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Create edit ILM flow#253393

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SoniaSanzV merged 24 commits intoelastic:mainfrom
SoniaSanzV:downsampling/edit_ilm_action
Feb 24, 2026
Merged

Create edit ILM flow#253393
SoniaSanzV merged 24 commits intoelastic:mainfrom
SoniaSanzV:downsampling/edit_ilm_action

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@SoniaSanzV SoniaSanzV commented Feb 17, 2026

Closes #248676

Summary

This PR introduces the Edit ILM flow in the Streams’ retention tab (lifecycle summary), covering edit for ILM phases and downsampling steps. It includes:

  • Make the Data lifecycle summary actionable:
    • Show an “Add data phase and downsampling” control (phase picker) when the user can manage lifecycle.
    • Display edit icons in the phase and downsampling step popovers (when the user can manage lifecycle).
  • When the user clicks Edit (phase or downsampling step):
    • Open a right-side “Edit data phases” flyout with phase tabs and validation/error indicators per tab.
    • While the flyout is open, clicking a phase/step in the summary navigates to the corresponding flyout tab (instead of opening popovers).
    • Track unsaved changes and show a navigation prompt if the user tries to leave with unsaved edits.
  • Add searchable snapshot repository support for the frozen phase:
    • Fetch and list snapshot repositories for selection in the flyout.
    • Gate adding/selecting Frozen unless repositories exist or the user has privileges to create one, with a link-out to Snapshot Repositories management.

Note: When there is an error in the flyout, the data phases component is rendering the policy config, even if there is malformed. That would be handled in a follow up but we are still deciding the right approach: #253387

How to test

  • Make sure the retention tab shows the Add phase control and edit/remove icons in the details pop-up.
  • Open the Edit data phases flyout and verify:
    • Switching tabs works and tab-level validation state is reflected (warnings on tabs with errors).
    • Clicking phases/steps in the summary while the flyout is open navigates within the flyout (no popovers).
    • Navigating away triggers an unsaved changes prompt if you’ve modified settings.
  • Verify policy impact modals:
    • If you edit/remove against a policy used by other indices/streams, you get the “in-use/managed” modal.
    • If you edit/remove against a managed policy, you get notified in a modal.
    • If you choose Overwrite, the existing policy is updated (and other users of that policy observe the change).
    • If you choose Save as new a new policy is created and assigned to the current stream.
    • If saving as new from a managed policy, ensure the new policy is not marked as managed.
  • Verify snapshot repository behavior:
    • Frozen is excluded/disabled when there are no repos and the user can’t create one.
    • If the user can create repos, verify the flyout offers a path to Snapshot Repositories management and refresh works after creating one.
  • Verify the behavior for Metrics Streams:
    • The data phases button should display Add phases and downsampling steps
    • Adding a downsampling step to a policy should no display a callout
    • You should see the downsampling bar
  • Verify the behavior for non metrics Streams:
    • The data phases button should display only Add phases
    • Adding a downsampling step to a policy should a any callout
    • You should not see the downsampling bar

Demo

Screen.Recording.2026-02-17.at.10.18.09.mov

metrics streams vs no metrics streams

Screen.Recording.2026-02-20.at.11.36.58.mov

@SoniaSanzV SoniaSanzV self-assigned this Feb 17, 2026
@SoniaSanzV SoniaSanzV requested a review from a team as a code owner February 17, 2026 10:01
@SoniaSanzV SoniaSanzV added the Team:Kibana Management Dev Tools, Index Management, Upgrade Assistant, ILM, Ingest Node Pipelines, and more t// label Feb 17, 2026
@SoniaSanzV SoniaSanzV requested review from a team as code owners February 17, 2026 10:01
@SoniaSanzV SoniaSanzV added release_note:skip Skip the PR/issue when compiling release notes backport:skip This PR does not require backporting ci:cloud-deploy Create or update a Cloud deployment Feature:Streams This is the label for the Streams Project labels Feb 17, 2026
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Pinging @elastic/kibana-management (Team:Kibana Management)

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@SoniaSanzV, @damian-polewski: Thanks so much for all your hard work that has culminated into this PR. It looks really great so far. I jotted down some comments below for some item to potentially address, but nothing huge. Please have a look and let me know if ya'll have any questions. Note that many of the comments didn't have a logical file for me to attach the comment to in this particular PR, so I just attached them to the first file in the list for easy of viewing/replying.

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In some instances, I was receiving a validation errors when one shouldn't exist. For example, in the attached screenshot, 3d is larger than 0ms, but it's shown as an error. Not entirely sure, but it feels like it might have something to do with the speed at which the user is entering a value in the number input.

Image

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Hey @MichaelMarcialis, could you let me know what was the configuration of this policy?

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Code Review Summary

This is a well-structured PR that introduces the Edit ILM flow in the Streams' retention tab. I've reviewed the changes and have the following observations:

Strengths

  1. Clean architecture: The refactoring of DataLifecycleSummary to use separate model, capabilities, phaseActions, downsamplingActions, and uiState prop groups improves maintainability and makes the component's interface clearer.

  2. Proper privilege handling: The addition of create_snapshot_repository privilege is correctly implemented:

    • Added to the schema in base.ts with proper Zod validation
    • Server-side privilege check uses the correct cluster privilege (cluster:admin/repository/put)
    • All test fixtures have been updated consistently
  3. New endpoint is well-designed: The GET /internal/streams/lifecycle/_snapshot_repositories endpoint follows existing patterns and correctly handles the Elasticsearch response.

  4. Good test coverage: The PR includes unit tests for the new functionality, and the integration tests for the ILM policy upsert endpoint and snapshot repositories endpoint are thorough (with proper serverless handling).

  5. Proper abort handling: The useSnapshotRepositories hook correctly implements AbortController for cleanup on unmount.

Minor Observations

  1. Test file placement for inline comments: I noticed @MichaelMarcialis had to attach many UI feedback comments to converters.test.ts since the actual UI files weren't always available for inline comments. Most of that feedback appears to be tracked in follow-up issues (e.g., [Streams] Downsample UI fixes #249992, [Streams] Adjust affected resource text #253645, [Streams] Add suggested name #253652).

  2. The flaky test failures in CI appear to be unrelated to this PR (they're in PipelinesCreate and UpdateConnector components from other plugins).

Questions for the team

The reviewer feedback from @MichaelMarcialis raises a good point about read-only access vs downsampling behavior differences between the Streams UI and ILM management UI. This should be clarified before merge to avoid user confusion.

Overall, this is solid work that follows Kibana conventions and integrates well with the existing codebase.


Reviewed by Cursor

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Hi @MichaelMarcialis, thank you for the feedback! Regarding your comments about the flyout I will address them in a separate issue we have for the flyout fixes (#252545).

@SoniaSanzV SoniaSanzV enabled auto-merge (squash) February 18, 2026 15:04
@SoniaSanzV SoniaSanzV disabled auto-merge February 18, 2026 17:16
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@SoniaSanzV The info label looks good to me, we should probably have a link in there explaining what's needed to use downsampling (e.g. the default metrics-- don't have it, right?)

@damian-polewski Here is a recording for getting into the weird form state:

Image

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@SoniaSanzV The info label looks good to me, we should probably have a link in there explaining what's needed to use downsampling (e.g. the default metrics-- don't have it, right?)

I think it makes sense, I opened an issue to address that as a follow up #254385
Maybe this page? https://www.elastic.co/docs/manage-data/data-store/data-streams/downsampling-concepts

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Hey @flash1293, regarding you validation issues

When trying to enter a number into the form, it behaves weird sometimes:
No value is allowed somehow, not sure why:
Maybe some foo with the form state management?

Could you let me know what was your configuration when you encountered the error? I'm trying to reproduce.

I was able to reproduce this issue. Addressed in c17063e.

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Fix seems to work fine, LGTM from streams side.

damian-polewski added a commit that referenced this pull request Feb 23, 2026
Closes #252545

## Summary

This PR fixes issues with `EditIlmPhasesFlyout` and `EditDslStepsFlyout`
components listed below:

- (ILM) Hide the readonly field when the downsampling is enabled. -
#253393 (comment)
- (ILM) Fix the default values for min_age and fixed_interval in ILM
flyout. -
#253393 (comment)
- (ILM/DSL) Add debounce to onChange. -
#253393 (comment)
- (ILM/DSL) Fix issue with Save button being enabled when errors are
present. -
#253393 (comment)
- (ILM/DSL) Fix border color on tabs with errors. -
#253393 (comment)
- (ILM/DSL) Fix add button color to text. -
#253393 (comment)
- (ILM/DSL) Add a tooltip to Save button when it's disabled due to form
errors. -
#253393 (comment)
- (ILM) Fix issue with min_age validation when clearing validated input
-
#253393 (review)
@SoniaSanzV SoniaSanzV enabled auto-merge (squash) February 23, 2026 11:32
Comment on lines +45 to +67
const hotRolloverFromActions = getActionValue(phases.hot, 'rollover');
const hotDownsampleFromActions = getActionValue(phases.hot, 'downsample');
const warmDownsampleFromActions = getActionValue(phases.warm, 'downsample');
const coldDownsampleFromActions = getActionValue(phases.cold, 'downsample');
const coldSearchableSnapshotFromActions = getActionValue(phases.cold, 'searchable_snapshot');
const frozenSearchableSnapshotFromActions = getActionValue(
phases.frozen,
'searchable_snapshot'
);
const deleteAction = getActionValue(phases.delete, 'delete');
const hasHotReadonlyAction = getActionValue(phases.hot, 'readonly') !== undefined;
const hasWarmReadonlyAction = getActionValue(phases.warm, 'readonly') !== undefined;
const hasColdReadonlyAction = getActionValue(phases.cold, 'readonly') !== undefined;
const deleteSearchableSnapshotFromActions = asRecord(deleteAction)
.delete_searchable_snapshot as boolean | undefined;

const coldSearchableSnapshotRepository =
phases.cold?.searchable_snapshot ??
(asRecord(coldSearchableSnapshotFromActions).snapshot_repository as string | undefined);
const frozenSearchableSnapshotRepository =
phases.frozen?.searchable_snapshot ??
(asRecord(frozenSearchableSnapshotFromActions).snapshot_repository as string | undefined);

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@damian-polewski damian-polewski Feb 23, 2026

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The reason additional logic was needed here to extract data from action object is because in the endpoint where we fetch policies we incorrectly cast the response as IlmPoliciesReponse which uses IlmPolicyPhases but in fact it's returning ES Ilm policy shape.

I think two solutions we can consider is either:

  1. Fix the type so the endpoint returns the ES ilm policy type and adjust the deserialize and flyout to expect this type,
  2. Normalize the response to IlmPolicyResponse to keep the intended behavior.

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Also I think it's fine to handle this as a follow-up. Just so we don't block this PR further.

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Good call, @damian-polewski! I've addressed it in 7d3984a, let me know what you think!

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Looks good, thank you for addressing this!

@SoniaSanzV SoniaSanzV disabled auto-merge February 23, 2026 11:36
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LGTM from kibana-management side.

@SoniaSanzV SoniaSanzV enabled auto-merge (squash) February 24, 2026 08:39
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elasticmachine commented Feb 24, 2026

💛 Build succeeded, but was flaky

Failed CI Steps

Test Failures

  • [job] [logs] Jest Tests #1 / discover responsive sidebar should not render buttons in data view picker when in viewer mode

Metrics [docs]

Module Count

Fewer modules leads to a faster build time

id before after diff
streamsApp 1750 1787 +37

Async chunks

Total size of all lazy-loaded chunks that will be downloaded as the user navigates the app

id before after diff
datasetQuality 577.4KB 577.5KB +34.0B
streamsApp 1.7MB 1.8MB +59.4KB
total +59.5KB

Page load bundle

Size of the bundles that are downloaded on every page load. Target size is below 100kb

id before after diff
streamsApp 23.2KB 23.3KB +116.0B

History

cc @SoniaSanzV

@SoniaSanzV SoniaSanzV merged commit b23184b into elastic:main Feb 24, 2026
17 checks passed
@SoniaSanzV SoniaSanzV deleted the downsampling/edit_ilm_action branch February 24, 2026 09:56
mbondyra added a commit to rgodfrey-elastic/kibana that referenced this pull request Feb 24, 2026
…ps-config-rebase

* commit 'f135f030951237c5e9b0251931441aee3121b31d': (163 commits)
  [CPS] Support data view requests and do not sanitize project_routing in data plugin/resolve indices  (elastic#253654)
  [One Workflow] Execute workflow from historical (elastic#253396)
  [streams][background tasks] gracefully handle non existing stream (elastic#254683)
  [Lens API] Waffle/Mosaic get green as a default color (elastic#254304)
  [Security Solution] Remove prebuilt rules customization callout on Rule Management page (elastic#254386)
  [Workflows] support passing attachments to run_agent step (elastic#251291)
  [One Discover][Logs UX] Update OpenTelemetry Semantic Conventions (elastic#254367)
  [kbn-es] Add --docker flag to yarn es snapshot (elastic#254306)
  [Workplace AI] Remove Data Source Config (elastic#254521)
  [Entity Store v2] Add CRUD API (elastic#252052)
  [CI] Increase type checking machine (elastic#254676)
  [main] Sync bundled packages with Package Storage (elastic#254232)
  Skip flaky test elastic#254625 (elastic#254662)
  Upgrade `@elastic/elasticsearch` to 9.3.1 (elastic#253660)
  [One Workflow] Migrate http step to new connector (elastic#249004)
  [Entity Store] Store EUID Scripts (elastic#254515)
  [APM] Fix Otel missing fields undefined errors (elastic#254271)
  [Console] Add support for documentation links on Serverless (elastic#254489)
  Create edit ILM flow (elastic#253393)
  [Agent Builder] Mid term: minimal recommended model set elastic#12875 (elastic#254560)
  ...
nreese pushed a commit to nreese/kibana that referenced this pull request Feb 25, 2026
Closes elastic#248676


## Summary
This PR introduces the Edit ILM flow in the Streams’ retention tab
(lifecycle summary), covering edit for ILM phases and downsampling
steps. It includes:

* Make the Data lifecycle summary actionable:
* Show an “Add data phase and downsampling” control (phase picker) when
the user can manage lifecycle.
* Display edit icons in the phase and downsampling step popovers (when
the user can manage lifecycle).
* When the user clicks Edit (phase or downsampling step):
* Open a right-side “Edit data phases” flyout with phase tabs and
validation/error indicators per tab.
* While the flyout is open, clicking a phase/step in the summary
navigates to the corresponding flyout tab (instead of opening popovers).
* Track unsaved changes and show a navigation prompt if the user tries
to leave with unsaved edits.
* Add searchable snapshot repository support for the frozen phase:
  * Fetch and list snapshot repositories for selection in the flyout.
* Gate adding/selecting Frozen unless repositories exist or the user has
privileges to create one, with a link-out to Snapshot Repositories
management.
  
**Note**: When there is an error in the flyout, the data phases
component is rendering the policy config, even if there is malformed.
That would be handled in a follow up but we are still deciding the right
approach: elastic#253387

### How to test
* Make sure the retention tab shows the Add phase control and
edit/remove icons in the details pop-up.
* Open the  Edit data phases flyout and verify:
* Switching tabs works and tab-level validation state is reflected
(warnings on tabs with errors).
* Clicking phases/steps in the summary while the flyout is open
navigates within the flyout (no popovers).
* Navigating away triggers an unsaved changes prompt if you’ve modified
settings.
* Verify policy impact modals:
* If you edit/remove against a policy used by other indices/streams, you
get the “in-use/managed” modal.
* If you edit/remove against a managed policy, you get notified in a
modal.
* If you choose Overwrite, the existing policy is updated (and other
users of that policy observe the change).
* If you choose Save as new a new policy is created and assigned to the
current stream.
* If saving as new from a managed policy, ensure the new policy is not
marked as managed.
* Verify snapshot repository behavior:
* Frozen is excluded/disabled when there are no repos and the user can’t
create one.
* If the user can create repos, verify the flyout offers a path to
Snapshot Repositories management and refresh works after creating one.
* Verify the behavior for Metrics Streams:
* The data phases button should display `Add phases and downsampling
steps`
  * Adding a downsampling step to a policy should no display a callout
  * You should see the downsampling bar
* Verify the behavior for non metrics Streams:
  * The data phases button should display only `Add phases`
  * Adding a downsampling step to a policy should a any callout
  * You should not see the downsampling bar


### Demo


https://github.com/user-attachments/assets/4a25ecc4-20d1-4a61-b251-e09f21c30f64

**metrics streams vs no metrics streams**


https://github.com/user-attachments/assets/bb51e16e-cd7a-4f4d-8f29-bd4deea2c9c9

---------

Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
SoniaSanzV added a commit that referenced this pull request Feb 25, 2026
…ut (#254768)

Closes #254385

## Summary

As requested in
#253393 (review),
adding a link to the [Downsampling concepts
page](https://www.elastic.co/docs/manage-data/data-store/data-streams/downsampling-concepts
) from the callout we display when a user opens the data phases flyout
from a non time series stream


<img width="795" height="314" alt="Screenshot 2026-02-24 at 16 38 23"
src="https://github.com/user-attachments/assets/797d3e09-554d-4f28-893d-568625a9c5d1"
/>
damian-polewski added a commit that referenced this pull request Mar 4, 2026
Closes #254188
Closes #254852

## Summary

This PR fixes issues with `EditIlmPhasesFlyout` and `EditDslStepsFlyout`
components listed below:

- (ILM/DSL) Remove overflow fade effect in tabs row,
- (ILM/DSL) When different tab is selected externally, scroll to the
newly selected tab,
- (ILM/DSL) Update fixed_interval help text -
#253393 (comment),
- (ILM/DSL) Show help text when error is present -
#253393 (comment).
- (ILM/DSL) Update copy -
#254852,
SoniaSanzV pushed a commit to SoniaSanzV/kibana that referenced this pull request Mar 5, 2026
…c#254930)

Closes elastic#254188
Closes elastic#254852

## Summary

This PR fixes issues with `EditIlmPhasesFlyout` and `EditDslStepsFlyout`
components listed below:

- (ILM/DSL) Remove overflow fade effect in tabs row,
- (ILM/DSL) When different tab is selected externally, scroll to the
newly selected tab,
- (ILM/DSL) Update fixed_interval help text -
elastic#253393 (comment),
- (ILM/DSL) Show help text when error is present -
elastic#253393 (comment).
- (ILM/DSL) Update copy -
elastic#254852,
rbrtj pushed a commit to rbrtj/kibana that referenced this pull request Mar 5, 2026
…c#254930)

Closes elastic#254188
Closes elastic#254852

## Summary

This PR fixes issues with `EditIlmPhasesFlyout` and `EditDslStepsFlyout`
components listed below:

- (ILM/DSL) Remove overflow fade effect in tabs row,
- (ILM/DSL) When different tab is selected externally, scroll to the
newly selected tab,
- (ILM/DSL) Update fixed_interval help text -
elastic#253393 (comment),
- (ILM/DSL) Show help text when error is present -
elastic#253393 (comment).
- (ILM/DSL) Update copy -
elastic#254852,
DennisKo pushed a commit to DennisKo/kibana that referenced this pull request Mar 6, 2026
…c#254930)

Closes elastic#254188
Closes elastic#254852

## Summary

This PR fixes issues with `EditIlmPhasesFlyout` and `EditDslStepsFlyout`
components listed below:

- (ILM/DSL) Remove overflow fade effect in tabs row,
- (ILM/DSL) When different tab is selected externally, scroll to the
newly selected tab,
- (ILM/DSL) Update fixed_interval help text -
elastic#253393 (comment),
- (ILM/DSL) Show help text when error is present -
elastic#253393 (comment).
- (ILM/DSL) Update copy -
elastic#254852,
qn895 pushed a commit to qn895/kibana that referenced this pull request Mar 11, 2026
Closes elastic#248676


## Summary
This PR introduces the Edit ILM flow in the Streams’ retention tab
(lifecycle summary), covering edit for ILM phases and downsampling
steps. It includes:

* Make the Data lifecycle summary actionable:
* Show an “Add data phase and downsampling” control (phase picker) when
the user can manage lifecycle.
* Display edit icons in the phase and downsampling step popovers (when
the user can manage lifecycle).
* When the user clicks Edit (phase or downsampling step):
* Open a right-side “Edit data phases” flyout with phase tabs and
validation/error indicators per tab.
* While the flyout is open, clicking a phase/step in the summary
navigates to the corresponding flyout tab (instead of opening popovers).
* Track unsaved changes and show a navigation prompt if the user tries
to leave with unsaved edits.
* Add searchable snapshot repository support for the frozen phase:
  * Fetch and list snapshot repositories for selection in the flyout.
* Gate adding/selecting Frozen unless repositories exist or the user has
privileges to create one, with a link-out to Snapshot Repositories
management.
  
**Note**: When there is an error in the flyout, the data phases
component is rendering the policy config, even if there is malformed.
That would be handled in a follow up but we are still deciding the right
approach: elastic#253387

### How to test
* Make sure the retention tab shows the Add phase control and
edit/remove icons in the details pop-up.
* Open the  Edit data phases flyout and verify:
* Switching tabs works and tab-level validation state is reflected
(warnings on tabs with errors).
* Clicking phases/steps in the summary while the flyout is open
navigates within the flyout (no popovers).
* Navigating away triggers an unsaved changes prompt if you’ve modified
settings.
* Verify policy impact modals:
* If you edit/remove against a policy used by other indices/streams, you
get the “in-use/managed” modal.
* If you edit/remove against a managed policy, you get notified in a
modal.
* If you choose Overwrite, the existing policy is updated (and other
users of that policy observe the change).
* If you choose Save as new a new policy is created and assigned to the
current stream.
* If saving as new from a managed policy, ensure the new policy is not
marked as managed.
* Verify snapshot repository behavior:
* Frozen is excluded/disabled when there are no repos and the user can’t
create one.
* If the user can create repos, verify the flyout offers a path to
Snapshot Repositories management and refresh works after creating one.
* Verify the behavior for Metrics Streams:
* The data phases button should display `Add phases and downsampling
steps`
  * Adding a downsampling step to a policy should no display a callout
  * You should see the downsampling bar
* Verify the behavior for non metrics Streams:
  * The data phases button should display only `Add phases`
  * Adding a downsampling step to a policy should a any callout
  * You should not see the downsampling bar


### Demo


https://github.com/user-attachments/assets/4a25ecc4-20d1-4a61-b251-e09f21c30f64

**metrics streams vs no metrics streams**


https://github.com/user-attachments/assets/bb51e16e-cd7a-4f4d-8f29-bd4deea2c9c9

---------

Co-authored-by: kibanamachine <42973632+kibanamachine@users.noreply.github.com>
qn895 pushed a commit to qn895/kibana that referenced this pull request Mar 11, 2026
…ut (elastic#254768)

Closes elastic#254385

## Summary

As requested in
elastic#253393 (review),
adding a link to the [Downsampling concepts
page](https://www.elastic.co/docs/manage-data/data-store/data-streams/downsampling-concepts
) from the callout we display when a user opens the data phases flyout
from a non time series stream


<img width="795" height="314" alt="Screenshot 2026-02-24 at 16 38 23"
src="https://github.com/user-attachments/assets/797d3e09-554d-4f28-893d-568625a9c5d1"
/>
qn895 pushed a commit to qn895/kibana that referenced this pull request Mar 11, 2026
…c#254930)

Closes elastic#254188
Closes elastic#254852

## Summary

This PR fixes issues with `EditIlmPhasesFlyout` and `EditDslStepsFlyout`
components listed below:

- (ILM/DSL) Remove overflow fade effect in tabs row,
- (ILM/DSL) When different tab is selected externally, scroll to the
newly selected tab,
- (ILM/DSL) Update fixed_interval help text -
elastic#253393 (comment),
- (ILM/DSL) Show help text when error is present -
elastic#253393 (comment).
- (ILM/DSL) Update copy -
elastic#254852,
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backport:skip This PR does not require backporting ci:cloud-deploy Create or update a Cloud deployment Feature:Streams This is the label for the Streams Project release_note:skip Skip the PR/issue when compiling release notes Team:Kibana Management Dev Tools, Index Management, Upgrade Assistant, ILM, Ingest Node Pipelines, and more t// v9.4.0

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[Stream] Configure downsampling for ILM: Edit and Create actions

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