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[DOCS] Updates saved searches doc (elastic#97936) (elastic#98812)
* [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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[[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 | ||
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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. | ||
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[role="screenshot"] | ||
image::discover/images/saved-search.png[Example of Discover's save search option] | ||
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A saved search stores the query text, filters, and | ||
current view of *Discover*—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. | ||
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[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>>. | ||
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[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: | ||
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. 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*. | ||
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To import, export, and delete saved searches, open the main menu, | ||
then click *Stack Management > Saved Objects*. | ||
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[float] | ||
=== Open a saved search | ||
To load a saved search into Discover: | ||
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. Click *Open* in the toolbar. | ||
. Select the search you want to open. | ||
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. 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. |