Editing views for the object-centric Procurement Starter Kit
The Procurement Starter Kit comes with a prebuilt set of views. Edit the Starter Kit’s views in Studio if you need to:
Make any customizations and changes to suit your business process.
Change the look of the supplied views.
Include custom attributes or relationships that you added to the Celonis object types used in the perspective_celonis_Procurement perspective.
The Starter Kit doesn’t do anything automatically with customizations to Celonis object types - they won’t be surfaced in views. If you want to use them, you’ll need to edit the Starter Kit’s views to include them. You don’t have to surface all (or any) of your custom attributes and relationships in the Starter Kit’s views. If you don’t, it doesn’t cause a problem, the Starter Kit just ignores them.
The structure of the object-centric Procurement Starter Kit’s views is the same as for the case-centric version of the Procurement Starter Kit. For the view architecture and examples, see View architecture.
You’ll need Analyst permissions for Studio and for the relevant views and components to modify them. If you need training, check out the training track “Build Knowledge Models and Views” on the Celonis Academy.
Here’s how to edit the Procurement Starter Kit’s views:
In the Celonis navigation menu, select Studio.
Find the object-centric Procurement Starter Kit in your Studio space navigation.
Expand the package’s structure using the arrow, then expand the folders to find and select the view you want to edit.
Tip
Base views contain the common components for multiple other views. When you change something in the base view, it changes everywhere that view is used. Other views can reuse part or all of the base views, adding, editing, or removing components. This is called extending the base views.
Embedded views are contained in other views. They can be used directly in a base view and embedded in each other.
Profile views contain details or lists for a particular item. These views open when the user selects an item.
In the view, click Edit Mode or press Ctrl + Shift + E to enter edit mode.
Click the Edit Component button on any component to go to the component editor. Here you can add and remove data fields shown in a table or chart, change sorting and display attributes, add action buttons, and make other edits, as relevant for the component type.
When you’ve finished editing a component, click Save to save and exit.
When you’ve finished editing all the components you want to, click Save to save the view, then click Exit Edit Mode to lock it again.
Tip
It’s also possible to edit views in the YAML editor if there’s something you can’t achieve in the visual editor. Click the Switch to Code Editor icon </> to view the YAML.
When you’ve finished editing all the views you want to, publish a version of the Starter Kit package. There's a Publish Package button at the top of all the screens in your Studio space.