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Workflows: sweep nested-inputs YAML structure across remaining docs#6814

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Workflows: sweep nested-inputs YAML structure across remaining docs#6814
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@benironside benironside commented Jun 2, 2026

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Closes #6811 and #6812. Will stay broken until #6669 is merged.

Summary

Follows the pattern established in PR #6669 for anatomy.md. Sweeps every other workflows page that still shows root-level inputs: so the docset is consistent about teaching the 9.5+ nested-under-manual form alongside the legacy form.

Files changed (10, by tier)

Tier 1 — applies-switch (schema is the topic or featured prominently):

Tier 2 — new form only + one-line cross-link to anatomy.md:

Tier 3 — migration documentation:

  • authoring-techniques/migrate-from-9-3.md: new "inputs schema change in 9.5 and serverless" section near the end, gated with applies_to stack: ga 9.5+ and serverless: ga. Shows old/new YAML side by side and cross-links to anatomy.md for the full reference.

Label convention

Following the convention from anatomy.md established in PR #6669:

  • Legacy form (top-level inputs:): stack: preview 9.3, ga 9.4
  • New form (nested under manual): { stack: ga 9.5+, serverless: ga }

The legacy form covers stack 9.3 (preview) and 9.4 (GA) — the only versions where the top-level form was the only form. The new form is required for new workflows on stack 9.5+ and on serverless. This also closes #6812, which tracked the serverless label sweep — the schema change is live in serverless per Tinsae's review on #6669, so the new-form applies-item now includes serverless: ga.

Generative AI disclosure

  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
  • Yes — Claude Opus 4.7 / Cursor
  • No

Closes #6811.

Follows the pattern established in PR #6669 for anatomy.md. Sweeps every
other workflows page that still shows root-level inputs:.

Tier 1 (applies-switch — schema is the topic or featured prominently):

- templating.md (Reference inputs section)
- triggers/manual-triggers.md
- reference/context-variables.md (inputs.<name> section)
- steps/composition.md (Shared workflow library example)
- authoring-techniques/compose-workflows.md (Declare contract section)

Tier 2 (new form only + one-line cross-link to anatomy.md):

- workflows.md (landing-page anatomy example). Restructured the inline
  YAML so inputs nests under the manual trigger, with a comment header
  that reflects the new placement.
- reference/cheat-sheet.md (anatomy placeholder snippet).
- use-cases/security/automate-security-operations/
  enrich-alert-with-threat-intel.md (stepper example + full workflow).
- use-cases/security/manage-detection-rules/
  run-rules-on-demand.md (stepper example + full workflow).

Tier 3 (migration documentation):

- authoring-techniques/migrate-from-9-3.md: new "Looking ahead to 9.5:
  inputs schema change" section near the end, gated with
  applies_to: stack: ga 9.5+. Shows old/new YAML side by side and
  cross-links to anatomy.md for the full reference.

Labels follow the convention from anatomy.md: legacy form labeled
{ stack: ga 9.4, serverless: ga }; new form labeled stack: ga 9.5+ only.
The serverless label on the new form will be added by #6812 when the
schema change ships in serverless.

Co-authored-by: Cursor <cursoragent@cursor.com>
@benironside benironside self-assigned this Jun 2, 2026
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benironside and others added 2 commits June 2, 2026 17:22
The schema change moving inputs: from the workflow root to under
the manual trigger is now live in serverless. Updates the applies-
switch labels, dependent prose, and the migration guide section
to reflect this on all the pages this PR added or modified.

Changes:

Applies-switch labels (5 Tier 1 pages — templating.md, manual-
triggers.md, context-variables.md, composition.md, compose-
workflows.md):

- Legacy form: { stack: ga 9.4, serverless: ga } -> stack: ga 9.4
- New form: stack: ga 9.5+ -> { stack: ga 9.5+, serverless: ga }

Orientation prose on the same 5 pages: "On 9.4 and earlier (and
on serverless today), inputs sits at the top level. On 9.5+,
inputs sits inside the manual trigger." -> "On 9.4, inputs sits
at the top level. On 9.5+ and serverless, inputs sits inside
the manual trigger."

Tier 2 prose-only updates (4 pages — workflows.md, cheat-sheet.md,
enrich-alert-with-threat-intel.md, run-rules-on-demand.md): same
shape ("9.4 and serverless today" -> "9.4 only", "9.5+ structure"
-> "9.5+ and serverless structure").

Migration guide (migrate-from-9-3.md):

- Section title: "Looking ahead to 9.5: inputs schema change" ->
  "inputs schema change in 9.5 and serverless".
- applies_to: stack: ga 9.5+ -> stack: ga 9.5+, serverless: ga.
- Removed the "The change is not yet live in serverless." line.
- YAML comment headers updated to mention serverless.

Closes #6812. The corresponding update on anatomy.md ships on the
#6669 fix-up commit (still on the workflows-authoring-guidance
branch, not yet pushed).

Co-authored-by: Cursor <cursoragent@cursor.com>
Workflows shipped as preview in 9.3 and went GA in 9.4, so the
top-level `inputs:` form is the only form on both 9.3 (preview) and
9.4 (GA). Update each Tier 1 page so the legacy applies-item is
labeled `stack: preview 9.3, ga 9.4` instead of just `stack: ga 9.4`,
and tighten the dependent prose.

Tier 1 (5 pages — templating.md, manual-triggers.md, context-
variables.md, composition.md, compose-workflows.md):

- Legacy applies-item: `stack: ga 9.4` -> `stack: preview 9.3, ga 9.4`.
- New applies-item unchanged (`{ stack: ga 9.5+, serverless: ga }`).
- Orientation prose: "On 9.4, inputs sits at the top level. On 9.5+
  and serverless, inputs sits inside the manual trigger." ->
  "On stack 9.4 and earlier, inputs sits at the top level. On stack
  9.5+ and on serverless, inputs sits inside the manual trigger."

Tier 2 (4 pages — workflows.md, cheat-sheet.md, enrich-alert-with-
threat-intel.md, run-rules-on-demand.md): tighten the cross-reference
prose with the same convention ("On 9.4" -> "On stack 9.4 and
earlier"; "9.5+ and serverless structure" -> "stack 9.5+ and
serverless structure").

migrate-from-9-3.md: tighten "On 9.5+ and serverless" to "On stack
9.5+ and on serverless" in the section body for consistency. The
section's applies_to label is already correct (stack: ga 9.5+ and
serverless: ga together).

Co-authored-by: Cursor <cursoragent@cursor.com>
@benironside benironside added the Team:Experience Issues owned by the Experience Docs Team label Jun 2, 2026
benironside added a commit that referenced this pull request Jun 3, 2026
…se-the-right-step (#6669)

Closes #6670.

## Summary

Three new authoring-guidance pages under
`explore-analyze/workflows/authoring-techniques/`, adapted from PM
internal source material:

- **`anatomy.md`**
([preview](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6669/explore-analyze/workflows/authoring-techniques/anatomy))
— every top-level workflow field, what it does, and the execution
lifecycle states. Field table schema-verified against
`kbn-workflows/spec/schema.ts` (11 fields confirmed).
- **`settings.md`**
([preview](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6669/explore-analyze/workflows/authoring-techniques/settings))—
workflow-wide settings reference covering `timeout`, `timezone`,
`concurrency`, `max-step-size`, and global `on-failure`.
- **`choose-the-right-step.md`**
([preview](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/6669/explore-analyze/workflows/authoring-techniques/choose-the-right-step))
— decision aid organized by intent ("I want to query Elasticsearch" →
step).

Incidental updates: TOC entries plus targeted cross-links from
[`workflows.md`](https://github.com/elastic/docs-content/blob/main/explore-analyze/workflows.md),
[`authoring-techniques.md`](https://github.com/elastic/docs-content/blob/main/explore-analyze/workflows/authoring-techniques.md),
[`compose-workflows.md`](https://github.com/elastic/docs-content/blob/main/explore-analyze/workflows/authoring-techniques/compose-workflows.md),
[`pass-data-handle-errors.md`](https://github.com/elastic/docs-content/blob/main/explore-analyze/workflows/authoring-techniques/pass-data-handle-errors.md),
[`scheduled-triggers.md`](https://github.com/elastic/docs-content/blob/main/explore-analyze/workflows/triggers/scheduled-triggers.md),
[`cheat-sheet.md`](https://github.com/elastic/docs-content/blob/main/explore-analyze/workflows/reference/cheat-sheet.md),
and
[`step-types.md`](https://github.com/elastic/docs-content/blob/main/explore-analyze/workflows/reference/step-types.md)
into the new pages where existing prose was already gesturing at the
same information.

## `applies-switch` label convention

The two `applies-switch` blocks in `anatomy.md` (covering the placement
of `inputs`) use this convention:

- Legacy form (top-level `inputs:`): `stack: preview 9.3, ga 9.4`
- New form (nested under `manual`): `{ stack: ga 9.5+, serverless: ga }`

Workflows shipped as preview in 9.3 and went GA in 9.4, so the legacy
form covers both. The new form is required for new workflows on stack
9.5+ and on serverless (per Tinsae's review confirming the schema change
is live in serverless).

## Generative AI disclosure

1. Did you use a generative AI (GenAI) tool to assist in creating this
contribution?
- [x] Yes
- [ ] No

Tool(s) and model(s) used: Claude Opus 4.7 via Cursor.


## Follow-up issues

Sub-issues under
[docs-content-internal#1151](elastic/docs-content-internal#1151)
(Workflows docs maturity META):

- [#6811](#6811) — Apply
the nested-inputs YAML structure (and the applies-switch pattern
established here) uniformly across all remaining workflows docs. Tracked
in PR [#6814](#6814).
- [#6812](#6812) — Update
the applies-switch labels to add `serverless: ga` to the new (nested)
form. Resolved together with this PR and #6814: the schema change is
live in serverless, so the new-form applies-item is labeled `{ stack: ga
9.5+, serverless: ga }` from the start.

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
@benironside benironside marked this pull request as ready for review June 3, 2026 18:07
@benironside benironside requested review from a team as code owners June 3, 2026 18:07
Co-authored-by: Cursor <cursoragent@cursor.com>

# Conflicts:
#	explore-analyze/workflows.md
#	explore-analyze/workflows/reference/cheat-sheet.md
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Elastic Docs Style Checker (Vale)

Summary: 1 warning, 1 suggestion found

⚠️ Warnings (1): Fix when the suggestion improves clarity or correctness.
File Line Rule Message
explore-analyze/workflows.md 44 Elastic.DirectionalLanguage Don't use directional language. Use 'the following element' instead of 'The example below'.
💡 Suggestions (1): Optional style improvements. Apply when helpful.
File Line Rule Message
explore-analyze/workflows/authoring-techniques/migrate-from-9-3.md 222 Elastic.Semicolons Use semicolons judiciously.

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.

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