﻿---
title: Kibana action steps
description: Reference for Kibana action steps, including detection alert management, the generic request escape hatch, and deprecated Case aliases.
url: https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/kibana
products:
  - Elastic Cloud Enterprise
  - Elastic Cloud Hosted
  - Elastic Cloud Serverless
  - Elastic Cloud on Kubernetes
  - Elastic Stack
  - Kibana
applies_to:
  - Elastic Cloud Serverless: Generally available
  - Elastic Stack: Preview in 9.3
---

# Kibana action steps
Kibana action steps let a workflow interact with Kibana APIs. The namespace covers detection alert management, a generic request escape hatch for any Kibana API, and legacy Case aliases that are now deprecated in favor of the [`cases.*`](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/cases) namespace.
For Cases operations, always use the dedicated [Cases action steps](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/cases). For Observability Streams, use the [Streams action steps](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/streams). Everything else lives here.
All Kibana actions are automatically authenticated using the permissions or API key of the user executing the workflow.
<important>
  The detection alert step type IDs use **PascalCase**, not lowercase or snake_case: `kibana.SetAlertsStatus`, `kibana.SetAlertTags`. The editor rejects lowercase variants. This is the most common authoring surprise on the Kibana namespace.
</important>


## Step types

- [`kibana.SetAlertsStatus`](#kibana-setalertsstatus): Change the status of one or more detection alerts.
- [`kibana.SetAlertTags`](#kibana-setalerttags): Add or remove tags on detection alerts.
- [`kibana.request`](#kibana-request): Generic escape hatch for any Kibana API.
- [Deprecated Case aliases](#deprecated-aliases): Use [`cases.*`](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/cases) instead.

---


## `kibana.SetAlertsStatus`

Update the status of one or more detection alerts. Note the PascalCase in the step type ID.

| Parameter    | Location | Type       | Required | Description                                                                    |
|--------------|----------|------------|----------|--------------------------------------------------------------------------------|
| `signal_ids` | `with`   | `string[]` | Yes      | Alert signal IDs to update.                                                    |
| `status`     | `with`   | string     | Yes      | `open`, `acknowledged`, `in-progress`, or `closed`.                            |
| `reason`     | `with`   | string     | No       | Reason for the status change. Typically used when `status` is `closed`.        |
| `conflicts`  | `with`   | string     | No       | Conflict-handling strategy when an update conflicts with concurrent changes.   |
| `query`      | `with`   | object     | No       | Query DSL filter for selecting alerts to update (alternative to `signal_ids`). |

```yaml
- name: close_false_positive
  type: kibana.SetAlertsStatus
  with:
    signal_ids:
      - "{{ event.alerts[0]._id }}"
    status: "closed"
    reason: "false_positive"
```


## `kibana.SetAlertTags`

Add or remove tags on one or more detection alerts. Note the PascalCase step type ID. The tag lists are **nested under a `tags` object**, not at the top level of `with`.

| Parameter             | Location | Type       | Required | Description                            |
|-----------------------|----------|------------|----------|----------------------------------------|
| `ids`                 | `with`   | `string[]` | Yes      | Alert IDs to tag.                      |
| `tags.tags_to_add`    | `with`   | `string[]` | Yes      | Tags to add. Can be an empty array.    |
| `tags.tags_to_remove` | `with`   | `string[]` | Yes      | Tags to remove. Can be an empty array. |

```yaml
- name: mark_reviewed
  type: kibana.SetAlertTags
  with:
    ids:
      - "{{ event.alerts[0]._id }}"
    tags:
      tags_to_add: ["analyst-reviewed"]
      tags_to_remove: []
```

<important>
  Both `tags_to_add` and `tags_to_remove` are required, even when one is empty. Send `tags_to_remove: []` if you're only adding tags, and `tags_to_add: []` if you're only removing. Passing either field at the top level of `with` (instead of nested under `tags`) is rejected.
</important>


## `kibana.request`

Generic escape hatch for any Kibana API that doesn't have a named step. Authenticates as the workflow's execution identity. Use a named step when one exists. Named steps validate parameters at save time.

| Parameter | Location | Type   | Required               | Description                                                                 |
|-----------|----------|--------|------------------------|-----------------------------------------------------------------------------|
| `method`  | `with`   | string | No (defaults to `GET`) | HTTP method: `GET`, `POST`, `PUT`, or `DELETE`.                             |
| `path`    | `with`   | string | Yes                    | The API endpoint path, starting with `/api/`.                               |
| `body`    | `with`   | object | No                     | JSON request body.                                                          |
| `query`   | `with`   | object | No                     | URL query parameters.                                                       |
| `headers` | `with`   | object | No                     | Custom HTTP headers. `kbn-xsrf` and `Content-Type` are added automatically. |

```yaml
- name: custom_kibana_api_call
  type: kibana.request
  with:
    method: "GET"
    path: "/api/status"
```

<note>
  You do not need to pass an `Authorization` header. The workflow engine automatically attaches the correct authentication headers based on the execution context. Don't paste API keys or secrets into the `headers` block. They belong on a configured connector.
</note>


### Example: Unisolate a host

This example calls the Security endpoint management API to unisolate a host.
```yaml
- name: unisolate_endpoint
  type: kibana.request
  with:
    method: "POST"
    path: "/api/endpoint/action/unisolate"
    body:
      endpoint_ids: ["{{ event.alerts[0].elastic.agent.id }}"]
      comment: "Unisolating endpoint as part of automated cleanup."
```


## Deprecated aliases

The following `kibana.*` step types are deprecated in 9.4. They still resolve in existing workflows so that 9.3 automations keep running, but the editor blocks new workflows from using them. Use the `cases.*` replacements instead.

| Deprecated                          | Use instead                                                                                                  |
|-------------------------------------|--------------------------------------------------------------------------------------------------------------|
| `kibana.createCaseDefaultSpace`     | [`cases.createCase`](/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/cases#cases-createcase) |
| `kibana.getCaseDefaultSpace`        | [`cases.getCase`](/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/cases#cases-getcase)       |
| `kibana.updateCaseDefaultSpace`     | [`cases.updateCase`](/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/cases#cases-updatecase) |
| `kibana.addCaseCommentDefaultSpace` | [`cases.addComment`](/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/cases#cases-addcomment) |

Refer to [Migrate workflows from 9.3 to 9.4](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6243/explore-analyze/workflows/authoring-techniques/migrate-from-9-3) for side-by-side replacement patterns.

## Related

- [Cases action steps](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/cases): 27 step types for working with cases. Use these instead of the deprecated Case aliases above.
- [Streams action steps](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/streams): Observability Streams operations.
- [Elasticsearch action steps](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6243/explore-analyze/workflows/steps/elasticsearch): For Elasticsearch API calls.