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43cf494
Add CPS scope documentation to alerting rules page
florent-leborgne Mar 10, 2026
e887705
Rename "project picker" to "CPS scope selector"
florent-leborgne Mar 10, 2026
6e0c72e
Adds to obs docs
nastasha-solomon Mar 12, 2026
871117f
adjustment
nastasha-solomon Mar 12, 2026
cb90d5c
added project routing
nastasha-solomon Mar 12, 2026
f7f107c
add ML rule limitation
nastasha-solomon Mar 12, 2026
ab19a0a
Merge branch 'cps-tech-preview' into cps/688-alerting-rules-cps
nastasha-solomon Mar 13, 2026
cb2e920
updates security docs
nastasha-solomon Mar 13, 2026
720d17a
Add CPS scope and panel badge documentation to dashboards
florent-leborgne Mar 10, 2026
82a5589
Rename "project picker" to "CPS scope selector"
florent-leborgne Mar 10, 2026
9f4cfb7
Update CPS links to point to new manage-scope page
florent-leborgne Mar 13, 2026
5dc0efc
Update save modal label to match Kibana UI change
florent-leborgne Mar 23, 2026
492aad7
Revert alerting and security CPS changes out of scope
florent-leborgne Mar 23, 2026
04e6f58
Merge branch 'cps-tech-preview' into cps/690-691-dashboards-cps
florent-leborgne Mar 23, 2026
3540926
Restructure CPS content by audience across dashboard pages
florent-leborgne Mar 23, 2026
ba88509
Move CPS section under Search and filter, reframe for viewers
florent-leborgne Mar 23, 2026
0a12fa6
Fix inaccurate framing of CPS scope in using.md
florent-leborgne Mar 23, 2026
48964db
Replace click with select in CPS sections
florent-leborgne Mar 23, 2026
4202f15
Rework CPS section: bullet points for outliers, fix anchor syntax
florent-leborgne Mar 23, 2026
20a434b
Remove standalone anchor, update cross-links to parent section
florent-leborgne Mar 23, 2026
b638935
Mention Store CPS scope option in the save step
florent-leborgne Mar 23, 2026
edb2a8f
Restructure save step with bullet points, update screenshot, drop modal
florent-leborgne Mar 23, 2026
ffba331
Remove redundant Store CPS scope section
florent-leborgne Mar 23, 2026
9f297a8
Remove CPS badge section from manage-panels
florent-leborgne Mar 23, 2026
7d1aabd
Merge branch 'cps-tech-preview' into cps/690-691-dashboards-cps
florent-leborgne Mar 23, 2026
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20 changes: 13 additions & 7 deletions explore-analyze/dashboards/create-dashboard.md
Original file line number Diff line number Diff line change
Expand Up @@ -50,25 +50,31 @@ Before creating a dashboard, ensure you have:
* **Sync color palettes across panels** — Applies the same color palette to all panels on the dashboard.
* **Sync cursor across panels** — When you hover your cursor over a time series chart or a heatmap, the cursor on all other related dashboard charts automatically appears.
* **Sync tooltips across panels** — When you hover your cursor over a **Lens** chart, the tooltips on all other related dashboard charts automatically appear.
* {applies_to}`serverless: preview` {applies_to}`stack: unavailable` **Store CPS scope with dashboard** — Saves the current [{{cps}} scope](/explore-analyze/cross-project-search/cross-project-search-manage-scope.md#cps-in-kibana) with the dashboard so it restores automatically when anyone opens it.

3. Click **Apply**.

![Change and apply dashboard settings](https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/blt4a6e9807f1fac9f8/6750ee9cef6d5a250c229e50/dashboard-settings-8.17.0.gif "title =50%")


6. Save the dashboard.
6. Save the dashboard. When saving, you can configure the following options:

{applies_to}`serverless:` {applies_to}`stack: ga 9.3+` When you save the dashboard for the first time, you can manage dashboard permissions.
- **Title** and **Description**: Give the dashboard a meaningful name and description so you and others can find it later.
- **Tags**: Add [tags](../find-and-organize/tags.md) to organize and categorize the dashboard.
- **Store time with dashboard**: Saves the current time filter with the dashboard.
- {applies_to}`serverless: preview` {applies_to}`stack: unavailable` **Store CPS scope with dashboard**: Saves the current [{{cps}} scope](/explore-analyze/cross-project-search/cross-project-search-manage-scope.md#cps-in-kibana) with the dashboard so it restores automatically when opened.
- {applies_to}`serverless:` {applies_to}`stack: ga 9.3+` **Permissions**: Control who can access the dashboard. You can share with one of the following permissions:
- **Can edit**: Everybody in the space can edit, delete, and fully manage the dashboard.
- **Can view**: Everybody in the space can view the dashboard, but cannot edit or delete it.

:::{include} ../_snippets/dashboard-ownership.md
:::

:::{image} /explore-analyze/images/save-as-new-dashboard.png
:screenshot:
:width: 400px
:::

When you create a dashboard, you become its owner and control who can access it. You can share your dashboard with one of the following permissions:
- **Can edit**: Everybody in the space can edit, delete, and fully manage the dashboard.
- **Can view**: Everybody in the space can view the dashboard, but cannot edit or delete it. They can duplicate it. This read-only setting can be changed at any time by the dashboard owner or a {{kib}} administrator.

:::{include} ../_snippets/dashboard-ownership.md
:::


13 changes: 13 additions & 0 deletions explore-analyze/dashboards/using.md
Original file line number Diff line number Diff line change
Expand Up @@ -237,6 +237,19 @@ When viewing a dashboard with read-only permissions, certain visualization panel
3. Select **Cancel** to exit the **Configuration** flyout.


### View data from multiple projects [dashboard-cps-scope]
```{applies_to}
serverless: preview
stack: unavailable
```

A dashboard can display data from multiple {{serverless-short}} projects when [{{cps}}](/explore-analyze/cross-project-search.md) is enabled. To check and control which projects are queried, use the [{{cps-init}} scope selector](/explore-analyze/cross-project-search/cross-project-search-manage-scope.md#cps-in-kibana) in the header. You can change this scope at any time during your session, and all panels update accordingly.

Sometimes, the scope behaves differently:

* **The dashboard restores a saved scope on open.** Some dashboards are configured to [store a {{cps}} scope](/explore-analyze/dashboards/create-dashboard.md). When you open them, the {{cps-init}} scope selector is set to the stored scope. You can still change it during your session.
* **A panel has a Custom CPS scope badge.** This means the panel uses [project routing](/explore-analyze/cross-project-search/cross-project-search-project-routing.md) to query a fixed set of projects. It is not affected when you change the dashboard's scope. Select the badge to view which projects the panel queries.


## Full screen mode and maximized panel views [_full_screen_mode_and_maximized_panel_views]

Expand Down
Binary file modified explore-analyze/images/save-as-new-dashboard.png
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