Product Updates

The new monitoring feature provides insight into how your Process Copilots are being used and the quality of the responses they are generating. Once an Admin user has activated this feature for your team by enabling the "Process Copilots Monitoring" toggle on the Admin & Settings screen, the new Monitoring screen will show details for each conversation in your Process Copilots. From this screen you can track the date and time of each conversation, if it is located in Studio or Apps, the user feedback for its responses, and how often it has been shared. You can also click on any conversation to view a full transcript of all questions and responses in that conversation.No information about the user in the conversation is shared by the monitoring feature, such as name, email, and user id.Conversations are stored on the Monitoring screen for 180 days. You can filter the screen to view conversations from a specified timeframe, if the conversation was in Studio or an app, or based on the type of user feedback received. 

We've added limited availability support for bulk exporting data from your Snowflake public instance when using our JDBC extractor. This release improves the extraction time when running full extractions into the Celonis Platform.For more information, see: Snowflake.

We've improved the algorithm that's used to automatically adapt the column sizes for columns with the VARCHAR datatype. This improvement further accelerates your ETL data pipeline, including performance enhancements when extracting, transforming, and loading your Data Models. This feature is limited to Data Jobs currently, meaning it is not yet available for real time integrations using the Replication Cockpit.For more information, see: Updating the on-premise JDBC extractor

We've created the Optimization Engine as an interface for you to customize the optimization model for existing applications, and create net-new models for your own use cases, without having to involve a Celonis engineer. The Optimization Engine is a frontend where you can create, populate, and solve Mixed Integer Linear Programming (MILP) models. For source data, it can use objects from a perspective, KPIs from a Knowledge Model, or a combination of both.The Optimization Engine replaces the Celoptima optimization code for all users of the Material Allocation app - we'll migrate your existing configuration for you. It'll also be used in upcoming Celonis applications. The Optimization Engine runs through a dedicated Machine Learning job which we'll add to your team automatically, but as it's in Limited Availability status, we'll need to enable it before you can use it. If you want to try out the Optimization Engine, ask your Celonis point of contact.

We're changing how activity times display in Case Explorer.By default, all activity times will now display relative to the time of the first activity in the case.When an activity is selected, the times displayed for all other activities will automatically update so they're relative to the time of the selected activity.  

The functionality of the graph layout in both Process Explorer and Variant Explorer has been improved without changing the the look of the Multi Object Process Explorer or how the user interacts with it.  The following changes have been implemented to improve how the graph layout in Process Explorer and Variant Explorer functions: Reducing the number of edge crossings: Distribution of objects within the graph layouts has been changed to reduce the number of times edges are forced to intersect within the graph. Fewer intersections between edges makes the graph easier to follow and more readable for the user. Less dramatic changes to the layout when updating: When the layout is changed by adding more behaviors, the nodes in the existing graph will remain largely in place as new paths are uncovered. Keeping the existing layout fixed during updates provides a more stable experience when refreshing the graph. Keeping the initial "happy path" straight: When the graph is updated, the most common behavior (also known as the “happy path”) will remain fixed and in a straight vertical path on the graph. Behaviors uncovered by updating the graph will be added to the left or right of the “happy path”.

As an admin, you can now schedule copying of the configuration using daily, weekly, and monthly schedules. Additionally, you can set up to five users who will be notified every time a new copy job is run or in case any errors occur. For more details, see Team-to-team copy. 

We've released a new version of the Task Mining Desktop Application which includes: Auto-activation for users enrolled in a single project within a secure gateway environment. The display of third-party licenses in the About window for both the Task Mining Client and the Task Mining Configuration Editor. Enhanced logging capabilities. We've also fixed some bugs. For more information, see Release/Patch Notes Client and Configuration Editor.

Process Copilots have been upgraded to allow you to share chats with teammates, view your chat history and use enhanced features for providing feedback. In addition, the Process Copilot capabilities were expanded to include asset-level filters on the data used by your Process Copilots and the ability to connect your Process Copilots to Action Flows in order to trigger actions from a conversation.Conversation historyProcess Copilots now store your last 100 conversations which can be accessed by clicking the Chat History icon. You can pin frequently accessed conversations to the top of this list, edit the name of any past chat, or delete a conversation from your history.Share a conversationYou can now share conversations from a Process Copilot with other teammates in order to distribute information, report issues, or help debug problems. Note that when you share a conversation with another user, only the conversation up to the time when it was shared and will not be updated as additional questions are asked or responses are generated.To share a conversation, click the Share icon and copy the link to send to other users.Enhanced feedback flowsThe feedback mechanisms in your Process Copilots were updated to allow users to gauge the quality of the responses that were generated. Users should be encouraged to always provide feedback in order to help detect quality issues and improve the accuracy of responses.Set asset level filtersThe new Preset Filters tab allows you to select filters  that can be applied to the entire Process Copilot asset. These preset filters are applied to all conversations with this Process Copilot and cannot be removed or cleared by end users. Trigger actions from a Process CopilotThe new trigger_action_flow tool allows you to connect your Process Copilot to an Action Flow in order to trigger that action from within a conversation. Before executing the action, users will need to confirm the action to make sure the action is performed as expected.  

Insight Explorer is a new Studio asset that connects to one of your Knowledge Models to quickly analyze your data for insights.After choosing the relevant metrics, you are shown a list of insights from your data that you can individually click into for further context. You can review each of these insights, and then choose whether to hide the insight or star it for follow-up.Each insight provides an observation about your data. Insights highlight areas of your data that are struggling in a specific metric and characteristics of your process that you might be able to improve. Insights also estimate the impact these improvements will have on your metrics.To learn more, see Insight Explorer.

The Payment Terms Harmonizer app gives Procurement teams data-driven insights from combined transactional and master data, to optimize negotiation strategies for payment terms with suppliers. The Action View gives category managers a consolidated view of all payment terms across multiple organizations and systems for all suppliers, with prioritization by the highest potential benefit.The Payment Terms Harmonizer app works on the Celonis catalog Procurement process for object-centric process mining, with a few custom additions. The app is in Limited Availability - if you are implementing object-centric process mining or plan to, and want to try the app out, talk to your Celonis point of contact. For the app documentation, see Payment Terms Harmonizer app - object-centric.

The Contract Leakage app helps Procurement teams find purchase requisitions for which a contract is available but not used, identify patterns and root causes, and rectify issues going forward. The Action View helps buyers prioritize open purchase requisitions by value, and gives them contract recommendations for matching contracts.The Contract Leakage app works on the Celonis catalog Procurement process for object-centric process mining, with a few custom additions. The app is in Limited Availability - if you are implementing object-centric process mining or plan to, and want to try the app out, talk to your Celonis point of contact. For the app documentation, see Contract Leakage app - object-centric.

When switching chart types while editing your Studio Views, the following chart settings will now be preserved if the new chart type supports them: Color Legend Annotation lines To learn more about creating and configuring charts in your Studio Views, see: Charts.  

You can now use knowledge models filters in Process Adherence Manager. You can: Apply filters defined in your knowledge model as preset filters in Process Adherence Manager. Use filters defined in your knowledge model when mining your model. For more information, see Filtering the process model.

In addition to configuring conditional container layouts using KPI lists, there's also a limited availability release of using buttons to change the active container tab.In this example, three buttons have been configured for Orders, Sales, and Stock. When a button is clicked, such as Stock, the corresponding tab is displayed for the user:For more information about configuring a clickable button to switch container tabs, see: Clickable buttons 

You can now add multiple tabs to containers when creating your Views in Studio, allowing your app users to switch between content dynamically.In this example, the container has three tabs: Orders, Sales, and Stock. When the Orders tab header is clicked, the Orders information is displayed:You can also combined tab containers with a KPI list to create conditional layouts for your Views. This allows your app users to change the information displayed after clicking a KPI.In this example, a KPI list containing Orders, Sales, and Stock information has been configured. This is then linked to the tab container, allowing app users to click the Stock KPI and see the Stock information from the tab container.For more information about tab containers and conditional layouts, see: Containers / Conditional layouts 

We've improved filter interactions between Process Adherence Manager and knowledge models. You can now: Create filters in PAM then save them as named filters in your knowledge model. Update filters in PAM that were initially created in PAM before being saved to the knowledge model. For more information, see Filtering the process model.

With a forthcoming release, you'll be able to write or generate SQL queries for JDBC data extractions using the new in-built Extractions Editor and AI Assistant. These enhanced features will allow you to use your source system specific SQL functions and JOINS, making it easier for you to extract your data into the Celonis Platform.In addition to generating extraction queries, the AI Assistant will also help validate queries for you.  For further information, see: Extractions Editor and AI Assistant overview.Using the JDBC extractor?If you're currently connecting to your source system using the JDBC extractor, you must update the extractor to version 3.0.0 in order to use the Extractions Editor and AI Assistant.For more information about installing and updating the JDBC extractor to version 3.0.0, see: Updating the on-premise JDBC extractor.

We've made some changes to improve your experience of using Process Adherence Manager (PAM). Key changes are: We've renamed Alignment Explorer to Deviating variants so it's easier to understand the purpose of this functionality. We've renamed Breakdown of dimensions to Root cause analysis to align better with wider industry norms. When exploring deviations, you can now view the percentage of cases affected as well as the number of cases affected. You can now apply filters and perform root cause analyses at deviation detail level, reducing the number of clicks required.

You can now configure your pie and donut charts to display more than five slices, providing greater flexibility in data visualization.However, while this feature allows for additional slices, we continue to recommend limiting charts to five slices or fewer for optimal readability.To learn more about configuring pie and donut charts in Studio, see: Charts.

You can now schedule the retrying of your data jobs when configuring the connection to your source systems. Data job task within a schedule that fail are retried a number of times based on the policy you define. You can specify a maximum number of attempts for a run and a minimal interval between attempts.For more information about scheduling your data jobs, see: Scheduling the execution of data jobs.

You can now add recipients to your data job alerts, with the Celonis Platform sending email notifications to them whenever a data job runs and meets your configured conditions. These conditions include when a data job fails, runs successfully, is skipped, or takes an extended period of time. For more information about data job alerts, see Enabling data job alerts.

 We've made some changes to how we parse the SQL for object-centric transformation scripts when you publish them. We'll validate more things when you publish, instead of when you run the transformations, which makes the errors easier to identify and fix or mitigate. These changes apply to both your custom transformation scripts and our supplied transformation scripts for Celonis catalog processes. A phased rollout of the changes to teams starts from now.As a result of these changes, when you publish your object-centric data model, you might see new validation errors that you weren't getting before. Here's what you might see, and how to fix or handle it: We'll now always add parentheses to expressions when we output the transformations. This might mean that an expression now fails to evaluate, or evaluates to a different result. To fix this error, in your custom scripts, follow best practice and include parentheses in SQL expressions where the order can be ambiguous. We'll now validate that each column data type supplied from your source system matches, or can be assigned to, the required data type for the attribute in our underlying database. The data types we use are Boolean, long, float, timestamp and string. You might see a new issue if a column in your source system data has a data type that our Celonis catalog transformations don't expect. To fix these errors, use the suggestions in Troubleshooting data extraction and pre-processing to account for the unexpected column data types. To handle these errors, activate the Skip missing data option for the data connection, as described in Skipping missing data for objects and events. We'll cast the data types to match the expected data types. Note that it's best to fix the errors as this option might introduce other unexpected issues. It's possible that the transformation might fail to run even with the Skip missing data option enabled if a data type can't be cast to the one required. If that's the case, you'll need to fix the data type.

What's changing?Starting from 27th October 2024, the default timezone of Action Flows scenarios changes from London Timezone (which is UTC+0 only in Winter) to Reykjavik, which operates on UTC+0 year-round and is unaffected by Daylight Saving Time. Why are we making this change?This change makes Action Flows scheduling consistent with other services in Celonis Platform running also on UTC+0. What does it mean for me? On 27th October 2024, the current London time zone will also shift to UTC+0, so you should not expect additional changes. On 30th March 2025, during the next daylight saving time change, there will be no time shifts for your Action Flows, as they will now be consistently scheduled to UTC +0. From now on, audit logs, execution history, and incomplete execution history for Action Flows will be based on UTC+0.

You can now configure your pie and donut charts to display more than five slices, providing greater flexibility in data visualization.However, that while this feature allows for additional slices, we continue to recommend limiting charts to five slices or fewer for optimal readability.To learn more about configuring pie and donut charts in Studio, see: Charts.