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[Kibana] Update the "Edit a dashboard" procedure #3481

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Merged
merged 4 commits into from
Oct 17, 2025
Merged

[Kibana] Update the "Edit a dashboard" procedure #3481

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9bf0a62
Align text and images with the new UI
alaudazzi Oct 15, 2025
4e3e9a6
Merge branch 'main' into fix-3214-edit-dashboard
alaudazzi Oct 16, 2025
7708754
Update explore-analyze/dashboards/open-dashboard.md
alaudazzi Oct 17, 2025
786f394
Merge branch 'main' into fix-3214-edit-dashboard
alaudazzi Oct 17, 2025
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17 changes: 5 additions & 12 deletions explore-analyze/dashboards/open-dashboard.md
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Expand Up @@ -17,32 +17,25 @@ products:
When looking for a specific dashboard, you can filter them by tag or by creator, or search the list based on their name and description. Note that the creator information is only available for dashboards created on or after version 8.14.
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3. Click the dashboard **Title** you want to open.
4. Make sure that you are in **Edit** mode to be able to make changes to the dashboard. You can switch between **Edit** and **View** modes from the toolbar.
![Switch between Edit and View modes](https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/blt619b284e92c2be27/6750f3a512a5eae780936fe3/switch-to-view-mode-8.17.0.gif)
3. Click the dashboard name you want to open.
The dashboard opens automatically in **Edit** mode if you have the right permissions. You can switch between edit and view modes from the toolbar.

5. Make the changes that you need to the dashboard:

* Adjust the dashboard’s settings
* [Add, remove, move, or edit panels](../visualize.md#panels-editors)
* [Change the available controls](add-controls.md)

6. **Save** the dashboard. You automatically switch to **View** mode upon saving.
6. **Save** the dashboard.

::::{note}
Managed dashboards can’t be edited directly, but you can [duplicate](duplicate-dashboards.md) them and edit these duplicates.
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## Reset dashboard changes [reset-the-dashboard]

When editing a dashboard, you can revert any changes you’ve made since the last save using **Reset dashboards**.
When editing a dashboard, you can revert any changes you’ve made since the last save using the **Reset** button in the toolbar.

::::{note}
Once changes are saved, you can no longer revert them in one click, and instead have to edit the dashboard manually.
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1. In the toolbar, click **Reset**.
2. On the **Reset dashboard?** window, click **Reset dashboard**.
![Reset dashboard to revert unsaved changes](https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/blte0c08bede75b3874/6750f5566cdeea14b273b048/reset-dashboard-8.17.0.gif)
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