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Change "Requestor Information" to "Personal Information" and make requirements clearer in VBA flow #5081

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kevinksullivan opened this issue Sep 3, 2021 · 10 comments
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Daily KSv2 Engineering Improvement Item broken or needs improvement. Reviewing Has a PR in review

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@kevinksullivan
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kevinksullivan commented Sep 3, 2021

If you haven’t already, check out our contributing guidelines for onboarding and email contributors@expensify.com to request to join our Slack channel!


Problem

The "Requestor Information" step of the VBA flow has a few opportunities to improve:

  • "Requestor Information" does not immediately clarify that we want someone's personal info, and it's somewhat of a technical term.
  • Unlike other flows in the VBA setup process, there is no line clarifying below the header that explains what we want the user to do at this step. To that end, users often get confused that we want their information at this step, so this is an opportunity to make that clearer.
  • The [learn more / is my data safe?] links are shown after a user has provided their personal info. Chances are they want these links when deciding whether or not to provide this info at all (see highlight in screenshot)

image

Reproduction Steps

  1. Create Workspace
  2. Select Get Started and begin going through VBA steps with test credentials in (2)
  3. Arrive at "Requestor Info" step

Solution

  1. change Requestor Information to Personal Information
  2. Update URL from new.expensfiy.com/bank-account/requestor to new.expensfiy.com/bank-account/personal-information
  3. Add a clarifying line of what we're asking for at this step, like we do for company info (Screenshot below for reference), and move the Learn More and Is my data safe? into this line so it's at the top of the page, and not the bottom.

Please provide your personal information Learn more | Is my data safe?

image

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@kevinksullivan kevinksullivan added AutoAssignerTriage Auto assign issues for triage to an available triage team member Daily KSv2 labels Sep 3, 2021
@MelvinBot
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Triggered auto assignment to @MitchExpensify (AutoAssignerTriage), see https://stackoverflow.com/c/expensify/questions/4749 for more details.

@MelvinBot MelvinBot added Overdue and removed AutoAssignerTriage Auto assign issues for triage to an available triage team member labels Sep 3, 2021
@MitchExpensify
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I assume you are also proposing a URL change to this step too @kevinksullivan ? (Currently /requestor)

@MelvinBot MelvinBot removed the Overdue label Sep 6, 2021
@kevinksullivan
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Updated the OP to incorporate that change @MitchExpensify . Is this going to be external or internal?

@MitchExpensify
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Let's go internal! Easy fix and quicker for us to grab

@botify
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botify commented Sep 9, 2021

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

@botify
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botify commented Sep 9, 2021

🚀 Deployed to staging by @Julesssss in version: 1.0.95-2 🚀

platform result
🤖 android 🤖 success ✅
🖥 desktop 🖥 success ✅
🍎 iOS 🍎 success ✅
🕸 web 🕸 success ✅

@botify
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botify commented Sep 10, 2021

🚀 Deployed to production by @roryabraham in version: 1.0.96-0 🚀

platform result
🤖 android 🤖 success ✅
🖥 desktop 🖥 success ✅
🍎 iOS 🍎 success ✅
🕸 web 🕸 success ✅

@JmillsExpensify
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Woo! Thanks @luacmartins for the quick work.

@aldo-expensify
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I just noticed that this change added the following behaviour:

Navigate to /bank-account/requestor, you will get redirected (router redirection) to /bank-account/personal-information

If you enter directly to /bank-account/personal-information or just reload the page after getting redirected, it will take you to the wrong step. I think this is happening because the PR missed to update the route here:

case 'requestor':
return CONST.BANK_ACCOUNT.STEP.REQUESTOR;

When you enter directly to /bank-account/personal-information, it takes to the "Add Bank Account" step, but the url stays the same.

@luacmartins
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Nice catch @aldo-expensify! Thank you so much!

Fix here #5264.

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