Design/UX #4226

Add option to connect a Doc with a Group

Added by Samantha Raddatz almost 4 years ago. Updated over 3 years ago.

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BuddyPress Docs
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When creating a new document, it is not clear how/if it is associated with one of the groups. Unless the user chooses a group before clicking ‘Create New Doc,’ there is no way to associate a document with a group using this form.

Add an option for connecting a group to the ‘Create New Doc’ form (in a similar format to ‘Tags’ and ‘Parent’).

23createdoc.png (70.6 KB) 23createdoc.png circled Samantha Raddatz, 2015-06-25 11:03 AM
MyGroupDoc.png (86.6 KB) MyGroupDoc.png Samantha Raddatz, 2015-09-09 04:03 PM


#1 Updated by Boone Gorges almost 4 years ago

  • Category name changed from User Experience to BuddyPress Docs
  • Assignee changed from Boone Gorges to Samantha Raddatz
  • Target version set to 1.9

So, yeah. In theory, I guess, there should not be ability to create Docs that are not associated with groups. By default, BuddyPress Docs allows group Docs and non-group Docs, but this seemed to be confusing for Commons members, which is why most Docs interfaces were put inside of groups. You happened to find the one place (My Docs -> Create New Doc) where it can be done.

I suggest one of the following:

1. Remove the Create New Doc button when not in a group interface.
2. Make it so that the Associated Group field is not optional.

I'm leaning toward 1, as it simplifies the possible workflows quite a bit.

#2 Updated by Samantha Raddatz almost 4 years ago

The “Create New Doc” option is also in the drop down menu on the right (under “My Docs”) and the button is also on the Docs Directory page ( -- both take the user directly to the create a doc page without being in a specific group.

Right now there is no way to associate a doc with a group once on the 'Create New Doc' page -- the attachment above is actually a mock-up, sorry about that not being more clear. I think the capability to associate a group needs to be on the page before we consider the 2 options you suggested, Boone.

#3 Updated by Boone Gorges almost 4 years ago

I guess what I'm suggesting is that perhaps it should not be possible to create a Doc outside the context of a group. That'd mean getting rid of Create buttons wherever they may exist, except for the group context. If Docs are always created inside of groups, then the Associated Group metabox is not needed, since the group association is implied. (Some broader context: the BuddyPress Docs plugin allows Docs to exist outside of groups, and the Associated Groups metabox - which looks much like your mockup - allows you to make an optional link to any of your groups.)

#4 Updated by Samantha Raddatz almost 4 years ago

  • Assignee changed from Samantha Raddatz to Seth Persons

Ok, but before we think about getting rid of those I think we should see if people are clicking them and trying to create docs that way -- especially the one in the drop down (My Docs > Create New Docs) since it's so prominent and does seem like an easy access point.

Seth -- is it possible to get stats on the 'Create New Doc' drop down option?

#5 Updated by Seth Persons over 3 years ago

  • Assignee changed from Seth Persons to Samantha Raddatz

I don't currently have a way to separate the "create new docs" button usage from the drop down menu usage, as they have the same URL, but the good news is, that since January 2013, that link has been used 47 times. There is a lot of other usage via the create doc URLs associated with groups, but the general link that is accessed via the "create new docs" button on and the drop down menu option is, as you can see, barely used.

#6 Updated by Samantha Raddatz over 3 years ago

Because the "Create New Doc" button exists on multiple platforms that look similar to this one, eliminating it altogether may be confusing to those few users who get to the My Docs page. As we discussed earlier in this thread, if we were to have add a "Select Group" option within the "Create New Doc" page this would allow shorten the users flow of having to navigate to their group in order to post a doc. By placing the new category directly under the "Title" box, this would bring awareness to the fact that you're creating something out of a group which would allow their doc to be uploaded where intended.

In addition, we could add the 'all group' view option from directly into to the "My Docs" landing page. See attached mock-up.

This really highlights a larger mental-mapping issue we have with Docs throughout the site, so I'm happy to hold off on any major changes related to docs until we have Social Paper in place.

#7 Updated by Boone Gorges over 3 years ago

  • Target version changed from 1.9 to Future release

This really highlights a larger mental-mapping issue we have with Docs throughout the site, so I'm happy to hold off on any major changes related to docs until we have Social Paper in place.

I accept your gracious offer.

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