleted: true},
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@ -198,10 +198,10 @@ parasails.registerPage('start', {
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} else if(primaryBuyingSituation === 'vm') {
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this.currentStep = 'what-does-your-team-manage-vm';
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} else if(primaryBuyingSituation === 'mdm') {
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this.currentStep = 'cross-platform-mdm';
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this.currentStep = 'message-about-cross-platform-mdm';
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}
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break;
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case 'cross-platform-mdm':
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case 'message-about-cross-platform-mdm':
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this.currentStep = 'what-do-you-manage-mdm';
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break;
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case 'lets-talk-to-your-team':
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@ -300,9 +300,9 @@ parasails.registerPage('start', {
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nextStepInForm = 'is-it-any-good';
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break;
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case 'what-do-you-manage-mdm':
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nextStepInForm = 'cross-platform-mdm';
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nextStepInForm = 'message-about-cross-platform-mdm';
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break;
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case 'cross-platform-mdm':
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case 'message-about-cross-platform-mdm':
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nextStepInForm = 'is-it-any-good';
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break;
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case 'is-it-any-good':
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4
website/views/pages/start.ejs
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4
website/views/pages/start.ejs
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@ -399,8 +399,8 @@
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<%// ╔═╗╦═╗╔═╗╔═╗╔═╗ ╔═╗╦ ╔═╗╔╦╗╔═╗╔═╗╦═╗╔╦╗ ╔╦╗╔╦╗╔╦╗
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// ║ ╠╦╝║ ║╚═╗╚═╗ ╠═╝║ ╠═╣ ║ ╠╣ ║ ║╠╦╝║║║ ║║║ ║║║║║
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// ╚═╝╩╚═╚═╝╚═╝╚═╝ ╩ ╩═╝╩ ╩ ╩ ╚ ╚═╝╩╚═╩ ╩ ╩ ╩═╩╝╩ ╩%>
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<div v-if="currentStep === 'cross-platform-mdm'">
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<ajax-form :handle-submitting="handleSubmittingForm" :form-errors.sync="formErrors" :form-data="formData['cross-platform-mdm']" :form-rules="formRules" :syncing.sync="syncing" :cloud-error.sync="cloudError">
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<div v-if="currentStep === 'message-about-cross-platform-mdm'">
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<ajax-form :handle-submitting="handleSubmittingForm" :form-errors.sync="formErrors" :form-data="formData['message-about-cross-platform-mdm']" :form-rules="formRules" :syncing.sync="syncing" :cloud-error.sync="cloudError">
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<div purpose="progress-bar-container">
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<div purpose="form-progress-bar"><div purpose="current-progress" style="width: 45%"></div></div>
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<img purpose="success-icon" alt="🚀" src="/images/icon-form-success-16x16@2x.png">
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