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Docs: Refresh dashboard/web app information#2893

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aeluce merged 2 commits into
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emily/refresh-dashboard-docs
Apr 27, 2026
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Docs: Refresh dashboard/web app information#2893
aeluce merged 2 commits into
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emily/refresh-dashboard-docs

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@aeluce aeluce commented Apr 24, 2026

Description:

Our main source of information on navigating the dashboard currently lives in the Web App concept page. This page is outdated and tries to cram details about a lot of different dashboard pages into one long guide. "Concepts" is also not the first place someone would think to look for a usage guide; the introductory material in it would likely be a better fit higher up in the table of contents.

This PR makes a number of changes to try to address these issues by:

  • Breaking dashboard navigation info out into the guides section, leaving the concepts page to be an overview
  • Updating images and info: a lot has changed, with new tabs available in details pages, new workflows, etc.
  • Modifying other pages with related links

Still considering standardizing naming around the dashboard/web app/UI, though I don't fully commit in this PR. I'm leaning towards "dashboard" being the go-to, reserving "web application" or "UI" as less frequent variations when it's already clear we're talking about the dashboard.

Very tangentially related to #2839 - I wanted to get this in order beforehand since access control guides may end up linking back to the account access info in admin settings.

Documentation links affected:

Main changes are centered on the dashboard section in docs, as well as the web app concepts page.

Notes for reviewers:

Some of the content is kind of samey since the capture/collection/materialization pages are fairly similar. It's like that in the current version of the web app concept page, too, but let me know if it'd be better to try to consolidate some of that.

@aeluce aeluce requested review from jwhartley and travjenkins April 24, 2026 21:55
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github-actions Bot commented Apr 24, 2026

Comment thread site/docs/concepts/web-app.md Outdated
Comment thread site/docs/guides/dashboard/admin.md Outdated
Comment thread site/docs/guides/dashboard/captures.md Outdated
Comment thread site/docs/guides/dashboard/captures.md Outdated
For example, if you have a capture called `acmeCo/logistics/anvil-locations/source-postgres`,
you can find it by filtering for `acmeCo*source-postgres`.

**5:** Status indicator. Shows the status of the primary task [shard](/concepts/advanced/shards) that backs this capture.
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I will leave this thought here - but applies to materializations as well.

I think we are technically doing some logic to "bubble" up shard status and it is not always just the primary task's status. I doubt we need to get to this level detail here though considering the average audience just needs to know what the colors mean.

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Interesting. I reworded this to be more general. If the status is an amalgamation, is there a reason that the dashboard message when hovering over active/green status is PRIMARY?

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This is awesome - and greatly needed.

Only called out the smallest of nit picks where some language tripped me up... but I was reading like a technical editor and not a user.

I agree we should work towards standardizing to dashboard for terminology.

LGTM - reviewed the changes through reading markdown and reviewing on the preview site. Did not deeply read the areas that are naturally repetitious.

@aeluce aeluce merged commit 61461e4 into master Apr 27, 2026
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@aeluce aeluce deleted the emily/refresh-dashboard-docs branch April 27, 2026 15:59
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2 participants