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Align save modal CPS label with settings flyout#259142

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florent-leborgne merged 4 commits intomainfrom
fix/dashboard-save-modal-cps-label
Mar 24, 2026
Merged

Align save modal CPS label with settings flyout#259142
florent-leborgne merged 4 commits intomainfrom
fix/dashboard-save-modal-cps-label

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@florent-leborgne florent-leborgne commented Mar 23, 2026

Summary

The dashboard settings flyout uses "Store CPS scope with dashboard" but the save modal uses "Store project routing with dashboard". This aligns the save modal label and tooltip to use the same user-facing CPS terminology as the settings flyout.

Additionally, both the save modal tooltip and the settings flyout help text are aligned to use the same concise phrasing, spelling out "cross-project search (CPS)" instead of just "CPS".

Changes

  • Save modal label: "Store project routing with dashboard" → "Store CPS scope with dashboard"
  • Save modal tooltip: Aligned with settings flyout phrasing, spelling out "cross-project search (CPS)"
  • Settings flyout help text: Shortened and aligned with the save modal tooltip

Context

Found while reviewing CPS documentation (docs-content#5428). The inconsistency was spotted by cross-referencing the two UI surfaces against the Kibana source.

Made with Cursor

The settings flyout uses "Store CPS scope with dashboard" but the save
modal says "Store project routing with dashboard". Align the save modal
label and tooltip to use the same user-facing CPS terminology.

Made-with: Cursor
@florent-leborgne florent-leborgne force-pushed the fix/dashboard-save-modal-cps-label branch from 5918c6e to aaf7e92 Compare March 23, 2026 15:24
florent-leborgne added a commit to elastic/docs-content that referenced this pull request Mar 23, 2026
The save modal label is being updated from "Store project routing with
dashboard" to "Store CPS scope with dashboard" in elastic/kibana#259142.

Made-with: Cursor
@florent-leborgne florent-leborgne added Team:Docs Team:Presentation Presentation Team for Dashboard, Input Controls, and Canvas t// release_note:skip Skip the PR/issue when compiling release notes backport:skip This PR does not require backporting v9.4.0 labels Mar 23, 2026
@florent-leborgne florent-leborgne marked this pull request as ready for review March 23, 2026 15:27
@florent-leborgne florent-leborgne requested a review from a team as a code owner March 23, 2026 15:27
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Pinging @elastic/experience-docs (Team:Docs)

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Pinging @elastic/kibana-presentation (Team:Presentation)

Also align the settings flyout help text with the save modal tooltip
so both surfaces use the same concise phrasing.

Made-with: Cursor
florent-leborgne added a commit to elastic/docs-content that referenced this pull request Mar 23, 2026
## Summary

Adds CPS documentation to the dashboard pages, split by audience:

**For dashboard viewers** (`using.md`):
- New "View data from multiple projects" subsection under "Search and
filter your dashboard data"
- Explains how the CPS scope selector controls which projects the
dashboard queries
- Documents the "Custom CPS scope" badge on panels that use project
routing

**For dashboard creators** (`create-dashboard.md`):
- Adds **Store CPS scope with dashboard** to the settings list (step 5)
and save options (step 6)
- Restructures the save step with a comprehensive list of all save
options
- Updated screenshot of the save dialog

Closes elastic/docs-content-internal#690
Closes elastic/docs-content-internal#691

## Test plan

- [x] Verify pages build correctly at `explore-analyze/dashboards/using`
and `explore-analyze/dashboards/create-dashboard`
- [x] Confirm `applies_to` tags render properly (serverless preview /
stack unavailable)
- [x] Check cross-links to CPS pages resolve correctly (depend on
sibling CPS branches)
- [x] Verify "Store CPS scope with dashboard" label matches Kibana UI
(confirmed, fix in elastic/kibana#259142)

## Generative AI disclosure

1. Did you use a generative AI (GenAI) tool to assist in creating this
contribution?
- [x] Yes
- [ ] No

2. If you answered "Yes" to the previous question, please specify the
tool(s) and model(s) used (e.g., Google Gemini, OpenAI ChatGPT-4, etc.).

Tool(s) and model(s) used: Claude (Cursor)

Made with [Cursor](https://cursor.com)

---------

Co-authored-by: Nastasha Solomon <nastasha.solomon@elastic.co>
Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
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💛 Build succeeded, but was flaky

Failed CI Steps

Test Failures

  • [job] [logs] affected Scout: [ platform / fleet ] plugin / local-stateful-classic - When the user has All privileges for Integrations but None for Fleet - Integrations are visible but cannot be added

Metrics [docs]

Async chunks

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

id before after diff
dashboard 841.8KB 841.8KB -36.0B

@florent-leborgne florent-leborgne merged commit 6bf3b4e into main Mar 24, 2026
18 checks passed
@florent-leborgne florent-leborgne deleted the fix/dashboard-save-modal-cps-label branch March 24, 2026 08:18
jeramysoucy pushed a commit to jeramysoucy/kibana that referenced this pull request Mar 26, 2026
## Summary

The dashboard settings flyout uses **"Store CPS scope with dashboard"**
but the save modal uses **"Store project routing with dashboard"**. This
aligns the save modal label and tooltip to use the same user-facing CPS
terminology as the settings flyout.

Additionally, both the save modal tooltip and the settings flyout help
text are aligned to use the same concise phrasing, spelling out
"cross-project search (CPS)" instead of just "CPS".

### Changes

- Save modal label: "Store project routing with dashboard" → "Store CPS
scope with dashboard"
- Save modal tooltip: Aligned with settings flyout phrasing, spelling
out "cross-project search (CPS)"
- Settings flyout help text: Shortened and aligned with the save modal
tooltip

### Context

Found while reviewing CPS documentation
([docs-content#5428](elastic/docs-content#5428)).
The inconsistency was spotted by cross-referencing the two UI surfaces
against the Kibana source.

Made with [Cursor](https://cursor.com)
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3 participants