General Product Q&A

What needs to be done to be able to register opportunities on behalf of my organization?

Hello! We are having trouble selecting a specific dropdown option as the default button, which needs to be visible when viewing a report. The issue is that even after removing other dropdown options that are causing the error, we are still seeing that field as a dropdown option. If anyone has any knowledge or experience regarding this problem, please share your thoughts. Thank you!

Good afternoon, We've got an Action View set up that has an emailing Action Flow attached to it, which will, for each Record Case ID, email a Customer with relevant information. This is not automatic yet, since we need Operations to validate it is working properly. Towards this end, we have been looking for a way to display an Email Preview, through a click for example, so that Operations could visualize the specific email that is going to be sent. How could we achieve this? Thank you very much in advance Best Regards, Vasco

Date         Value  Expected Column2023-01-01   25      252023-02-01  30      252023-03-01  32      252023-04-01  22      22 

I am from Harman India and have a licensed celonis users. We have two instances of Celonis cloud Prod & QA. I have been trying to copy a package from Prod to QA however I am getting the error "Root node with the same key already exists."

For me it doesn't work. EMS shows the YAML code instead of the translation. Attached you can find a screenshot of the translation, the YAML code of a tab and a text box, and the preview. The text box is only there to show, that in general the translation works.Any ideas?

Hello Everyone, Hope you all are doing great! I have a use case where I am trying to use an action defined in knowledge model, to send email to the user. For that After defining the action in Knowledge Model, I assigned the skill to it. Now to send emails we have to trigger an action flow (due to specific requirement) after assigning the skill the respective action flow, I have create an action flow starting with custom webhook. The scheduling mode is immediately and the action flow is set to active. Now when I trigger the skill from a button that I created in my View after enabling row selection in the table settings, the skill runs successfully but the action flow doesn't trigger, I tried many times and once in a while when I deactivate and activate the Action Flow again, it ask for processing the data in queue. But when I again try to trigger it from view, skill runs but action flow doesn't.Has anyone faced this issue, am I missing something here. Please help me out here. Re

Hi,​I am unable to access my training environment can you please hlp me with that

PU functions don't take load script-, sheet-, component- or manual filters into account. Instead they have the filter option in their syntax. That is also described in the documentation (https://docs.celonis.com/en/pull-up-aggregation.html).I have some colleagues who think they are getting a different behaviour of the PU-functions compared to the time when their analysis were built (~3-4 yrs ago).Does anybody remember if the PU-functions once took sheet- or component filters into account?

As a part of training, I want to use email module in the action flow but unable to use email and some other modules as I don't have access to data connection of various modules. How can I use those modules like email, Google sheets etc in the action flow?

Hey everyone, i want to know of all Sales order items how much of them are affected by change price, i dont know how to put it into a variable. In general i dont know how to have the inner join of a count_table and an activity, thanks in advance

I have a system set up where an email is sent when you click a button from a view. The button triggers a skill which then triggers the action flow that sends an excel file with all the relevant info. Now I want that info to change based on the filters applied on the view before pressing the button. Is that possible?

I'm creating a proposal and the RFP questions related to end-user systems are archaic. But it does lead to an interesting question. Is there any caching at all on end-user devices?

This is the code I'm trying to execute: celonis = get_celonis() data_pool_name = "dataPool"data_pool = celonis.data_integration.get_data_pools().find(data_pool_name) column_config = [  ColumnTransport(column_type = ColumnType.STRING, field_length = 10000)] data_pool_table = data_pool.create_table(df = dfResult, table_name = "tableName", drop_if_exists = True, column_config = column_config) This is the error code: Response: Server error '500 Internal Server Error' The table "tableName" already exists with a defined column named "_COL" inside the DataPool, which has a specific DataModel with just that table. The pandas DataFrame dfResult is a 1x1 table with a string inside. Does that error code mean only the Celonis server is to blame?

Hi, we use the current process connector foraccounts payable. Debit amounts should be display with an "-". We change the transformations (e. g. CASE WHEN BSEG.SHKZG = 'S' THEN -1 ELSE 1 END) * BSEG.WRBTR...), but it doesn't works. What should we do?

I am having issues transferring data to an SFTP server from a Celonis Action Flow and am wondering if anyone has advice/best practice on how to mediate: Twice a week, we are attempting to send data to an SFTP by aggregating the data to JSON & sending it as a .json file to an internal SFTP server via the SFTP module in action flows (string below).Unfortunately, we get the below error with the SFTP module with respect to our internal SFTP server when the .json file size gets to around >10KB. Everything I've seen below that size seems to process as planned.See below for a successful execution (usually for file sizes < 10KB): Our current error handling is to send the file to myself and I handle the transfer manually, but would appreciate insight if any others have experienced this issue/would be willing to share a solution that doesn't error out on larger files. Thanks in advance! cc:@Tyler Barnett​ @Kevin Cargill​  @MK Greenberg​ 

I have deleted celonis account by mistake and I can't recreate my account with my working email because the sign up email kept telling me that I have an account at celonis but I can't log in because the account is already deleted

End users usually have a problem identifying which environment they are currently using. One option is by clicking switch team which shows the name of the current environment, but it is a straightforward way.

Specifically, I am looking for hosting (data residency) options in UK region. Attached file (found from Celonis official website) says that Celonis EMS is available on Azure only in UK, but if it is available on AWS marketplace, will we be able to host it on AWS cloud within UK?

Hello, I would like to know if there is any way in which when adding data to my excel sheet, the information is also updated within my visualizations in celonis.

In the below image I want to freeze the buttons of years so that when I scroll down or up the buttons of years would remain constant on the same place. Please advise. 

I am making a pie chart, but the pie itself is too big and keeps on growing when I resize the chart. As a result, I can't see the labels. How do you resize the pie of a chart?Thanks

Does Celonis have connectors for ADABAS-NATURAL? If not, are you aware of any projects whereby extractors were built to extract data from ADABAS-NATURAL? Thank you.

I have 2 columns with timestamps and I need difference between those timestamps as 3rd column and I need a single KPI as avg(3rd Column). Can anyone suggest the pql formula for that..?