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Celonis Product Documentation

View customizations

In the following sections, we will look at the best practices for how to customize the application. In general, only “Material Insights” is fully self-contained for updates. All other updates are performed in the Base views or in the breakdown views (=Tabs) embedded in the ”Material Profile” view.

If something should be updated throughout the whole application, one of the Base views is the place to start in most situations (= bulk update). If a specific view should be customized, the content view itself is the place to go (=individual update).

Base Updates (Bulk Update)

As all components and layouts in the Base View are inherited by the extending views, all updates performed in the Base View are populated to the extending views. If the extending views have overwritten the configuration or the layout already, the update is ignored in the extending view. Hence updating the Base View is a powerful way to change general patterns in the application.

Let’s look at a few examples:

Update the Layout

Let’s assume that the KPI List should be removed for all Breakdown Views.

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  1. To do this, navigate to the Base View “Widget | Base” and click Edit Mode.

  2. Navigate to the KPI list and click on “Clear Column” (the broom icon).

  3. Click Save and leave the edit mode.

  4. Navigate to the extending views (e.g. “Consumption | Breakdown”) and you will see that the KPI list is gone.

Update Components

The update of components works very similarly. So let’s assume you want to adjust the KPI list not to show some KPIs.

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  1. To do this, navigate to the Base View “Process | Base” and click Edit Mode.

  2. Navigate to the KPI list and click Edit Component.

  3. Click Hide for the items you want to hide.

  4. Click Save and leave the edit mode.

  5. Navigate to extending views and you will see that all extending views show only the KPIs defined in the base view.

Extension Updates (Content View)

While the updates in the Base Views provide potent updates to the general structure, it is still essential to customize the individual view to show the most relevant information. While the app does not do this out of the box, it is entirely possible to have different layouts across tabs.

In case specific views should be updated individually, you should navigate to the Tabs folder and look for the respective view.

Creating a new Extension View from a Base

To better understand the advantages of the Base/ Extension concept, the following section explains how to create an entirely new view focusing on a specific set of KPIs as defined in the Knowledge Model. Therefore, the already mentioned methods around Base/Extension Views are used to build a new basic view.

To simplify the process, the following example will use some existing KPIs coming from the Knowledge Model that will result in a view allowing the business user to analyze the development of the “Supplier Reliability” as well as the “Amount affected Purchase Orders”.

Note

This will also work with any other KPI created in the Knowledge Model.

  1. To do this, create a new view called “Supplier Reliability” (as an example) in the same package where we store the other views of the MDI App by clicking on the “+” icon in the folder.

  2. Select the Knowledge Model from the dropdown and select the View “Widget | Base” as the Base View for the new Extension View.

  3. Once the Base for the “Supplier Reliability” view is selected, click the Create button to view an exact copy of the base view in Edit Mode.

  4. Switch to the YAML editor by clicking on the </> button in the upper right corner to display an empty view without any Layout or Component definitions. All components you see in the View are inherited from the Base View. So far, nothing was overwritten by the Extension.

  5. To adapt the content to show the mentioned KPIs, all we need to do is change/add the following KPIs in the components:

    1. KPI List

    2. Trend Chart

    3. Drilldown table

  6. Once the changes are made to the Base View, you can add new tables, charts depending on what you want to show for the Order Returns Process Cockpit View.