Edit required_fields field for custom rules in UI [classic] (#5287)

* First draft: add step to rule procedures

* Edit step (both serverless & classic)

docs/detections/rules-ui-create.asciidoc

@@ -95,9 +95,13 @@ When you use a saved query, the *Load saved query "_query name_" dynamically on
 +
 
 ////
-The following step is repeated across all rule types. If you change anything 
-in the step or its sub-steps, apply the change to the other rule types, too.
+The following steps are repeated across multiple rule types. If you change anything 
+in these steps or sub-steps, apply the change to the other rule types, too.
 ////
+. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
+.. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+.. Enter the field's data type.
+
 . (Optional) Add *Related integrations* to associate the rule with one or more {integrations-docs}[Elastic integrations]. This indicates the rule's dependency on specific integrations and the data they generate, and allows users to confirm each integration's <<rule-prerequisites,installation status>> when viewing the rule. 
 .. Click *Add integration*, then select an integration from the list. You can also start typing an integration's name to find it faster.
 .. Enter the version of the integration you want to associate with the rule, using https://semver.org[semantic versioning]. For version ranges, you must use tilde or caret syntax. For example, `~1.2.3` is from 1.2.3 to any patch version less than 1.3.0, and `^1.2.3` is from 1.2.3 to any minor and patch version less than 2.0.0.
@@ -131,9 +135,13 @@ IMPORTANT: Alerts created by threshold rules are synthetic alerts that do not re
 +
 
 ////
-The following step is repeated across all rule types. If you change anything 
-in the step or its sub-steps, apply the change to the other rule types, too.
+The following steps are repeated across multiple rule types. If you change anything 
+in these steps or sub-steps, apply the change to the other rule types, too.
 ////
+. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
+.. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+.. Enter the field's data type.
+
 . (Optional) Add *Related integrations* to associate the rule with one or more {integrations-docs}[Elastic integrations]. This indicates the rule's dependency on specific integrations and the data they generate, and allows users to confirm each integration's <<rule-prerequisites,installation status>> when viewing the rule. 
 .. Click *Add integration*, then select an integration from the list. You can also start typing an integration's name to find it faster.
 .. Enter the version of the integration you want to associate with the rule, using https://semver.org[semantic versioning]. For version ranges, you must use tilde or caret syntax. For example, `~1.2.3` is from 1.2.3 to any patch version less than 1.3.0, and `^1.2.3` is from 1.2.3 to any minor and patch version less than 2.0.0.
@@ -190,9 +198,13 @@ NOTE: For sequence events, the {security-app} generates a single alert when all
 +
 
 ////
-The following step is repeated across all rule types. If you change anything 
-in the step or its sub-steps, apply the change to the other rule types, too.
+The following steps are repeated across multiple rule types. If you change anything 
+in these steps or sub-steps, apply the change to the other rule types, too.
 ////
+. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
+.. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+.. Enter the field's data type.
+
 . (Optional) Add *Related integrations* to associate the rule with one or more {integrations-docs}[Elastic integrations]. This indicates the rule's dependency on specific integrations and the data they generate, and allows users to confirm each integration's <<rule-prerequisites,installation status>> when viewing the rule. 
 .. Click *Add integration*, then select an integration from the list. You can also start typing an integration's name to find it faster.
 .. Enter the version of the integration you want to associate with the rule, using https://semver.org[semantic versioning]. For version ranges, you must use tilde or caret syntax. For example, `~1.2.3` is from 1.2.3 to any patch version less than 1.3.0, and `^1.2.3` is from 1.2.3 to any minor and patch version less than 2.0.0.
@@ -253,9 +265,13 @@ field values.
 +
 
 ////
-The following step is repeated across all rule types. If you change anything 
-in the step or its sub-steps, apply the change to the other rule types, too.
+The following steps are repeated across multiple rule types. If you change anything 
+in these steps or sub-steps, apply the change to the other rule types, too.
 ////
+. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
+.. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+.. Enter the field's data type.
+
 . (Optional) Add *Related integrations* to associate the rule with one or more {integrations-docs}[Elastic integrations]. This indicates the rule's dependency on specific integrations and the data they generate, and allows users to confirm each integration's <<rule-prerequisites,installation status>> when viewing the rule. 
 .. Click *Add integration*, then select an integration from the list. You can also start typing an integration's name to find it faster.
 .. Enter the version of the integration you want to associate with the rule, using https://semver.org[semantic versioning]. For version ranges, you must use tilde or caret syntax. For example, `~1.2.3` is from 1.2.3 to any patch version less than 1.3.0, and `^1.2.3` is from 1.2.3 to any minor and patch version less than 2.0.0.
@@ -308,9 +324,13 @@ For example, if a rule has an interval of 5 minutes, no additional look-back tim
 +
 
 ////
-The following step is repeated across all rule types. If you change anything 
-in the step or its sub-steps, apply the change to the other rule types, too.
+The following steps are repeated across multiple rule types. If you change anything 
+in these steps or sub-steps, apply the change to the other rule types, too.
 ////
+. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
+.. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+.. Enter the field's data type.
+
 . (Optional) Add *Related integrations* to associate the rule with one or more {integrations-docs}[Elastic integrations]. This indicates the rule's dependency on specific integrations and the data they generate, and allows users to confirm each integration's <<rule-prerequisites,installation status>> when viewing the rule. 
 .. Click *Add integration*, then select an integration from the list. You can also start typing an integration's name to find it faster.
 .. Enter the version of the integration you want to associate with the rule, using https://semver.org[semantic versioning]. For version ranges, you must use tilde or caret syntax. For example, `~1.2.3` is from 1.2.3 to any patch version less than 1.3.0, and `^1.2.3` is from 1.2.3 to any minor and patch version less than 2.0.0.
@@ -334,9 +354,13 @@ TIP: Click the help icon (image:images/esql-help-ref-button.png[Click the ES|QL
 +
 
 ////
-The following step is repeated across all rule types. If you change anything 
-in the step or its sub-steps, apply the change to the other rule types, too.
+The following steps are repeated across multiple rule types. If you change anything 
+in these steps or sub-steps, apply the change to the other rule types, too.
 ////
+. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
+.. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+.. Enter the field's data type.
+
 . (Optional) Add *Related integrations* to associate the rule with one or more {integrations-docs}[Elastic integrations]. This indicates the rule's dependency on specific integrations and the data they generate, and allows users to confirm each integration's <<rule-prerequisites,installation status>> when viewing the rule. 
 .. Click *Add integration*, then select an integration from the list. You can also start typing an integration's name to find it faster.
 .. Enter the version of the integration you want to associate with the rule, using https://semver.org[semantic versioning]. For version ranges, you must use tilde or caret syntax. For example, `~1.2.3` is from 1.2.3 to any patch version less than 1.3.0, and `^1.2.3` is from 1.2.3 to any minor and patch version less than 2.0.0.

docs/serverless/rules/rules-ui-create.mdx

@@ -99,7 +99,7 @@ To create or edit ((ml)) rules, you need an appropriate user role. Additionally,
     in these steps or sub-steps, apply the change to the other rule types, too. */}
 1. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
 
-    1. Click **Add required field**, then select a field from the index patterns or data view you specified in the rule's **Source** above. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+    1. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
 
     1. Enter the field's data type.
 
@@ -141,7 +141,7 @@ To create or edit ((ml)) rules, you need an appropriate user role. Additionally,
     in these steps or sub-steps, apply the change to the other rule types, too. */}
 1. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
 
-    1. Click **Add required field**, then select a field from the index patterns or data view you specified in the rule's **Source** above. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+    1. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
 
     1. Enter the field's data type.
 
@@ -207,7 +207,7 @@ To create or edit ((ml)) rules, you need an appropriate user role. Additionally,
     in these steps or sub-steps, apply the change to the other rule types, too. */}
 1. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
 
-    1. Click **Add required field**, then select a field from the index patterns or data view you specified in the rule's **Source** above. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+    1. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
 
     1. Enter the field's data type.
 
@@ -285,7 +285,7 @@ To create or edit ((ml)) rules, you need an appropriate user role. Additionally,
     in these steps or sub-steps, apply the change to the other rule types, too. */}
 1. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
 
-    1. Click **Add required field**, then select a field from the index patterns or data view you specified in the rule's **Source** above. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+    1. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
 
     1. Enter the field's data type.
 
@@ -352,7 +352,7 @@ You uploaded a value list of known ransomware domains, and you want to be notifi
     in these steps or sub-steps, apply the change to the other rule types, too. */}
 1. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
 
-    1. Click **Add required field**, then select a field from the index patterns or data view you specified in the rule's **Source** above. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+    1. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
 
     1. Enter the field's data type.
 
@@ -387,7 +387,7 @@ To create an ((esql)) rule:
     in these steps or sub-steps, apply the change to the other rule types, too. */}
 1. (Optional) Create a list of **Required fields** that the rule needs to function. This list is informational only, to help users understand the rule; it doesn't affect how the rule actually runs.
 
-    1. Click **Add required field**, then select a field from the index patterns or data view you specified in the rule's **Source** above. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
+    1. Click **Add required field**, then select a field from the index patterns or data view you specified for the rule. You can also start typing a field's name to find it faster, or type in an entirely new custom field.
 
     1. Enter the field's data type.