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[Docs][Dashboards] Add 'Create programmatically' overview page#5927

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florent-leborgne merged 29 commits intomainfrom
dashboards-create-programmatically
May 5, 2026
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[Docs][Dashboards] Add 'Create programmatically' overview page#5927
florent-leborgne merged 29 commits intomainfrom
dashboards-create-programmatically

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@florent-leborgne florent-leborgne commented Apr 16, 2026

Summary

Restructures the dashboard creation docs into three focused pages under a unified Building dashboards section landing.

Before: A single "Create programmatically" page covering APIs and AI tools together, with no overview linking all creation paths.

After:

  • building.md — Section landing with a 3-path decision table (UI / programmatic / AI), helping users choose the right approach before they dive in. Each row links to a dedicated page.
  • create-dashboard.md — Renamed to "Create a dashboard from the UI". Adds `navigation_title: Create from the UI` for a shorter nav label, `type: how-to`, and a 9.4+/serverless tip surfacing the two new paths for users who land here out of habit.
  • create-dashboards-programmatically.md — Scoped to REST APIs only (Dashboards API + Visualizations API). AI content moved to the new page. Adds `navigation_title: Create programmatically`.
  • create-dashboards-using-ai.md — New overview page for Agent Builder (chat UI, Chat API, MCP server) and the Kibana dashboards agent skill. Adds `navigation_title: Create using AI`.
  • toc.yml — Adds the new AI page under `building.md`.

Design rationale

Each page now matches a single user intent: UI builders, API/DevOps engineers, and AI tool builders each land on content written for them. The decision table in `building.md` serves explorers who aren't sure which path to take. Cross-references between pages are symmetric: each child page tips to the other path.

Files changed

  • `explore-analyze/dashboards/building.md` — updated
  • `explore-analyze/dashboards/create-dashboard.md` — updated
  • `explore-analyze/dashboards/create-dashboards-programmatically.md` — updated (scoped to APIs only)
  • `explore-analyze/dashboards/create-dashboards-using-ai.md` — new
  • `explore-analyze/toc.yml` — updated

Test plan

  • Preview renders decision table in `building.md` correctly
  • `create-dashboard.md` shows the 9.4+/serverless tip with correct version badges
  • `create-dashboards-programmatically.md` contains no Agent Builder or agent skill content
  • `create-dashboards-using-ai.md` renders both sections with correct `applies_to` badges
  • All cross-links resolve: building → 3 child pages; programmatic ↔ AI tip; UI tip → programmatic + AI
  • Left nav shows: Create from the UI / Create programmatically / Create using AI under Building dashboards
  • Vale passes on all changed files

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github-actions Bot commented Apr 16, 2026

Vale Linting Results

Summary: 1 warning found

⚠️ Warnings (1)
File Line Rule Message
explore-analyze/dashboards/create-dashboard.md 19 Elastic.QuotesPunctuation Place punctuation inside closing quotation marks.

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.

Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
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Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md
Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
@florent-leborgne florent-leborgne marked this pull request as ready for review April 16, 2026 11:22
@florent-leborgne florent-leborgne requested review from a team as code owners April 16, 2026 11:22
@leemthompo
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Once #5915 merges, the link can be updated to dashboards-and-visualizations.md.

FYI renaming that to agent-builder-dashboards-and-visualizations.md.

Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
florent-leborgne and others added 7 commits April 16, 2026 14:52
Adds a new overview page to help users choose between the Dashboards API,
Lens Visualizations API, Agent Builder chat, and the Kibana dashboards agent
skill when creating dashboards outside the UI. Replaces the link-farm approach
with a decision table and substantive per-option guidance including use cases,
output types, and key limitations.

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
- Remove 'Lens' branding throughout; use 'Visualizations API' and 'visualizations'
- Fix em dashes: use commas or new sentences instead
- Remove 'currently', 'straightforward', 'out of the box', 'choose to save'
- Fix ambiguous pronoun antecedent in agent skill section
- Fix 'without touching the UI' → 'produce dashboards from natural language instructions'
- Fix in-memory sentence structure (em dash → two sentences)

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
- Fix two broken internal links: /explore-analyze/query-your-data-with-esql.md
  → /explore-analyze/query-filter/languages/esql-kibana.md
- Replace bare 'Kibana' with {{product.kibana}} substitution (Vale warning)

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
… fix applies_to syntax

- Rename create-programmatically.md → create-dashboards-programmatically.md for a clearer URL
- Update page anchor, toc.yml, and building.md link accordingly
- Fix applies_to syntax: preview 9.4 → preview 9.4+ (explicit "and later" form)

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
building.md:
- Remove standalone 'Create programmatically' section; replace with a single
  inline sentence pointing to the new page — the page now leads naturally
  to both UI and programmatic paths without the section feeling bolted on

create-dashboards-programmatically.md:
- Rewrite intro: lead with benefit, not "this is useful when..."
- Table: rename columns to 'When to choose this' / 'What you get';
  tighten row descriptions from the user's perspective; clarify agent skill
  output; add MCP server to Agent Builder row
- Prose: active voice throughout; remove padding; fold in MCP server mention
  for Agent Builder; cleaner Visualizations API section intro

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
- Two 'via' → 'using' (Elastic.Latinisms rule)
- Two bare 'Kibana' → '{{product.kibana}}' substitution (table row + section heading)
- Remove 'chatbot' (Elastic.Spelling flag) — simplified to 'AI application'

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
…n skill

- Fix remaining 'via' → 'using' in Agent Builder section (Vale Latinisms)
- Add note about elasticsearch-esql skill as a companion to kibana-dashboards
  for agents that need schema discovery and ES|QL query generation

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
@florent-leborgne florent-leborgne force-pushed the dashboards-create-programmatically branch from 92ce310 to f40d67f Compare April 16, 2026 12:53
Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
Co-authored-by: Liam Thompson <leemthompo@gmail.com>
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@leemthompo leemthompo left a comment

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LGTMy eyes

Comment thread explore-analyze/dashboards/create-dashboards-programmatically.md Outdated
florent-leborgne and others added 5 commits April 16, 2026 17:14
Co-authored-by: Liam Thompson <leemthompo@gmail.com>
- building.md: add 3-path decision table (UI / programmatic / AI); type: overview
- create-dashboard.md: rename to 'Create a dashboard from the UI'; add
  navigation_title, type: how-to; replace agent-skill callout with a
  9.4+/serverless tip linking to the two new creation paths
- create-dashboards-programmatically.md: scope to APIs only (Dashboards API
  + Visualizations API); move AI content to new page; add navigation_title
- create-dashboards-using-ai.md: new overview page for Agent Builder and
  the Kibana dashboards agent skill (content split from programmatic page)
- toc.yml: add create-dashboards-using-ai.md under building.md

Made-with: Cursor
@florent-leborgne
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@leemthompo thx for your earlier reviews - I updated the structure after chatting with Teresa - so feel free to take another look

Comment thread explore-analyze/dashboards/building.md Outdated
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IA refactor makes sense! Looks even better to me.

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@nastasha-solomon nastasha-solomon left a comment

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nice

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@florent-leborgne florent-leborgne enabled auto-merge (squash) May 5, 2026 10:29
@florent-leborgne florent-leborgne merged commit 05701ca into main May 5, 2026
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@florent-leborgne florent-leborgne deleted the dashboards-create-programmatically branch May 5, 2026 10:31
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3 participants