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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.

  • 120 Topics
  • 276 Replies
120 Topics
carol.swart
Level 2
carol.swartLevel 2
asked in Process Improvement
Hi, I am trying to filter expression based on the results of a previous data query. Can this be done ?

I have a situation were depending on the result of the Query Data (17) I need to filter on either the Inbound Branch or Outbound or either for a particular branch, for the next data query. I keep getting a Syntax error, the documentation was not helpful.Can this be done ?  

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abhishek.chatu14
Level 7
matt.witty13
Level 5
matt.witty13Level 5
asked in Process Improvement
Distribution Lists in Action Flows

Hi celopeers! I've got a use case which would be made easier with the use of an internal distribution list instead of sending to leaders who then forward on the email to the necessary parties. Have you successfully implemented an action flow using a distribution list and if so, how? Thanks!

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matt.witty13
Level 5
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Level 3
.14600835Level 3
asked in Process Improvement
Section Access Control

Hello Experts,Is this possible to implement section access control for EMS data models?e.g. we have a process data model and other assets linked to this dm.We want to restrict business users using case field let's say company code.So users belonging to specific company codes can access only respective codes data.This feature is available on on-prem but couldn't find similar on EMS.

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indra.mehta11Level 3
asked in Process Improvement
SQL Server connection issue in Action flow.

Hello Team, I am not able to connect SQL Server in Action Flows.I am getting this error getaddrinfo ENOTFOUND I would appreciate if you can help me out.

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Level 3
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Level 5
.146004200Level 5
posted in Process Improvement
Exclusive Task Actions

Exclusive Task Actions Hi all, Does anyone know if it is possible to implement exclusive actions of a created task within a skill? See attached image for a situation I'm currently using. Is it possible to make the actions you select exclusive? Currently, when you open a task in a profile view, you can click both actions, I would like to disable this functionality and only allow for one action to be chosen. Thanks,Maurits

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janpeter.van.d
Level 8
M
Level 2
mark.limudLevel 2
posted in Process Improvement
Process Mining Data Engineer (m/w/d) im Team Process Automation & Integration

Process Mining Data Engineer (m/w/d) im Team Process Automation & IntegrationZurich Gruppe Deutschland Location: KölnDescription: Mit von dir konzipierten bedarfsgerechten Process Mining Lösungen auf Basis von Geschäftsprozessen und Fachbereichs-Anforderungen trägst du mit dazu bei die digitale Transformation von Zurich täglich weiter voranzubringen. Apply here

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Level 2
academic.allia11
Level 1
academic.allia11Level 1
posted in Process Improvement
Werkstudent Center of Excellence for Robotic Process Automation focus process mining (m/w/d)

Werkstudent Center of Excellence for Robotic Process Automation focus process mining (m/w/d)Deloitte Location: MünchenDescription: Du machst den Unterschied. Ob im Business Audit & Assurance, Risk Advisory, Tax & Legal, Financial Advisory oder Consulting: Wir bei Deloitte unterstützen unsere weltweiten Mandanten dabei, sich kontinuierlich weiterzuentwickeln. Entdecke ein vielfältiges Arbeitsumfeld, das ständig in Bewegung ist und immer um ein Zentrum kreist: dich und dein Know-how. (Check out the full description following the link) Apply here

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academic.allia11
Level 1
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Level 3
lisa.lauxLevel 3
asked in Process Improvement
Action Flow fails or sends it incomplete when more than 500 Emails are involved to be send out

Hey Celopeers Community, We have created an Action Flow to send emails out to external customers. The testing works fine for an amount of Emails around 350. The moment we go above the number of 500 Emails, the Action Flow fails (even when the run time is below 40min) or not all Emails are sent out properly.Have any of you had that problem already? It would be great if you could share how you solved it or if you implemented a work around. Thanks in advance.Cheers, Lisa

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Level 1
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Level 1
jonathan.bauma11Level 1
asked in Process Improvement
What is the best way to expose the specific result of an automation in a view?

We have form set-up where the user can enter multiple input fields. Ones the form get submitted via a button component we want to tigger an automation, which automates multiple actions. Along the automation there could be multiple reasons why it's failing. Goal is to expose to the user once the form was submitted if the automation was successful or not. If it was not success due to some predefined business criteria e.g. "exceeded a limit" we want to expose this to the end user. What is the best way to do that?

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tia.brown11Level 2
asked in Process Improvement
How do you pull DISTINCT row values when querying a data model to create a CSV file?

I've created an action flow (pictured below) and have queried data based on an analysis I've built. When creating an analysis you have the option in the table for Distinct Values however obviously that's not an option in Action Flows. How can I ensure the data I'm pulling is only showing distinct values?

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T
Level 2
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Level 3
muskan.singh15Level 3
asked in Process Improvement
Can I automate matching PR with the catalogue ? If yes, what all modules will I need?

Can I automate matching PR with the catalogue ? If yes, what all modules will I need?

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M
Level 2
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Level 2
joshua.asenhLevel 2
asked in Process Improvement
Is it possible to set variables for an analysis in the "Create Pfd Report" module

Hi there,I have an analysis, that can be dynamically adapted with the help of variables, and I would like to create an Action flow (or skill) that sends a pdf Report of the analysis in different configurations. While the "Create PDF Report" module has an option to set filters, I was unable to find a way to set variables for the analysis.As a workaround i currently create copies of the analysis/sheets, save them in the desired state and use them to create the pdf. However, I would appreciate if someone knows a cleaner solution. Best regards,Joshua

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siddhesh.naik11Level 3
asked in Process Improvement
Not able to find option to add action flow into the package.

Hi Team,  I am the administrator of Birlasoft Sandbox, facing issue around creating Action Flows. As an administrator I have all the privileges'. But when I opened the package to add action flow, I can't see the option. Can you help me here?  Screen-shot attached for more details.

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Level 3
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Level 3
siddhesh.naik11Level 3
asked in Process Improvement
What is the difference between action engine and action flows?

Hi, I am in the middle of deciding on automation steps and want to understand difference between action engine and action flows.

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S
Level 3
D
Level 3
dominik.kensyLevel 3
posted in Process Improvement
Microsoft 365 Excel in Action flow - After creating a table in an action flow, how do I name the columns? When I create a table, the columns are named Column1, Column2, Column3 etc.

Microsoft 365 Excel in Action flow - After creating a table in an action flow, how do I name the columns? When I create a table, the columns are named Column1, Column2, Column3 etc. I am able to fill the rows with data from the Celonis Query but it would be great to name the columns. "Update Worksheet row" does not work for the first row, where the headers are and even if I select Table has no header. Add worksheet row requires a table on the sheet, so it does not allow me to change the top row. What can I do?

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D
Level 3
michael.gordo
Level 2
michael.gordoLevel 2
asked in Process Improvement
User Audit Trail for Action Flows

Hi All For Action Flows can you see in the audit files which business executed the Action Flow? Looking at the history I see the fields to change but not the Celonis UserID Thanks in Advance  Michael Gordon 

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michael.gordo
Level 2
M
Level 2
michael.graceLevel 2
asked in Process Improvement
How to make 'Create CSV' Action Flow module create column as float rather than string? Numbers always get wrapped in double quotes which causes the back-end to interpret them as strings rather than floats. How to get these numbers recorded w/o t

How to make 'Create CSV' Action Flow module create column as float rather than string? Numbers always get wrapped in double quotes which causes the back-end to interpret them as strings rather than floats. How to get these numbers recorded w/o the " "?

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Level 2
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Level 2
tanmyi.mLevel 2
asked in Process Improvement
how one can change her account from Student to Partner?

one of my team members registered as a Student, We wanted to register as a 'Partner'. I am looking for ways to change that.

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Level 2
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Level 3
bhasker.sathyLevel 3
asked in Process Improvement
Variables - central repository across Action Flows

Hi, Is there a way I can have a central repository of variable that can be used across Action Flows? Ex : I may have a variable with a 'Client ID' - I'd like the same client id to be used across multiple packages/Action Flows.  How can I achieve this? I see there options within an Action Flow to 'Set Variable' -but that is just for that specific Action Flow - and not something that can be shared with other Action Flows. Thanks,Bhasker

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T
Level 1
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Level 3
bhasker.sathyLevel 3
asked in Process Improvement
'If' condition not working in Action Flow

Hi, In the Set Variable module in my Action Flow, the 'If' expression below evaluates to 'A' whereas it should evaluate to 'B'. Where am I going wrong? if(1=2; A; B)  Thanks !Bhasker

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B
Level 3
M
Level 3
muskan.singh15Level 3
asked in Process Improvement
What is the difference between Skills and Action flow? Can we perform any action in action flow based on the signals we receive from Analysis?

What is the difference between Skills and Action flow? Can we perform any action in action flow based on the signals we receive from Analysis?

10
D
Level 1
C
Level 1
cameron.goodwLevel 1
asked in Process Improvement
Max number of runs in a Action Flow?

Does anyone know the maximum number of runs an action flow can go through before it error's out? I need one to pull data from slack on a consistent basis without having to manually run it.

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Level 7
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Level 3
bhasker.sathyLevel 3
asked in Process Improvement
Encrypt variable

Hi, In an Action Flow I'd like the variable value to be encrypted - ex : value containing a password.  How can this be achieved? Thanks,Bhasker

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Level 3
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Level 3
.1460088470Level 3
asked in Process Improvement
Action flow Microsoft 365 module error: Failed to verify connection. No refresh token specified.

I encountered MS 365 connection error (per screenshot) during an auto scheduled refresh today. This auto schedule has been working fine daily for a week​ without any connection error. What could be the possible causes? Thanks.

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.
Level 3
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Level 3
.1460088470Level 3
asked in Process Improvement
My action flow does not run after I set the automatic scheduling

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.
Level 3

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