Configuring a button
Adding and configuring a button component to a View is one of the most effective ways to transform a static dashboard into a fully interactive and actionable application. Buttons can be used for a number of use cases, including displaying linked Views and opening another View or a URL.
The benefits of adding buttons to your View include:
Enhanced navigation and user flows: Buttons help guide the user through the application and manage data views efficiently
View-to-View navigation: A button can be configured to redirect the user to a specific, related View, either within the same app or in a different one. This is crucial for designing a clear, logical user journey.
Open external links: Buttons can open external URLs (like a transactional record in an ERP system) and dynamically pass filtered data or variables to the external system, providing a seamless "jump" from Celonis to the system of record.
Tab navigation/overlays: You can use a button to open another section of the View, such as a different tab, or display another View as an overlay (modal or side-panel) to show supplementary information without leaving the current screen.
Dynamic filtering and display control: Buttons can be used to control the state of the data and components within the current View, making the dashboard dynamic.
Set variables: A button can be used to set the value of a View Variable. This single action can then instantly change the data displayed across multiple components on the View (charts, KPIs, tables) that reference that variable.
Toggle components: By using buttons to set variables, you can effectively show or hide components based on the variable's value, helping to save screen space and keep the interface clean (e.g., toggling between a bar chart and a table view).
Improved user experience: Buttons are highly configurable with custom labels, icons, sizes, and colors (variants like primary or danger), allowing designers to apply visual cues that align with the action being performed.
Clear Call-to-Action: A button provides a clear, unmistakable visual cue for the next logical step the user should take.
In this Order Management Starter Kit, two buttons have been configured that display linked Views as overlays when clicked:
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For example, by clicking Process, the user can see the Process Explorer for this metric:
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For more information about configuring linked Views, see: Opening a linked View in an existing View.
You can also configure buttons to open another View or an external URL:
When configuring your buttons, you can select a button icon, button type, and button size (which can also be manually resized within edit mode).
The following icons are available: Add, arrow up, attach, Celonis logo, chevron up, chevon down, chevron left, chevron right, download, edit, filter, hide, idea, info, link, notification, open in new tab, reset, resolve, send email, settings, and show.
The following button types are available: Primary (blue), secondary (white), danger (red), link (white with blue outline).
In this example, the 'Danger' button has been used to allow users to reset their View to default values:
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