|
| 1 | +--- |
| 2 | +slug: /serverless/observability/case-settings |
| 3 | +title: Configure case settings |
| 4 | +description: Change the default behavior of ((observability)) cases by adding connectors, custom fields, templates, and closure options. |
| 5 | +tags: [ 'serverless', 'observability', 'how-to' ] |
| 6 | +--- |
| 7 | + |
| 8 | +<p><DocBadge template="technical preview" /></p> |
| 9 | + |
| 10 | +import Roles from '../partials/roles.mdx' |
| 11 | + |
| 12 | +<Roles role="Editor" goal="create and edit connectors" /> |
| 13 | + |
| 14 | +To access case settings in an ((observability)) project, go to **Cases** → **Settings**. |
| 15 | + |
| 16 | + |
| 17 | +{/* NOTE: This is an autogenerated screenshot. Do not edit it directly. */} |
| 18 | + |
| 19 | +## Case closures |
| 20 | + |
| 21 | +If you close cases in your external incident management system, the cases will remain open in Elastic Observability until you close them manually (the information is only sent in one direction). |
| 22 | + |
| 23 | +To close cases when they are sent to an external system, select **Automatically close cases when pushing new incident to external system**. |
| 24 | + |
| 25 | +## External incident management systems |
| 26 | + |
| 27 | +If you are using an external incident management system, you can integrate Elastic Observability |
| 28 | +cases with this system using connectors. These third-party systems are supported: |
| 29 | + |
| 30 | +* ((ibm-r)) |
| 31 | +* ((jira)) (including ((jira)) Service Desk) |
| 32 | +* ((sn-itsm)) |
| 33 | +* ((sn-sir)) |
| 34 | +* ((swimlane)) |
| 35 | +* TheHive |
| 36 | +* ((webhook-cm)) |
| 37 | + |
| 38 | +You need to create a connector to send cases, which stores the information required to interact |
| 39 | +with an external system. For each case, you can send the title, description, and comment when |
| 40 | +you choose to push the case — for the **Webhook - Case Management** connector, you can also |
| 41 | +send the status and severity fields. |
| 42 | + |
| 43 | +<DocCallOut title="Important" color="warning"> |
| 44 | +{/* TODO: Verify user roles needed to create connectors... */} |
| 45 | +To add, modify, or delete a connector, you must have the Admin user role for the project |
| 46 | +(or a more permissive role). |
| 47 | +</DocCallOut> |
| 48 | + |
| 49 | +After creating a connector, you can set your cases to |
| 50 | +automatically close when they are sent to an external system. |
| 51 | + |
| 52 | +### Create a connector |
| 53 | + |
| 54 | +1. From the **Incident management system** list, select **Add new connector**. |
| 55 | +1. Select the system to send cases to: **((sn))**, **((jira))**, **((ibm-r))**, |
| 56 | + **((swimlane))**, **TheHive**, or **((webhook-cm))**. |
| 57 | + |
| 58 | +  |
| 59 | + {/* NOTE: This is an autogenerated screenshot. Do not edit it directly. */} |
| 60 | + |
| 61 | +1. Enter your required settings. For connector configuration details, refer to: |
| 62 | + - [((ibm-r)) connector](((kibana-ref))/resilient-action-type.html) |
| 63 | + - [((jira)) connector](((kibana-ref))/jira-action-type.html) |
| 64 | + - [((sn-itsm)) connector](((kibana-ref))/servicenow-action-type.html) |
| 65 | + - [((sn-sir)) connector](((kibana-ref))/servicenow-sir-action-type.html) |
| 66 | + - [((swimlane)) connector](((kibana-ref))/swimlane-action-type.html) |
| 67 | + - [TheHive connector](((kibana-ref))/thehive-action-type.html) |
| 68 | + - [((webhook-cm)) connector](((kibana-ref))/cases-webhook-action-type.html) |
| 69 | + |
| 70 | +1. Click **Save**. |
| 71 | + |
| 72 | +### Edit a connector |
| 73 | + |
| 74 | +You can create additional connectors, update existing connectors, and change the connector used to send cases to external systems. |
| 75 | + |
| 76 | +<DocCallOut title="Tip"> |
| 77 | +You can also configure which connector is used for each case individually. Refer to <DocLink slug="/serverless/observability/create-a-new-case"/>. |
| 78 | +</DocCallOut> |
| 79 | + |
| 80 | +To change the default connector used to send cases to external systems: |
| 81 | + |
| 82 | +1. Select the required connector from the **Incident management system** list. |
| 83 | + |
| 84 | +To update an existing connector: |
| 85 | + |
| 86 | +1. Click **Update \<connector name>**. |
| 87 | +1. Update the connector fields as required. |
| 88 | + |
| 89 | +## Custom fields |
| 90 | + |
| 91 | +You can add optional and required fields for customized case collaboration. |
| 92 | + |
| 93 | +To create a custom field: |
| 94 | + |
| 95 | +1. In the **Custom fields** section, click **Add field**. |
| 96 | + |
| 97 | +  |
| 98 | + {/* NOTE: This is an autogenerated screenshot. Do not edit it directly. */} |
| 99 | + |
| 100 | +1. You must provide a field label and type (text or toggle). |
| 101 | + You can optionally designate it as a required field and provide a default value. |
| 102 | + |
| 103 | +When you create a custom field, it's added to all new and existing cases. |
| 104 | +In existing cases, new custom text fields initially have null values. |
| 105 | + |
| 106 | +You can subsequently remove or edit custom fields on the **Settings** page. |
| 107 | + |
| 108 | +## Templates |
| 109 | + |
| 110 | +<DocCallOut template="technical_preview" /> |
| 111 | + |
| 112 | +You can make the case creation process faster and more consistent by adding templates. |
| 113 | +A template defines values for one or all of the case fields (such as severity, tags, description, and title) as well as any custom fields. |
| 114 | + |
| 115 | +To create a template: |
| 116 | + |
| 117 | +1. In the **Templates** section, click **Add template**. |
| 118 | + |
| 119 | +  |
| 120 | + {/* NOTE: This is an autogenerated screenshot. Do not edit it directly. */} |
| 121 | + |
| 122 | +1. You must provide a template name and case severity. You can optionally add template tags and a description, values for each case field, and a case connector. |
| 123 | + |
| 124 | +When users create cases, they can optionally select a template and use its field values or override them. |
| 125 | + |
| 126 | +<DocCallOut> |
| 127 | +If you update or delete templates, existing cases are unaffected. |
| 128 | +</DocCallOut> |
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