When writing a BDD feature, should I put previous user interaction into a Given step, or a When step? - bdd

Question

I am trying to write requirements for a multi-step business process (via a wizard). I have many scenarios where user interactions with one screen will change whether you are allowed to pick options on another screen.
For example (I've obscured the actual business, but the process and form of the steps is nearly identical):
Feature: Personal Diagnostic Search Filter
In order to select a Technician who offers Personal Diagnostics,
when I've asked for a Personal Diagnostic
As a Business Customer
I want to limit my search to Technicians who offer Personal Diagnostics
Background:
Given a Business named "Big Al's Auto Supply"
And a Customer named "Bob Test" at the "Big Al's Auto Supply" Business
And an Account named "bobtest#testbusiness.com" owned by "Bob Test"
And the "bobtest#testbusiness.com" Account has the "Repair Order Creator"
permission
And you log in as "bobtest#testbusiness.com"
And you start scheduling a new Repair Order
Scenario: Enter the Select Technician page when Use PD is selected
Given you select Use PD
When you enter the Select Technician page
Then the PD Filter should be visible
And the PD Filter should be selected
Scenario: Basic Search for Technicians when PD Filter is selected
Given a Technician named "PD Technician"
And the Technician named "PD Technician" supports PD
And a Technician named "Non-PD Technician"
And the Technician named "Non-PD Technician" does not support PD
And you select Use PD
And you enter the Select Technician page
And you select the PD Filter
And you select Basic Search
When you search for Technicians with the name "Technician"
Then your search results should contain "PD Technician"
And your search results should not contain "Non-PD Technician"
But on the Gherkin wiki, it is recommended that you:
Avoid talking about user interaction in givens
They go on to make an exception, though:
Log in a user (An exception to the no-interaction recommendation. Things that “happened earlier” are ok).
It also is said on that page that:
The purpose of When steps is to describe the key action the user performs
What belongs in a Given and what belongs in a When if you have a lot of UI interaction?
In my first scenario, select Use PD requires UI interaction, as it is part of the wizard for creating a new Repair Order. However it is a precondition for PD Filter to be visible, and is triggered when the user enters the Select Technician page.
The first scenario might not be so bad, but the second scenario exacerbates the problem. The search is triggered when you hit Search but there are a lot of UI interactions that must be done to navigate to that page. Some of those interactions can't be glossed over, either, as Use PD must be selected for the search filter to even appear. But those UI interactions aren't the key action of the scenario.

Answer 1

As a general rule, try as much as possible to phrase the scenario as if you're having a conversation about it, and exclude as much irrelevant information as possible.
For instance, I would love your scenarios above to read something like:
Given our customer Bob Test is scheduling a repair order
And we have two technicians: "Fred Technician" and "George Nontechnician"
When Bob Test decides he wants a Personal Diagnostic
And he selects a technician
Then the search results should only contain "Fred Technician"
Then do whatever is necessary to make those steps work - be they logging in or otherwise. Notice I haven't talked about "pages", or taken the actual steps - they should be intuitive for the user. BDD isn't about testing. It's about coming up with examples of how people are going to use the system, so that you can have conversations around those examples and explore them, find exceptions and different scenarios, etc.
Checking that the filter is visible is not valuable. The user doesn't care that the filter is visible. He cares that he can use the filter to get his results, so just do that.
In the code, I usually pass a "World" object between my steps. That can get a lot of the gubbins out of the way. I haven't used Gherkin much but I imagine it provides for a similar ability. You can store all the user details in there, which technicians you've created so that you can check it doesn't bring back "George Nontechnician" in the results, etc.
Using friendly names for roles is useful too, because people can then imagine what Fred and George look like.
Get rid of anything which isn't going to make a difference in the scenario and isn't going to help people imagine it happening. You know that Bob has permission to schedule an order because that's what he's doing - just add the necessary stuff to that step.
The "When" is the behavior you're interested in describing. In this case, you're interested in the ability to filter for Personal Diagnostics, so all the user interaction associated with behavior should be in the "When", and all previous interaction should be in the "Givens". I find it useful to try and think of a context in which the outcome is different - for instance, what happens if there are no PD technicians available? That tells me what the difference is; we'll be setting up a different context but performing the same event. Context goes in the Given, events go in the When. (This used to be much simpler before "Background" was introduced).
In general, if your eyes glaze over when you look at a scenario, you're doing something wrong.
Hope this helps.