New 'Save table to dashboard' button in Discover

[florent-leborgne]

Summary

Adds a new 'Save table to dashboard' button in the Discover documents table toolbar that lets users save the current Discover session as a by-value panel directly to a new or existing dashboard, without first saving the session to the library. This provides a streamlined alternative to the existing workflow of saving a session and then adding it from the dashboard's library panel. The histogram's existing 'Save visualization' button was also renamed to 'Save visualization to dashboard' with a dashboard icon. The current docs only describe the library-based workflow for adding Discover sessions to dashboards.

Why this needs docs: This is a new user-facing feature that adds a prominent button to the Discover table toolbar and introduces an entirely new workflow not covered in existing documentation.

Resources

• PR #259626 — [Discover][Embeddable] Save Discover Table to Dashboard button
• Product issue: [Discover][Dashboard] Allow to add Discover's table By Value to Dashboard kibana#249099

Availability

Channel	Details
Stack	v9.4.0
Serverless	Apr 6–Apr 10
Feature flag	None — active by default

Suggested edits

Save a search for reuse > Add search results to a dashboard

• What the docs say: The section describes only the library-based workflow: go to Dashboards, open or create a dashboard, click 'Add from library', select Discover session type, and pick the session.
• What to change: Should document the new direct 'Save table to dashboard' button in the Discover table toolbar that lets users save the current view as a by-value panel to a new or existing dashboard without saving to the library first.

Customize the Discover view > Modify the document table

• What the docs say: Describes table customization options (columns, density, row height, sorting, filtering, rows per page) but does not mention the toolbar's save-to-dashboard action.
• What to change: Should mention the 'Save table to dashboard' button available in the table toolbar, as it is a new action users will see alongside the existing table controls.

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Docs issue scope

Summary

The issue requests documentation for a new Save table to dashboard button in the Discover documents table toolbar (and a rename of the histogram's "Save visualization" button to "Save visualization to dashboard"). PR elastic/kibana#259626 is merged to main targeting v9.4.0 and confirms both changes: it adds save_discover_table_button.tsx, integrates it into discover_documents.tsx, and updates the histogram's chart.tsx with the dashboardApp icon. The existing docs cover only the library-based dashboard workflow and have no mention of the new direct save action.

Request accuracy

Accurate — the linked PR confirms every user-facing change described in the issue.

Next action for author

Update the Add search results to a dashboard section in save-open-search.md and add a note about the new button to the Modify the document table section in document-explorer.md.

Impact: High

Scope boundary

No other Discover pages appear to need changes; the histogram rename is cosmetic and does not require a dedicated section.

Recommended documentation targets

Page	URL	Action	Impact	Confidence	Why this page?
Save a search for reuse	https://www.elastic.co/docs/explore-analyze/discover/save-open-search	Update existing page	High	High	Contains the existing "Add search results to a dashboard" section (line 55) that covers only the library workflow — the new direct workflow belongs here as an alternative method.
Customize the Discover view	https://www.elastic.co/docs/explore-analyze/discover/document-explorer	Add section to existing page	Medium	High	The "Modify the document table" section (line 32) documents toolbar actions; the new button is a toolbar action users will encounter in the same area.

Recommendations

1. In explore-analyze/discover/save-open-search.md, under Add search results to a dashboard, add an alternative workflow: click Save table to dashboard in the Discover table toolbar, choose a new or existing dashboard, give the panel a title, and save. Present the two methods as parallel options (direct toolbar route and the existing library route).
2. In explore-analyze/discover/document-explorer.md, under Modify the document table, add a brief entry for the Save table to dashboard toolbar button, pointing to save-open-search.md for the full workflow.

Notes

• The histogram button rename ("Save visualization to dashboard") is a label-only change; update any screenshot alt-text or UI label references if they appear in the existing pages.
• Both pages are how-to/task pages — the new content fits their existing role without requiring a new page or content-type change.
• No redirects, nav changes, or new pages are needed.

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Docs automation | From workflow: Issue Scope Analyzer

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[theletterf]

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