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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.

  • 141 Topics
  • 311 Replies
141 Topics
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
andres.naran12
Level 4
andres.naran12Level 4
asked in Process Improvement
Extract images from PDF report into SMTP

Hi folks! I have a challenge where I need to create a PDF report from an analysis and send it by email, I’m using SMTP. I was able to configure the module to send the PDF report attached. However, I’m trying to include the content of this PDF in the email's content as an image. Normally I would be able to create a python code that allows me to get the data from PDF, but unfortanely is not possible to use any program language inside an action flow.According to this documentation, https://docs.celonis.com/en/email--action-flow-.html it’s possible to use the content_ID to include the content of PDF report as an image inside the HTML content, but I cannot find any example that explain how to achieved this.Does anyone know how to do that, pls?

100
andres.naran12
Level 4
andrej.barto
Level 3
andrej.bartoLevel 3
asked in Process Improvement
Is there a way to edit analysis content (OLAP table) via pycelonis (e.g. add column)?

I am looking for a solution to automate changes to large number of analyses, where I need to occasionally add/delete columns from tables and graphs, when they become obsolete and replace them with new columns from the data model.Ideally, I would like to know if there is a way to access analysis content (various components) and manipulate them via pycelonis.The content is so far only accessible via celonis.apps, where it is not possible to change anything.Is there a possible solution in pycelonis (or something else) right now?

614
janpeter.van.d
Level 8
nitish.kumar23
Level 2
nitish.kumar23Level 2
asked in Process Improvement
I want to create an action flow, when I filter the data into the views, according to the filter data action flow triggers and send only the filtered value.

I want to create an action flow, when I filter the data into the views, according to the filter data action flow triggers and send only the filtered value.

120
D
Level 1
harshini.gampa12
Level 2
harshini.gampa12Level 2
asked in Process Improvement
ErrorFunction 'getResponseBody' finished with error! Script execution timed out after 10000ms

Error Function 'getResponseBody' finished with error! Script execution timed out after 10000ms

150
harshini.gampa12
Level 2
andrej.barto
Level 3
andrej.bartoLevel 3
asked in Process Improvement
Is there a way to automate granting user permissions to packages/assets (analyses, views...) via pycelonis or something similar?

I cannot utilize SCIM API in my environment, and as far as I am aware, other APIs (Audit logs, Platform adoption...) have different uses.

260
mateusz.dudek14
Level 7
M
Level 2
m.d14Level 2
asked in Process Improvement
Hello everyone,I have an action flow that executes an API request based on the selected data in the frontend. Different users per country should only see data in the frontend and trigger the Action Flow that applies to their country. Is that pos

Hello everyone, I have an action flow that executes an API request based on the selected data in the frontend. Different users per country should only see data in the frontend and trigger the Action Flow that applies to their country. Is that possible?

100
mateusz.dudek14
Level 7
Q
Level 1
quen.boonzLevel 1
posted in Process Improvement
Hi Everyone

Hi Everyone We are looking into the use of Celonis for SAP SuccessFactors, is this possible and do we have any connectors available for the use case? Would also like to know what the typical event log would log like for the following modules if that is possible:EC (Employee Central)On/Off boardingSuccession planningRecruitment Thanks in advance! 

221
mateusz.dudek14
Level 7
P
Level 1
preethi.pottuLevel 1
asked in Process Improvement
I want to assign a value to runtime variable in Action Flow before executing it. Is this possible?1. Can we use set variables or any other module before the main action flow module which generates the output

Eg: I want to assign a value 'Category' to my runtime variable (runt_variable). previously, if the runt_variable has some other value assigned to it, I want to change it and assign it as 'Category' once this is done, the remaining action flow module has to be executed.

170
P
Level 1
jonas.venne
Level 2
jonas.venneLevel 2
asked in Process Improvement
How to create an Array of all clerks to iterate through it with an action flow?

Hi all, i try to send a list of all open invoice to the responsible clerk.So first of all. I want to query data to get all active clerks (by an Filter). But I can't create an array out of the query. After I create the clerk array. I just itereate through it and do another data query with each iterator as filter. After that i send the list via mail. But I am failing to create the array out of the query. Do you have any ideas how to handle that situation? I think I am using the wrong bricks.  Best Regards,Jonas Vennemann

560
matt.witty13
Level 5
ariane.reis
Level 3
ariane.reisLevel 3
posted in Process Improvement
Hi Guys, I need some help, please!

Hi Guys, I need some help, please! I need that KPI to not change with filter in my Dash APPs, for example:  KPI Global Cycle Time : 10 DAYS With filter of manager. KPI Global Cycle Time : 5 DAYS  I need that this KPI stay still. How can I make it happen?

103
ariane.reis
Level 3
salma.zeped
Level 4
salma.zepedLevel 4
asked in Process Improvement
Skills vs Action Flow - which one to use?

Hi!  Is there any list or documentation on the use cases when Skills are better than Action Flow or visceversa? Thank you! 😀

180
Sverre Klein
Level 6
C
Level 3
conny.brintLevel 3
asked in Process Improvement
Import Github Backup via Content-Cli

Hello, We have developed a Github backup automation in the workbench based on this repo by @simon.klotz​ :https://github.com/celonis/pycelonis-examples/blob/main/pycelonis2/01_example_use_cases/01_use_case_version_control.ipynb The script was adapted to our needs so that analyses, knowledge models, variables, and transformations are assigned to the Celonis project and loaded directly into the corresponding Github repo as a backup zip. The next step is to test import the secured backups using content-cli.Is there a best practice for this?Which content-cli commands are there to upload the assets (analyses, knowledge models, variables, and transformations)? We only know of commands for pushing data pools and packages.Is there a way to import the zipped backup directly? I look forward to your contributions!Best regards,Conny

170
C
Level 3
siva.bahad
Level 3
siva.bahadLevel 3
asked in Process Improvement
Hello,I would like to automate the entire user access process like adding / removing/editing users and then adding users to the user group assigned.Any thoughts or leads if any of you worked on it?Thanks in advance

Hello, I would like to automate the entire user access process like adding / removing/editing users and then adding users to the user group assigned. Any thoughts or leads if any of you worked on it? Thanks in advance

110
M
Level 2
amey.punek12
Level 3
amey.punek12Level 3
asked in Process Improvement
Create Action Flow to refresh a particular table from data model.

Hello All,We want to setup a action flow to refresh 1 table from a data model. Is there any way to do it using action flow? Thanks in advance.

340
kailash.potha12
Level 5
A
Level 3
ayushi.ade12Level 3
asked in Process Improvement
Hi All,I am getting an error while formatting the date in Get Rows module of action Flow.I am using below syntax{{formatDate("SALES_ORDER.REQUESTED_DELIVERY_DATE"; "DD.MM.YYYY")}}

Error: The operation failed with an error. Failed to map '0.columnName': Function 'formatDate' finished with error! 'SALES_ORDER.REQUESTED_DELIVERY_DATE' is not a valid date.

500
dennis.pflug
Level 6
pablo.messa11
Level 3
pablo.messa11Level 3
asked in Process Improvement
Sending Emails via MS365 Connection - Issue "[429] Application is over its MailboxConcurrency limit."

Hello Community, We have problems with the action flow when it is triggered automatically after loading a data model. The action flow is triggered several times (if the filters of the triggers are fulfilled) at the same time (see screenshot).  In the Action Flow we send an email to a specific recipient. In the action flow, we use an MS 365 connection. Due to this "parallel" triggering, the connection reaches a limit and issues the error "[429] Application is over its MailboxConcurrency limit.".  Microsoft has set the limit for concurrent requests to 4. Have you had a similar problem? Have you solved the problem? Thank you very much!Pablo

810
pablo.messa11
Level 3
V
Level 3
vincent.freemLevel 3
asked in Process Improvement
How can we modify the output of the 'Create CSV' module?

The 'Create CSV' module allows you to specify which columns will appear in the CSV file by selecting them in the 'Aggregated fields' I would like to know how we can rearrange the columns of the Create CSV module (e.g. 'Document type' is always the first column output in the file, would like to move this to the 5th column)  The Create CSV file also will show commas ( , ) instead of decimal places when showing a calculated field (e.g. Throughput Time column in the Create CSV file shows 35,29 days instead of 35.29 days - I cannot see a way to alter this)

80
B
Level 1
S
Level 2
saivishalreddy.gurijLevel 2
asked in Process Improvement
I want to capture the Username of the logged person when executing the action flow. How can I achieve that?

I want to capture the Username of the logged person when executing the action flow. How can I achieve that?

460
mateusz.dudek14
Level 7
gregor.schei11
Level 2
gregor.schei11Level 2
asked in Process Improvement
How to grant permissions to packages via pycelonis?

We would like to automate permission management via PyCelonis. Is there a way to grant access to a package for a group or a user via PyCelonis? Thank you 

370
gregor.schei11
Level 2
tushar.konde
Level 3
tushar.kondeLevel 3
posted in Process Improvement
Ayushi Ade

Ayushi Ade5 months ago Actions for this Feed Item CommentHi Marco,I have already created an ML workbench to create/save as an excel file and send via skills and this is working properly. In one of your solution you have develop this can you please tell me how you develop this cause i am looking for same solution for my use case if you have any screenshots for it please share so it can be helpful for me 

50
tushar.konde
Level 3
pavan.bhara13
Level 3
pavan.bhara13Level 3
posted in Process Improvement
Hello @1460018848​ ,

Hello @1460018848​ ,  I am looking for a similar concept where i need to trigger an action flow when another one finishes. Where you able to achieve this? it would be really great if you could share some insights or guide me through some documentation that you may have looked into :)  TIA!

00
pavan.bhara13
Level 3
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";

40
J
Level 4
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

20
S
Level 1
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.

70
P
Level 1

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