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Clarify that saving a Discover session always saves to the library#6317

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docs-discover-save-library-clarification
May 6, 2026
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Clarify that saving a Discover session always saves to the library#6317
florent-leborgne merged 3 commits into
mainfrom
docs-discover-save-library-clarification

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Summary

Follow-up to #6037 addressing @davismcphee's review comment on the merged PR.

Per Davis's correction:

  • Save / Save as from Discover's app menu (multi-tab session) always saves the session to the library. The Add to dashboard option (9.5+) optionally also adds it as a panel on a dashboard — it doesn't replace the library save.
  • Save table to dashboard button (9.4+) and Save visualization to dashboard save only to the dashboard (single-tab, not in library).
  • Add panel > Discover session from a dashboard creates a single-tab session stored only with the dashboard.

The previous wording in #6037 framed the Add to dashboard options (None, New, Existing) as a mutually exclusive choice between dashboard and library. This is incorrect: the library save always happens for the Save flow; only the dashboard placement is controlled by Add to dashboard.

Changes

In explore-analyze/discover/save-open-search.md:

  • Main "Save a Discover session" step 3 — reframe Add to dashboard as "also add to a dashboard"; clarify library save always happens.
  • "Duplicate a Discover session" Save as step 4 — same reframe.
  • H3 list bullet and H4 title: "Save a Discover session to a dashboard or to the library" → "Save a Discover session and add it to a dashboard".
  • 9.5 branch of the applies-switch under that H4 — rewrite the bullets so they correctly describe what each option does on top of the always-happens library save.
  • "Save panel edits as a new Discover session" step 5 — same reframe.

In explore-analyze/discover/discover-get-started.md:

  • "Save your Discover session" step 4 — drop the "choose where to save" framing.

In explore-analyze/kibana-data-exploration-learning-tutorial.md:

  • "From Discover to a dashboard" — fix a separate conflation that described saving "the entire Discover session…directly to a dashboard from the Discover table toolbar". The table toolbar saves the table view only; the full session goes to the library and from there to a dashboard.

Test plan

  • Preview the changed pages and confirm the Add to dashboard bullets read consistently across the three locations in save-open-search.md (main Save, Duplicate, Save panel edits) and the cross-link in discover-get-started.md.
  • Verify no remaining wording on the page implies the session is only saved to the library when None is selected.
  • Confirm anchors/links still resolve.

Made with Cursor

Follow-up to #6037. Per Davis's review comment in the merged PR:
saving a Discover session from the Discover app menu (Save or Save as)
always saves the session to the library. The Add to dashboard option
(9.5+) optionally adds it as a panel on a dashboard - it doesn't
replace the library save. Only the Save table button and the Add panel
flow from a dashboard create panels that bypass the library.

The previous wording presented Add to dashboard options as a mutually
exclusive choice between dashboard and library, which is incorrect.
This commit reframes Add to dashboard as "also add to a dashboard"
and clarifies that the library save always happens.

Affected:
- save-open-search.md: main Save step, Duplicate Save as step,
  Save panel edits step, Save-session H4 title and content, list
  bullet pointing to it
- discover-get-started.md: Save your Discover session step
- kibana-data-exploration-learning-tutorial.md: Discover-to-dashboard
  navigation paragraph (also fixes a conflation of the table toolbar
  flow with the full session save flow)

Co-authored-by: Cursor <cursoragent@cursor.com>
@florent-leborgne florent-leborgne requested review from a team as code owners May 6, 2026 09:25
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github-actions Bot commented May 6, 2026

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github-actions Bot commented May 6, 2026

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github-actions Bot commented May 6, 2026

✅ Vale Linting Results

No 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.

Comment thread explore-analyze/discover/discover-get-started.md Outdated
Comment thread explore-analyze/discover/save-open-search.md Outdated
Comment thread explore-analyze/discover/save-open-search.md Outdated
Comment thread explore-analyze/discover/save-open-search.md Outdated
Co-authored-by: Florent LB <florent.leborgne@elastic.co>
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@davismcphee davismcphee left a comment

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Thanks for the quick fix, looks great now! And in general I think the new structure is much easier to follow 👌

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@bmorelli25 bmorelli25 left a comment

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I did not test this

@florent-leborgne florent-leborgne merged commit 4fa7f43 into main May 6, 2026
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@florent-leborgne florent-leborgne deleted the docs-discover-save-library-clarification branch May 6, 2026 17:00
@florent-leborgne florent-leborgne linked an issue May 28, 2026 that may be closed by this pull request
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IA review: Discover ↔ Dashboard workflows in 9.4 / 9.5

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