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[8.11] [DOCS] Add custom fields to cases (backport #4070) #4096

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41 changes: 39 additions & 2 deletions docs/cases/cases-manage.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -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 <<case-permissions>>.
--

. 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
Expand All @@ -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
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2 changes: 1 addition & 1 deletion docs/getting-started/cases-req.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -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*
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