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Hy,

Is there any way we can use view filters in action flow ?

Hi Raman, there is no direct way to do this, there are two things you can do.

 

  1. While using Query data in the Celonis module use the filter option that is available thereuuid-965ab066-147b-f6c4-88f5-00c06d257eb8
  2. Set up filters in the pathuuid-9f3ba142-2fac-8fcf-80b6-458bbbca0365uuid-8aa8254e-dd12-165d-75d5-33a1ab88bf3d

hope this helps !


Hi Raman, there is no direct way to do this, there are two things you can do.

 

  1. While using Query data in the Celonis module use the filter option that is available thereuuid-965ab066-147b-f6c4-88f5-00c06d257eb8
  2. Set up filters in the pathuuid-9f3ba142-2fac-8fcf-80b6-458bbbca0365uuid-8aa8254e-dd12-165d-75d5-33a1ab88bf3d

hope this helps !

Hy Abhishek,

Ya it was helpful,

Also one thing I wanted to ask is that, I want a column in query data of action flow, to be filtered by kpi selection in views

I guess variables should be used here ?

So when we click a KPI, it filters a table below, but it should also filter a column in query data of action flow

 

example -: there is a KPI -: best performing agents and the logic is agents who attended calls over 40 per day,

so when I click on that KPI, only those agents will be visible in table below it and count of calls they attended in front of each and then I send data through email using skill

but the moment I am going to click on another KPI and the table is filtered but action flow or skill is still taking static filter, I want that to be dynamic


Hi Raman, there is no direct way to do this, there are two things you can do.

 

  1. While using Query data in the Celonis module use the filter option that is available thereuuid-965ab066-147b-f6c4-88f5-00c06d257eb8
  2. Set up filters in the pathuuid-9f3ba142-2fac-8fcf-80b6-458bbbca0365uuid-8aa8254e-dd12-165d-75d5-33a1ab88bf3d

hope this helps !

I was thinking of passing column id of a table of views in action flow filters but I guess that won't work,

also query data taking values from data model

runtime variables are our only hope I guess xD


There is a work around, unfortunately this could make thing complicated.

 

You can execute a skill using a button , pass the variable through the skill and then execute the action flow through the skill.

 

 

image 

You can get started here

Step-by-step guide for setting up Default Actions triggered via a Button

https://docs.celonis.com/en/provide-default-actions.html#UUID-8c7cbfe3-01de-96e5-0651-4cd898caf174_id_Providedefaultactions-Step-by-stepguideforsettingupDefaultActionstriggeredviaaButton


There is a work around, unfortunately this could make thing complicated.

 

You can execute a skill using a button , pass the variable through the skill and then execute the action flow through the skill.

 

 

image 

You can get started here

Step-by-step guide for setting up Default Actions triggered via a Button

https://docs.celonis.com/en/provide-default-actions.html#UUID-8c7cbfe3-01de-96e5-0651-4cd898caf174_id_Providedefaultactions-Step-by-stepguideforsettingupDefaultActionstriggeredviaaButton

Great alternative actually

But can't we do this using those action buttons ?


Great alternative actually

But can't we do this using those action buttons ?

Yes you can just have to put your actions in KM, your identifier can be what you want to send etc.....


Great alternative actually

But can't we do this using those action buttons ?

ya identifier column will be sent as separate emails, but the kpi in front of each value of identifier I had to aggregate in action flow using group by option in text aggregator, but now I want this clickable kpi filter on that aggregation


At CeloSphere the knowledge model trigger for action flows was announced. It will soon be possible to add the KM logic such as filters and KPI to your action flow.


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