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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.

  • 119 Topics
  • 276 Replies
119 Topics
J
Level 4
joyce.cardo12Level 4
asked in Process Improvement
I want to create a filter in PQL that gives me only the POS >90 by the end of the current month.

SELECT TO_DATE(    TO_CHAR(ADD_MONTHS(CURRENT_DATE, 1), 'YYYY') || '-' ||    LPAD(TO_CHAR(EXTRACT(MONTH FROM ADD_MONTHS(CURRENT_DATE, 1)), 'FM00'), 2, '0') || '-' ||    '01',    'YYYY-MM-DD') AS FIRST_DAY,DATE '2023-12-01' - INTERVAL '1 DAY' AS END_OF_THE_MONTHFROM "CRM_VBAK";

20
J
Level 4
1 year ago
T
Level 3
teun.gilis11Level 3
asked in Process Improvement
Is it possible to use a dropdown menu when using Actions to trigger an Action Flow?

Hi all, With Automation Skills, it is possible to update an Augmented Attribute with a dropdown list using Actions. The action button triggers an Automation Skill which updates the Augmented Attribute. I would like to migrate this action from Automation Skills to Action Flows, but I'm unsure about how to include dropdown values in an Action Flow. Anyone that knows how to do this? Thanks,Teun

00
S
Level 1
1 year ago
P
Level 1
pablo.barscLevel 1
posted in Process Improvement
Building a flow counter or action flow termination´in order to prevent multiple flow executions.

Building a flow counter or action flow termination´in order to prevent multiple flow executions. Hi all,I am constructing an input checker that checks if a list is empty or not before executing a Skill that sends it out in an Email.It is supposed to wait (sleep) and repeatedly load (Get Rows) the input till it is not empty and then send it out once. As a way to prevent a double execution i´m trying to create a flow counter that filters the flows if the list has been loaded with content and already sent in order to prevent multiple executions. Sadly incrementations of the counting variable only work along a single flow. Is it possible to create a variable that is globaly increased? Or a method/tool to terminate the action flow the moment a specific execution skill has been used? Alternatively I would have to build a router that filters if there is a first item in the list or it is empty and stops the moment it is filled.

10
P
Level 1
1 year ago
K
Level 1
krystyna.nygaLevel 1
asked in Process Improvement
I set up a signal in Action Engine, but I receive only a maili with link to the Signal Lists, and I want to have a table with results straight in the email, without the need for cliking the link. Where I can set it up?Please help me, if somebody

I set up a signal in Action Engine, but I receive only a maili with link to the Signal Lists, and I want to have a table with results straight in the email, without the need for cliking the link. Where I can set it up? Please help me, if somebody knows?

00
mateusz.dudek14
Level 7
1 year ago
J
Level 2
jose.carlos.alfon12Level 2
asked in Process Improvement
I have an Augmented attribute created and in there I update the execution date of a specific action flow. My question is, does this value "Execution date augmented attribute" kept in the Knowledge model despite data loads ?

I use the attribute to control the action flow case id filtering so, in case the attribute is lost, the action flow will gather everything.

30
J
Level 2
1 year ago
vamshi.vigne
Level 3
vamshi.vigneLevel 3
asked in Process Improvement
Can Action Flow retrieve data from a OLAP table in an Analysis?

We are working on a use case where we need to extract the data from an OLAP table and push it to another data pool. We are aware of the later part but need some inputs for the former one where we need to extract the OLAP table using action flows .

70
A
Level 3
1 year ago
T
Level 3
teun.gilis11Level 3
asked in Process Improvement
Can action buttons related to action flows be customised?

Hi, I would like to customise the colour and add icons to action buttons created with an action flow. For actions related to skills, this is possible, see screenshot attached.  There is a preview mode like with skills, but it doesn't allow you to customise. Using the syntax for skills action in YAML also doesn't work. Who knows how to do this? Thanks,Teun

10
V
Level 3
1 year ago
B
Level 1
bin.sun12Level 1
asked in Process Improvement
Implement JDBC Connector (Successful with one failed line)

Hi all, I was testing the JDBC Connector 2.85.0-Snapshot on out testing environment, I have test it both in and outside of Docker, I can get the image up and running, however in the logs I have found one line of main] org.ehcache.sizeof.impl.AgentLoader   : Failed to attach to VM and load the agent: class java.io.IOException: Can not attach to current VM --EOM--Does anyone know how can I solve this? Thanks in advance

40
V
Level 1
1 year ago
J
Level 3
jan.tranLevel 3
asked in Process Improvement
Celonis Action Flow -- Excel Module -- How to delete or clear a specific range (e.g. A2:G8) within a table via Excel Action Flow Module

Hello Celopeers Community, I want to delete or clear a specific range within a table via the Excel Action Flow Module. There is a module which can delete seperate rows but therefor I have to combine it with a repeater.  Is there a way to give a specific range as an input in order to delete these rows? I want to avoid to delete and recreate a new table becase I need the same table IDs for further processes. Many thanks in advanceJan

10
liam.gonza
Level 2
1 year ago
P
Level 4
preethi.p13Level 4
asked in Process Improvement
I’m working on a use case where I want to update augmented attribute with the data from existing table/excel file. What options can I leverage to achieve this?

I’m updating augmented attribute with the help of action available in skill. It’s working but I have so many possible values to be updated in to my augmented attribute column.I’m looking for a way where we can update the details to augmented attribute from the data available in table/excel file at a time I’m using the augmented attribute in olap table in views, for each case_key mapping to be considered from table/excel file and update it in view.note: Users want to edit the updated value or fill the null row with value, so I choose augmented attribute instead of a regular column

50
P
Level 4
1 year ago
Lovise Hellner
Level 4
Lovise HellnerLevel 4
asked in Process Improvement
Action Flow - Send HTML format email to users based on data

Hi all, I am relatively new in the Action Flow but I am making good progress. But I currently struggling to find a solution to my problem. I want to send one scheduled email to users whom created Sales Orders matching certain criterias. 1/ to avoid spaming their mail box, I want to group all the matching Sales Order in one email (this I managed to do). The format of the email is HTML to make it readible. But this is maybe the root cause of my problem since I am using a text agregator. 2/ The list of recipients will depend on the output of the query, and I can't find a way get this input to the Outlook module without getting rid of my HTML email format. Ideally I would want to send ONE grouped email with all recipients. But ONE email per user is acceptable. Note: the reason I am using an Array Agregator is because in this cases what is important is the Sales Order regardless of the number of Items/Cases. Any help will be most welcome       UPDATE: I think I may have a solution, but

110
Lovise Hellner
Level 4
1 year ago
A
Level 3
ayushi.ade12Level 3
asked in Process Improvement
Hi,How to send data using action flow in the from of excel file?

Hi, How to send data using action flow in the from of excel file?

140
P
Level 4
1 year ago
A
Level 3
ayushi.ade12Level 3
asked in Process Improvement
Hi All,I am working on a use case wherein I want to send the table/charts from an analysis in the email body? Is this possible?

Hi All, I am working on a use case wherein I want to send the table/charts from an analysis in the email body? Is this possible?

40
kailash.potha12
Level 5
1 year ago
vamshi.vigne
Level 3
vamshi.vigneLevel 3
asked in Process Improvement
Action Flow Error

We have built an Action Flow to capture daily stats from an analysis and store it in a SharePoint. When we try to execute this Action flow manually, it does not give an error and works properly but when scheduled, it gives the below error. "Function 'getResponseBody' finished with error! Script execution timed out after 10000ms." How to mitigate this?

20
S
Level 1
1 year ago
T
Level 3
teun.gilis11Level 3
asked in Process Improvement
How to make automation skill input optional?

Hi, Does anyone know how to make an input for an automation skill optional?The option is greyed out for me. I would like to be able to trigger a skill using an action without having to fill fields if they are empty. Thanks!Teun

00
L
Level 1
1 year ago
A
Level 3
ayushi.ade12Level 3
asked in Process Improvement
Is there any option wherein we can attach/send a chart(it can be OLAP,column chart,pie chart) in email with Action Flow or Skills?

Is there any option wherein we can attach/send a chart(it can be OLAP,column chart,pie chart) in email with Action Flow or Skills?

40
matt.witty13
Level 5
1 year ago
R
Level 2
ram.praka17Level 2
posted in Process Improvement
Hello All,

Hello All, Looking for some Benchmarks in KPI's associated with Accounts Payable, E.g. What is the Exception % Allowed generally?, What would be Automation Rate at? First Time Resolve / First Time Yield %? Any leads will be helpful.

20
R
Level 2
1 year ago
.
Level 4
.146192833Level 4
asked in Process Improvement
Getting error while executing Skill and creating task . (Snapshot for your reference )

Dear All , I am facing an error while executing skill in step of "Creating Task". Snapshot attached for configuration details . Your help is requested  If you see logs here folling error is appearing  { "message": "Failed to create task. 400 Augmentation Error: Client Error: Invalid augmentation identifier name [LFA1_LFA1_VENDOR ID]. Identifier (table or column) name contains one or more invalid characters: [ ]"}  

00
abhishek.chatu14
Level 7
1 year ago
pietro.fratt11
Level 2
pietro.fratt11Level 2
asked in Process Improvement
Connection with Salesforce and API rest limits

Dear Celopeers, we are connectiing Celonis with a Salesforce production environment using the standard Celonis Extractors/Process Connectors. This connector, as stated on the Celonis documentation, uses Rest API. Using rest API impacts the limit of concurrent calls that the platform can support (25 in parallel with a maximum duration of 20 seconds). This means that the Celonis connector competes with calls from other applications causing possible service interruptions. Is there any option within Celonis extractor/connector to set API limits and ensure that extractions do not have a negative impact on the productive Salesforce system performance? Or, can such API limits be set only within Salesforce?

20
P
Level 1
1 year ago
N
Level 3
nikhil.khand12Level 3
asked in Process Improvement
Celonis Action Engine Duplicate Invoice Checker throwing a blurred screen and action is not getting performed.

How often you are facing issues with Celonis Action Engine usecases like AP Invoice Duplicate Checker, When user is clicking on action button screen is getting blurred without any error and action is not getting performed.

10
D
Level 1
1 year ago
.
Level 4
.146192833Level 4
asked in Process Improvement
Selective access to studio space and packages

Dear Experts , is there a way to selectively give users to only specific Space and packages but disabling others ?

00
A
Level 3
1 year ago
.
Level 4
.146192833Level 4
asked in Process Improvement
Task name appearing incorrect

Dear Experts , I used smart sensor and create task functionality to create 3 Skill objects. Initially before running this duplicated task name as "Missclassified Assets" in all the 3 skills and hence in Inbox task appears same , even though contents are different. Now i have updated the task name by changing it inside task settings , but still its not getting updated. Kindly help me with your advise ? Attached reference snapshot for you

10
R
Level 1
1 year ago
M
Level 3
matt.slocu12Level 3
asked in Process Improvement
augmented attribute changed_by attribute is only giving me a UUID, not a name.

In Action Flows, I am modifying an augmented attribute. The augmented attribute automatically created a supporting table with an attribute changed_by. this attribute is getting a uuid reference to the user. But, I can't find any documentation to convert it to a name.

10
R
Level 1
1 year ago
.
Level 4
.146192833Level 4
asked in Process Improvement
Smart Sensor and "Create Task" object is missing from Skill configuration

Dear Experts , I have to create few configurations and i am unable to find Smart Sensor object and Create task object within celonis . Can you confirm if this is still present in new version or its replaced by new functionality and name ? I am attaching my screen as well as Celonis help screen.

20
.
Level 4
1 year ago
.
Level 4
.146192833Level 4
asked in Process Improvement
Sensor and Skill

Dear Experts , I have created a very simple workflow using skill (attached snapshot) , this just queries celonis data model and sends email to slack. As per message its getting stuck at Slack. I request your opinion here please ?  Sincerely - Shaif

10
R
Level 1
1 year ago

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