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Elastic Docs ›Kibana Guide [8.11] ›Stack Management ›Cases

Open and manage cases

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Open and manage cases

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Open a new case

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Open a new case to keep track of issues and share their details with colleagues.

  1. Go to Management > Stack Management > Cases, then click Create case.

    Create a case in Stack Management

  2. Give the case a name, severity, and description.

    In the Description area, you can use Markdown syntax to create formatted text.

  3. Optionally, add a category, assignees, and tags. You can add users only if they meet the necessary prerequisites.
  4. [preview] This functionality is in technical preview and may be changed or removed in a future release. Elastic will work to fix any issues, but features in technical preview are not subject to the support SLA of official GA features. If you defined any custom fields, they appear in the Additional fields section. Check out Add custom fields.
  5. For the External incident management system, select a connector. For more information, refer to Add connectors.
  6. After you’ve completed all of the required fields, click Create case.

Add custom fields

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This functionality is in technical preview and may be changed or removed in a future release. Elastic will work to fix any issues, but features in technical preview are not subject to the support SLA of official GA features.

You can add optional and required fields for customized case collaboration.

  1. Go to Stack Management > Cases and click Settings.

    View custom fields in case settings

    To view and change case settings, you must have the appropriate Kibana feature privileges. Refer to Configure access to cases.

  2. In the Custom fields section, click Add field.

    Add a custom field in case settings
  3. Enter a field label.
  4. Choose a field type: text or toggle.
  5. If you want the text field to be mandatory in all cases, select Make this field required.
  6. Click Save field.

You can subsequently remove or edit custom fields on the Settings page.

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 in each case. For example, you must click the pencil icon next to my-field to set it:

A case that has an unset custom field

Add email notifications

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You can configure email notifications that occur when users are assigned to cases.

For hosted Kibana on Elasticsearch Service:

  1. Add the email domains to the notifications domain allowlist.

    You do not need to take any more steps to configure an email connector or update Kibana user settings, since the preconfigured Elastic-Cloud-SMTP connector is used by default.

For self-managed Kibana:

  1. Create a preconfigured email connector.

    At this time, email notifications support only preconfigured connectors, which are defined in the kibana.yml file. For examples, refer to Email connectors and Configure email accounts for well-known services.

  2. Set the notifications.connectors.default.email Kibana setting to the name of your email connector.
  3. If you want the email notifications to contain links back to the case, you must configure the server.publicBaseUrl setting.

When you subsequently add assignees to cases, they receive an email.

Add files

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After you create a case, you can upload and manage files on the Files tab:

A list of files attached to a case

The acceptable file types and sizes are affected by your case settings.

When you upload a file, a comment is added to the case activity log. To view images, click their name in the activity or file list.

Uploaded files are also accessible in Stack Management > Files. When you export cases as saved objects, the case files are not exported.

Add visualizations

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You can also optionally add visualizations. For example, you can portray event and alert data through charts and graphs.

Adding a visualization as a comment within a case

To add a visualization to a comment within your case:

  1. Click the Visualization button. The Add visualization dialog appears.

  2. Select an existing visualization from your Visualize Library or create a new visualization.

    Set an absolute time range for your visualization. This ensures your visualization doesn’t change over time after you save it to your case and provides important context for viewers.

  3. After you’ve finished creating your visualization, click Save and return to go back to your case.
  4. Click Preview to see how the visualization will appear in the case comment.
  5. Click Add Comment to add the visualization to your case.

Alternatively, while viewing a dashboard you can open a panel’s menu then click More > Add to existing case or More > Add to new case.

After a visualization has been added to a case, you can modify or interact with it by clicking the Open Visualization option in the case’s comment menu.

Manage cases

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In Management > Stack Management > Cases, you can search cases and filter them by attributes such as assignees, categories, severity, status, and tags. You can also select multiple cases and use bulk actions to delete cases or change their attributes.

To view a case, click on its name. You can then:

  • Add a new comment.
  • Edit existing comments and the description.
  • Add or remove assignees.
  • Add a connector.
  • Send updates to external systems (if external connections are configured).
  • Edit the category and tags.
  • Refresh the case to retrieve the latest updates.
  • Change the status.
  • Change the severity.
  • Close or delete the case.
  • Reopen a closed case.
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