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CPS: Dashboard-level scope and panel-level custom scope badge#5428

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florent-leborgne wants to merge 2 commits intocps-tech-previewfrom
cps/690-691-dashboards-cps
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CPS: Dashboard-level scope and panel-level custom scope badge#5428
florent-leborgne wants to merge 2 commits intocps-tech-previewfrom
cps/690-691-dashboards-cps

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@florent-leborgne
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Summary

Adds CPS documentation to the dashboard pages:

Dashboard-level CPS scope (using.md):

  • New "Cross-project search scope" section explaining how to store a CPS scope with a dashboard via the settings flyout or save modal
  • When stored, the dashboard restores its saved CPS scope on load

Panel-level custom CPS scope badge (using.md, manage-panels.md):

  • Explains that panels using SET project_routing in ES|QL or Maps layers with project routing display a "Custom CPS scope" badge
  • Clicking the badge shows the scope and lets you edit the panel
  • Panels with custom scope ignore global/dashboard-level scope changes

Dashboard creation (create-dashboard.md):

  • Adds the "Store CPS scope with dashboard" option to the settings list

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

Test plan

  • Verify pages build correctly at explore-analyze/dashboards/using, explore-analyze/dashboards/create-dashboard, and explore-analyze/visualize/manage-panels
  • Confirm applies_to tags render properly (serverless preview / stack unavailable)
  • Check all cross-links to CPS pages resolve correctly
  • Verify UI labels match Kibana codebase ("Store CPS scope with dashboard", "Custom CPS scope")

Generative AI disclosure

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

Add a new "Cross-project search scope" section to the dashboard usage
page covering dashboard-level CPS scope storage and per-panel custom
CPS scope badges. Also add the CPS settings option to the dashboard
creation page and a brief CPS badge section to the panel management page.

Closes #690, closes #691

Made-with: Cursor
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github-actions bot commented Mar 10, 2026

Vale Linting Results

Summary: 1 suggestion found

💡 Suggestions (1)
File Line Rule Message
explore-analyze/dashboards/using.md 268 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.

The Vale linter checks documentation changes against the Elastic Docs style guide.

To use Vale locally or report issues, refer to Elastic style guide for Vale.

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