From 806b763ea094a88d57d55caec2d650a1ba12e8e9 Mon Sep 17 00:00:00 2001 From: Jagadisha V Date: Thu, 13 Aug 2026 12:27:41 +0530 Subject: [PATCH 1/3] DOCS-1806 - Document confirmation dialog before deleting panels or variables Add the new confirmation step for deleting a panel and deleting a template variable, plus a note in the sharing doc about the shared-dashboard warning. Co-Authored-By: Claude Sonnet 5 --- docs/dashboards/filter-template-variables.md | 3 ++- docs/dashboards/panels/index.md | 5 +++++ docs/dashboards/share-dashboard-new.md | 4 ++++ 3 files changed, 11 insertions(+), 1 deletion(-) diff --git a/docs/dashboards/filter-template-variables.md b/docs/dashboards/filter-template-variables.md index 28c16f6baa5..ec81795b885 100644 --- a/docs/dashboards/filter-template-variables.md +++ b/docs/dashboards/filter-template-variables.md @@ -124,7 +124,8 @@ This task shows you how you can easily delete a template variable from Dashboard To delete a template variable, do the following: 1. Hover the cursor over the end of the template variable field to display the options icon.
Options menu for variable -1. Click the options icon and select **Delete** from the dropdown menu. The variable along with the resulting data transformations are automatically removed from the dashboard.
Delete variable +1. Click the options icon and select **Delete** from the dropdown menu.
Delete variable +1. In the confirmation dialog, click **Delete Filter** to remove the variable, or **Cancel** to keep it. When you confirm, the variable and the resulting data transformations are automatically removed from the dashboard. ## Use variables in queries diff --git a/docs/dashboards/panels/index.md b/docs/dashboards/panels/index.md index 11048859877..9cf27f634c8 100644 --- a/docs/dashboards/panels/index.md +++ b/docs/dashboards/panels/index.md @@ -232,3 +232,8 @@ You can delete a panel that you no longer need. 1. Go to the Dashboard in Sumo Logic that has the panel you want to delete. 1. Hover the cursor over the **Details** icon to display the pop-up menu.
details option 1. Select **Delete**.
delete a panel +1. In the confirmation dialog, click **Delete Panel** to remove the panel, or **Cancel** to keep it. + +:::note +If the panel is part of a shared dashboard, the confirmation dialog warns you that deleting it may impact other users who use the dashboard. +::: diff --git a/docs/dashboards/share-dashboard-new.md b/docs/dashboards/share-dashboard-new.md index 040cd6d1318..281f923d084 100644 --- a/docs/dashboards/share-dashboard-new.md +++ b/docs/dashboards/share-dashboard-new.md @@ -37,6 +37,10 @@ When you share a dashboard, you specify the dashboard access rights for the use You can grant the same access right to everyone with whom you share the dashboard. Or, you can give some users View access, other users Edit access, and other users Manage access. If you are going to grant different access rights to different users, be prepared with lists of users and the access level you want to grant to each. +:::note +If a user with Edit or Manage access deletes a panel from a shared dashboard, a confirmation dialog warns them that the change may impact other users who use the dashboard. +::: + ## Dashboard sharing options The following example shows the Share Dashboard dialog options you will use to specify with whom to share the dashboard and their access From cdf677d92b35e853a5f9ed69dea5fa575dea9a30 Mon Sep 17 00:00:00 2001 From: Jagadisha V Date: Tue, 25 Aug 2026 13:03:45 +0530 Subject: [PATCH 2/3] DOCS-1806 - Address review feedback - Shrink the shared-dashboard deletion note to a cross-link to Delete a Panel, removing the duplication with panels/index.md. - Clarify that the "Delete Filter" button label refers to the template variable, since the doc otherwise calls it a variable throughout. --- docs/dashboards/filter-template-variables.md | 2 +- docs/dashboards/share-dashboard-new.md | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/dashboards/filter-template-variables.md b/docs/dashboards/filter-template-variables.md index ec81795b885..a7119df1d57 100644 --- a/docs/dashboards/filter-template-variables.md +++ b/docs/dashboards/filter-template-variables.md @@ -125,7 +125,7 @@ To delete a template variable, do the following: 1. Hover the cursor over the end of the template variable field to display the options icon.
Options menu for variable 1. Click the options icon and select **Delete** from the dropdown menu.
Delete variable -1. In the confirmation dialog, click **Delete Filter** to remove the variable, or **Cancel** to keep it. When you confirm, the variable and the resulting data transformations are automatically removed from the dashboard. +1. In the confirmation dialog, click **Delete Filter** to remove the variable, or **Cancel** to keep it. The dialog calls the variable a filter, reflecting its role in filtering dashboard data. When you confirm, the variable and the resulting data transformations are automatically removed from the dashboard. ## Use variables in queries diff --git a/docs/dashboards/share-dashboard-new.md b/docs/dashboards/share-dashboard-new.md index 281f923d084..da59c92cae9 100644 --- a/docs/dashboards/share-dashboard-new.md +++ b/docs/dashboards/share-dashboard-new.md @@ -38,7 +38,7 @@ When you share a dashboard, you specify the dashboard access rights for the use You can grant the same access right to everyone with whom you share the dashboard. Or, you can give some users View access, other users Edit access, and other users Manage access. If you are going to grant different access rights to different users, be prepared with lists of users and the access level you want to grant to each. :::note -If a user with Edit or Manage access deletes a panel from a shared dashboard, a confirmation dialog warns them that the change may impact other users who use the dashboard. +If a user with Edit or Manage access deletes a panel from a shared dashboard, a confirmation dialog warns them that the change may impact other users. Learn more in [Delete a Panel](/docs/dashboards/panels/#delete-a-panel). ::: ## Dashboard sharing options From 9079a0e6d825c1c42509af79ff1b66a80b1ed2d0 Mon Sep 17 00:00:00 2001 From: Jagadisha V Date: Tue, 25 Aug 2026 13:13:19 +0530 Subject: [PATCH 3/3] DOCS-1806 - Move panel-deletion note into the sharing how-to steps Move the note out of the "Sharing a dashboard" concept section, where it trailed right before an unrelated heading, into the "How to share a dashboard" steps, right where Edit/Manage access is granted. --- docs/dashboards/share-dashboard-new.md | 7 +++---- 1 file changed, 3 insertions(+), 4 deletions(-) diff --git a/docs/dashboards/share-dashboard-new.md b/docs/dashboards/share-dashboard-new.md index da59c92cae9..c11fa5e97b7 100644 --- a/docs/dashboards/share-dashboard-new.md +++ b/docs/dashboards/share-dashboard-new.md @@ -37,10 +37,6 @@ When you share a dashboard, you specify the dashboard access rights for the use You can grant the same access right to everyone with whom you share the dashboard. Or, you can give some users View access, other users Edit access, and other users Manage access. If you are going to grant different access rights to different users, be prepared with lists of users and the access level you want to grant to each. -:::note -If a user with Edit or Manage access deletes a panel from a shared dashboard, a confirmation dialog warns them that the change may impact other users. Learn more in [Delete a Panel](/docs/dashboards/panels/#delete-a-panel). -::: - ## Dashboard sharing options The following example shows the Share Dashboard dialog options you will use to specify with whom to share the dashboard and their access @@ -61,6 +57,9 @@ To share a dashboard within your organization, do the following: 1. Click the share icon on the dashboard or share it from the [Library](/docs/get-started/library).
share icon 1. Click in the **Share with specific users and roles** field and select with whom to share the dashboard from the dropdown list. If you choose **Your Entire Organization**, all users in your organization will be granted the access permissions you specify in the next step.  1. In the **Access** area, select the user permissions you want to grant from the dropdown list: **Edit**, **View**, or **Manage.**  + :::note + If a user with Edit or Manage access deletes a panel from a shared dashboard, a confirmation dialog warns them that the change may impact other users. Learn more in [Delete a Panel](/docs/dashboards/panels/#delete-a-panel). + ::: 1. Optionally, select **Advanced Access** option to allow users to grant view access to others. For more information, see the [Available Permission Levels](/docs/manage/content-sharing#available-permission-levels) section of the [Share Content](/docs/manage/content-sharing) page.
ShareDashboard_Advanced_Access 1. To share the dashboard with another set of users, but with different access permissions, click **Add users with another access level** and repeat steps 2 and 3.
ShareDashboard_User_Roles 1. To send an email to the recipients of the shared dashboard, toggle **Notify recipients by email** to ON, and enter a note in the text field.
Notify recipients by email toggle