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View settings

You use the View Settings panel to select how a View behaves and is interacted with. You can open the View Settings panel from any View in edit mode by selecting Settings Settings button.

View Settings panel showing the different settings options

View Settings options

Setting

Description

Example

Live View

When enabled, checks for new data model loads each time the View is opened.

If a new data model is available for the View, the data model is automatically reloaded, with the last time the data model was reloaded also displayed using a 'time from now' time and date format.

In this example, the data model was last reloaded 15 days ago:

live_data_load.png

Reports

Sets up recurring email reports.

Export a PDF of a View every Monday morning and send it to a defined set of recipients.

Object count

Displays the number of objects that match your applied filter criteria.

For more information, see Case count / object count.

AI Summary

Generates key insights and a concise summary from the data in the View.

Filters

Lets you create filters for published versions of your View.

For more information, see Advanced filters for Views.

advanced_filters.png

Layout

Lets you configure your Studio View layout so it scales to fit or has a custom height, depending on your use case and display preferences.

For more information, see View layouts.

Other

Use the Edit View YAML to access the YAML for your View and View components.

preview_yaml_editor.png

Knowledge Model in Use

If your package contains more than one knowledge model, use this to switch between them. Switching between knowledge models may require your existing components to be reconfigured.

Generating Insights

This feature is currently available as a Private Preview only

During a Private Preview, only customers who have agreed to our Private Preview usage agreements can access this feature. Additionally, the features documented here are subject to change and / or cancellation, so they may not be available to all users in future.

For more information about our Private Preview releases, including the level of Support offered with them, see: Feature release types.

You can automatically generate Insights based on KPIs in your View.

Image showing the Generated Insights option in View Settingsn

For more information, see Generating Insights in a View.