Editing views for the object-centric Unearned Cash Discount app
The Unearned Cash Discount app comes with a prebuilt set of views. Edit the app’s views in Studio if you want 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_AccountsReceivable perspective.
The app 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 app’s views to include them. You don’t have to surface all (or any) of your custom attributes and relationships in the app’s views. If you don’t, it doesn’t cause a problem, the app just ignores them.
These views for the Unearned Cash Discount app are directly accessible to users, and the base views and embedded views are available for editing through them:
Action View - this is the main view that business users can use for their daily tasks, with the tabs Accounts View and Value Tracking.
Settings - this is a view where you can manage the values of runtime variables.
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 Unearned Cash Discount app’s views:
In the Celonis navigation menu, select Studio.
In the Studio overview, find the Unearned Cash Discount app in the space where you installed it, and click its tile.
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 View to enter edit mode.
Select any component of the view 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 the Save icon to save and exit.
When you’ve finished editing all the components you want to, click the Save icon to save the view, then click the Exit Edit Mode icon (the blue square with the X) 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. To view the YAML, click the View settings icon and select Edit View YAML.
When you’ve finished editing all the views you want to, publish a version of the app package. There's a Publish button at the top of all the screens in your Studio space.