diff --git a/docs/en/observability/images/cases-custom-field-settings.png b/docs/en/observability/images/cases-custom-field-settings.png deleted file mode 100644 index f147dc1063..0000000000 Binary files a/docs/en/observability/images/cases-custom-field-settings.png and /dev/null differ diff --git a/docs/en/observability/images/cases-settings.png b/docs/en/observability/images/cases-settings.png index 41b3ef64ef..0ad1b3db6f 100644 Binary files a/docs/en/observability/images/cases-settings.png and b/docs/en/observability/images/cases-settings.png differ diff --git a/docs/en/observability/manage-cases-settings.asciidoc b/docs/en/observability/manage-cases-settings.asciidoc index 3c6e0b1374..a92cccf280 100644 --- a/docs/en/observability/manage-cases-settings.asciidoc +++ b/docs/en/observability/manage-cases-settings.asciidoc @@ -73,6 +73,28 @@ To update an existing connector: . Click *Update *. . Update the connector fields as required. +[float] +[[case-custom-fields]] +== Custom fields + +You can add optional and required fields for customized case collaboration. added:[8.15.0] + +. 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. +-- + +. You must provide a field label and type (text or toggle). + You can optionally designate it as a required field and provide a default value. + +When you create a custom field, it's added to all new and existing cases. +In existing cases, new custom text fields initially have null values. + +You can subsequently remove or edit custom fields on the *Settings* page. + [discrete] [[observability-case-templates]] == Templates diff --git a/docs/en/observability/manage-cases.asciidoc b/docs/en/observability/manage-cases.asciidoc index 8d75e8a337..67bb8f01cf 100644 --- a/docs/en/observability/manage-cases.asciidoc +++ b/docs/en/observability/manage-cases.asciidoc @@ -10,7 +10,7 @@ To perform these tasks, you must have <> to the 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. +. If you defined <>, optionally select one to use its default field values. preview:[] . Give the case a name, severity, and description. + TIP: In the `Description` area, you can use @@ -18,52 +18,12 @@ 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. +. If you defined <>, they appear in the *Additional fields* section. added:[8.15.0] . 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`. . After you've completed all of the required fields, click *Create case*. -[float] -[[case-custom-fields]] -== Add custom fields - -preview::[] - -You can add optional and required fields for customized case collaboration. - -. Go to *Cases* -> *Settings*. -+ --- -[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. --- - -. 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. --- - -. 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*. - -. Optionally add a default value. - -. 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]] == Add email notifications diff --git a/docs/en/serverless/cases/create-manage-cases.mdx b/docs/en/serverless/cases/create-manage-cases.mdx index 019756778e..a91ea184f4 100644 --- a/docs/en/serverless/cases/create-manage-cases.mdx +++ b/docs/en/serverless/cases/create-manage-cases.mdx @@ -16,7 +16,7 @@ To create a case in your Observability project: 1. In your ((observability)) project, go to **Cases**. 1. Click **Create case**. -1. (Optional) If you defined templates, select one to use its default field values. +1. (Optional) If you defined templates, select one to use its default field values. 1. Give the case a name, severity, and description. @@ -29,6 +29,8 @@ To create a case in your Observability project: (all I know is that they can _view_ the case) */} You can add users who are assigned the Editor user role (or a more permissive role) for the project. +1. If you defined custom fields, they appear in the **Additional fields** section. + 1. (Optional) Under External incident management system, you can select a connector to send cases to an external system. If you've created any connectors previously, they will be listed here. If there are no connectors listed, you can create one. diff --git a/docs/en/serverless/cases/manage-cases-settings.mdx b/docs/en/serverless/cases/manage-cases-settings.mdx index 57dd15c839..73fde268f9 100644 --- a/docs/en/serverless/cases/manage-cases-settings.mdx +++ b/docs/en/serverless/cases/manage-cases-settings.mdx @@ -86,7 +86,26 @@ To update an existing connector: 1. Click **Update \**. 1. Update the connector fields as required. -## Case templates +## Custom fields + +You can add optional and required fields for customized case collaboration. + +To create a custom field: + +1. In the **Custom fields** section, click **Add field**. + + ![Add a custom field](../images/observability-cases-custom-fields.png) + {/* NOTE: This is an autogenerated screenshot. Do not edit it directly. */} + +1. You must provide a field label and type (text or toggle). + You can optionally designate it as a required field and provide a default value. + +When you create a custom field, it's added to all new and existing cases. +In existing cases, new custom text fields initially have null values. + +You can subsequently remove or edit custom fields on the **Settings** page. + +## Templates diff --git a/docs/en/serverless/images/observability-cases-custom-fields.png b/docs/en/serverless/images/observability-cases-custom-fields.png new file mode 100644 index 0000000000..5be30eb4f9 Binary files /dev/null and b/docs/en/serverless/images/observability-cases-custom-fields.png differ diff --git a/docs/en/serverless/images/observability-cases-settings.png b/docs/en/serverless/images/observability-cases-settings.png index b36f5a2994..c84b6e13c8 100644 Binary files a/docs/en/serverless/images/observability-cases-settings.png and b/docs/en/serverless/images/observability-cases-settings.png differ