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[DOCS] Updates saved searches doc (#97936) (#98812)
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* [DOCS] Updates saved searches doc

* [DOCS] Adds info on adding a saved search to a dashboard

* [DOCS] Fixes silly typo

* Update docs/discover/save-search.asciidoc

Co-authored-by: Matthias Wilhelm <[email protected]>

* Update docs/discover/save-search.asciidoc

Co-authored-by: Matthias Wilhelm <[email protected]>

* Update docs/discover/save-search.asciidoc

Co-authored-by: Matthias Wilhelm <[email protected]>

* [DOCS] Incorporates review feedback

* [DOCS] Updates doc per review comments

* [DOCS] Fixes description of saved query

* [DOCS] Incorporates review comments

Co-authored-by: Matthias Wilhelm <[email protected]>

Co-authored-by: Matthias Wilhelm <[email protected]>
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gchaps and kertal authored Apr 29, 2021
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48 changes: 26 additions & 22 deletions docs/discover/save-search.asciidoc
Original file line number Diff line number Diff line change
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[[save-open-search]]
== Save a search
A saved search persists your current view of Discover for
later retrieval and reuse. You can reload a saved search into Discover,
add it to a dashboard, and use it as the basis for a visualization.
== Save a search for reuse

A saved search includes the query text, filters, and optionally, the time filter. A saved search also includes the selected columns in the document table, the sort order, and the current index pattern.
A saved search is a convenient way to reuse a search
that you've created in *Discover*.
Saved searches are good for adding search results to a dashboard,
and can also serve as a foundation for building visualizations.

[role="screenshot"]
image::discover/images/saved-search.png[Example of Discover's save search option]


A saved search stores the query text, filters, and
current view of *Discover*&mdash;the columns selected in the document table,
the sort order, and the index pattern.
Saved searches are different from <<save-load-delete-query,saved queries>>, which
are primarily used for storing query text and are available in any app with a query bar.

[role="xpack"]
[[discover-read-only-access]]
[float]
=== Read-only access
When you have insufficient privileges to save searches, the following indicator in Kibana will be
displayed and the *Save* button won't be visible. For more information on granting access to
Kibana see <<xpack-security-authorization>>.
If you don't have sufficient privileges to save searches, the following indicator is
displayed and the *Save* button is not visible. For more information, refer to <<xpack-security-authorization>>.

[role="screenshot"]
image::discover/images/read-only-badge.png[Example of Discover's read only access indicator in Kibana's header]
[float]
=== Save a search
To save the current search:

. Click *Save* in the toolbar.
. Once you've created a search worth saving, click *Save* in the toolbar.
. Enter a name for the search and click *Save*.

To import, export, and delete saved searches, open the main menu,
then click *Stack Management > Saved Objects*.

[float]
=== Open a saved search
To load a saved search into Discover:

. Click *Open* in the toolbar.
. Select the search you want to open.

. To reload your search results in *Discover*, click *Open* in the toolbar, and select the saved search.
+
If the saved search is associated with a different index pattern than is currently
selected, opening the saved search changes the selected index pattern. The query language
used for the saved search will also be automatically selected.
used for the saved search is also automatically selected.
. To add your search results to an existing dashboard:
.. Open the dashboard, then click *Edit*.
.. Click *Add from library*.
.. Open the *Types* menu, then select *Saved search*.
.. Select the the saved search that you want.

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