mirror of
https://github.com/fleetdm/fleet
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a0d1172f89
Closes: #17958 Changes: - Updated the primary and secondary CTAs site-wide - Updated the /start page to have a multi-stage form that users can fill out to personalize their onboarding experience - Updated the signup action to not set a `primaryBuyingSituation` on new user records (This will now be set when users progress through the /start form) - Added two new attributes to the `User` model: `currentGetStartedQuestionnarieStep` and `getStartedQuestionnarieAnswers` that save user's progress in the /start form. Before this PR can be merged we will need to: - [x] Update the Zapier webhook that runs when new users sign up to no longer expect a `primaryBuyingSituation` value - [ ] Update the User table in the website's database - [ ] Migrate the existing user records
71 lines
2.7 KiB
JavaScript
Vendored
71 lines
2.7 KiB
JavaScript
Vendored
module.exports = {
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friendlyName: 'Save questionnaire progress and continue',
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description: 'Saves the user\'s current progress in the get started questionnaire',
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inputs: {
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currentStep: {
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type: 'string',
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description: 'The step of the get started questionnaire that is being saved.',
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isIn: [
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'start',
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'what-are-you-using-fleet-for',
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'have-you-ever-used-fleet',
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'how-many-hosts',
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'will-you-be-self-hosting',
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'what-are-you-working-on-eo-security',
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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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'managed-cloud-for-growing-deployments',
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'self-hosted-deploy',
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]
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},
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formData: {
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type: {},
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description: 'The formdata that will be saved for this step of the get started questionnaire'
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}
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},
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exits: {
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},
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fn: async function ({currentStep, formData}) {
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// find this user's DB record.
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let userRecord = await User.findOne({id: this.req.me.id});
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if(!userRecord){
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throw new Error(`Consistency violation: when trying to save a user's progress in the get started questionnaire, a User record with the ID ${this.req.me.id} could not be found.`);
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}
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let questionnaireProgress;
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// If this user doesn't have a lastSubmittedGetStartedQuestionnaireStep or getStartedQuestionnaireAnswers, create an empty dictionary to store their answers.
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if(!userRecord.lastSubmittedGetStartedQuestionnaireStep || _.isEmpty(userRecord.getStartedQuestionnaireAnswers)) {
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questionnaireProgress = {};
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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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// When the 'what-are-you-using-fleet-for' is completed, update this user's DB record and session to include their answer.
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if(currentStep === 'what-are-you-using-fleet-for') {
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let primaryBuyingSituation = formData.primaryBuyingSituation;
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await User.updateOne({id: this.req.me.id}).set({primaryBuyingSituation});
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// Set the primary buying situation in the user's session.
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this.req.session.primaryBuyingSituation = primaryBuyingSituation;
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}
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// Set the user's answer to the current step.
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questionnaireProgress[currentStep] = formData;
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// Clone the questionnaireProgress to prevent any mutations from sending it through the updateOne Waterline method.
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let getStartedProgress = _.clone(questionnaireProgress);
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// Update the user's database model.
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await User.updateOne({id: userRecord.id}).set({getStartedQuestionnaireAnswers: questionnaireProgress, lastSubmittedGetStartedQuestionnaireStep: currentStep});
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// Return the JSON dictionary of form data submitted by this user.
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return getStartedProgress;
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}
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};
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