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@joepeeples joepeeples commented Oct 10, 2022

Related issues — Both of these features involved updating the "Create a detection rule" page, so they're streamlined into a single docs PR:

Preview: Create a detection rule

There are a lot of changes scattered throughout the page. Some highlights:

  • Updated the Preview your rule section with the new rule preview side panel
  • Revised lines that previously assumed rule preview was only available in the "Define rule" step
  • Expanded the Create a custom query section to include the new saved query checkbox
  • Added the saved query/Timeline query note to a few more rule types that allow adding those queries

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Documentation previews:

@joepeeples joepeeples changed the title [DOCS] Rule preview enhancements [DOCS] "Create rule" updates: rule preview, saved queries Oct 11, 2022
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@nastasha-solomon nastasha-solomon left a comment

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Looks great! The only issue I noticed is out of the scope of this doc task - the image under step 1f here is outdated. I filed #2570 to fix it.

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Looks good, just two minor suggestions

Co-authored-by: Benjamin Ironside Goldstein <91905639+benironside@users.noreply.github.com>
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saved query notes LGTM

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joepeeples commented Oct 14, 2022

Looks great! The only issue I noticed is out of the scope of this doc task - the image under step 1f here is outdated. I filed #2570 to fix it.

Thanks @nastasha-solomon, good catch! I've fixed the screenshot in this PR so we have it correct in 8.5 and going forward, and #2570 can follow up with fixing any backports. IMO it's a pretty low priority fix for backporting, especially weighing the complexity; looks like it'll take multiple different screenshots and probably require manual backports, and it's been like this for a few versions and even QA never caught it.

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Preview notes LGTM! Maybe we could add couple more notes (not sure if needed though):

  1. We can preview pre-built rules with the latest changes
  2. The difference between Refresh button states. There are two states (indicated by green and blue button colors). "Green button" indicates that there were some rule configuration or time range changes which will affect the preview results. "Blue button" indicates that we can refresh preview results with the same rule configurations, but updated time range in case of relative time range specified (like "last 2 hours", "last day" etc.). Happy to provide more details about this one, if it sounds a bit confusing. :-)

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Preview notes LGTM! Maybe we could add couple more notes (not sure if needed though):

  1. We can preview pre-built rules with the latest changes
  2. The difference between Refresh button states. There are two states (indicated by green and blue button colors). "Green button" indicates that there were some rule configuration or time range changes which will affect the preview results. "Blue button" indicates that we can refresh preview results with the same rule configurations, but updated time range in case of relative time range specified (like "last 2 hours", "last day" etc.). Happy to provide more details about this one, if it sounds a bit confusing. :-)

Hi @e40pud, thanks for these notes! They definitely sound worth adding, especially the button colors which I didn't know about. I'll play around with the feature and let you know if I have any questions, will push a revision soon.

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Update: I pushed an update to address @e40pud's feedback (mention prebuilt rules, explain Refresh button), and the docs preview now reflects this too.

@joepeeples joepeeples added the readyforQA PRs that are ready for QA review. label Oct 17, 2022
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@ghost ghost added QA:Validated Issue has been Validated by QA Team and removed readyforQA PRs that are ready for QA review. labels Oct 18, 2022
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Looks great, thanks Joe!

@joepeeples joepeeples merged commit be778eb into main Oct 18, 2022
mergify bot pushed a commit that referenced this pull request Oct 18, 2022
* First draft

* Remove preview from ordered steps

(Preview is now available at any step)

* Update screenshot, edits

* Add saved query checkbox, other related

* Typo

* Apply suggestions from Ben's review

Co-authored-by: Benjamin Ironside Goldstein <91905639+benironside@users.noreply.github.com>

* Fix outdated screenshot

* Add refresh button details, mention prebuilt rules

* Apply suggestions from Marshall's review

Co-authored-by: Marshall Main <55718608+marshallmain@users.noreply.github.com>

Co-authored-by: Benjamin Ironside Goldstein <91905639+benironside@users.noreply.github.com>
Co-authored-by: Marshall Main <55718608+marshallmain@users.noreply.github.com>
(cherry picked from commit be778eb)
@joepeeples joepeeples deleted the 2469-create-rule-preview branch October 18, 2022 23:36
joepeeples added a commit that referenced this pull request Oct 18, 2022
)

* First draft

* Remove preview from ordered steps

(Preview is now available at any step)

* Update screenshot, edits

* Add saved query checkbox, other related

* Typo

* Apply suggestions from Ben's review

Co-authored-by: Benjamin Ironside Goldstein <91905639+benironside@users.noreply.github.com>

* Fix outdated screenshot

* Add refresh button details, mention prebuilt rules

* Apply suggestions from Marshall's review

Co-authored-by: Marshall Main <55718608+marshallmain@users.noreply.github.com>

Co-authored-by: Benjamin Ironside Goldstein <91905639+benironside@users.noreply.github.com>
Co-authored-by: Marshall Main <55718608+marshallmain@users.noreply.github.com>
(cherry picked from commit be778eb)

Co-authored-by: Joe Peeples <joe.peeples@elastic.co>
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Feature: Rules QA:Validated Issue has been Validated by QA Team Team: Detections/Response Detections and Response Team: Docs v8.5.0

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[DOCS] Saved query UX updates [DOCS] Rule preview enhancements: side panel, exceptions, overrides, prebuilt rules

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