Hi Raman,

You can send report and charts in PDF format , not sure if the same can be made dynamic.

Get started with the following link

https://docs.celonis.com/en/create-pdf-report.html#UUID-ecb3c626-2cee-040e-9b33-dea6b198aee0_id_CreatePDFReport-SendoutPDFreportsviaEmail

Hi,

1) In theory it is possible. You can generate bar graph using python in ML workbench (matplotlib) in a form of html flie and then insert it into email body. Despite the technical possibility of doing that, that's a bad design/requirement that should be rethinked twice.

2) What mean "dynamic" - should there be option to filter it in the email, or the data should be updated? Recreating such options will be a very problematic thing, and it's already possible within Celonis.

3) Other solution: tying to put Iframe leading to plot done in Celonis. In general: adding javascript or iframe to email will lead to marking domain as spam, and probably no one wants it.

4) General proposed solution: I would go into sharing just a link to specific chart and implementing SSO - that's just one click then.

Useful Links:

https://levelup.gitconnected.com/visualization-in-python-creating-dynamic-time-series-using-matplotlib-5fe971553dfa

https://stackoverflow.com/questions/48717794/matplotlib-embed-figures-in-auto-generated-html

Best Regards,

Mateusz Dudek

Hy Mateusz,

filtering is not necessary, I have connected action flow with an action view via skill, so whatever the user is going to select, I want to display that selection in a chart that will be displayed in the mail,

so according to that what do you think I should do ?

Also looks like action flow does not respond to javascript

I will try this machine learning thing though

Thanks

@Mateusz Dudek  This I think is not possible, am curious to hear your answer but my understanding is whatever is not published cannot be show i.e. any filter or selection that is not in the published version cannot be sent via mail.

Hy @Abhishek Chaturvedi 

its like after doing the selection when we will click on "send email" button, that is triggering an action flow and sending email as per the selection

this part is already done

now I only want a chart to be added as per the selection

so that filtered content I can take care of, but not able to create chart using HTML, CSS or JS

@Abhishek Chaturvedi By default it's not, but you can take chart specific data into ML workbench by using PyCelonis, then using other libaries to generate Chart in a form of html file. Then it can be encoded into BASE64 and transfered to Action Flow and inserted to the Email body as additional html code. I've done such things in a simpler way - f.e. generated data tables within the emails.

Example of folium dynamic maps that can be generated (also with JS code) then converted to BASE64 and embedded into Iframe in html code:

Link: https://openrouteservice.org/example-avoid-flooded-areas-with-ors/

Example of the object:

BASE64 form for openroute maps example:

However including JS code into Email (to make possible fe. dynamic selection) can cause security problems and is not advised. Static html + css should be fine.

Here you can see what elements can be shared via URL - that's the most secure and advised approach.

https://docs.celonis.com/en/share-view-with-its-current-state.html

The following View configurations get send with the link:

• View itself (also works from Profile View)
• Selected tab
• Set filters
• Set selections (selected rows on a table)
• Set variables
• Component configurations (such as selected KPI or sorting of a table)

But I guess we have to manually share the link here for every email,

can this process be automated ?

Hmmmm... although the best approach is share is an URL... in a previous life one product managed to create a pdf image of the graphs and diagrams it was showing in the ui, and I think (long time ago) they do that client-side....

Maybe that will give any of you some ideas.

ya, please share some resources for implementing this, I will look into it. Thanks