Skip to content

docs: document linked vs. dashboard-only panels and library compatibility (#6124)#6567

Open
florent-leborgne wants to merge 9 commits into
mainfrom
docs-issue-6124-panel-states
Open

docs: document linked vs. dashboard-only panels and library compatibility (#6124)#6567
florent-leborgne wants to merge 9 commits into
mainfrom
docs-issue-6124-panel-states

Conversation

@florent-leborgne
Copy link
Copy Markdown
Member

Summary

This PR addresses #6124 with the following changes:

  • explore-analyze/visualize/manage-panels.md: Added a new "Linked panels and dashboard-only panels" section explaining the two panel states, their implications (edit propagation, data loss risk), and how to transition between them. Expanded the one-liner about Unlink from library into a full explanation of what it does, what remains unchanged in the library, and when to use it.
  • explore-analyze/visualize/visualize-library.md: Added a new "Panel types compatible with the Visualize Library" section listing which panel types support the library (Lens, ES|QL, Maps, Vega, Discover sessions, legacy types) and which are always dashboard-only (ML panels, SLO panels, Alerts, layout elements).
  • explore-analyze/visualize.md: Added a Visualize Library column to the panel type table so users can see at a glance whether each panel type can be saved as a shared library object. Added an intro sentence cross-linking to the new conceptual section. Updated the Discover sessions row description to accurately reflect that sessions are saved as shared objects (the previous wording implied they were always dashboard-only).

Resolves

Closes #6124


AI-generated draft — created with Claude Sonnet 4.6.
Review all generated content for factual accuracy before merging.

…lity (#6124)

Co-authored-by: Cursor <cursoragent@cursor.com>
@github-actions
Copy link
Copy Markdown
Contributor

Elastic Docs AI PR menu

Check the box to run an AI review for this pull request.

  • Review docs changes (docs-review). Status: not started.

Powered by GitHub Agentic Workflows and docs-actions. For more information, reach out to the docs team.

@github-actions
Copy link
Copy Markdown
Contributor

github-actions Bot commented May 19, 2026

@github-actions
Copy link
Copy Markdown
Contributor

github-actions Bot commented May 19, 2026

Vale Linting Results

Summary: 1 suggestion found

💡 Suggestions (1)
File Line Rule Message
explore-analyze/visualize.md 39 Elastic.Wordiness Consider using 'also' instead of 'In addition'.

The Vale linter checks documentation changes against the Elastic Docs style guide.

To use Vale locally or report issues, refer to Elastic style guide for Vale.

Co-authored-by: Cursor <cursoragent@cursor.com>
Replace the standalone conceptual sections and compatibility lists with
a three-sentence intro in manage-panels.md and a short inline note on
Unlink from library. Remove the compatibility section from
visualize-library.md entirely. Drop the verbose intro sentence from
visualize.md while keeping the Visualize Library column in the table.

Co-authored-by: Cursor <cursoragent@cursor.com>
Add a two-sentence explanation of panel states to create-dashboard.md
at the point where users choose between adding library panels and new
visualizations. Add a one-sentence note to the tutorial result block
where the first panel is saved to the library, contrasting it with
panels added directly to a dashboard.

Co-authored-by: Cursor <cursoragent@cursor.com>
Comment thread explore-analyze/dashboards/create-dashboard.md Outdated
Comment thread explore-analyze/visualize/manage-panels.md Outdated
Comment thread explore-analyze/kibana-data-exploration-learning-tutorial.md Outdated
florent-leborgne and others added 2 commits May 22, 2026 18:39
Co-authored-by: Florent LB <florent.leborgne@elastic.co>
Co-authored-by: Cursor <cursoragent@cursor.com>
florent-leborgne and others added 2 commits May 22, 2026 18:56
…ons as saveable

Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Cursor <cursoragent@cursor.com>
…and Links

Co-authored-by: Cursor <cursoragent@cursor.com>
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

Dashboards: document linked vs. by-value (ad hoc) panels and their implications

1 participant