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Process Improvement

In the Process Improvement topic, users can ask questions and exchange ideas about operational apps designed to help teams run processes better. Additionally, this topic covers how to trigger actions to capture value opportunities using Action Flows.

  • 140 Topics
  • 311 Replies
140 Topics
Chethan Shetty
Level 2
Chethan ShettyLevel 2
asked in Process Improvement
Form Design in Celonis

Hey, I’m beginner in Celonis and started my learning. I wanted to know Can we build a user form which helps me to collect the data from user and store it designated table. I also have set of rules for forms like show this field if user in particular role or make the field editable only if certain condition matches with current logged in user otherwise just keep it as read only and so on. Can this be achievable in celonis. Looking forward for response. Note: Pease share screenshot how it will look if you have anything sharable in this forum. Thanks & RegardsChethan Shetty

194
Chethan Shetty
Level 2
julia.bauer
Level 5
julia.bauerLevel 5
asked in Process Improvement
Add Powerpoint Attachment to Mail Sent by AF

Hello everyone, this is my current AF setup: The setup works fine, however, I have received the requirement to add a powerpoint attachment to the mail sent via the AF. This powerpoint is static and is only a training document for the recipient. Is it possible to add attachment from your computer to be sent out by the AF itself? I cannot add this via the data and title fields since it’s already ready and static. Thanks! BRJulia Bauer

192
julia.bauer
Level 5
Akshay H
Level 3
Akshay HLevel 3
asked in Process Improvement
CCPM to OCPM

Hi All,Just wanted to ask whether there is any documentation on how to migrate existing CCPM datamodels to OCPM one.Thanks,Akshay

823
A
Celonaut
emil.vakhi12
Level 3
emil.vakhi12Level 3
asked in Process Improvement
Way to keep notification (performed via action flow) history and use it for filtering new notifications?

There is a case I want to solve, see below. I have a solution I would apply if I had classical programming language + RDBMS, but I'm not sure how to implement this in celonis or whether there is another solution. Could you please help? The case I want to solve is sending email notifications to users via action flow in case there are missing invoice receipts.For each missing invoice receipt there is a notification type that can be chosen with their own subjects, body text, etc., for instance:If the date1 >= today + 7 days then group 1.If the date1 >= today + 14days then group 2.If the due date >= today - 7 days then group 3. One possible solution would be to keep the history of the sent emails in some table and join it to the missing invoice receipts data to filter out the emails for each new iteration of sending - so that we don't send some letters twice if we already sent them.E.g. if we had sent the email of type for invoice receipt no. 12345 yesterday, we don't

173
bunyod.sap
Level 4
Edwin Daniel
Celonaut
Edwin DanielCelonaut
posted in Process Improvement
Demo - Triggering an Action Flow from a table

Hello all, I'm really excited to announce a recent feature update for Action Flows. It is now possible to trigger an Action Flow directly from a table in View using the dropdown input feature.This allows users to choose an option from a predefined dropdown list when taking an action from a view. This choice is then passed on to the Action Flows as an input and therefore enables advanced human-in-the-loop use cases.  You can find further documentation here.  

360
Edwin Daniel
Celonaut
shane.proct
Level 3
shane.proctLevel 3
asked in Process Improvement
Action Flow Transfer Speed

We are using an action flow to query data and send it to Snowflake.  The issue is that it transfers 1 line at a time even if we use a csv module or leave that out.  It takes 18 minutes to transfer 2000 lines (10 fields per line).I think about how fast it is to download a MUCH larger table from a view or an analysis and think there has to be a faster method.  Is there a faster way to do this?

110
shane.proct
Level 3
jonas.hess
Level 3
jonas.hessLevel 3
asked in Process Improvement
Anyone familiar with Skills?

Hello,  id like to create a skill which is triggered on every first of the Month. I Created an kpi like this if Left(Today(),2) = ‘01’ then KPI = 1. So my KPI logic is working fine but, i do not found any way to use this kpi as a trigger for a Smart Sensor. I included the KPI into a Record, but when i try to use this record in smart sensor, it does not show me created attribut with my KPI. Did anyone had a similiar Projekt with triggering Smart Sensor at the first of the Month, and could maybe help me? Kind Regards Jonas

90
jonas.hess
Level 3
david.stefa13
Level 3
david.stefa13Level 3
asked in Process Improvement
Action Flow - Sending an MS Outlook CSV file automatically to each customer and their varied list of contact email_addresses

As part of the MS Outlook email recipient ‘To list’, the number of email recipients varies by customer and can vary from 1 contact to up to 9 contacts. For those familiar with the term ‘Rolodex’, (customers/contact_names/email_address), I want to automatically sequence through the ‘Rolodex table’ and send one email to each identified customer (based on a flag that is set) and TO: each respective contact for that customer (1 to 9 contacts_email_addresses). What is the best way to address the ‘dynamic list’ of email contacts per customer that need to get set up in the MS Outlook module?I have seen the example in the community of using the Group function in the CSV module, but that example was specific to 1 role (1 recipient in the MS Outlook 365) vs a varied list of contact_email_addresses, depending on the customer.

482
david.stefa13
Level 3
carmen.kaluz
Level 3
carmen.kaluzLevel 3
asked in Process Improvement
How can I use the List Items - Microsoft SharePoint Online in Action Flow module to read records that exceed the limit of 3500?

Hey everyone, I have created an Action Flow with the List Items - Microsoft SharePoint Online module to read data from a SharePoint site that contains more than 3500 records.I wanted to know if there is any way to read records from SharePoint that exceed the limit of 3500 and how to configure this (e.g. using the Repeater module) ?  

823
abhishek.chatu14
Level 7
nicolas.kazek
Level 2
nicolas.kazekLevel 2
asked in Process Improvement
Restrict Scope of People for Task Assignment

Hi,we are looking for an option to restrict the dropdown of an “Asignee” component to a selected number of persons. Currently the dropdown shows ALL persons / groups in our tenant (see example below): Is it possible to restrict the dropdown to display only pre-defined users or user groups? If so, how can this be achieved?BR,

263
janpeter.van.d
Level 8
Andreas Siebler
Level 2
Andreas SieblerLevel 2
asked in Process Improvement
Array aggregator can't read two bundles from Get Row module

Hi everyone, I have a question regarding Action Flow. I use a Get Rows module and get two bundles as a Output. Once I wanna use the two bundles in a further module within the Action Flow, I cannot select any of my columns I defined in my Get Rows module. The only columns I can select is “Total number of bundles”, “Bundle order position”, “undefined”. I haven’t found any documentation or similar issues in the community. If anybody has an idea how I can select my defined columns highly welcome to respond. Thank youAndreas

201
Andreas Siebler
Level 2
douglas.souza
Level 3
douglas.souzaLevel 3
asked in Process Improvement
Action Flow partial result http

Hello celonauts, I have a question. I'm creating an action flow that will access an API, but it needs to generate a token and then go to access. In the first step, I generate my token, but it comes composed. I would like to get only the part that brings the token: Example{"token_type":"Bearer","expires_in":3599,"ext_expires_in":3599,"access_token": "value-token"}.I need to get only the "value-token" part after the "access_token":Is there any way I can do a spit or something like that? I don't know how to get out the other side.  

552
douglas.souza
Level 3
milan.eric
Level 3
milan.ericLevel 3
asked in Process Improvement
ActionFlow: Update Augmented Attribute

Hello, I am trying to create an ActionFlow for updating augmented attributes but its keeps giving me errors. The operation failed with an error. 400: Failed to update augmented attribute. Failed to query engine to map identifier from one value to separated columns. Unknown query engine failure I created an augmented attrobute in legacy views with a unique identifier. Now in the ActionFlow I do all my selections with the correct identifier:   And I get the correct result in the input: But it doesnt update the augmented attribute due to the error: As you can see the identifier is the same. What am I doing wrong here?

1011
yevhen.riabt12
Level 2
Nikhil
Level 2
NikhilLevel 2
asked in Process Improvement
Automating the process of e-filing

Can I automate the process of doing UCC e-filing on a state website through setting up an Action flow or any other fearure present in Celonis?

130
Nikhil
Level 2
daniel.magal
Level 2
daniel.magalLevel 2
asked in Process Improvement
It is possible to create a table whose feed is variables that perform operations such as counting

It is possible to create a table that is filled with defined variables that count certain tasks.You see, in my organization we have 2 people responsible for the tasks, which would be the User and the Supplier. The User is responsible for 3 tasks and the Supplier for another 2, so I would like to make a table that appears Responsible   #Quantity of tasks completedUser                       30Supplier                   5 I can only add them as a columnCOUNT (DISTINCT CASE WHEN "_CEL_CRED_ACTIVITIES_ARIBA"."[APRO] Estado de la tarea" like 'Approved' OR "_CEL_CRED_ACTIVITIES_ARIBA"."[APRO] Estado de la tarea" like 'Reviewed'and "_CEL_CRED_ACTIVITIES_ARIBA"."ACTIVITY_EN" like 'Revisión Usuario' THEN "_CEL_CRED_ACTIVITIES_ARIBA"."ACTIVITY_EN" ELSE   NULL END )

121
ayushi.chakr11
Celonaut
junwei.chai
Level 3
junwei.chaiLevel 3
asked in Process Improvement
Action Flow scheduling to run at the end of fiscal month

Hi, I want to build an action flow that run at the end of the specific period based on the company period e.g. every month could be different October 23 is the end of the month and following month is end at November 27. How can I built this with Celonis built-in scheduling setting?? Thanks 

253
manuel.wetze
Level 5
junwei.chai
Level 3
junwei.chaiLevel 3
asked in Process Improvement
Action Flow filter date

Hi,I want to create an action flow by querying a data within a specific range of date (e.g. total number of PO created from 01 November 2024 to 01 December 2024). How can I achieve that?    

744
junwei.chai
Level 3
raman.silot11
Level 3
raman.silot11Level 3
asked in Process Improvement
Action flow tracking

Hey, I can see that we have alert subscription option for action flows. But can we get the error information somewhere for each email sent ? I am currently working on creating an action flow tracker, for which I want to track and visualise the number of emails sent with each action flow stream and what error that action flow stream faced that too. Let me know if any ideas for the same. Thank You

332
S
Celonaut
louis.forst11
Level 3
louis.forst11Level 3
asked in Process Improvement
Push CSV to Data Integration via Sharepoint

Hi all, is it possible to alter the push csv to Data Integration but instead of using one drive using sharepoint. I tried it but it always tells me that file cannot be found. Also the id that i have to use for the make a request in the documentation does not exist Push CSV to Data Integration (celonis.com).Thanks in advance :)

711
S
Celonaut
carmem.caval
Level 3
carmem.cavalLevel 3
asked in Process Improvement
Anyone now if there is a way to delete files from sharepoint using action flow?

I'm using a SharePoint connector and the Microsoft 365 module to read data from XLSX files. These files are constantly updated, and I needed a way to get rid of them after a certain time. I know that Microsoft 365 has a function to delete a table, but it deletes a sheet, not the whole file. The SharePoint module has a "Delete an Item" action, but it doesn't seem to bring the correct files. Is there a way to do this? If not, is there a way to move files from one path to another inside SharePoint, still using only Action Flow?

251
S
Celonaut
vamsimadhavg
Level 2
vamsimadhavgLevel 2
asked in Process Improvement
Merge two parallel paths in action flow

Hi, I am trying to query data in Celonis module in the Action flow . However, I have requirement to split the data into two paths and then prepare a csv and then merge it back into one using a text aggregator. Is there a module that can merge paths in action flow. Or is there a way to split data based on filters and merge or append it into one file

320
vamsimadhavg
Level 2
KenshiroYasu
Level 2
KenshiroYasuLevel 2
asked in Process Improvement
How to use a trigger with Watch Trigger

Hi, I am just learning about Trigger with Action Flow in an academy.But I am in a trouble how to use a trigger for Action Flow that I made in KM.After making this, I tried to use it but It could not be shown in a setting field.How do i solve this problem?  

961
W
Celonaut
lyzanne.tr24
Level 2
lyzanne.tr24Level 2
asked in Process Improvement
Sap URL creation

We are working on linking the ordernumber from Celonis to a link in SAP perferably to 4hana. Does anyone know of a way we could automatically generate such a link?

130
lyzanne.tr24
Level 2
wein.nadin
Level 3
wein.nadinLevel 3
asked in Process Improvement
Hide/Unhide Tabs in new Views

Hello,  do you know if it’s possible to hide/unhide tabs in a new view as a business user in apps?  

461
S
Level 3
andrew.yen
Level 2
andrew.yenLevel 2
asked in Process Improvement
Migrating connector from Linux 7 to 8

Hello,Our team is in the process of setting up Linux 8 on our production server and are seeking to migrate the Celonis Connector from our previous Linux 7 server.The Linux 7 server currently uses JDK 11 and a 2022 version of the JDBC connector without the aid of an on-premise client.Would it be recommended to install the current version of the JDBC connector (and JDK dependency) separately, or would installing an on-premise client package be better?

201
A
Celonaut

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