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docs: rework data views intro and split into a section (#7502) - #7723

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docs: rework data views intro and split into a section (#7502)#7723
florent-leborgne wants to merge 4 commits into
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docs-issue-7502-data-views-reorg

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Summary

This PR addresses #7502, and goes beyond its literal scope: while reviewing the page for content-type alignment (part of the issue's ask), it became clear the single 700+ line page mixed overview, how-to, and heavy reference content. Rather than a light touch-up, this splits Data views into a proper section: one overview page plus 9 child pages by content type, following the same pattern already used for Dashboards and Cases.

  • explore-analyze/find-and-organize/data-views.md: Rewritten as a short overview. Adds the three-paths mental model the issue asked for (created for you / created by you / managed by Elastic), including that "created for you" and "managed" are not the same set (only Fleet-installed data views are both). This is now the single authoritative explanation of what a managed data view is — every other page that used to restate it (there were three copies, not the two the issue described) links back here instead.
  • data-views/create-data-view.md (new, how-to): the creation steps and the temporary/ad-hoc data view path, with a proper Before you begin, success checkpoint, and Related pages.
  • data-views/data-view-search-syntax.md (new, reference): cross-cluster search, cross-project search, and rollup index syntax, split out of the creation how-to since it's reference material, not sequential steps.
  • data-views/delete-data-view.md (new, how-to): the delete workflow, with the managed-data-view restriction trimmed to a one-line cross-reference.
  • data-views/duplicate-data-view.md (new, how-to): reframed from "Duplicate managed data views" to a general duplicate-a-data-view guide — duplication isn't managed-only in the product (confirmed against the Kibana source: the duplicate action is wired for any data view), with the managed read-only restriction named as one strong reason among others.
  • data-views/customize-data-view-fields.md (new, overview hub): short grouping page linking to the four field-customization pages below.
  • data-views/runtime-fields.md, data-views/scripted-fields.md, data-views/field-formatters.md, data-views/data-view-field-cache.md (new): direct moves of the corresponding existing content, each with its own frontmatter, and (for the how-to pages) Before you begin / success checkpoint sections added.
  • explore-analyze/toc.yml: adds the new nested navigation under Data views.
  • 13 other files across docs-content: internal links that pointed at anchors now living on a child page (for example data-views.md#runtime-fields) are updated to point at the new file directly, since anchor fragments aren't redirected. Whole-page links to data-views.md (the large majority) are untouched and continue to work.

Verification

  • Ran docs-content-type-checker against all 10 new/rewritten pages; fixed the gaps it found (missing Before you begin / success checkpoint on 3 pages, a title/content mismatch on the scripted fields page now that field creation was removed in 9.0).
  • Ran Vale against all changed files; fixed the few word-choice flags introduced by this change (pre-existing issues in files I only touched one line of were left alone, out of scope).
  • Verified every internal link and anchor in the new pages and in the 13 updated referencing files resolves to a real file and heading in this branch.
  • Ran a blind reader-comprehension test (fresh context, no drafting rationale) against the overview page with the persona of someone new to Kibana who just started ingesting data. First pass found one blocking gap (no pointer to where to check whether a data view already exists before creating one); added a one-line fix and the retest passed clean.

Resolves

Closes #7502


AI-generated draft — created with Claude Sonnet 5.
Review all generated content for factual accuracy before merging.

Splits the single data-views.md page into an overview plus 9 child
pages by content type (how-to, reference), and reworks the intro to
explain the three ways a data view comes to exist: created for you,
created by you, and managed by Elastic. De-duplicates the managed
data view explanation, which was previously repeated in three places,
into one authoritative location on the overview page.
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docs-builder doesn't register custom [id] anchors on a page's H1
heading for cross-file linking, only on H2+. The split moved several
sub-headings to become new pages' H1s, breaking links that used their
old anchor fragment. Drop those fragments (the whole target page is
now the content) and restore an H2-level anchor on the overview page
for the one cross-repo (Kibana) backlink to the old CCS/CPS/rollup
section, which a docs-content-only search couldn't have surfaced.
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🔍 Preview links for changed docs

More links …

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✅ Elastic Docs Style Checker (Vale)

No issues found on modified lines!


The Vale linter checks documentation changes against the Elastic Docs style guide. To use Vale locally or report issues, refer to Elastic style guide for Vale.

The String-transformations list and the Url field formatter
explanation were each repeated verbatim 3-4 times across the String,
Date, Geographic point, and Number sections (already flagged during
review as worth consolidating). Move each into a single shared
subsection that the per-type sections link to. This also resolves the
Elastic.Spelling flags on the page, which only fire with docs-content's
Elastic.Spelling override enabled (not on by default upstream) and
were a symptom of the duplication rather than a wording problem.
Both lines already changed in this branch to strip a broken anchor
fragment; clean up the pre-existing 'just' and 'may' Vale flags that
shared those same lines while we're here.
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Rework the data views page intro to explain automatic, manual, and managed data views

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