Editing views for the case-centric Customer Consignment Stock app
The Customer Consignment Stock app comes with a prebuilt set of views. Edit the app’s views in Studio if you need to:
Make any customizations and changes to suit your business process.
Change the look of the supplied views.
Include custom properties that you added to the data model.
The app doesn’t do anything with custom properties out of the box - they won’t be surfaced automatically in views. If you want to use them, you’ll need to edit the app’s views to include them. You don’t have to surface all (or any) of your custom properties in the app’s views. If you don’t, it doesn’t cause a problem, the app just ignores them.
These views for the Customer Consignment Stock app are directly accessible to users, and linked views are available for editing through them:
Action View - this is the main view that business users can use for their daily tasks.
Setup and Validation - this is a quickstart view for setup, where you can validate business logic and make a value assessment for this use case. The parameters you set in this view are reflected in the Action View.
You’ll need Analyst permissions for Studio and for the relevant views and components to modify them. If you need training, check out the training track “Build Knowledge Models and Views” on the Celonis Academy.
Here’s how to edit the Customer Consignment Stock app’s views:
In the Celonis navigation menu, select Studio.
In the Studio overview, find the Customer Consignment Stock app in the space where you installed it, and click its tile.
Expand the package’s structure, then expand the folders to find and select the view you want to edit.
In the view, click Edit Mode or press Ctrl + Shift + E to enter edit mode.
Click the Edit Component button on any component to go to the component editor. Here you can add and remove data fields shown in a table or chart, change sorting and display attributes, add action buttons, and other edits, as relevant for the component type.
When you’ve finished editing a component, click Save to save and exit.
When you’ve finished editing all the components you want to, click Save to save the view, then click Exit Edit Mode to lock it again.
Tip
It’s also possible to edit views in the YAML editor if there’s something you can’t achieve in the visual editor. Click the Switch to Code Editor icon </> to view the YAML.
When you’ve finished editing all the views you want to, publish a version of the app package. There's a Publish button at the top of all the screens in your Studio space.