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Add case templates#5565

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lcawl merged 3 commits into
elastic:mainfrom
lcawl:case-templates
Jul 22, 2024
Merged

Add case templates#5565
lcawl merged 3 commits into
elastic:mainfrom
lcawl:case-templates

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@lcawl lcawl commented Jul 16, 2024

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This PR updates https://www.elastic.co/guide/en/security/current/cases-open-manage.html to include steps related custom fields and templates.

It also renames and restructures https://www.elastic.co/guide/en/observability/current/cases-external-connectors.html so that it more clearly pertains to all of the case settings, not just the connector-related ones. To that end, it adds a new section for the 8.15 case templates feature on the new page. In a subsequent PR, I will move the custom field information there as well. I am doing it separately since that custom fields feature needs significant updates: it is going GA and needs screenshot refreshes.

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lcawl marked this pull request as ready for review July 16, 2024 02:11
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lcawl requested a review from a team as a code owner July 16, 2024 02:11

@nastasha-solomon nastasha-solomon left a comment

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Left a couple of comments about anchors that might need to be deleted.

* <<cases-ui-custom-fields,Add custom fields>>.
* <<cases-templates,Add templates>>.

[[close-connector]]

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Sorry, just noticed that this might be a left-over anchor.

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I don't see these anchors used in the Kibana doc link service, but just in case they're used elsewhere and need to be re-added, I'll defer removing them to a separate PR.

- {kibana-ref}/swimlane-action-type.html[{swimlane} connector]
- {kibana-ref}/cases-webhook-action-type.html[{webhook-cm} connector]

[[modify-connector]]

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Is this another left-over anchor?

. Click *Update <connector name>*.
. In the *Edit connector* flyout, modify the connector fields as required, then click *Save & close* to save your changes.

[[default-connector]]

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Same comment as above.

@lcawl
lcawl merged commit ef0470f into elastic:main Jul 22, 2024
@lcawl
lcawl deleted the case-templates branch July 22, 2024 18:56
mergify Bot pushed a commit that referenced this pull request Jul 22, 2024
(cherry picked from commit ef0470f)
benironside added a commit that referenced this pull request Jul 30, 2024
(cherry picked from commit ef0470f)

Co-authored-by: Lisa Cawley <lcawley@elastic.co>
Co-authored-by: Benjamin Ironside Goldstein <91905639+benironside@users.noreply.github.com>
@nastasha-solomon nastasha-solomon mentioned this pull request Aug 6, 2024
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2 participants