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[Cases] Add documentation #177139

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merged 2 commits into from
Apr 2, 2024
Merged

[Cases] Add documentation #177139

merged 2 commits into from
Apr 2, 2024

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cnasikas
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Summary

This PR adds documentation for the case action based on the Case action RFC.

For maintainers

@cnasikas cnasikas added release_note:skip Skip the PR/issue when compiling release notes Team:ResponseOps Label for the ResponseOps team (formerly the Cases and Alerting teams) Feature:Cases Cases feature v8.14.0 labels Feb 18, 2024
@cnasikas cnasikas self-assigned this Feb 18, 2024
@cnasikas cnasikas mentioned this pull request Mar 8, 2024
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@cnasikas cnasikas marked this pull request as ready for review April 1, 2024 11:02
@cnasikas cnasikas requested a review from a team as a code owner April 1, 2024 11:02
@elasticmachine
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Pinging @elastic/response-ops (Team:ResponseOps)

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Pinging @elastic/response-ops-cases (Feature:Cases)

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@js-jankisalvi js-jankisalvi left a comment

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LGTM 👍 🎉

If an alert does not belong to a group it will not be attached to any case. Also, if no grouping field is configured by the user, all alerts will be attached to the same case.

```mermaid
flowchart TB
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oh wow. Didn't know how to attach flowchart to readme. 😃

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Yes, GitHub supports Mermaid diagrams!

@cnasikas cnasikas merged commit b8765aa into elastic:case_action Apr 2, 2024
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@cnasikas cnasikas deleted the ca_readme branch April 2, 2024 20:23
cnasikas added a commit that referenced this pull request Apr 12, 2024
## Summary

Depends on: #166267,
#170326,
#169484,
#173740,
#173763,
#178068,
#178307,
#178600,
#180437

PRs:
- #168370
- #169229
- #171754
- #172709
- #173012
- #175107
- #175452
- #175505
- #177033
- #178277
- #177139
- #179796

Fixes: #153837

## Testing

Run Kibana with `--run-examples` if you want to use the "Always firing"
rule.

Create a rule with a case action in observability and the stack. The
security solution is not supported. You should not be able to assign a
case action in a security solution rule.

1. Test the "Reopen closed cases" configuration.
2. Test the "Grouping by" configuration. Only one field is allowed. Not
all fields are persisted in alerts. If you select a field not part of
the alert the case action will create a case where the grouping value is
set to `unknow`.
3. Test the "Time window" feature. You can comment out the validation to
test for shorter times.
4. Verify that the case action is experimental.
5. Verify that based on the rule type the case is created in the correct
solution.
6. Verify that you cannot create a rule with the case action on the
basic license.
7. Verify that the execution of the case action fails if you do not have
permission for cases. Pending work on the system actions framework level
to not allow users to create rules with system actions where they do not
have permission.
8. Stress test the case action by creating multiple rules.

### Checklist

Delete any items that are not applicable to this PR.

- [x]
[Documentation](https://www.elastic.co/guide/en/kibana/master/development-documentation.html)
was added for features that require explanation or tutorials
- [x] [Unit or functional
tests](https://www.elastic.co/guide/en/kibana/master/development-tests.html)
were updated or added to match the most common scenarios

### For maintainers

- [x] This was checked for breaking API changes and was [labeled
appropriately](https://www.elastic.co/guide/en/kibana/master/contributing.html#kibana-release-notes-process)

## Release notes

Automatically create cases when an alert is triggered.

---------

Co-authored-by: kibanamachine <[email protected]>
Co-authored-by: adcoelho <[email protected]>
Co-authored-by: Janki Salvi <[email protected]>
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3 participants