ER: Creating onboarding form prototype / Tables Issue

[abuna1985]

Overview

Build Hack for LA onboarding form prototype. Automate onboarding processes. See also

• Using Google's Apps Script to Automate On-boarding Processes #5
• Automate onboarding processes across all projects #4

Action Items

Using Google Tables

• Figure out the desired user flow (see comment from 1669 and comment from 1795)
• Model database infrastructure
• Create placeholder data (copy of website sheet data?)

Future Action Items

These items to be done after setting up Google Tables. Most of these will require an app script.

• Adding the person to Github team repo
• Adding the person to team's Google Drive
• Adding the person's basic information to the team roster (their name, github & email) and then request them to fill the rest of the fields
• Adding the person to the google calendar invites (need a central calendar to make that happen - try to find owner of existing HfLA calendar/Bonnie)
• Trigger a follow up email when they fill the form which asks them to: Fill out the roster, join the slack channel, read the wiki etc. We want to limit the amount of outbound emails so we are not doing this.
• Sync onboarding prototype with a folder in the website repository #2
  • Sync both the script in Google and here such that edits to the script here will reappear on Google (but not vice versa)

Resources/Instructions

• Remote Onboarding Survey

User Flow

• https://docs.google.com/spreadsheets/d/185g40Yi9Al9P7lgcVerG2tUQKycCY8ti3FVjT38Zuog/edit#gid=0

Current Progress

• Hack For LA Website Onboarding Test Form (in progress)
• Onboarding Test Form Script (in progress)

App Script Related

AppsScript main page
AppsScript overview
AppsScript references (for documentation pertaining to Google Services)
AppsScript API (for documentation pertaining to creating an API)

Proof of Concept

• Spreadsheet
• Form for Editors
• Form for users
• Script

Try the prototype out on the roster, google drive, and write team github for:

• Hack for LA website team
• UI/UX community of practice

[averdin2]

Working off of issue hackforla/website#1669 to create Google form for Website team

[averdin2]

We need to discuss if we should be adding people to the website-write team.

[Sihemgourou]

@averdin2 @abuna1985 This issue needs to be assigned to someone if it is in the progress backlog

[abuna1985]

@akibrhast @jbubar @Aveline-art Is there a specific member of the team you want to assign to this issue?

[Aveline-art]

Let's move this to the developer meeting column, because I suspect we would want to discuss this together during meetings.

[Sihemgourou]

I'm creating a note on the dev column which will mention this issue (an others that don't have the collaborative label) so that we have more visibility on the priortized backlog :) Please feel free to give me feedback about this technique !

[abuna1985]

@jbubar will update. Talked to Bonnie at the back-end meeting and will be transitioning to Google Tables. We need to research how to integrate the team spreadsheet (.csv) into Google Tables and creating forms.

[abuna1985]

Todo for this issue:

• Check if Google Tables does everything that Google Sheets/Forms (our current process) can do.

[github-actions]

@jpandh Please add update

1. Progress
2. Blockers
3. Availability
4. ETA

[Aveline-art]

* [ ]  Transfer a copy of the GoogleAppsScript script onto a folder in this project
  
  * [ ]  Sync both the script in Google and here such that edits to the script here will reappear on Google (but **_not_** vice versa)

I am tacking on these two action items here, as it was discussed during the meeting of July 4th, 2021. Once we are at this step, we can start making this into an issue.

[jpandh]

continuing research, will follow up during dev backend thurs meeting

[Aveline-art]

@jpandh Just for your information, when you make an update, we do want it in this format:

• Progress: "What is the current status of your project? What have you completed and what is left to do?"
• Blockers: "Difficulties or errors encountered."
• Availability: "How much time will you have this week to work on this issue?"
• ETA: "When do you expect this issue to be completed?"
• Pictures: "Add any pictures of the visual changes made to the site so far."

You can find it as a saved reply. This lets us get a clear picture of how you are doing! Thank you!

[jpandh]

• Tables has an API that can be called directly from the Apps Script
• Tables also has a number of bots (no code)
• • Can be triggered
• • • Ex: new record or user gets added -> send emails, send slack notif, etc
• • • Can use Zapier
• Google tables and forms connection
• • Google tables has its own version of forms that can be used to add and edit data
• • https://support.google.com/area120-tables/answer/10011562?hl=en
• • You can import existing sheets or csv to tables
• • At this time, there is no native way to sync any changes to sheet -> tables, but we can use apps script service to do it ourselves
• • • Example: https://support.google.com/area120-tables/answer/10263946
• • • Can set a trigger every time the sheet is edited
• • There is also a way to sync from tables -> sheets using the importdata
• • • https://support.google.com/area120-tables/answer/9904107
• • • Sheets will update the data every hour
• Having trouble finding info on connecting a google form to a google table - only that you can import a spreadsheet

Additional References:

https://support.google.com/area120-tables/topic/10081846?hl=en&ref_topic=9934691,9904104,
https://support.google.com/area120-tables/answer/10011387
https://support.google.com/area120-tables/answer/10011387?hl=en&ref_topic=10081846
https://www.benlcollins.com/tables/google-tables/
https://support.google.com/area120-tables/answer/10011647?hl=en&ref_topic=10081846
https://www.youtube.com/watch?v=Nmn4cOU_d6o