Creating and configuring Views
Views are a package asset type that allow you to visually display your data within an app, giving app users an interactive dashboard to engage with. Views can be created using a drag and drop grid-based canvas, where you can visually place, size, and configure View components. This interface also includes features that helps you to build screen-fit Views, organize your data into tabs, and undo/redo when needed.
For an overview video of the new Studio and View editing experience:
New View creation experience
When using the new Studio and Views experience, the following conditions apply:
The feature set offered with the new Studio experience is subject to change. Features may be added or updated with future releases.
Views created using the general availability Studio features can still be edited, published, and viewed as apps using their respective feature sets.
Once a View has been created using either the new or old experience, it can't be converted or switched to the other experience. There is currently no migration between View types available.
Creating Views
To create a View asset within a package:
Click New asset - View:
Add a View name, choose a knowledge model to base the View on, and then copy or edit the View key.
A View key is a unique ID for the asset, allowing it to be referenced throughout the Celonis platform.
Note
The new View layout features are used by default whenever you create content using the new Studio experience.
If you have chosen to continue using the old Studio experience but would like to create a View using the new View layout features, click Switch to new View experience:
Click Create.
Your View is created and the View layout editing screen is displayed. You can now add components, create tabs, configure filters, and so on.
Components, the main building block of Views, allow you to visualize your process data within your apps. You can drag-and-drop these components to your layout and then re-size and re-order them as you need. For each component, a contextual setting menu is also available. These settings allow you to configure how that component behaves when your package is viewed within an app.
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For an overview of available components and how they are configured, see: Components
When editing a View, you have the following options and settings:
Tabs
By default, newly created Views are a single tab. To create additional tabs for your View, click + Activate tabs:
To create additional tabs for your View, click + Activate tabs:
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You can then edit the tab settings by clicking the Settings icon:
Filters
You can add filters to your View, allowing you to configure which data is displayed based on specific criteria.
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For more information about configuring predefined filters for your Views, see: Filtering Views.
And to learn how to enable temporary filters for App users, see: Temporary filters for Apps.
Interactive Mode
The interactive mode button (or holding SHIFT on your keyboard) allows you to test your View before it is published, giving you the opportunity to see if your filtering and View interactions perform as you expected.
When using interactive mode, your View components can't be edited or resized.
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For an overview of how Views are displayed within an app, see: Viewing Apps.
Variables
Adding variables to your View allows you to change how your data is visualized in different situations or based on specific criteria.
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To learn more about creating and using View variables, see: View variables.
View settings
Your View settings allow you to configure how the data in this View loads and can be interacted with.
The following View settings are available:
Live View: Defines whether the View should check for new Data Model loads. If the Data Model has been reloaded, the View will reload itself automatically (if autoReload: true) or offer to reload the View to not disturb the user flow. You will see the results of this as a note below your View's title informing you about the last reload.
Advanced Filters: Allow users of this View to create their own filters when the View is published. For more about filters, see: Filtering Views.
Layout: Choose between scale-to-fit and custom height. For more about View layouts, see: View layouts
Edit View YAML: Access the YAML editor for this View.
Change Knowledge Model in use: Select an existing KM to base this View on. For more about Knowledge Models, see: Knowledge Models.
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For more information about View settings, see: View settings.