Product Q&A

Hi all, Is Process Copilot available only for Analysts and Admins, or can regular users also use it?If so, how can this be configured?  Thanks for your help! 😊

BPM is a capability to companies, designing and planning their business models and align the operating model. Also strategic goals and customer expectations influence the operating model.So it is crucial for companies, develop an operating model that fulfills generic, regulative and individual components, to differentiate from competition while comply to regulatory requirements.To develop details that lead to differentiation, a standard reference comes into the game.Reference models and content will help our customers to not start from scratch but from a generic or industry specific perspective of how processes are typically structured in comparable industries.Another important value of a reference model is to see, if all necessary process areas are represented in the documentation of the operating model or how far this model is away from a standard point of view.As BPM is mainly starting with documenting processes and related content, a reference will save a lot of time and effort. An

The Celonis community is happy to announce a "New Modeling Experience" in CPM which is currently being rolled out between today and Monday next week.Some of the highlights are:Free positioning of modeling objects and edge labels Undo/redo button Colour coding for task types Extended BPMN 2.0 compatibility New view is also embedded in the "Naviggtor" and in process manualsThe "New Modeling Experience" is optional and can be activated via a feature flag. Furthermore existing processes can be easily converted into the "New Modeling Experience".The outlook for the next "New Modeling Experience" version is the following:Annotations/Associations Vertical modeling Application Swimlane Bulk editing Collapsed poolsMore information can be found here. Also your Celonis Account Team is happy to support.  

Hi Community,I recently learned about Celonis Process Management, an application acquired by Celonis, and I’m interested in exploring its capabilities and functionalities.I have completed a few related courses on the Celonis Academy; however, unlike other Celonis products and assets, I have not been able to find a demo environment for hands-on exploration.Does anyone know whether a demo environment is available for Celonis Process Management? If so, I would appreciate it if you could share details on how to access it.Thanks in advance for your help.Thanks,Akshay

Hello Celonis Community,I recently completed an independent empirical study exploring a question that I believe could be relevant to the future of Process Intelligence:Can the principles of process mining be extended beyond conventional enterprise workflows to analyze the execution behavior of autonomous AI agents?Using Celonis and execution traces from WildClawBench V4, I investigated how agent activity sequences, tool interactions, and explicitly flagged execution errors could be reconstructed and analyzed through a process-mining approach.Research scope 720 AI-agent executions 35,771 recorded events 12 AI models 6 task categories Process reconstruction, model-level comparisons, and exploratory early-warning evaluation What did the research find?1. Process observability: AI-agent execution traces could be represented and investigated through a process-mining framework, making execution paths, tool interactions, and flagged errors more interpretable.2. Behavioral differences:

Hello, I am working on a masters thesis using Celonis for process mining. I need to evaluate the tool and the process model it generates but I am unable to find a suitable framework on how to do that. Does anyone know any ways to evaluate the tool for an academic dissertation? any papers to read or tips will be appreciated. Thank you

Has anyone developed a framework for creating a Universal Health Scorecard for business processes across an organisation? I started exploring this idea after reading Keung's 2000 research paper. My goal is to develop a common framework for assessing process health, regardless of the type of business process. One challenge I face is that my company has both sequential and parallel processes. While sequential processes are relatively straightforward to analyse using ARIS CCPM, parallel processes are more challenging because a single case is broken down into multiple tasks, each with its own case ID. These tasks can still be linked through their original case ID. I believe the fundamental perspectives for assessing process health should remain consistent across processes, even if the indicators differ based on their structure and the capabilities of the process mining tool. My current perspectives, drawn from a structured literature review, are: - Time: Turnaround time (TAT)- Cost: FTE re

I hate just how limited Process Mining feels beyond the Process Explorer map. How can PM consultants be expected to identify opportunities to improve a process when the people operating it may have years of experience and a much deeper understanding of its practical realities? What unique information does Process Mining provide that materially changes the decisions those people make? I have been assigned to the Process Mining Team and have been struggling ever since to find its usefulness beyond the process map. Many of the other analyses and dashboards I build seem reproducible using regular reporting and analytics tools, which makes me question what the incremental value of Process Mining actually is. I have also struggled to find case studies that clearly explain the complete chain from a Process Mining analysis to a specific business intervention and then to a quantified business outcome. Many case studies describe the problem and the eventual improvement, but I rarely see exactly

In the previous article I described why we need two hierarchies instead of one hybrid one, so let me dive deeper into what I mean by that. What is a process hierarchy?First and foremost, let’s define this and one of the most important topics here is the naming. Some people call it a process hierarchy, others call it a process framework and even some people call it a process structure, however it all comes down to the same very thing: a process hierarchy is a structured approach to collect and sort the various domains, sub domains and single business processes in order to be able to describe the way of working of your organisation with a minimum (preferably no) redundancy.As this is quite the statement, let’s unpack it.First it deals with a structured approach and this is also the most complicated topic. The challenge that organisations have to deal with is that all of the content that you document using a BPM tool has two purposes:(1) It needs to be created / maintain(2) It needs to be

Hi everyone,During data extraction, I would like to convert a string field into a datetime format.The original field format is: 2024-12-09I would like to convert it to the following format: 2024-12-09 00:00:00.Does anyone have any idea how I could do this?I would really appreciate your help. Thank you! 😊   

I’ve got a KPI requiring to check whether a user is active in a certain timeframe based on a column in a table. In the event a user is inactive, it will count against the KPI. For example, if a user is active in January and February but not in March, the KPI would calculate to a 67% usage rate. I’ve figured out I can use the TIMELINE_TABLE function to map out when users are inactive.The issue I’m running into is filtering on the timeline table. I wind up getting an error message and I’m not sure how to troubleshoot it after reading through the documentation.When I select a specific user or time period, this error populates. I was using the formula template [ “TIMELINE_TABLE”().’Column Name’ ] for dimensions, but once I select a dimension or the timestamp column, I receive the above error. Any help would be fantastic!

Hi everyone,I’m trying to connect MongoDB to Celonis. At first, I assumed that I’d need to use a custom JDBC driver (based on a thread that I’ve read here and the Celonis documentation).However, when I reached the step to select the “Database Type” in the connector, I couldn’t find a fitting option for MongoDB.Has anyone successfully set this up?Should I use a specific Database Type in this case? Or is there another workaround to get MongoDB connected?Thanks for any tips or guidance! 

One of the topics that always pops up when I discuss the principles behind BPM with our clients is that of the process hierarchy, or sometimes called process taxonomy. It is the way you have organized your business processes in a layered or nested structure. Quite often I resort to the analogy of sorting LEGO bricks. Imagine you have a large pile of unsorted LEGO bricks and you want to build all the sets from the LEGO City collection (think about the police station, the fire station, the train station etc). All the bricks you need are in the pile, but finding the right brick can take forever. Even if you scan the entire pile of bricks and apply AI to it, you would still only be capable of quickly determining if the right brick is in the pile, but it will be quite difficult to pin-point the right location. So, what do most experienced LEGO builders do? The first sort the pile into smaller piles (I used to do this using old shoe boxes) and they can do this either by color, or by function

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Problem Description: In a Celonis Studio View, I am creating a column chart to display process cycle times, which are categorized into different intervals (buckets) using a CASE WHEN statement. During this process, two main issues occur:Missing Columns/Categories for Empty Data (NULL / No Data): If no records exist for a specific interval within the current filter context, the corresponding interval is not displayed as an empty category (a bar with value 0) on the X-axis; instead, it is simply omitted from the chart. This results in missing segments along the axis labels, making interpretation difficult.Incorrect/Alphabetical Sorting of the X-Axis: Since the CASE WHEN statement returns text labels for the intervals (e.g., '-15 - 0', '0', '1 - 9'), Celonis defaults to sorting the X-axis alphabetically rather than logically/numerically. Manually overriding this via the Sorting field with a separate numeric PQL formula (CASE WHEN ... THEN 1 ... THEN 2) does not yield the desired result, a

I’m currently exploring the Celonis Machine Learning Workbench and looking for some practical examples to learn from.I found the official PyCelonis Examples repository on GitHub, which is very helpful for understanding PyCelonis and interacting with Celonis resources. However, I was wondering whether there are also repositories, sample notebooks, or templates focused more on end-to-end ML Workbench use cases.I’m particularly interested in Supply Chain examples such as:Late/on-time delivery prediction Supplier or procurement risk prediction Inventory-related predictions Lead time prediction Bottleneck or process outcome predictionI also came across the older O2C – On-Time Delivery Prediction example, but it seems to rely on the legacy celonis_ml package.Does anyone know of any up-to-date PyCelonis 2.x / ML Workbench GitHub repositories, Jupyter notebooks, or sample projects that could be used as a starting point?And if you have built something similar yourself and can share the general

Quick one: we recently ported an analysis to a view, and we had an Action Flow set up that exported the analysis as a PDF and sent it to a customer via email. Now that we've moved to a view, is there any way to do the same thing — PDF export of a view, sent via Action Flow?

Running into a confusing behavior with our Delta Load setup and hoping someone can shed some light on it.We have a Data Job set to Delta Load mode, with several tables that don't have a Delta Filter configured. According to the docs, those tables should automatically fall back to a Full Load. For most of them that seems to work fine, but for some we're getting duplicate rows instead — identical in every column except _CELONIS_CHANGE_DATE.What makes it stranger: if we manually trigger a Full Load for those same tables, the duplicates disappear and everything looks clean. The problem only comes back when those tables run through the Delta Load job again.Two questions:Why does the "implicit Full Load" within a Delta job produce duplicates rather than overwriting existing data? Why does it behave differently from a manually triggered Full Load?

The Process Explorer component keeps loading indefinitely when connected to one particular Knowledge Model. Everything else seems fine — Variant Explorer and Case Explorer work without issues on the same KM, and if I switch the Process Explorer to a different Knowledge Model in the same view it loads perfectly.Already tried creating a fresh view, adding a new Process Explorer component from scratch, and reconnecting it to the same KM — same result. The issue follows the Knowledge Model, not the component or the view.Anyone seen this before, or have an idea where to start looking?

Working on Celonis Training on “ Get Data into Celonis”. Now, I am not being able to "Create Data Pools" from "Data" Tab at Celonis Studio.Tried to send a ticket at Celonis “Help Center” but “Submit” button is not activated for me. Anyone can help ? Thanks in Advance.

I have the below two columns. I want to extract the portion of the string matching the value in the ‘Seq’ column. Example, for the first row, the seq value is 400. In BIND column, I want to extract the strings that match the value the 400.Till the semicolon. using PQL. 

Running into an issue with the translation CSV workflow and wondering if anyone has seen this.When exporting translations, some entries contain HTML and CSS that the editor generates automatically — happens as soon as you use standard formatting like bold, font color, or font size in a textbox. The output ends up looking something like:<div><strong style="color: rgb(0, 0, 0);">Some text here.</strong></div>Those inline styles contain semicolons, and re-uploading the CSV fails because of them — even if nothing was changed in the file. The only thing that actually unblocks the upload is deleting the entire row, reference tag and translation both. Clearing just the translation value and keeping the reference tag doesn't work, the upload still fails.The problem is that this affects a large number of entries, so every sync cycle means manually identifying and stripping out all the styled rows before the upload goes through. Is there any way to allow semicolons in the

Many of you already know the Use Case Club - and some of you have even taken the stage yourselves.Join us again or drop in for the first time so you don't miss out on these unfiltered, practical insights!Forget polished corporate slide decks: At the Use Case Club, we take an honest look under the hood. Champions share raw, 10-minute snapshots of how they solved real operational bottlenecks and scaled results in practice.📅 When: Wednesday, September 23 | 15:30 – 16:30 CEST📍 Where: Virtual (Customer-exclusive format)What to expect: Real Insights: Raw, unpolished snapshots of actual live implementations. Direct Q&A: Answers and exchange directly from fellow Celonis practitioners. Maximum Focus: Zero marketing fluff, pure peer-to-peer learning. 🔒 Note: This format is strictly "from customers, for customers" (excluding academic/consultancy partners).Are you against grabbing your spot for Global Edition #4 today?👉 [Register here for September 23rd]

Came in this morning to find our Studio environment basically broken. All data model variables had disappeared and were no longer connected to the knowledge models, so none of our views were showing any data. Nobody on the team had touched anything.Manually recreating the variables fixed it for most knowledge models, but two of them kept throwing "Failed to change Data Model" whenever I tried to select the variable — so those are still broken.On top of that, a lot of KPIs are now displaying oddly formatted names with a prefix and the data model name included, something like km-master.kpis.some_kpi.displayname instead of just the plain KPI name they had before. Not sure if that's related or a separate issue.Anyone seen something like this, or have an idea what could cause variables to disappear like that without anyone actively deleting them?

Hello dear community members, A little while ago the process management topic received its own section at the Celonis community page and I would like to take this opportunity to introduce myself and provide a little bit of context around this little part of our larger community website.My name is Caspar Jans and I head up the global go-to-market team for the Celonis Process Management solution (hence the name of this section: process management). I've been in this space (BPM) for about 15-20 years now and I am looking forward to interact with all of you on this community page, at events or in customer calls.One important aspect to highlight here, is that when we speak about process management, we usually refer to process modeling and process governance and not about the process mining aspect (which is covered in the rest of the community website). We have a number of experienced CPM Specialists, Services Consultants and Support Engineers at the ready to answer your questions. I will al