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Celonis Product Documentation

Linking Tables to Profile Views
Linking Tables to Profile Views

It might be useful to link a Table to a Profile View, e.g. to show details about the Tasks on specific objects listed in the Table. This link can be created as follows:

YAML Code

Position in YAML Code of the Table

Description

onClick

components:
  - id: "Table"
    type: "table"
    settings:
      name: "Table"
      options: ...
      data:
        columns:
            - field: INVOICE.INVOICE_BELNR #Defines which object it will try to open. In this example Invoice.
                  onClick:
            linkToRecordProfile: true #Defines if a link to the record profile should be added
            showInModal: true #Defines if a modal gets opened or a slide in will appear          

Add the Code snippet underneath the attribute which you want to be the item identifier and therefore work as link to open the respective Profile View.

And make sure that the Profile View that you want to link is set up correctly. You need to define the record at which the Profile View should open. You may also need to define the variables. For more details click here:

YAML Code

Position in YAML Code of the Table

Description

knowledgeObjectId: "<your record>"

metadata:
  key: "profile-view"
  template: false
  name: "Profile View"
  knowledgeModelKey: "<key of your knowledge model>"
  knowledgeObjectId: "INVOICE" #Defines that we want to display invoice information in this View. 
  profileView: true #Defines that a View becomes a Profile View.
variables: #Variables allow you to create variables in your View. For see link above.
- name: "id"
  type: "string"

Specifies on which record the Profile View should be opened

Important

Please make sure that the Record in the Knowledge Model has the "Identifier" configured.