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Celonis Product Documentation

Using bookmarks in Views

Note

You're currently viewing a topic describing a Studio feature using the general availability feature set. This feature is also available in the new Studio experience, however both the design and the way it works may be different to what you see described here.

For more information about the new Studio experience, see: Studio (new experience)

Bookmarks allow you to save your favorite user preference (including filters, selections, component states) of a View and share them with your team. Click the Save and visit bookmarks icon bookmarks_icon.png in the upper right to access your bookmarks and the related options.

Note

Bookmarks are available in view mode in Studio and Apps. Bookmarks are not available in edit mode.

bookmarks.png

Important

Bookmarks are deleted automatically after 180 days if they are not used or if the associated assets or spaces are deleted.

Opening a bookmark

  1. Open a View.

  2. Select a bookmark to open it.

    • Recently visited shows the five most recently visited bookmarks.

    • Manage all bookmarks shows all bookmarks that you have created or that have been shared with you.

    open_bookmarks.png
Creating a bookmark

  1. Open a View.

  2. Select Create bookmark.

    create_bookmarks.png

  3. In the Create bookmark window, enter a name for the bookmark.

    create_a_bookmark.png

  4. Select the Share with everyone who can access this view check box to share this view with other users.

  5. Click Create.

Updating a bookmark

  1. Open a View.

  2. Click Update bookmark.

    update_bookmarks.png

  3. Select the bookmark that you want to update. The bookmark is updated automatically to match the current View.

    update_a_bookmark.png
Sharing bookmarks

  1. Open a View.

  2. Share your bookmark with your team:

    1. during bookmark creation by selecting the Share with everyone who can access this view check box;

      share_with_everyone_option.png

    2. or later on in while managing your bookmarks by clicking the Share with Team icon.

      share_with_team_icon.png
Using dates in bookmarks

If you save a bookmark that refers to the current date (which would be equivalent to the TODAY() function in PQL), the actual value of the date you save it is used. For example, if you save the bookmark on January 31, 2024, that date is locked into the logic permanently.

To create a bookmark that automatically updates with the current value of today each time it is used, we recommend that you create a dropdown with PQL such as this:

CASE WHEN PU_LAST ( "VBAK" , ROUND_DAY ( "VBKD"."FKDAT" ) ) <= TODAY() THEN 'Billing Date in the past/today' ELSE 'Billing Date in the future' END

The TODAY() function will be evaluated each time you use the dropdown and will always represent the actual calendar date.