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Changes to Data Integration, PI Graph, Process Designer + more

DATA INTEGRATION Celonis Platform Adoption extractor  DATA INTEGRATION NetSuite extractor now available  PI GRAPH Custom categories for object and event tags  PI GRAPH Issues to fix displayed in Objects and Events dashboard  PROCESS DESIGNER Applied filters added to search results  PROCESS NAVIGATOR Navigation and process journey enhancements  STUDIO Configure event count filters for Views  STUDIO Process Copilots are now in General Availability  STUDIO Annotation Builders are now in General Availability  STUDIO New validation table for Annotation Builders  STUDIO Process Copilots for external systems  STUDIO Plain text variable behavior updated STUDIO Component configuration UX updates  STUDIO Scheduling View reports  STUDIO Maximum View height increased  TASK MINING Workforce Productivity app for Task Mining now in General Availability Keep track of Celonis platform changes:Explore Planned Releases Subscribe to our bi-weekly email for a summary of what’s changed ​​​​​​ Sign up separately for platform status alerts. DATA INTEGRATION Celonis Platform Adoption extractor The Celonis Platform Adoption extractor now supports OAuth2 authentication, requiring you to configure an OAuth client in your Celonis Platform team. This extractor allows you to extract usage data from your Celonis Platform team, including usage logs, login histories, and user information.If you previously configured this extractor using App Key authentication, we recommend transitioning to OAuth2.For more information, see: Celonis Platform Adoption extractor. DATA INTEGRATION NetSuite extractor now available  You can now connect your NetSuite instance to the Celonis Platform using our NetSuite extractor. This extractor supports a number of common database features, including (but not limited to) the following:Authentication types: Database credentials and OAuth. Connection settings: Pseudonmyzation algorithms, parallelization of table extractions, and timeout for database connection. Object types: Tables and views. Data processing and resolution: Duplicate removal, debugging, extraction previews.For a full overview of supported database features, see: Supported database connections.To learn how to connect to your NetSuite instance to the Celonis Platform, see: NetSuite PI GRAPH Custom categories for object and event tags  You can now create categories to group tags that you're using for object-centric process mining. You can still use the existing "Custom processes" category for custom process tags, or you can create new categories in the Filters panel on the Objects and Events pages of the user interface.To add a new category, click the plus sign at the top of the Filters panel to open Add category at the end of the panel. Type the name of your new category and click Save to add it to the Filters panel. The category name can be up to 41 characters long (including spaces), and it must be different to the existing category names. Your new category appears in the Filters panel in edit mode. To add each custom tag, click Add tag. Type the tag name, then select the checkmark icon to add it. Custom tags can be up to 41 characters long (including spaces), and they must be unique across all the categories. When you've added all the tags you want, click Done. To edit the category name or one of the tags you've added to it, open the context menu (the three vertical dots) for the category, and select Edit. While you're in edit mode, you can rename a tag or the category, add or delete tags, or delete the whole category. PI GRAPH Issues to fix displayed in Objects and Events dashboard  The Issues to fix list is now generally available in all Celonis teams. In the Objects and Events dashboard, the list displays any critical issues that you need to fix in order to make your object-centric data model work. It includes issues that stop you from saving or publishing your model, issues that stop a transformation script from running, and errors while the data model for a perspective is loading. You can expand any item to see what the problem is and use the link to view it. If there aren't any critical errors, we'll tell you that too, so you don't have to look through the individual item lists and logs for critical errors. PROCESS DESIGNER Applied filters added to search results  With this release, you can now see all filters that have been applied to a search within the Process Designer.For more information about Celonis Process Management or the Process Designer, see: Process Designer User Guide. PROCESS NAVIGATOR Navigation and process journey enhancements  With this latest Process Navigator release, we've made the following enhancements:The Process Journal has been updated to include a Process Journey view. This view is a less-technical version of the Process Model view, offering information about the sub-steps in a process to users who are unfamiliar with BPMN models.For more information, see Drilling down with Process Navigator. The Process Navigator homepage now includes side navigation. This navigation provides an overview of all your processes and content at a glance.For more information, see Getting started with Process Navigator. STUDIO Configure event count filters for Views  With this release, you will be able to apply event count filters to Views that have process filters enabled. Event count filters enable you to select objects where an event occurs less or more times than a defined start and end threshold e.g. only objects where "Invoice paid" happens more than once.In this example, the Sales Order Activity event log will be filtered to show only the Confirm order event. Using this filter, you can see the event count distribution where the selected event occurred zero, twelve, and twenty four times per object.For more information about configuring advanced filters, see: Advanced filters.And to learn more about process filters, see: Process filters. STUDIO Process Copilots are now in General Availability  Process Copilots are AI-enhanced Studio assets that allow you to interact conversationally with your Celonis data. Each Process Copilot is configured with one of your Knowledge Models to help you analyze your data using predefined prompts or asking your own questions to generate a response in a variety of formats.Each Process Copilot will only have access to the data you choose from the selected Knowledge Model. You can create multiple Process Copilots to work with different Knowledge Models or to focus on different use cases within your data.Once configured, Process Copilots can be utilized by any Apps user to answer questions regarding their data, build custom graphs and tables, or look for improvement opportunities within the data. These conversations are saved in the Celonis Platform and can be shared with other users with access to Studio.Users can interact with a Process Copilot through quickstart questions, template prompts, dropdown lists of suggested interactions or a free text field where they can ask their own questions. Admin users can also create their own KPIs or commonly asked questions that will be pinned to the start screen as a launching point for each new session.For more information, refer to Process Copilots. STUDIO Annotation Builders are now in General Availability  Studio’s new Annotation Builder is an AI-enhanced asset that enriches the data in your Process Intelligence Graph using Large Language Models to interpret your data.The Annotation Builder is a no-code environment that uses GenAI to structure your data and reason through it to generate decision and action recommendations. You will give Annotation Builder information and guidance in natural language describing how you want it to make decisions and it will use its ability to process natural language to determine which decision makes the most sense. Annotation Builder will produce AI annotations that enrich your data, making it more valuable for analysis and automation.For more information, see Annotation Builder. STUDIO New validation table for Annotation Builders  The Annotation Builder asset in Studio is introducing a new feature that generates a preconfigured "Validation Table" that allows analysts to evaluate the accuracy of the annotations being generated. This table includes the original data, the AI-generated annotations (e.g., predicted categories, reasoning, etc.), and columns where analysts can add their feedback directly into the table using free text fields and pre-populated dropdowns.Analysts can generate the validation table automatically by clicking the Use in a View button on the Annotation Builder screen. The validation tables can be added as a new View in Studio or embedded in an existing Studio View. The table is generated automatically based on the annotations generated with no additional set up or configuration required.In the validation table, analysts can review the individual annotations, add comments, and collect data to improve the prompts used by this Annotation Builder. If the analyst provides feedback in the validation table, the accuracy statistics for this Annotation Builder are updated automatically and displayed on the Annotation Builder overview screen. STUDIO Process Copilots for external systems  Process Copilots can now be created for use with external systems such as Microsoft Teams or Slack. These new Process Copilots serve as a conversational chat assistant that runs on the Celonis Platform while communicating with an external system via the Celonis Intelligence API. Users can post a message in Teams or Slack that is transmitted to a Process Copilot published on the Celonis Platform and the response from the Process Copilot is returned to the external system using the same API.These new Process Copilots are configured and published using the same steps as the current Process Copilots. Once the Process Copilot has been published, the Process Copilot API specification is customized to integrate with the external system. This API specification can be copied or downloaded to use when configuring the API connection in the external system.Note: When configuring the Process Copilot, note that tools containing View components cannot be used for this type of configuration.When the API is called from the external system, the integration is used to pass messages between the Celonis Platform and the external system. The connection to the Celonis Platform can be authenticated by using OAuth to provide user access or creating an application key to allow system access.For more information, see Create for external systems. STUDIO Plain text variable behavior updated When creating and using plain text variables (also known as runtime variables) in your Studio packages, the following behavior has been updated:The value of the plain text variable in Studio is now published to Apps, provided that this value remains unchanged in Apps (i.e. App user don’t update the variable in Apps, for example with an input). Previously, this value was published from Studio to Apps only the first time the variable was published.We've also added a column called Value in Apps, allowing you to efficiently view and reference the value of the variable within the existing app.For more information about Studio package variables, see: Variables STUDIO Component configuration UX updates  We've made a number of user experience enhancements to our Studio component configuration panels, including the following:Add data to component: You can now click 'Add data' within the component configuration, allowing you to select data via the PQL editor. Filter queries visually connected: Filters and query openers are now visually connected to their respective queries, so it’s easier to understand when multiple queries are present in a component. Breakdown selector / node switcher: In a table's breakdown selector and Network Explorer's node switcher, the radio button now highlights the default selection. You can also now expand or collapse these sections as needed. STUDIO Scheduling View reports This feature is currently available as a Private Preview only During a Private Preview, only customers who have agreed to our Private Preview usage agreements can access this feature. Additionally, the features documented here are subject to change and / or cancellation, so they may not be available to all users in future.For more information about our Private Preview releases, including the level of Support offered with them, see: Feature release types.In addition to manually exporting your Views as PDFs, you can now schedule automated emails to be sent with the View report PDFs attached. These emails can be sent on a daily, weekly, or monthly basis, with the ability to customize the email and the PDF settings for each report.You can schedule your Studio View reports within a View by clicking Share or export View - Schedule reports:Once scheduled, your Studio View reports can be edited, permanently deleted, and activated / deactivated depending on its status:For more information about scheduling View reports, see: View Reports. STUDIO Maximum View height increased  The maximum height for Studio View is now 10,000 pixels, having previously been set at 3,000 pixels. When editing a custom height View, your View height can be configured in two places:From the View settings menu: At the bottom of the View editing area: While the maximum height for custom Views is 10,000 pixels, we recommend designing your apps to focus on key themes, patterns, and focus areas. By taking advantage of features such as View tabs and containers, you can publish apps that are easier for your users to view.To learn more about designing your Studio Apps with data in mind, see our App Building Guidelines: App building guidelines TASK MINING Workforce Productivity app for Task Mining now in General Availability  We’ve made significant updates to the Task Mining Workforce Productivity App for this GA release. Designed to provide deeper insights and cover broader use cases within Task Mining, this enhanced app is ready for production use. The new version installs automatically when you create a new Task Mining project, or you can install it anytime from the Celonis Marketplace (search for 'Workforce Productivity').Key upgrades to the app include: New Overview Tab: Delivers quick, high-level summaries of key metrics. New Capacity Tab: Helps visualize and compare team and region capacity, and track trends over time. Improved Productivity Tab: Offers deeper analysis of work patterns and introduces a new idle category. Enhanced Settings: Change more settings to simplify app setup. Simplified App Classification: Features an easy-to-use in-app table for selecting productive applications. Third-Party Data Integration: Supports optional import of data like HR team hierarchies for seamless team-based drill-downs. In-App Guidance: Provides actionable tips on using the insights to drive improvements. The new version of the app is available in some realms already, and we’ll be rolling it out to others over the next few weeks.

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Changes to Studio, Business Apps + more

STUDIO Create a Process Copilot from a Studio View ​​​​​​​ STUDIO View preferences kept when re-entering View edit mode  PI GRAPH Perspective logs shown with transformation logs  PI GRAPH Usability enhancements for modeling objects and events  DATA INTEGRATION SAP ECC and S/4 HANA extractor version 3.9.6 ​​​​​​​ BUSINESS APPS Accounts Receivable Starter Kit upgrade BUSINESS APPS Procurement Starter Kit upgrade​​​​​​​ BUSINESS APPS Planning Parameter Optimization app upgrade BUSINESS APPS Payment Terms Harmonizer app upgrade​​​​​​​ Keep track of Celonis platform changes:Explore Planned Releases Subscribe to our bi-weekly email for a summary of what’s changed ​​​​​​ Sign up separately for platform status alerts.  STUDIO Create a Process Copilot from a Studio View ​​​​​​​Studio is being upgraded to make it easier to create a Process Copilot by adding the ability to create a new Process Copilot directly from a View. This feature allows users to create a new Process Copilot specifically for the data in the current Studio View without any additional configuration required. This new option will streamline the creation of a Process Copilot and give users a starting point to build upon. Users can still make additional changes to this Process Copilot by customizing the configuration settings. NoteAny components in the selected View that reference a PQL statement rather than a Knowledge Model item will not be included in the new Process Copilot.From any Studio View, users can select “Create Process Copilot” from the options menu and choose the type of Process Copilot to create. The Process Copilot is generated automatically and all the required configurations are completed based on the data in that Studio View.The new Process Copilot will have access to most of the data from the Knowledge Model for this Studio View. Any data in the Knowledge Model that is filtered out by an asset filter will not be available to the Process Copilot.Users can then start asking questions about their KPIs and attributes. For example, looking at the image above, users can ask questions such as “What’s my Net Order Value?” or “How are the Sales Orders broken down by Company Code?”. It is important to remember that this Process Copilot will only have access to the data from that Studio View and cannot answer questions about any of your data outside of that View.For more information, see Create a Process Copilot from a Studio View. STUDIO View preferences kept when re-entering View edit mode When previewing your Studio Views using the interactive mode, any View preferences you configure are now kept when you re-enter View edit mode. View preferences are unique to each user and created by their interactions with filters, user specific variables, and components.View preferences include, but aren't limited to, the following:Filters Variables Component states (such as column sizes and sorting in tables and selecting KPI list cards)When editing a Studio View, you can see when View preferences are applied by clicking the View preference icon:You can then click Restore default View to remove these preferences again.1:37For more information about creating and editing Studio Views, head to: Views.And to learn more about restoring to your default View, see: Restore default View. PI GRAPH Perspective logs shown with transformation logs  In the Data Jobs area of the data pool you're using with objects and events, you can now see the logs for the data model loads for all your perspectives, as well as the logs for your transformations. Previously you had to go to the Data Loads tab in the Data Models area of the data pool to view the logs for perspective loads, and select each individual perspective. The logs for the perspectives are still in that location as well if you want to view them there.You can see the logs for the perspectives together with the logs for the transformations in the object-centric process mining data jobs ocpm-data-job (for production) and test-ocpm-data-job (for development). The data model loads are also included in the execution time for the data job, which means the displayed execution time is likely to increase, but the total execution time across the data model loads and the transformations has not changed. This change lets us optimize performance for change-aware executions (see Executing data jobs). If you're using that limited availability feature, your total execution time across the data model loads and the transformations is likely to decrease. PI GRAPH Usability enhancements for modeling objects and events  We're making a range of improvements that you've requested, to enhance your experience of modeling and managing objects and events for object-centric process mining. Here are the latest changes: When you're importing object types from your source system data, we've added a search bar so you can search the available tables in the data source as an alternative to browsing them. We'll automatically check the transformations that we autogenerate for object types imported from a table, and enable any that are already valid. If you need to complete a transformation script manually, we'll leave it disabled. For the ID for an imported object type, you can now use a source data column with the data type FLOAT, as well as INT and STRING. We'll cast them all to the required data type STRING in the autogenerated transformation script. You can now use your data pool's global connection to deploy transformations for objects and events. From the Objects and Events dashboard, you now access the data pool in the same way, whether you're using one or multiple data pools for objects and events.  DATA INTEGRATION SAP ECC and S/4 HANA extractor version 3.9.6 ​​​​​​​The new version of SAP ECC and S/4 HANA extractor brings added protections against SQL injection vulnerabilities. These checks validate dynamic SQL statements, using the CL_ABAP_DYN_PRG class. For detailed information, see SAP Notes (SAP Service marketplace login required).This change impacts the minimal supported SAP versions in the following way: SAP_BASIS version Minimal support package 700 SP28 701 SP13 702 SP13 710 SP16 711 SP11 720 SP08 730 SP08 731 SP05 740+ any When upgrading the extractor, make sure to follow these requirements or implement the corrections outlined in the following SAP Notes: 1487337, 1601030, and 1743483 (SAP Service marketplace login required).Also see documentation for Continuous Extractor for SAP ECC and S/4 HANA. BUSINESS APPS Accounts Receivable Starter Kit upgrade For this release of the Accounts Receivable Starter Kit, we’ve added a Value Framing view to the app’s existing setup, validation, and process cockpit views. The Value Framing view picks out opportunities for improvement in your Accounts Receivable process, including labor productivity, working capital, and revenue. Each value opportunity has its own tab for you to explore detailed metrics and get deeper insights into its business impact. When you’ve validated the opportunity, you can input your own framed value assessment for the Identified Value overview. For the instructions to upgrade the Starter Kit, see Updating the object-centric Accounts Receivable Starter Kit. BUSINESS APPS Procurement Starter Kit upgrade​​​​​​​For the latest version of the object-centric Procurement Starter Kit, which is built on the new Studio experience, we've upgraded the process execution model in the Process Cockpit to give you deeper insights into your procurement operations. The new model includes:Expanded coverage of changes to purchase orders, order items, and requisition items. Tracking of canceled invoice items. Visibility for goods receipts and their reversals. A comprehensive description of the Purchase to Pay and Procurement processes.We've also added new views to monitor and analyze KPIs for on-time delivery and on-time in-full delivery, purchasing behaviors such as contract usage, and automation activities.To upgrade, download version 2.8.0 of the object-centric Procurement Starter Kit from the Celonis Marketplace. If you want to migrate your existing setup, you can copy the Knowledge Model and Process Explorer from your previous version into the new Studio package. BUSINESS APPS Planning Parameter Optimization app upgrade In this release of the Planning Parameter Optimization app for Inventory Management, we've added tasks to update purchase lead times and production lead times. You can download the new version from the Celonis marketplace. Updating the object-centric Inventory Management Planning Parameter Optimization app has the instructions to update the app. BUSINESS APPS Payment Terms Harmonizer app upgrade​​​​​​​In this upgrade for the Payment Terms Harmonizer app for the Procurement process, we've added the Vendor Invoice and Accounting Documents objects, and the Renegotiate Contracts, Solve Mismatch, and Update Vendor Master Data tasks. With these you can include invoice data in your comparisons for a more complete picture, and easily take actions. Updating the Payment Terms Harmonizer app has the instructions to update. 

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PI GRAPH: Import multiple object types and their relationships from a data source (2025-01-28)

You can now import multiple tables from your source system to create object types, and also use the metadata for the tables to identify and create object to object relationships between them. If your source system database already has an object-centric structure, it's a quick way to get started with custom modeling for your object-centric data model.When you create object types using the Import from table option, you can select more than one table from a connected data source to import at the same time. Each table becomes one object type, with columns from the table becoming attributes of the object type. You can edit the new object types and add attributes in their previews in the same way as you can when you import a single table. We’ve also added an option for you to pick a column to be used as the object type’s ID. You can only import tables from one connected data source at a time, and you can only create one object type from each table at a time. But you can go through the import flow as many times as you want, to import other data sources or create different object types.After setting up the object types, you can view the foreign keys that connect the source system tables to each other, and choose which ones to use as one to many (1:m) object to object relationships between your new object types. In this step, you can also add custom one to many relationships between tables you're importing. If you need any many to many (m:n) object to object relationships, you'll need to create these after the import.When you've finished, we'll show a summary for you to check the object types and object to object relationships you'll be creating, and go back and make any edits you need to. Then we'll create them all, along with the SQL transformation scripts to populate the attributes and relationship columns for the object types with the data from your source system tables. You'll need to check the scripts, ensure the object IDs are unique, and populate any extra attributes that use data from somewhere other than your original source system table. For the instructions to run the import, see Importing object types and relationships from source data.

Pi Graph: Version 2.0.0 of the Celonis catalog is now available (2025-01-23)

In this release of the Celonis catalog, we’ve made a number of updates to enhance performance, functionality, and usability across the Celonis Platform. Because it’s a major version change, some of the changes are not backwards compatible, and might require updates to your Marketplace applications and Studio assets.If you’ve enabled automatic updating for the Celonis catalog, we’ll apply the changes automatically in your development environment. If you haven’t, you’ll see an update message on the Objects and Events dashboard next to the current catalog version, and an Update button on the Catalog page (select View catalog on the Objects and Events dashboard to get there). In either case, use the link on the Catalog page to view the release notes for the Celonis catalog. Read them to find out what’s changed, and what you’ll therefore need to validate after the update. Your production environment won’t change until you publish the changes from the update. For the instructions to update the Celonis catalog and validate your object-centric data model afterwards, see Updating Celonis object types and event types.The update includes new object types, event types, attributes, and relationships, and a new perspective for advanced Accounts Payable use cases, and deletes two relationships, as well as including a number of behavior enhancements. Here are some significant changes in the update that you’ll notice when you’re validating the relevant processes: In the Procurement and Accounts Payable processes, two object to object relationships have been deleted (VendorAccountDebitItem to VendorAccountCreditItem, and CustomerAccountDebitItem to CustomerAccountCreditItem), so any overwrites that you created for those will also be deleted. It’s better value to use the relationship CustomerAccountClearingAssignment to VendorAccountClearingAssignment instead. However, if you want to keep using either of the deleted relationships, you can create an identical custom relationship manually, including any overwrites that you made to it. You can do this before you update the Celonis catalog, or copy it from your production environment before you publish the changes from the update. In the Accounts Payable process, the instance counts for VendorInvoice, VendorInvoiceItem, and VendorInvoiceCancellationItem objects will reduce due to the addition of the VendorCreditMemo and VendorCreditMemoItem objects. If you aren't using the new objects in your model, you can remove the new filters from the existing objects to return them to the same function. The perspective for the Inventory Management process has been updated. If you want to revert to the previous version, that version is still in the Celonis catalog, named perspective_celonis_InventoryManagementLegacy.