CPS: Dashboard-level scope and panel-level custom scope badge#5428
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florent-leborgne merged 25 commits intocps-tech-previewfrom Mar 23, 2026
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CPS: Dashboard-level scope and panel-level custom scope badge#5428florent-leborgne merged 25 commits intocps-tech-previewfrom
florent-leborgne merged 25 commits intocps-tech-previewfrom
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Add a section explaining that alerting rules use the space-level CPS scope (not a per-rule setting), and that the project picker is read-only on rule pages. Closes #688 Made-with: Cursor
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✅ Vale Linting ResultsNo issues found on modified lines! The Vale linter checks documentation changes against the Elastic Docs style guide. To use Vale locally or report issues, refer to Elastic style guide for Vale. |
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Add a new "Cross-project search scope" section to the dashboard usage page covering dashboard-level CPS scope storage and per-panel custom CPS scope badges. Also add the CPS settings option to the dashboard creation page and a brief CPS badge section to the panel management page. Closes #690, closes #691 Made-with: Cursor
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The save modal label is being updated from "Store project routing with dashboard" to "Store CPS scope with dashboard" in elastic/kibana#259142. Made-with: Cursor
Remove alerting, observability rules, and security detection rules CPS content that was added by mistake. This PR focuses on dashboard-level CPS scope and panel-level custom CPS scope badge only. Made-with: Cursor
- using.md (viewer): keep scope selector and badge explanation, remove store instructions, link to creator page - create-dashboard.md (creator): expand store CPS scope into a full section with settings flyout and save modal instructions - manage-panels.md (creator): explain why the badge appears, which panel types support it, and how to edit from the popover Made-with: Cursor
Nest the CPS section as a subsection of "Search and filter your dashboard data" with a verb-led heading matching sibling sections. Rewrite content from the viewer's perspective: what they see, what they can change, and why some panels behave differently. Made-with: Cursor
The viewer's scope selector controls which projects are queried by default, not the creator's setup. Remove misleading sentence and reframe around what the viewer sees and can do. Made-with: Cursor
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Structure the CPS section as default behavior first, then two bullet points for the outlier cases (stored scope, custom badge). Fix the inline anchor to use valid MyST target syntax. Made-with: Cursor
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List all save options as bullet points for scannability. Move ownership note under Permissions. Replace "modal" with plain language. Made-with: Cursor
The setting is already explained in both step 5 (settings flyout) and step 6 (save options). The standalone section was duplicating that content. Update cross-links accordingly. Made-with: Cursor
The badge appears automatically and requires no panel management action. The viewer perspective is already covered in using.md, and the Edit action is a shortcut to the existing Edit visualization flow. Made-with: Cursor
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## Summary The dashboard settings flyout uses **"Store CPS scope with dashboard"** but the save modal uses **"Store project routing with dashboard"**. This aligns the save modal label and tooltip to use the same user-facing CPS terminology as the settings flyout. Additionally, both the save modal tooltip and the settings flyout help text are aligned to use the same concise phrasing, spelling out "cross-project search (CPS)" instead of just "CPS". ### Changes - Save modal label: "Store project routing with dashboard" → "Store CPS scope with dashboard" - Save modal tooltip: Aligned with settings flyout phrasing, spelling out "cross-project search (CPS)" - Settings flyout help text: Shortened and aligned with the save modal tooltip ### Context Found while reviewing CPS documentation ([docs-content#5428](elastic/docs-content#5428)). The inconsistency was spotted by cross-referencing the two UI surfaces against the Kibana source. Made with [Cursor](https://cursor.com)
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LGTM 👌🏼 |
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Summary
Adds CPS documentation to the dashboard pages, split by audience:
For dashboard viewers (
using.md):For dashboard creators (
create-dashboard.md):Closes elastic/docs-content-internal#690
Closes elastic/docs-content-internal#691
Test plan
explore-analyze/dashboards/usingandexplore-analyze/dashboards/create-dashboardapplies_totags render properly (serverless preview / stack unavailable)Generative AI disclosure
Tool(s) and model(s) used: Claude (Cursor)
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