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Celonis Product Documentation

Share View with its current state

You can easily create and copy a URL of a View with its specific configurations applied. This allows you to share a finding with your colleagues and ensure they are looking at the same specifications. You can also save the link for yourself to easily access a View with the same set of filters and inputs at a later time.

Step 1: Click on the share button on the top right corner of your View

shareURL_1.png

Step 2: Click the copy icon

shareURL_2.png

The following View configurations get send with the link:

  • View itself (also works from Profile View)

  • Selected tab

  • Set filters

  • Set selections (selected rows on a table)

  • Set variables

  • Component configurations (such as selected KPI or sorting of a table)

Notice

Please note: In case your company has set data permissions it can happen that the receiver of the link does not see the same data as you do even though you shared a view via the share URL feature.

This feature is available in Apps and Studio. When a link is created from a view in Studio, the receiver of the link will also be directed to Studio. When a link is created from a view in Apps, the receiver of the link will be directed to Apps. Please keep the permission level of the receiver in mind when deciding to send a link from a view in either Studio or Apps. In case your colleague does not have access to a View, they will not be able to see your View with its configuration. You would need to grant them the respective permissions or ask an admin to do so.