Hello everyone, I needed to make an action record within the EMS.
I'll put it in context... My business user will click on a "button" to send an email to managers to account for certain data. The problem is that we don't have a system record of that submission.
Is it possible to record this action within celonis?
I don't want to use excel to record this action.
Hi @douglas.henri,
If you are using an Action Flow, you could add a section that contains a data push towards the Celonis data pool after the mail is sent. By doing this, you could upload all kind of information back, such as user credentials, receiver of the mail and timestamp of execution.
See the docs for an example of the push API in an Action Flow: Create and Push CSV to Data Integration (celonis.com).
I hope this helps,
BR, Jan-peter
on top of Jan-peter's advice, I think what you want can be accomplished with Tasks
But the documentation is a bit obscure, I have used it but not built it.
These links can give you some clues
https://docs.celonis.com/en/task-templates.html
https://docs.celonis.com/en/task-list.html
https://docs.celonis.com/en/tasks.html
HTH
Thank's Guys !!!
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