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Hi Everyone!, I am working on create a few automatizations for a company. Basically, I need to build action flows that will send reports when the invoices reach 31 and 91 days. I did a query of the data, but it's not taking the filters. Can anyone advise?
Hi Joyce, I would suggest creating a Support ticket by attaching the details of the Action Flow such as screenshot images and blueprint.

Hi @joyce.cardo12,

 

Did you used the newer 'get rows' operator instead of the older 'query data'?

As stated in the description (Get Rows (celonis.com)), you can apply Knowledge Model filters here, to ensure you have all your definitions in sync. To test the filter itself, create a View in Studio and add a table that show the data you are looking for. Then apply the filter to it, to see if the correct values are displayed.

I hope this helps!

Best regards,

Jan-peter


Thanks @Keiko!


@janpeter.van.d Thanks a lot for the sugestion! I will try it out. I need to send a report to each analyst, in this case what do you recommend me to do? use the get table and apply a router to create each email? thanks! It{s like in the image, but I am not sure how I can filter the info to send to each analyst..Captura de pantalla 2023-11-20 075741


@janpeter.van.d Thanks a lot for the sugestion! I will try it out. I need to send a report to each analyst, in this case what do you recommend me to do? use the get table and apply a router to create each email? thanks! It{s like in the image, but I am not sure how I can filter the info to send to each analyst..Captura de pantalla 2023-11-20 075741

Hi @joyce.cardo12,

 

I haven't implemented this myself, but Celonis has a nice template, where one Action Flow has multiple iterations (in the example based on Company Code) that is send out to different persons. If your use case is similar, this would be a good example!

 

Lost Cash Discount Report (celonis.com)

 

 


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