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Level Based Template

Project Overview

The Level-based template feature introduces a powerful capability, enabling users to efficiently generate a bulk objects sandbox with a structured hierarchy consisting of four levels. This functionality empowers users to streamline and expedite the creation of their sandbox. The feature offers a user-friendly and intuitive solution for those seeking a fast way to build complex environments.

Problem and Consequences

Prior to the introduction of the Level-based template, users had to manually create templates - a process that consumed their time and demanded a profound understanding of the structure of their organizational environments.

I've identified the main problem: users lacking in-depth knowledge of their organizational environment structure may find it challenging to manually and in detail construct a complex template.

When the template is poorly structured there are additional consequences: ineffective templates, reduced efficiency, and an increased likelihood of errors. Furthermore, the manual and complex nature of template creation in such circumstances may result in the waste of time and resources.

Market Research

I've conducted research on various applications, exploring sandbox apps, time management apps, task management apps, and apps designed for organizing bulk information.

User Study

The application addresses two user roles: system administrators, who are responsible for creating templates for sandbox environments used by developers, and developers who build the templates for code testing before deployment in the company's production environment.

Before the introduction of the Level-based template, users had to build templates manually, separately, and with precision. While this approach offered advantages, such as accurate object selection, it was a laborious process that demanded a deep understanding of the user and familiarity with their environment. The Level-based template streamlines and accelerates the template creation process, enabling users to create templates more quickly and efficiently.

User Flow

After reviewing and considering the results of my user and market research I have come up with the following user flow.

Mockups

To start the template building process, the user navigates to the main page of the app where all their templates are located and clicks the "New Template" button.

They assign a name and a description to the template, select a source, and choose the template type — either "nodes" or "levels". Additionally, they decide whether to include anonymizations.

On the template page, the user selects the objects (roots) to include in the template, determines the desired number of depth levels, and decides whether to incorporate parents and exclude child objects.

Upon clicking the Calculate Root button, a progress bar is displayed, followed by information about the created template. At this stage, the user can proceed by clicking on the Seed button to utilize their template.

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