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Managed data views permissions and duplication instructions (elastic#3370)
This PR:
- adds mention of "managed" data views to the permissions section of the
the data views page
- adds instructions for duplicating a managed data view, since the
duplicate option isn't available from everywhere in Kibana
Closes: elastic/kibana#223451@christineweng@davismcphee let me know if you think this is clear
enough. I don't think it's super valuable to mention this in every app's
documentation given that the UI is pretty self-explanatory in this case,
but if you think otherwise, please let me know.
---------
Co-authored-by: Benjamin Ironside Goldstein <[email protected]>
Copy file name to clipboardExpand all lines: explore-analyze/find-and-organize/data-views.md
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@@ -37,6 +37,7 @@ In certain apps, you can also query your {{es}} data using [{{esql}}](elasticsea
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-`Data View Management` {{kib}} privilege.
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-`view_index_metadata` {{es}} privilege.
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* If a read-only indicator appears, you have insufficient privileges to create or save {{data-sources}}. In addition, the buttons to create {{data-sources}} or save existing {{data-sources}} are not visible.
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* {applies_to}`stack: ga 9.2` Some data views are exclusively configured and **managed** by Elastic. You can view and use these managed data views, but you can't edit them. If you'd like to use a modified version of a managed data view, you can [duplicate it](#duplicate-managed-data-view) and edit that new copy as needed.
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## Create a data view [settings-create-pattern]
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When you select the **Color** formatter, click **Add Color**, then specify the **Range**, **Text color**, and **Background color**.
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## Duplicate managed data views [duplicate-managed-data-view]
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```{applies_to}
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stack: ga 9.2
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```
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Some data views are exclusively configured and **managed** by Elastic. You can view and use these managed data views, but you can't edit them. If you'd like to use a modified version of a managed data view, you can duplicate it and edit that new copy as needed. To do this:
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1. Open the {{kib}} application where you want to use the data view. For example, **Discover** or **Lens**.
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:::{note}
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The duplication operation isn't available from the **Data Views** management page.
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:::
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2. In the data view selection menu, select the managed data view that you want to duplicate.
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3. Still in the data view selection menu, select **Manage this data view**. A flyout with more details about the data view opens, and indicates that you can't edit it directly.
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4. Select **Duplicate**. A Similar flyout opens where you can adjust the settings of the new copy of the managed data view.
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5. Finalize your edits, then select **Save data view to Kibana** or **Use without saving**, depending on your needs. By saving it to {{kib}}, you can retrieve it and use it again later.
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