Upload Dataset from Settings Page

Overview

Flow ID: upload-corpus-settings
Category: Settings & Configuration
Estimated Duration: 2-10 minutes
User Role: All Users
Complexity: Simple

Purpose: Upload pre-processed dataset files directly from Settings page. Alternative access point to dataset upload for users managing datasets through settings interface rather than from job completion context.

Trigger

What initiates this flow:

• User manually initiates

Specific trigger: User wants to upload dataset through Settings interface.

User Intent Analysis

Primary Intent

Add new dataset to application through Settings page interface.

Secondary Intents

• Manage datasets alongside other configuration
• Upload datasets independent of job workflow
• Access dataset management in expected location

Step-by-Step Flow

Main Path (Happy Path)

Step 1: Navigate to Datasets in Settings

• User Action: Settings > navigate to Datasets-related section
• System Response: Datasets management area displays
• UI Elements Visible:
  • Datasets list or table
  • “Upload Dataset” button

Step 2: Click Upload Dataset

• User Action: Click “Upload Dataset” button
• System Response: Upload modal appears

Step 3-8: Complete Upload

• User Action: Follow standard dataset upload process (see corpus-upload.md)
• System Response: Dataset uploads and registers
• Note: Process identical to corpus-upload.md but accessed via Settings

Final Step: Dataset Uploaded from Settings

• Success Indicator: Dataset added to system
• System State Change: Dataset available
• Next Actions:
  • Activate dataset
  • View dataset details
  • Use in conversations

Alternative Paths & Strategies

Note: This flow is specifically for accessing dataset upload through Settings rather than through Blockify > Datasets or job completion context. The upload process itself is identical to corpus-upload.md.

Error States & Recovery

Note: Error states identical to standard dataset upload flow (see corpus-upload.md).

Design Considerations

Following Contextual Design Principles:

1. Simplification Opportunities: Single dataset upload interface accessible from multiple locations
2. User Trust: Consistent upload process regardless of access point

Related Flows

• Upload New Dataset - Detailed upload process
• Navigate Between Settings Tabs - Access datasets section
• View Dataset List - View uploaded datasets

Technical References

Knowledge Base Sections:

• src/pages/settings.js - Settings page
• src/components/ui/upload-corpus-modal.js - Upload interface

Version History

Notes

Important Considerations:

• Same upload process as corpus-upload.md
• Settings provides alternative access point
• Helpful for users who expect dataset management in Settings
• Process and requirements identical to main dataset upload flow

Best Practices:

• Use whichever access point is most convenient
• Settings upload when managing configuration
• Blockify page upload when creating from jobs

Common User Questions:

• “Is this different from uploading in Datasets page?” - No, same process
• “Where should I upload datasets?” - Either Settings or Datasets page works
• “Does location matter?” - No, results are identical