[8.9] [DOCS] Add lens visualizations to cases from dashboards (#161818) (#161878)

# Backport

This will backport the following commits from `main` to `8.9`:
- [[DOCS] Add lens visualizations to cases from dashboards
(#161818)](https://github.com/elastic/kibana/pull/161818)

<!--- Backport version: 8.9.7 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

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Add lens visualizations to cases from dashboards
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---------

Co-authored-by: Lisa Cawley <lcawley@elastic.co>
This commit is contained in:
Kibana Machine 2023-07-13 13:01:10 -04:00 committed by GitHub
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3 changed files with 13 additions and 3 deletions

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@ -1,6 +1,11 @@
[[manage-cases]]
== Open and manage cases
:frontmatter-description: Create a case then add files, visualizations, and user notifications.
:frontmatter-tags-products: [kibana]
:frontmatter-tags-content-type: [how-to]
:frontmatter-tags-user-goals: [analyze]
preview::[]
[[open-case]]
@ -72,8 +77,9 @@ go back to your case.
. Click *Add Comment* to add the visualization to your case.
After a visualization has been added to a case, you can modify or interact with
it by clicking the *Open Visualization* option in the comment menu.
Alternatively, while viewing a <<dashboard,dashboard>> you can open a panel's menu then click *More > Add to existing case* or *More > Add to new case*.
After a visualization has been added to a case, you can modify or interact with it by clicking the *Open Visualization* option in the case's comment menu.
[[add-case-notifications]]
=== Add email notifications

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@ -18,10 +18,14 @@ These features are all available for cases in *{stack-manage-app}*, *{observabil
There's a new category field to enable better case classification and a better understanding of the overall distribution and trends within different areas of a case management system.
It is also simpler to add visualizations to cases:
[role="screenshot"]
image::images/case-visualizations.png[A Dashboard panel's menu options for adding visualizations to cases]
The email notification that occurs when a user is assigned to a case has also been enhanced:
[role="screenshot"]
image::images/case-notification.png[Example email with case name, description, tags, and link]
image::images/case-notification.png[Example email with case name, description, tags, and link,width=60%]
To learn more, check out cases in the {observability-guide}/create-cases.html[{observability}], <<cases,{stack-manage-app}>>, or {security-guide}/cases-overview.html[{security-app}].