Product Updates

Export data from table components (Limited Availability Program for Studio) (2024-02-09) When you create a table component in the new Studio experience, you can choose the new interaction option Allow exporting from table to let your end users export the data they see in the table. They can choose from two file formats, a Microsoft Excel spreadsheet (.xlsx) or comma-separated values (.csv). For the instructions to set this up, see Configuring tables.

Duplicate Invoice Checker (case-centric) version 2.2.0 (2024-02-09) Customize the duplicate checking algorithm Algorithm customization is generally available with this release of the Duplicate Invoice Checker. Everyone can now customize the duplicate checking algorithm in the app's Knowledge Model to define custom patterns that determine a match. You can specify the columns that are checked for each pattern, perform multiple exact and fuzzy matches in the same pattern, and adjust the sensitivity parameters for fuzzy matches. We've also made a number of other smaller enhancements with this release, including adding more details about invoices in the profile view, and some improvements in the Knowledge Model. For the app documentation, see Duplicate Invoice Checker.

Global search on the Objects and Events Dashboard (2024-02-09) We’ve added a global search function to the Dashboard that lets you search across all the entities in your object-centric data model - object types, event types, transformations, and perspectives. You can use it to locate entities when you aren’t sure whether they’re objects or events, and to find all the entities containing a specific keyword. Click on any search result to go to the appropriate area of the Objects and Events environment and view the details of the entity. To get to the Dashboard, in the Celonis navigation bar, select Data > Objects and Events, then select Dashboard in the top navigation bar. For the object-centric process mining documentation, go to Object-centric process mining overview.

Simpler modeling for relationships for object-centric process mining (2024-02-08) We've redesigned the Objects and Events user interface to give you more guidance when you're modeling custom object to object relationships and event to object relationships:The list of relationships for an object is now divided into outgoing relationships, where the foreign key or join table is to be implemented on this object, and incoming relationships, where the foreign key or join table is to be implemented on the other object. You can click any relationship to view the implementation details and the location of the transformation. You can also show inactive relationships that the object has for processes that you haven’t enabled yet.When you create a relationship between two object types, we now automatically create the relationship in the other direction as well. If you don't want a bidirectional relationship, you can delete it.We've combined the options for the relationship's cardinality with the choice of where and how to handle the relationship data in your transformations, so it's clearer what to choose and what you'll need to do afterwards. Your choices for the cardinality of a custom relationship are now many to one (m:1), one to many (1:m), many to many (m:n) with the relationship table as a join table on the source object, or many to many (m:n) with a join table on the target object. We've removed the choice of a one to one (1:1) relationship, as the object-centric data model and the underlying database don't enforce uniqueness of a foreign key. Any custom one to one relationships already in your object types will continue to exist. For the modeling documentation, see Modeling objects and events. 

Export an Exploration as a Studio package (2024-02-07) If you want to go deeper into the details of an Exploration in Business Miner, you can now convert it into a Studio package. As long as you have permission to create packages in Studio, you can select Export to Studio in Business Miner, pick a Studio space, and name the new package. You'll get a view for each question, and a Knowledge Model with all the definitions, which you can edit and extend like any other Studio package. For the instructions, see Export to Studio. NoteAt the moment, packages exported from Business Miner use Studio’s general availability feature set. We’re working on letting you export to the new Studio experience - when that’s ready, if you’re part of the Limited Availability Program for Studio, the Export to Studio button will create a package using the new feature set.

Unshipped Orders app (case-centric) version 1.0.0 (2024-02-01) Manage deliveries that are past the delivery date (Limited Availability) Our new Unshipped Orders app lets you identify and manage deliveries that are still in your distribution centers waiting to be shipped past the planned delivery date. Deliveries in this state (which can total millions of dollars' worth) lead to unrealized revenue, blocked warehouse spaces, and declining customer satisfaction. To mitigate these challenges, the Unshipped Orders app helps warehouse managers and customer sales representatives to take action on overdue deliveries, such as contacting customers or carriers to expedite the transport process, canceling orders to unblock blocked materials, or effectively processing materials where they are stuck, for a fast and direct financial impact. For the full documentation, see Unshipped Orders app - case-centric. The Unshipped Orders app is built for the case-centric version of the Order Management business process. You can download it from the Celonis Marketplace - it’s in Limited Availability status, so click Request Access to request the package. When we’ve approved your request, go back to Marketplace, and the button will say Get it now, so you can download the package.

User locking policy now on Users page (2024-01-30) We’ve moved the user locking policy feature to the main Users page in Admin and Settings, so you can manage your users from a single location. The Users page now has a User locking policy button for you to enable and configure the user locking policy, and the new field Period of inactivity shows the inactive days for each user. Your existing settings for the user locking policy stay as they were, and you don’t need to reapply them. For the documentation, see User locking policy.  The User locking policy page in the Admin and Settings menu now redirects you to the Users page, and we’ll take it out of the menu after a three-month transition period.

JDBC Extractor version 2.89.0 and version 2.90.0 (2024-01-11 and 2024-01-26) Improved memory managementFor version 2.89.0 of the JDBC Extractor, we optimized memory allocations during data extraction, and fixed an issue with Microsoft SQL Server extraction for tables with clustered columnstore indexes. Version 2.90.0 has some additional bug fixes, including one for Databricks extraction issues. Go ahead and upgrade straight to version 2.90.0. For the instructions to update, see Installing and updating the on-premise JDBC extractor.

Data Push API version 1.0.0 (2024-01-23) Transfer data into the Celonis platform using micro-batches Our new Data Push API provides an easy way to transfer data into the Celonis platform through the use of micro-batches. Once the data has been transferred into the platform, you can transform, analyze and work with it as you would using an extractor.In the initial release, you can use this REST API to make authenticated requests for: Creating new Data Push jobsMonitoring Data Push jobs that are currently runningAdding chunks to an existing Data Push jobViewing the contents of a Data Push jobMaintaining Data Push jobs (execute, cancel, delete, check status) The Data Push API is available at https://developer.celonis.com, our developer portal for API documentation.

Connectors for Microsoft Dynamics 365, version 1.0 (Limited Availability) (2024-01-17) We’ve created beta versions of connectors for Microsoft Dynamics 365 for the Order To Cash and Purchase To Pay processes. The connectors work with the updated Microsoft Dynamics 365 cloud extractor. If you want to try them out, you can request them from the Celonis Marketplace.

Smart ETL now available for schedules (2024-01-17) The Smart Schedules feature extends our smart ETL functionality to a whole Schedule. We'll calculate an optimal execution order before the run starts, across all the Data Jobs and their extractions, transformations, and Data Models included in the Schedule. Then we'll run multiple Data Jobs in parallel, and start transformations while unrelated tables are still loading. We’ll automatically enable Smart Scheduling for all of your Schedules as soon as it rolls out in your Celonis platform instance. If you want to switch it off again, click the context menu (three dots) for the Schedule, select Execution Settings, and use the slider Enable optimized execution of Schedules. For the full instructions, see Schedules.

Make Schedules trigger other Schedules from any Data Pool (2024-01-16)If you have trigger-based schedules enabled in your Celonis team, you can now use Schedules from other Data Pools as a scheduling trigger, and orchestrate your Schedules across the whole team. For the instructions to use the feature (or to get it enabled), see Schedules.

Open Credit Memo App (case-centric) version 2.0.0 (2024-01-16)Invoice matching, enhanced credit memo details view, and alternative value realization We’ve added an invoice matching feature - if there’s an invoice with a similar rounded amount to a credit memo, the app highlights it. As well as the invoice matching feature, the Credit Memo Details profile view now includes more actions and a redesigned vendor overview, which lets users choose to view documents by company code or by vendor name.We’ve redesigned the Validation and Value assessment view for easier and faster configuration, including an alternative value realization method that doesn’t require the augmented credit memo status. ImportantSome views and Knowledge Model assets are removed or renamed in this version of the app. You’ll need to transfer any customizations you made to them in previous versions, to the equivalent views and Knowledge Model assets in the new version. Updating the case-centric Open Credit Memo app lists the changes and where to apply your customizations in version 2.0.0. To avoid downtime for your end users but still keep your augmented attributes and transactional activity history, we recommend that you install the new version separately, transfer your customizations to that package, then copy it over the old package, following the linked instructions. 

Update augmented attributes in tables using actions (Limited Availability Program for Studio) (2024-01-15)As part of the new Studio experience, when you’re interacting with augmented attributes in a published view, you can now update their values in real time. When you select an attribute, a customizable button appears above the table, offering an action to update the augmented attribute. For the instructions, see Actions.

Changes to Extractor Builder (2024-01-12) New Microsoft Dynamics 365 F&O template and updates to SAP S/4HANA Public Cloud template We’ve published a new template that you can use to create a connection to Microsoft Dynamics 365 Finance & Operations, using the OData APIs.We’ve updated the template for connecting to SAP S/4HANA Public Cloud to correct the data types for a number of columns, which makes them compatible with transformations in the process connectors. To use the templates, when you’re connecting to a data source, go to the Custom section and select the Build custom connection tile, then pick Customize a Celonis Extractor. The documentation is at Extractor Builder.

Coupa Extractor (2024-01-12) Change of primary keys for revision tables Previously the Extractor was using the “id” column as the default primary key for revision tables, which wasn’t right. We’ve corrected it to use the “revision-record_id” column, which means you can properly link and join the parent and child revision tables through this column.Delta loads of the affected child revision tables will fail following this update, because the primary key of the parent table is added in its child table. To prevent this, enable the option Include metadata changes in the extraction settings, or carry out a full data extraction next time in place of a delta load. After that, your delta loads will work correctly again - although you’ll notice a difference in the records they load, because they’re now based on the corrected primary key column.These tables are affected by the primary key change: purchase_order_revisions (parent) and purchase_order_revision_order_lines (child)invoice_revision_records (parent) and invoice_revision_records_invoice_lines (child)order_revision_records (parent) and order_revision_records_order_lines (child)requisition_revision_records (parent) and requisition_revision_records_requisition_lines (child)revision_records_invoiceheader (nested child table of the object)revision_records_orderheader (nested child table of the object)revision_records_requisitionheader (nested child table of the object) 

Copy and paste components in Views (Limited Availability Program for Studio) (2024-01-11) When you’re working with the new Studio experience, you can now copy and paste components within and across Views. View components tells you how to add and edit components in the new Studio experience, and what components are available. For all the changes and new capabilities in the Limited Availability Program for Studio, see Studio (new experience).

Removal of Business Miner’s Insights feature on 2024-03-31 We’ll soon be removing the Insights feature from Business Miner. If you use Business Miner but you weren’t using Insights, there’s no impact for you. Business Miner’s Explorations, the question and answer threads that you use to explore KPIs and use cases, aren’t being removed - you’ll still be able to create, edit, and update those like before. From January 17, 2024, you won’t be able to create new Insights in Business Miner. You can still share and use any existing Insights until March 31, 2024. From March 31, 2024, all existing Insights will no longer be accessible. To avoid losing information stored in Insights, we recommend taking a screenshot of the Insight and storing it outside of Celonis. For further assistance, please contact our Service Desk.  

Updated default behavior for control access requests for Data Models in Business Minder (2024-01-05)Administrators choose whether users on the team can request access to Data Models when creating a Process Workspace. The default behavior was updated so that users are not offered all of the Data Models in the team unless an admin has set this as the desired behavior. For the Business Miner documentation, see Business Miner.

Shipped Not Invoiced app (case-centric) version 3.0.1 (2023-12-21) Refactored views and Knowledge Model, with custom templates for your use cases We’ve flattened the view architecture by removing base views and reducing the depth of embedded views, so it’s simpler for you to customize the app.In the app’s Knowledge Model, we’ve revised the PQL queries to make them more intuitive to read and understand. The PQL statements are refactored, simplified and reformatted, but the underlying logic stays the same.If you want to deploy the Shipped Not Invoiced app for a related use case (such as unbilled contracts, unbilled service orders, or unbilled stock transfer orders), you can now do so easily with our new templates. The custom object templates and instructions to use them are shipped in the app package. You’ll need to transfer any customizations you made to the views and KPIs that are being removed in this version of the app, to the equivalent views and KPIs in the new version. Updating the case-centric Shipped Not Invoiced app lists the removed views and KPIs and where to apply the customizations in version 3.0.1. To avoid downtime for your end users but still keep your transactional activity history, we recommend that you install the new version separately, transfer your customizations to that package, then copy it over the old package, following the linked instructions.

Oracle Fusion BICC Extractor (2023-12-18) Connect with improved throughput and scope (Limited Availability) We’ve built a new Extractor for Oracle Fusion based on Oracle Business Intelligence Cloud Connector (BICC). BICC is Oracle’s recommended tool for large data extractions from Oracle Fusion, giving higher data throughput than the old Extractor that uses the Oracle REST APIs. Our BICC Extractor is capable of extracting all the public view objects (PVOs) that exist in an Oracle instance, where the old Extractor was limited to the Purchase to Pay, Accounts Payable, and Accounts Receivable processes. When you’ve set up the data connection, the Extractor automatically takes care of the BICC configurations using an API, so you don’t need to set these up manually.The BICC Extractor is being released in Limited Availability. To get access as an early adopter, please reach out to your Celonis point of contact. To find out more, see Oracle Fusion BICC extractor.

Create augmented attributes without referencing records (Limited Availability Program for Studio) When you’re working with the new Studio experience, you now create augmented attributes in the Knowledge Model by referencing tables in the Data Model directly, instead of referencing records. They get their own category in the Knowledge Model. You can edit the values of these augmented attributes from within table components in Studio. The old style augmented attributes can’t be used in the new Studio views. For all the changes and new capabilities in the Limited Availability Program for Studio, see Studio (new experience), and the new augmented attributes are documented there in Augmented attributes.

JDBC Extractor version 2.88.1 (2023-12-13) Extract Oracle tables in parallel (Beta release) This version of the JDBC Extractor includes the Beta release of Oracle Smart Extraction. The feature is shipped disabled. If you want to try it out, we recommend that you do so in a sandbox environment. If you choose to switch Oracle Smart Extraction on, we'll parallelize extractions of larger Oracle tables using one of three smart strategies (chunking based on the primary key, chunking based on the row ID, or selecting from partitions), depending on the table structure. We hope you'll see a significant reduction in your data extraction times, like we did in our testing. To get Oracle Smart Extraction enabled, talk to your Celonis point of contact or create a support ticket.

Visualize your outcomes across processes, objectives and value stages in Transformation Hub (2023-12-12) Transformation Hub is now in General Availability status. It's included by default for Celonis Foundation, Celonis Process Based, and C4C Credit Based customers. If your team should have access to Transformation Hub but you’re not seeing it in the navigation menu, talk to your Celonis point of contact. Transformation Hub is the central hub for managing your transformation program and quantifying the business impact of Celonis implementations. It supports you in your value journey as you prioritize opportunities to work on, monitor progress, and measure outcomes. Transformation Hub enables easy management of and collaboration on value opportunities implemented across your enterprise. Record all opportunities in Transformation Hub for prioritization and planning based on strategic objectives and potential impact. Accelerate progress and quantify business impact with Celonis in-product best practices and process knowledge. We provide reporting functionalities out of the box with no need for custom builds. You can visualize your outcomes across processes, objectives and value stages in one place, and stay up to date on the performance of your transformation program. With Transformation Hub, you’ll get visibility and transparency into the work of your team, how value is quantified, and the KPI improvements driving value creation, for stakeholders across the organization. You can read more about Transformation Hub in this blog post on celonis.com, and in the documentation at Setting up Transformation Hub.

Modules for Oracle Fusion apps (2023-12-08) We’ve added modules to integrate Oracle Fusion ERP, HCM, and Sales applications with your Action Flows. You can create automations to watch, search for, create, retrieve, update, and delete records in these applications. For the instructions, see Oracle Fusion Cloud ERP, Oracle Fusion Cloud HCM, and Oracle Fusion Cloud Sales.