diff --git a/docs/cases/cases-manage.asciidoc b/docs/cases/cases-manage.asciidoc index a54e4b581b..17fbd3e067 100644 --- a/docs/cases/cases-manage.asciidoc +++ b/docs/cases/cases-manage.asciidoc @@ -37,6 +37,44 @@ NOTE: If you've selected a connector for the case, the case is automatically pus image::images/cases-ui-open.png[Shows an open case] // NOTE: This is an autogenerated screenshot. Do not edit it directly. +[float] +[[cases-ui-custom-fields]] +== Add custom fields + +preview::[] + +You can add optional and required fields for customized case collaboration. + +. Go to *Cases* and click *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. + +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*. ++ +-- +[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. + +. (Optional) To make the text field mandatory, select *Make this field required*. + +. Click *Save field*. + +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. +To manage custom fields, go to the *Settings* page and remove or edit them. + [float] [[cases-ui-notifications]] == Add email notifications @@ -46,8 +84,7 @@ 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 diff --git a/docs/cases/images/cases-add-custom-field.png b/docs/cases/images/cases-add-custom-field.png new file mode 100644 index 0000000000..74648f6338 Binary files /dev/null and b/docs/cases/images/cases-add-custom-field.png differ diff --git a/docs/cases/images/cases-custom-field-settings.png b/docs/cases/images/cases-custom-field-settings.png new file mode 100644 index 0000000000..79f3a72226 Binary files /dev/null and b/docs/cases/images/cases-custom-field-settings.png differ diff --git a/docs/getting-started/cases-req.asciidoc b/docs/getting-started/cases-req.asciidoc index 331be0cb40..a18eca2aef 100644 --- a/docs/getting-started/cases-req.asciidoc +++ b/docs/getting-started/cases-req.asciidoc @@ -29,7 +29,7 @@ To grant access to cases, set the {kib} space privileges for the *Cases* and *{c |============================================== | Action | {kib} Privileges -| Give full access to manage cases +| Give full access to manage cases and settings a| * **All** for the *Cases* feature under *Security* * **All** for the *{connectors-feature}* feature under *Management*