Editing views for the Contract Leakage app
The Contract Leakage 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 items that you added to the perspective that you’re using with the app.
The app doesn’t do anything automatically with custom items in a perspective. They won’t be surfaced in views unless they’re items we asked you to add during app setup. If you want to use your own custom items, you’ll need to edit the app’s views to include them. You don’t have to surface all (or any) of your custom items in the app’s views. If you don’t, it doesn’t cause a problem, the app just ignores them.
These views for the Contract Leakage app are directly accessible to users, and linked views are available for editing through them:
Action View - this view enables buyers to efficiently identify available contracts for the purchase requisitions in their scope. The view includes KPIs and metrics for buyers to see open purchase requisitions and their value, and status and aging charts to monitor them. Users can filter on their own scope and see contract recommendations for the requisitions that need their attention. They can forward purchase requisitions to a reviewer or check them in detail.
Value Journey: Value Framing - this view helps users investigate the value impact of contract leakage, through data-driven contract recommendations for historic purchase orders. A purchase order is counted as a valid contract leakage case if it does not have a contract reference, but matches specific criteria with one (or several) contracts.
Value Journey: Value Tracking - this view shows the purchase orders and purchase requisitions that are eligible for value tracking.
Setup and Validation - this is a view where you can manage the values of the app’s variables, such as the global currency for the whole app, set service level agreements, and set filters and conditions.
Tip
In the new Studio experience, we keep a history of comments and other updates to augmented attributes. If you want to display these in a view, edit the view to add the Activity history component from the Object-specific details group.
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.
If you make any edits to view components that involve the calculated attributes from the Knowledge Model, we’ll automatically update the calculated attributes in the Knowledge Model to match your edits. You can also adjust them directly in the Knowledge Model before or after editing the views, as explained in Validating KPIs for the Contract Leakage app.
Here’s how to edit the Contract Leakage app’s views:
In the Celonis navigation menu, select Studio.
In the Studio overview, find the Contract Leakage 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 your selected view, click Edit View to enter edit mode.
Select any component of the view 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 make other edits, as relevant for the component type.
When you’ve finished editing a component, click the Save icon to save and exit.
When you’ve finished editing all the components you want to, click the Save icon to save the view, then click the Exit Edit Mode icon (the blue square with the X) 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. To view the YAML, click the View settings icon and select Edit View 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.