[DOCS] Updates field formatters (#82667)
* [DOCS] Updates field formatters * Update docs/management/managing-fields.asciidoc Co-authored-by: Kaarina Tungseth <kaarina.tungseth@elastic.co> * [DOCS] Minor edits Co-authored-by: Kaarina Tungseth <kaarina.tungseth@elastic.co>
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[[managing-fields]]
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[[managing-fields]]
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== Index patterns and fields
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== Field management
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The *Index patterns* UI helps you create and manage
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Whenever possible,
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the index patterns that retrieve your data from {es}.
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{kib} uses the same field type for display as {es}. However, a few field types
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{es} supports are not available in {kib}. Use field formatters to customize how your
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fields are displayed in Kibana, regardless of how they are stored in {es}.
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[role="screenshot"]
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Kibana provides these field formatters:
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image::images/management-index-patterns.png[]
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[float]
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=== Required permissions
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The `Index Pattern Management` {kib} privilege is required to access the *Index patterns* UI.
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To add the privilege, open the menu, then click *Stack Management > Roles*.
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[float]
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=== Create an index pattern
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An index pattern is the glue that connects {kib} to your {es} data. Create an
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index pattern whenever you load your own data into {kib}. To get started,
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click *Create index pattern*, and then follow the guided steps. Refer to
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<<index-patterns, Creating an index pattern>> for the types of index patterns
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that you can create.
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[float]
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=== Manage your index pattern
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To view the fields and associated data types in an index pattern, click its name in
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the *Index patterns* overview.
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[role="screenshot"]
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image::management/index-patterns/images/new-index-pattern.png["Index files and data types"]
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Use the icons to perform the following actions:
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* [[set-default-pattern]]*Set the default index pattern.* {kib} uses a badge to make users
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aware of which index pattern is the default. The first pattern
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you create is automatically designated as the default pattern. The default
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index pattern is loaded when you open *Discover*.
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* *Refresh the index fields list.* You can refresh the index fields list to
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pick up any newly-added fields. Doing so also resets the {kib} popularity counters
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for the fields. The popularity counters are used in *Discover* to sort fields in lists.
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* [[delete-pattern]]*Delete the index pattern.* This action removes the pattern from the list of
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Saved Objects in {kib}. You will not be able to recover field formatters,
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scripted fields, source filters, and field popularity data associated with the index pattern.
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Deleting an index pattern does
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not remove any indices or data documents from {es}.
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+
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WARNING: Deleting an index pattern breaks all visualizations, saved searches, and
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other saved objects that reference the pattern.
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[float]
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=== Edit a field
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To edit a field's properties, click the edit icon
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image:management/index-patterns/images/edit_icon.png[] in the detail view.
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You can set the field's format and popularity value.
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Kibana has field formatters for the following field types:
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* <<field-formatters-string, Strings>>
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* <<field-formatters-string, Strings>>
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* <<field-formatters-date, Dates>>
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* <<field-formatters-date, Dates>>
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* <<field-formatters-geopoint, Geopoints>>
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* <<field-formatters-geopoint, Geopoints>>
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* <<field-formatters-numeric, Numbers>>
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* <<field-formatters-numeric, Numbers>>
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To format a field:
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. Open the main menu, and click *Stack Management > Index Patterns*.
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. Click the index pattern that contains the field you want to format.
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. Find the field you want to format and click the edit icon (image:management/index-patterns/images/edit_icon.png[]).
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. Select a format and fill in the details.
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+
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[role="screenshot"]
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image:management/index-patterns/images/edit-field-format.png["Edit field format"]
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[[field-formatters-string]]
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[[field-formatters-string]]
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=== String field formatters
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=== String field formatters
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