docs: update dashboard panel workflows for the Add to dashboard flyout (#6353)#7189
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docs: update dashboard panel workflows for the Add to dashboard flyout (#6353)#7189florent-leborgne wants to merge 1 commit into
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#6353) Co-authored-by: Cursor <cursoragent@cursor.com>
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Summary
This PR addresses #6353. In 9.5, clicking Add on a dashboard no longer opens a popover; it opens a single Add to dashboard flyout with New and From library tabs, featured Visualization and Visualization (query) items, a renamed Other visualizations group (was "Visualizations"), and Vega (was "Custom visualization"). These changes update the affected panel-adding workflows across the docs, using the cumulative model so earlier-version steps are preserved.
explore-analyze/visualize.md: Adds a canonical description of the Add to dashboard flyout (New / From library tabs, featured items, grouped panel types), updates "Add panel" flow/menu wording to the version-neutral Add menu, and renames the panel-type entry to Vega.explore-analyze/dashboards/drilldowns.md: Adds a 9.5+ flyout variant for the "add from library" and "create visualization" steps and caps the popover wording at 9.2–9.4 (issue-requested).explore-analyze/visualize/esorql.md,_snippets/emoji-table-esql.md,kibana-data-exploration-learning-tutorial.md: Updates the ES|QL panel steps — the removed New panel item and the renamed Other visualizations group — to use the Visualization (query) featured item in 9.5+.explore-analyze/visualize/link-panels.md,text-panels.md,image-panels.md,alert-panels.md: Normalizes the "add a panel" / "add from library" steps to the flyout, with cumulative version bullets.explore-analyze/discover/save-open-search.md: Updates the "create a Discover session on the dashboard" steps (Discover session now sits under Other visualizations in 9.5+).explore-analyze/visualize/custom-visualizations-with-vega.md: Renames Custom visualization to Vega (label change verified in source).All UI strings were verified against
elastic/kibanaatorigin/main(HEAD), not just the original PR diff — see note below.Resolves
Closes #6353
Verification notes
FEATURED_ADD_PANEL_TRIGGER; the visible result is unchanged, but the original PR'sfeatured_menu_items.tsno longer exists, so all labels were re-confirmed at HEAD.ADD_PANEL_VISUALIZATION_GROUP(Other visualizations).Out of scope (intentional)
Select **Add** > **Visualization**increate-dashboard-of-panels-with-ecommerce-data.mdandcreate-dashboard-of-panels-with-web-server-data.mdwere left unchanged: the label path still resolves correctly in the 9.5 flyout (Add, then the Visualization featured item).add-controls.md(Add > Controls > …) was left unchanged; the controls flow is a separate area not covered by this redesign issue.create-dashboard.mdwas left unchanged: it describes panel-adding at a high level and links tovisualize.md, where the flyout is now documented.Screenshots to add or update
explore-analyze/visualize.md— new Add to dashboard flyout: consider adding a screenshot of the flyout (New tab with featured items) since it is a new, visually distinct surface for evaluators and new users. Prose describes it, but the layout is easier to grasp visually.