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Celonis Product Documentation

Creating and configuring views

Note

You're currently viewing a topic describing a Studio feature that's in limited availability. For more information, see: Studio (new experience).

For all other Studio features, see: Studio.

There’s now a new grid-based layout to visually place, size, and rearrange view components using drag-and-drop. This new interface helps you to build screen-fit views, organize your views into tabs, and includes undo and redo capabilities.

For an overview video of the new Studio and view editing experience:

 

Creating views

To create a new view asset within a package,

  1. Click New Asset - View:

    adding_view.png
  2. Add a view name, choose a knowledge model to base the view on, and then copy or edit the view key. This view key is a unique ID for the asset, allowing it to be referenced throughout the Celonis platform.

    creating_view.png

    Note

    The new view layout features are used by default whenever you create content using the new Studio experience.

    If you have chosen to continue using the old Studio experience but would like to create a view using the new view layout features, click Switch to new view experience:

    switch_to_new_view_experience.png
  3. Click Create.

Your view is created and the view layout editing screen is displayed. You can now add components, create tabs, configure filters, and so on.

Components, the main building block of views, allow you to visualize your process data within your apps. You can drag-and-drop these components to your layout and then re-size and re-order them as you need. For each component, a contextual setting menu is also available. These settings allow you to configure how that component behaves when your package is viewed within an app.

view_components_to_layout.png

For an overview of available components and how they are configured, see: Components

When editing a view, you have the following options and settings:

Tabs

By default, newly created views are a single tab.

To create additional tabs for your view, click + Activate tabs:

Activate_tabs.png

You can then add, edit, reorder, hide / unhide, and delete your tabs.

Filters

You can add filters to your view, allowing you to configure which data is displayed based on specific criteria.

configure_filters.png

For more information about filtering your views, see: Filtering Views.

Preview

The preview button (or holding SHIFT on your keyboard) allows you to test your view before it is published, giving you the opportunity to see if your filtering and view interactions perform as you expected.

When in preview mode, your view components can't be edited or resized.

preview_view.png

For an overview of how views are displayed within an app, see: Apps.

Variables

Adding variables to your view allows you to change how your data is visualized in different situations or based on specific criteria.

creating_view_variables.png

To learn more about creating and using view variables, see: View variables.

View settings

Your view settings allow you to configure how the data in this view loads and can be interacted with. You can also use this menu to edit your view's YAML and to change the knowledge model that's in use.

view_settings.png

For more information about view settings, see: View settings.