diff --git a/docs/en/observability/create-observability-connectors.asciidoc b/docs/en/observability/create-observability-connectors.asciidoc index 604126f583..c6ce849f75 100644 --- a/docs/en/observability/create-observability-connectors.asciidoc +++ b/docs/en/observability/create-observability-connectors.asciidoc @@ -27,7 +27,7 @@ automatically close when they are sent to an external system. + -- [role="screenshot"] -image::images/add-case-connector.png[] +image::images/cases-settings.png[View case settings] // NOTE: This is an autogenerated screenshot. Do not edit it directly. -- . From the *Incident management system* list, select *Add new connector*. diff --git a/docs/en/observability/grant-cases-access.asciidoc b/docs/en/observability/grant-cases-access.asciidoc index e35aac2525..95199aafbe 100644 --- a/docs/en/observability/grant-cases-access.asciidoc +++ b/docs/en/observability/grant-cases-access.asciidoc @@ -12,7 +12,7 @@ Here are the minimum required privileges: |=== | Action | {kib} Privileges -| Give full access to manage cases +| Give full access to manage cases and settings a| * `All` for the *Cases* feature under *{observability}*. * `All` for the *{connectors-feature}* feature under *Management*. diff --git a/docs/en/observability/images/cases-add-custom-field.png b/docs/en/observability/images/cases-add-custom-field.png new file mode 100644 index 0000000000..14cf142cb9 Binary files /dev/null and b/docs/en/observability/images/cases-add-custom-field.png differ diff --git a/docs/en/observability/images/cases-custom-field-settings.png b/docs/en/observability/images/cases-custom-field-settings.png new file mode 100644 index 0000000000..846654bc5f Binary files /dev/null and b/docs/en/observability/images/cases-custom-field-settings.png differ diff --git a/docs/en/observability/images/add-case-connector.png b/docs/en/observability/images/cases-settings.png similarity index 100% rename from docs/en/observability/images/add-case-connector.png rename to docs/en/observability/images/cases-settings.png diff --git a/docs/en/observability/manage-cases.asciidoc b/docs/en/observability/manage-cases.asciidoc index f81dd4a9bd..df7b6f8b1a 100644 --- a/docs/en/observability/manage-cases.asciidoc +++ b/docs/en/observability/manage-cases.asciidoc @@ -22,25 +22,44 @@ default setting is `No connector selected`. . After you've completed all of the required fields, click *Create case*. [float] -[[add-observability-case-files]] -=== Add files +[[case-custom-fields]] +== Add custom fields -After you create a case, you can upload and manage files on the *Files* tab: +preview::[] + +You can add optional and required fields for customized case collaboration. +. Go to *Cases* -> *Settings*. ++ +-- [role="screenshot"] -image::images/case-files.png[A list of files attached to a case] +image::images/cases-custom-field-settings.png[View custom fields in case settings] // NOTE: This is an autogenerated screenshot. Do not edit it directly. -The acceptable file types and sizes are affected by your {kibana-ref}/cases-settings.html[{kib} case settings]. +NOTE: To view and change case settings, you must have the appropriate {kib} feature privileges. Refer to <>. +-- -When you upload a file, a comment is added to the case activity log. -To view an image, click its name in the activity or file list. +. In the *Custom fields* section, click *Add field*. ++ +-- +[role="screenshot"] +image::images/cases-add-custom-field.png[Add a custom field in case settings] +NOTE: This is an autogenerated screenshot. Do not edit it directly. +-- -[NOTE] -============================================================================ -Uploaded files are also accessible in *{stack-manage-app} > Files*. -When you export cases as {kibana-ref}/managing-saved-objects.html[saved objects], the case files are not exported. -============================================================================ +. Enter a field label. + +. Choose a field type: text or toggle. + +. If you want the text field to be mandatory in all cases, select *Make this field required*. + +. Click *Save field*. + +You can subsequently remove or edit custom fields on the *Settings* page. + +After you create custom fields, they're added to all new and existing cases. + +Existing cases have null values for the new text fields until you set them in each case. [float] [[add-case-notifications]] @@ -51,8 +70,8 @@ cases. For hosted {kib} on {ess}: -. Add the email addresses to the monitoring email allowlist. Follow the steps in -{cloud}/ec-watcher.html#ec-watcher-allowlist[Send alerts by email]. +. Add the email domains to the +{cloud}/ec-organizations-notifications-domain-allowlist.html[notifications domain allowlist]. + -- You do not need to take any more steps to configure an email connector or update @@ -75,6 +94,27 @@ must configure the {kibana-ref}/settings.html#server-publicBaseUrl[server.public When you subsequently add assignees to cases, they receive an email. +[float] +[[add-observability-case-files]] +== Add files + +After you create a case, you can upload and manage files on the *Files* tab: + +[role="screenshot"] +image::images/case-files.png[A list of files attached to a case] +// NOTE: This is an autogenerated screenshot. Do not edit it directly. + +The acceptable file types and sizes are affected by your {kibana-ref}/cases-settings.html[{kib} case settings]. + +When you upload a file, a comment is added to the case activity log. +To view an image, click its name in the activity or file list. + +[NOTE] +============================================================================ +Uploaded files are also accessible in *{stack-manage-app} > Files*. +When you export cases as {kibana-ref}/managing-saved-objects.html[saved objects], the case files are not exported. +============================================================================ + [discrete] [[manage-case-observability]] == Manage existing cases