From 1febe55ee9a9edb90d37d429326a1b0e87ac3f50 Mon Sep 17 00:00:00 2001
From: Kibana Machine <42973632+kibanamachine@users.noreply.github.com>
Date: Mon, 6 Nov 2023 10:52:03 -0500
Subject: [PATCH] [8.11] [DOCS] Inline editing in Lens (#170649) (#170652)

# Backport

This will backport the following commits from `main` to `8.11`:
- [[DOCS] Inline editing in Lens
(#170649)](https://github.com/elastic/kibana/pull/170649)

<!--- Backport version: 8.9.7 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

<!--BACKPORT
[{"author":{"name":"amyjtechwriter","email":"61687663+amyjtechwriter@users.noreply.github.com"},"sourceCommit":{"committedDate":"2023-11-06T15:25:03Z","message":"[DOCS]
Inline editing in Lens (#170649)\n\n## Summary\r\n\r\nWith the arrival
of inline editing to Lens panels the
[Create\r\nvisualizations](https://www.elastic.co/guide/en/kibana/current/lens.html#create-the-visualization-panel)\r\n'Edit
and delete' section has been updated. Users can now use the
option\r\n**Edit visualization** to make edits to Lens visualizations
using a\r\nflyout panel, without having to leave the dashboard and go
into the Lens\r\napplication.\r\n\r\nThe
[Edit\r\npanels](https://www.elastic.co/guide/en/kibana/current/dashboard.html#edit-panels)\r\nsection
on the 'Dashboards and visualizations' page has been edited as\r\nthe
**Edit Lens** option has been removed from the UI.\r\n\r\nRelates to:
#166169
&\r\n[#243](https://github.com/elastic/platform-docs-team/issues/243)","sha":"5e8414779ae60b2d8e7e9a5019b78045c1ce14a2","branchLabelMapping":{"^v8.12.0$":"main","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["Team:Docs","Team:Visualizations","release_note:skip","Feature:Lens","docs","v8.11.0","v8.12.0"],"number":170649,"url":"https://github.com/elastic/kibana/pull/170649","mergeCommit":{"message":"[DOCS]
Inline editing in Lens (#170649)\n\n## Summary\r\n\r\nWith the arrival
of inline editing to Lens panels the
[Create\r\nvisualizations](https://www.elastic.co/guide/en/kibana/current/lens.html#create-the-visualization-panel)\r\n'Edit
and delete' section has been updated. Users can now use the
option\r\n**Edit visualization** to make edits to Lens visualizations
using a\r\nflyout panel, without having to leave the dashboard and go
into the Lens\r\napplication.\r\n\r\nThe
[Edit\r\npanels](https://www.elastic.co/guide/en/kibana/current/dashboard.html#edit-panels)\r\nsection
on the 'Dashboards and visualizations' page has been edited as\r\nthe
**Edit Lens** option has been removed from the UI.\r\n\r\nRelates to:
#166169
&\r\n[#243](https://github.com/elastic/platform-docs-team/issues/243)","sha":"5e8414779ae60b2d8e7e9a5019b78045c1ce14a2"}},"sourceBranch":"main","suggestedTargetBranches":["8.11"],"targetPullRequestStates":[{"branch":"8.11","label":"v8.11.0","labelRegex":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"},{"branch":"main","label":"v8.12.0","labelRegex":"^v8.12.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/170649","number":170649,"mergeCommit":{"message":"[DOCS]
Inline editing in Lens (#170649)\n\n## Summary\r\n\r\nWith the arrival
of inline editing to Lens panels the
[Create\r\nvisualizations](https://www.elastic.co/guide/en/kibana/current/lens.html#create-the-visualization-panel)\r\n'Edit
and delete' section has been updated. Users can now use the
option\r\n**Edit visualization** to make edits to Lens visualizations
using a\r\nflyout panel, without having to leave the dashboard and go
into the Lens\r\napplication.\r\n\r\nThe
[Edit\r\npanels](https://www.elastic.co/guide/en/kibana/current/dashboard.html#edit-panels)\r\nsection
on the 'Dashboards and visualizations' page has been edited as\r\nthe
**Edit Lens** option has been removed from the UI.\r\n\r\nRelates to:
#166169
&\r\n[#243](https://github.com/elastic/platform-docs-team/issues/243)","sha":"5e8414779ae60b2d8e7e9a5019b78045c1ce14a2"}}]}]
BACKPORT-->

Co-authored-by: amyjtechwriter <61687663+amyjtechwriter@users.noreply.github.com>
---
 docs/user/dashboard/dashboard.asciidoc   |   2 --
 docs/user/dashboard/images/trash_can.png | Bin 0 -> 4492 bytes
 docs/user/dashboard/lens.asciidoc        |  25 +++++++++++++----------
 3 files changed, 14 insertions(+), 13 deletions(-)
 create mode 100644 docs/user/dashboard/images/trash_can.png

diff --git a/docs/user/dashboard/dashboard.asciidoc b/docs/user/dashboard/dashboard.asciidoc
index 948c487485db4..b83e8a9dc29aa 100644
--- a/docs/user/dashboard/dashboard.asciidoc
+++ b/docs/user/dashboard/dashboard.asciidoc
@@ -287,8 +287,6 @@ To make changes to the panel, use the panel menu options.
 
 . Open the panel menu, then use the following options:
 
-* *Edit lens* &mdash; Opens *Lens* so you can make changes to the visualization. 
-
 * *Edit visualization* &mdash; Opens the editor so you can make changes to the panel. 
 +
 To make changes without changing the original version, open the panel menu, then click *More > Unlink from library*.
diff --git a/docs/user/dashboard/images/trash_can.png b/docs/user/dashboard/images/trash_can.png
new file mode 100644
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diff --git a/docs/user/dashboard/lens.asciidoc b/docs/user/dashboard/lens.asciidoc
index f97c22c769a4c..7037f32f7b54d 100644
--- a/docs/user/dashboard/lens.asciidoc
+++ b/docs/user/dashboard/lens.asciidoc
@@ -39,15 +39,19 @@ Choose the data you want to visualize.
 
 Edit and delete.
 
-. To change the aggregation *Quick function* and display options, click the field in the layer pane. 
+. Click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to clear Lens visualization layers] on the panel, then **Edit visualization**. 
 
-. To delete a field, close the configuration options, then click *X* next to the field.
+. To change the aggregation *Quick function* and, click the field in the flyout. 
 
-. To duplicate a layer, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to duplicate Lens visualization layers] in the layer pane, then select *Duplicate layer*.
+. To delete a field, click image:dashboard/images/trash_can.png[Actions menu icon to delete a field, width=5%] next to the field.
 
-. To clear the layer configuration, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to clear Lens visualization layers] in the layer pane, then select *Clear layer*.
+. To duplicate a layer, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to duplicate Lens visualization layers] in the flyout, then select *Duplicate layer*.
 
-TIP: You can manually apply the changes you make, which is helpful when creating large and complex visualizations. To manually apply your changes, click *Settings* in the toolbar, then deselect *Auto-apply visualization changes*.
+. To clear the layer configuration, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu to clear Lens visualization layers] in the flyout, then select *Clear layer*.
+
+. Click **Apply and close**. 
+
+TIP: Use the **Edit visualization** flyout to make edits without having to leave the dashboard, or click **Edit in Lens** to make edits using the Lens application.
 
 [float]
 [[change-the-fields]]
@@ -189,21 +193,20 @@ To create partition charts with multiple metrics, use the layer settings. Multip
 
 [float]
 [[improve-visualization-loading-time]]
-=== Improve visualization loading time
+==== Improve visualization loading time
 
 preview::[]
 
 Data sampling allows you to improve the visualization loading time. To decrease the loading time, use a lower sampling percentage, which also decreases the accuracy. 
 Use low sampling percentages on large datasets.
 
-. In the layer pane, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu for the partition visualization layer], then select *Layer settings*.
+. In the **Edit visualization** flyout, click image:dashboard/images/lens_layerActions_8.5.0.png[Actions menu for the partition visualization layer], then select *Layer settings*.
 
 . To select the *Sampling* percentage, use the slider.
 
-. Click *X*.
-+
-When you add the visualization to dashboards, image:dashboard/images/lens_visualizationModifierPopup_8.8.0.png[Visualization modifier popup] appears, 
-which allows you to view settings changes to the visualization.
+. Click *Apply and close*.
+
+. Click **Save**.
 
 [float]
 [[add-annotations]]