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Celonis Product Documentation

Bookmarks and share selections
About bookmarks and share selections

  • Bookmarks can be created based on applied selections and saved by the user and shared with other users.

  • Sharing Your Selection creates a hyperlink that can immediately be shared with other users that have the same permission.

  • The difference between the two functionalities is that Share Your Selection does not generate a bookmark.

Example: Share your selection
 
Bookmarks

When loading a bookmark, there is an option that allows users to choose if they only want to load selections or the whole state of the analysis.

Important

"Bookmark" saves the whole state of the analysis which includes selections, variables, process explorer view and the states of components such as sorting in OLAP table. When users want to load their bookmarks, the whole state is meant by default. This means that by applying the bookmark, all states of the analysis are updated according to the bookmark.

In the current enhancement, users have the choice between applying the bookmark including the analysis state (default action) or only selections from the bookmark.

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.