Skip to content

[DOCS][9.x & Serverless][Cases] Updates Cases connector docs #243435

Merged
nastasha-solomon merged 7 commits intoelastic:mainfrom
nastasha-solomon:issue-3125-case-connector-bug
Nov 25, 2025
Merged

[DOCS][9.x & Serverless][Cases] Updates Cases connector docs #243435
nastasha-solomon merged 7 commits intoelastic:mainfrom
nastasha-solomon:issue-3125-case-connector-bug

Conversation

@nastasha-solomon
Copy link
Contributor

@nastasha-solomon nastasha-solomon commented Nov 19, 2025

Contributes to elastic/docs-content#3125 by updating the 9.x and Serverless docs. Corresponding 8.x updates are being made in #243573.

Updated the screenshot in the Cases connector docs, which incorrectly showed the connector as still in tech preview. Also documented the Template name field, which was not previously doc'd.

Preview

@nastasha-solomon nastasha-solomon self-assigned this Nov 19, 2025
@nastasha-solomon nastasha-solomon added release_note:skip Skip the PR/issue when compiling release notes v9.0.0 docs backport:version Backport to applied version labels v9.1.0 v9.2.0 labels Nov 19, 2025
@github-actions
Copy link
Contributor

github-actions bot commented Nov 19, 2025

🔍 Preview links for changed docs

@nastasha-solomon nastasha-solomon marked this pull request as ready for review November 19, 2025 21:08
@nastasha-solomon nastasha-solomon requested a review from a team as a code owner November 19, 2025 21:08
@nastasha-solomon nastasha-solomon changed the title [DOCS][ESS & Serverless][Cases] Updates Cases connector docs Nov 19, 2025
@elasticmachine
Copy link
Contributor

💚 Build Succeeded

cc @nastasha-solomon

Template name
: Select a specific case template to apply when the Cases action is triggered (optional).

Reopen when the case is closed
Copy link
Member

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

This list of config properties is now not in alphabetical order. Intentional?

Copy link
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Yeah, I ordered them to match the order in the UI. Figured that would make following the reference docs easier.

nastasha-solomon added a commit that referenced this pull request Nov 20, 2025
Contributes to elastic/docs-content#3125 by
updating the 8.18 and 8.19 docs. Corresponding 9.x and Serverless
updates are being made in #243435.

Updated the screenshot in the Cases connector docs, which incorrectly
showed the connector as still in tech preview. Also documented the
**Template name** field, which was not previously doc'd.

Preview -
https://kibana_bk_243573.docs-preview.app.elstc.co/guide/en/kibana/8.19/cases-action-type.html
nastasha-solomon added a commit to nastasha-solomon/kibana that referenced this pull request Nov 20, 2025
Contributes to elastic/docs-content#3125 by
updating the 8.18 and 8.19 docs. Corresponding 9.x and Serverless
updates are being made in elastic#243435.

Updated the screenshot in the Cases connector docs, which incorrectly
showed the connector as still in tech preview. Also documented the
**Template name** field, which was not previously doc'd.

Preview -
https://kibana_bk_243573.docs-preview.app.elstc.co/guide/en/kibana/8.19/cases-action-type.html

(cherry picked from commit c2ec7b2)
Copy link
Member

@bmorelli25 bmorelli25 left a comment

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🦒

@nastasha-solomon nastasha-solomon merged commit 8ca94a9 into elastic:main Nov 25, 2025
12 checks passed
@kibanamachine
Copy link
Contributor

Starting backport for target branches: 9.0, 9.1, 9.2

https://github.com/elastic/kibana/actions/runs/19686776559

kibanamachine pushed a commit to kibanamachine/kibana that referenced this pull request Nov 25, 2025
…#243435)

Contributes to elastic/docs-content#3125 by
updating the 9.x and Serverless docs. Corresponding 8.x updates are
being made in elastic#243573.

Updated the screenshot in the Cases connector docs, which incorrectly
showed the connector as still in tech preview. Also documented the
**Template name** field, which was not previously doc'd.

[Preview](elastic#243435 (comment))

(cherry picked from commit 8ca94a9)
kibanamachine pushed a commit to kibanamachine/kibana that referenced this pull request Nov 25, 2025
…#243435)

Contributes to elastic/docs-content#3125 by
updating the 9.x and Serverless docs. Corresponding 8.x updates are
being made in elastic#243573.

Updated the screenshot in the Cases connector docs, which incorrectly
showed the connector as still in tech preview. Also documented the
**Template name** field, which was not previously doc'd.

[Preview](elastic#243435 (comment))

(cherry picked from commit 8ca94a9)
@kibanamachine
Copy link
Contributor

💔 Some backports could not be created

Status Branch Result
9.0 Backport failed because of merge conflicts

You might need to backport the following PRs to 9.0:
- Catch connector errors but do not interrupt the case creation flow (#244188)
9.1
9.2

Note: Successful backport PRs will be merged automatically after passing CI.

Manual backport

To create the backport manually run:

node scripts/backport --pr 243435

Questions ?

Please refer to the Backport tool documentation

kibanamachine added a commit that referenced this pull request Nov 25, 2025
…243435) (#244255)

# Backport

This will backport the following commits from `main` to `9.1`:
- [[DOCS][9.x & Serverless][Cases] Updates Cases connector docs
(#243435)](#243435)

<!--- Backport version: 9.6.6 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sorenlouv/backport)

<!--BACKPORT [{"author":{"name":"Nastasha
Solomon","email":"79124755+nastasha-solomon@users.noreply.github.com"},"sourceCommit":{"committedDate":"2025-11-25T23:05:35Z","message":"[DOCS][9.x
& Serverless][Cases] Updates Cases connector docs
(#243435)\n\nContributes to
elastic/docs-content#3125 by\nupdating the 9.x
and Serverless docs. Corresponding 8.x updates are\nbeing made in
https://github.com/elastic/kibana/pull/243573.\n\nUpdated the screenshot
in the Cases connector docs, which incorrectly\nshowed the connector as
still in tech preview. Also documented the\n**Template name** field,
which was not previously
doc'd.\n\n\n[Preview](https://github.com/elastic/kibana/pull/243435#issuecomment-3550436249)","sha":"8ca94a96a4bd2600f1abdaa3de7e34546067c7bb","branchLabelMapping":{"^v9.3.0$":"main","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["release_note:skip","v9.0.0","docs","backport:version","v9.1.0","v9.2.0","v9.3.0"],"title":"[DOCS][9.x
& Serverless][Cases] Updates Cases connector docs
","number":243435,"url":"https://github.com/elastic/kibana/pull/243435","mergeCommit":{"message":"[DOCS][9.x
& Serverless][Cases] Updates Cases connector docs
(#243435)\n\nContributes to
elastic/docs-content#3125 by\nupdating the 9.x
and Serverless docs. Corresponding 8.x updates are\nbeing made in
https://github.com/elastic/kibana/pull/243573.\n\nUpdated the screenshot
in the Cases connector docs, which incorrectly\nshowed the connector as
still in tech preview. Also documented the\n**Template name** field,
which was not previously
doc'd.\n\n\n[Preview](https://github.com/elastic/kibana/pull/243435#issuecomment-3550436249)","sha":"8ca94a96a4bd2600f1abdaa3de7e34546067c7bb"}},"sourceBranch":"main","suggestedTargetBranches":["9.0","9.1","9.2"],"targetPullRequestStates":[{"branch":"9.0","label":"v9.0.0","branchLabelMappingKey":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"},{"branch":"9.1","label":"v9.1.0","branchLabelMappingKey":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"},{"branch":"9.2","label":"v9.2.0","branchLabelMappingKey":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"},{"branch":"main","label":"v9.3.0","branchLabelMappingKey":"^v9.3.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/243435","number":243435,"mergeCommit":{"message":"[DOCS][9.x
& Serverless][Cases] Updates Cases connector docs
(#243435)\n\nContributes to
elastic/docs-content#3125 by\nupdating the 9.x
and Serverless docs. Corresponding 8.x updates are\nbeing made in
https://github.com/elastic/kibana/pull/243573.\n\nUpdated the screenshot
in the Cases connector docs, which incorrectly\nshowed the connector as
still in tech preview. Also documented the\n**Template name** field,
which was not previously
doc'd.\n\n\n[Preview](https://github.com/elastic/kibana/pull/243435#issuecomment-3550436249)","sha":"8ca94a96a4bd2600f1abdaa3de7e34546067c7bb"}}]}]
BACKPORT-->

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
kibanamachine added a commit that referenced this pull request Nov 25, 2025
…243435) (#244256)

# Backport

This will backport the following commits from `main` to `9.2`:
- [[DOCS][9.x & Serverless][Cases] Updates Cases connector docs
(#243435)](#243435)

<!--- Backport version: 9.6.6 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sorenlouv/backport)

<!--BACKPORT [{"author":{"name":"Nastasha
Solomon","email":"79124755+nastasha-solomon@users.noreply.github.com"},"sourceCommit":{"committedDate":"2025-11-25T23:05:35Z","message":"[DOCS][9.x
& Serverless][Cases] Updates Cases connector docs
(#243435)\n\nContributes to
elastic/docs-content#3125 by\nupdating the 9.x
and Serverless docs. Corresponding 8.x updates are\nbeing made in
https://github.com/elastic/kibana/pull/243573.\n\nUpdated the screenshot
in the Cases connector docs, which incorrectly\nshowed the connector as
still in tech preview. Also documented the\n**Template name** field,
which was not previously
doc'd.\n\n\n[Preview](https://github.com/elastic/kibana/pull/243435#issuecomment-3550436249)","sha":"8ca94a96a4bd2600f1abdaa3de7e34546067c7bb","branchLabelMapping":{"^v9.3.0$":"main","^v(\\d+).(\\d+).\\d+$":"$1.$2"}},"sourcePullRequest":{"labels":["release_note:skip","v9.0.0","docs","backport:version","v9.1.0","v9.2.0","v9.3.0"],"title":"[DOCS][9.x
& Serverless][Cases] Updates Cases connector docs
","number":243435,"url":"https://github.com/elastic/kibana/pull/243435","mergeCommit":{"message":"[DOCS][9.x
& Serverless][Cases] Updates Cases connector docs
(#243435)\n\nContributes to
elastic/docs-content#3125 by\nupdating the 9.x
and Serverless docs. Corresponding 8.x updates are\nbeing made in
https://github.com/elastic/kibana/pull/243573.\n\nUpdated the screenshot
in the Cases connector docs, which incorrectly\nshowed the connector as
still in tech preview. Also documented the\n**Template name** field,
which was not previously
doc'd.\n\n\n[Preview](https://github.com/elastic/kibana/pull/243435#issuecomment-3550436249)","sha":"8ca94a96a4bd2600f1abdaa3de7e34546067c7bb"}},"sourceBranch":"main","suggestedTargetBranches":["9.0","9.1","9.2"],"targetPullRequestStates":[{"branch":"9.0","label":"v9.0.0","branchLabelMappingKey":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"},{"branch":"9.1","label":"v9.1.0","branchLabelMappingKey":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"},{"branch":"9.2","label":"v9.2.0","branchLabelMappingKey":"^v(\\d+).(\\d+).\\d+$","isSourceBranch":false,"state":"NOT_CREATED"},{"branch":"main","label":"v9.3.0","branchLabelMappingKey":"^v9.3.0$","isSourceBranch":true,"state":"MERGED","url":"https://github.com/elastic/kibana/pull/243435","number":243435,"mergeCommit":{"message":"[DOCS][9.x
& Serverless][Cases] Updates Cases connector docs
(#243435)\n\nContributes to
elastic/docs-content#3125 by\nupdating the 9.x
and Serverless docs. Corresponding 8.x updates are\nbeing made in
https://github.com/elastic/kibana/pull/243573.\n\nUpdated the screenshot
in the Cases connector docs, which incorrectly\nshowed the connector as
still in tech preview. Also documented the\n**Template name** field,
which was not previously
doc'd.\n\n\n[Preview](https://github.com/elastic/kibana/pull/243435#issuecomment-3550436249)","sha":"8ca94a96a4bd2600f1abdaa3de7e34546067c7bb"}}]}]
BACKPORT-->

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
eokoneyo pushed a commit to eokoneyo/kibana that referenced this pull request Dec 2, 2025
…#243435)

Contributes to elastic/docs-content#3125 by
updating the 9.x and Serverless docs. Corresponding 8.x updates are
being made in elastic#243573.

Updated the screenshot in the Cases connector docs, which incorrectly
showed the connector as still in tech preview. Also documented the
**Template name** field, which was not previously doc'd.


[Preview](elastic#243435 (comment))
JordanSh pushed a commit to JordanSh/kibana that referenced this pull request Dec 9, 2025
…#243435)

Contributes to elastic/docs-content#3125 by
updating the 9.x and Serverless docs. Corresponding 8.x updates are
being made in elastic#243573.

Updated the screenshot in the Cases connector docs, which incorrectly
showed the connector as still in tech preview. Also documented the
**Template name** field, which was not previously doc'd.


[Preview](elastic#243435 (comment))
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

backport:version Backport to applied version labels docs release_note:skip Skip the PR/issue when compiling release notes v9.0.0 v9.1.0 v9.1.8 v9.2.0 v9.2.2 v9.3.0

5 participants