diff --git a/docs/en/observability/create-cases.asciidoc b/docs/en/observability/create-cases.asciidoc index c9aa1a3bdf..556c395299 100644 --- a/docs/en/observability/create-cases.asciidoc +++ b/docs/en/observability/create-cases.asciidoc @@ -7,6 +7,8 @@ add assignees and tags to your cases, set their severity and status, and add ale comments, and visualizations. You can also send cases to third party systems by <>. +You can also optionally add custom fields and case templates. preview:[] + [role="screenshot"] image::images/cases.png[Cases page] // NOTE: This is an autogenerated screenshot. Do not edit it directly. diff --git a/docs/en/observability/images/cases-custom-field-settings.png b/docs/en/observability/images/cases-custom-field-settings.png index 846654bc5f..f147dc1063 100644 Binary files a/docs/en/observability/images/cases-custom-field-settings.png and b/docs/en/observability/images/cases-custom-field-settings.png differ diff --git a/docs/en/observability/manage-cases.asciidoc b/docs/en/observability/manage-cases.asciidoc index 79be744845..71743f09e1 100644 --- a/docs/en/observability/manage-cases.asciidoc +++ b/docs/en/observability/manage-cases.asciidoc @@ -1,6 +1,8 @@ [[manage-cases]] = Open and manage new cases +To perform these tasks, you must have <> to the {observability} case feature in {kib}. + [discrete] [[new-case-observability]] == Open a new case @@ -8,6 +10,7 @@ Open a new case to keep track of issues and share the details with colleagues. . Go to *Cases* -> *Create new case*. +. preview:[] If you defined <>, optionally select one to use its default field values. . Give the case a name, severity, and description. + TIP: In the `Description` area, you can use @@ -15,7 +18,7 @@ https://www.markdownguide.org/cheat-sheet[Markdown] syntax to create formatted t . Optionally, add a category, assignees, and tags. You can add users only if they meet the necessary <>. - +. preview:[] If you defined <>, they appear in the *Additional fields* section. . Under External incident management system, select a <>. If you've previously added one, that connector displays as the default selection. Otherwise, the default setting is `No connector selected`. @@ -35,8 +38,6 @@ You can add optional and required fields for customized case collaboration. [role="screenshot"] image::images/cases-custom-field-settings.png[View custom fields in case settings] // NOTE: This is an autogenerated screenshot. Do not edit it directly. - -NOTE: To view and change case settings, you must have the appropriate {kib} feature privileges. Refer to <>. -- . In the *Custom fields* section, click *Add field*. @@ -142,3 +143,15 @@ To view a case, click on its name. You can then: * Refresh the case to retrieve the latest updates. * Close the case. * Reopen a closed case. + +[discrete] +[[observability-case-templates]] +== Case templates + +preview::[] + +You can make the case creation process faster and more consistent by adding templates in *Cases -> Settings*. +A template defines values for one or all of the case fields (such as severity, tags, description, and title) as well as any <>. +When users create cases, they can optionally select a template and use its field values. + +NOTE: If you update or delete templates, existing cases are unaffected. \ No newline at end of file