IMPORTANT: No additional bug fixes or documentation updates will be released for this version. For the latest information, see the current release documentation.
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Elastic Docs ›Observability Guide [8.7] ›Cases

Open and manage new cases

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Open and manage new cases

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Open a new case

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Open a new case to keep track of issues and share the details with colleagues.

  1. Go to Cases → Create new case.

  2. Give the case a name, severity, and description.

    In the Description area, you can use Markdown syntax to create formatted text.

  3. Optionally, add assignees and tags. You can add users only if they meet the necessary prerequisites.
  4. Under External incident management system, select a connector. If you’ve previously added one, that connector displays as the default selection. Otherwise, the default setting is No connector selected.
  5. After you’ve completed all of the required fields, click Create case.

Add email notifications

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You can configure email notifications that occur when users are assigned to cases.

For hosted Kibana on Elasticsearch Service:

  1. Add the email addresses to the monitoring email allowlist. Follow the steps in Send alerts by email.

    You do not need to take any more steps to configure an email connector or update Kibana user settings, since the preconfigured Elastic-Cloud-SMTP connector is used by default.

For self-managed Kibana:

  1. Create a preconfigured email connector.

    At this time, email notifications support only preconfigured email connectors, which are defined in the kibana.yml file.

  2. Set the notifications.connectors.default.email Kibana setting to the name of your email connector.
  3. If you want the email notifications to contain links back to the case, you must configure the server.publicBaseUrl setting.

When you subsequently add assignees to cases, they receive an email.

Manage existing cases

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You can search existing cases and filter them by attributes such as assignees, severity, status, and tags. You can also select multiple cases and use bulk actions to delete cases or change their attributes.

To view a case, click on its name. You can then:

  • Add a new comment.
  • Edit existing comments and the description.
  • Add or remove assignees.
  • Add a connector (if you did not select one while creating the case).
  • Send updates to external systems (if external connections are configured).
  • Edit tags.
  • Change the status.
  • Change the severity.
  • Remove an alert.
  • Refresh the case to retrieve the latest updates.
  • Close the case.
  • Reopen a closed case.
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