Product Updates

This new action allows you to add a clickable button to your Tasks. When clicked, the button will open the specified URL in a new browser tab.For more information on using actions, see Creating Task Types. 

You can create and publish highly customizable Apps using the View editing experience in Studio. To support you with this content creation, we've created App building guidelines for common business focused use cases and scenarios. These guidelines contain suggested App layouts, provide support for configuring relevant Studio components, and give you best practice advice.Included in our App building guidelines are use cases such as: Benchmarking: Create an App that allows you to compare business processes and performance metrics between dimensions, over time, or when considering specific activities. See: Benchmarking guidelines Management overviews: Management over views or executive dashboards take siloed data and combine them into a single view, allowing executives and managers to identify issues and track progress towards company goals. See: Management view guidelines Use case deep dive: Configure views that let users find opportunities for improvement, identify which inefficiencies are affecting the performance of processes, and find solutions to problems. See: Use case deep dive guidelines The following image is an example of a suggest app layout for a use case deep dive view, with similar graphics provided for all use case guidelines: You can find an overview of our full set of App building guidelines and further descriptions here: App building guidelines.  

We've simplified working with knowledge models in Process Adherence Manager.You can now see which knowledge model is used in PAM. You can also select a new or updated knowledge model, with any knowledge model changes automatically reflected in your PAM target process model.Automatic checks flag any incompatabilities with the existing knowledge model, with error messages providing information on how to fix them.For more information, see Viewing and changing knowledge models in PAM.

Action Flows are now also copied as part of the Team-to-team package copying. As an admin, you can map connections and update variables for Action Flows in the target team during copying. This functionality is currently in limited availability. If you’re interested in trying it out, get in touch with us at Celopeers.For more information on the team-to-team copying functionality, see Team-to-team copy. 

You can now configure a condition list in your Studio Views. The condition list component allows you to view and monitor conditional attributes from your Knowledge Model (such as 'Material in Stock' and 'PO approval adherence'). With increased visibility of these conditional attributes, you can better understand how any violations impact your business KPIs.In the following example, the condition list component is used to track Purchase Order payment conformance:If you previously used the Execution Gap List component in our legacy Views, the condition list component can now be used for the same use cases.In addition to fulfilling these use cases, the condition list component offers a number of key features and enhancements: Monitoring of conditional attributes: Quickly view and track business rule conditions. Built-In conformance analysis: Automatically calculate conformance rates and non-conformance impacts on KPIs. Reusable conditions: Utilize boolean calculated attributes in the Knowledge Model for conditions. Configurable outputs: Using the condition list component, you can configure the following outputs: Counts: Total cases, conforming cases (1), and non-conforming cases (0). Conformance rate: The percentage of cases meeting criteria over applicable cases. Optional KPI Impact: Highlight how non-conforming cases (0) affect key KPIs. For more information, head to: Condition list 

You can now configure a free text search component for your Studio View, allowing your App users to search across all components within that View. Search components can be customized to focus results on selected search parameters, to allow wildcards to be used, and to guide users with placeholder text.Search components are best combined with a table component, such as in the following example. This search component has been configured to allow users to search the table based on country, city, customer name, and US state parameters:You can also use search components as part of a filter bar, for example adding a 'Search by Country' search box to this filter bar for a Starter Kit:For more information about this limited availability release, see: Search component.And to learn more about configuring filter bars, see: Configuring a filter bar for your View.

We know searching through countless lines of YAML code to find the right component can be frustrating. With this release, we've streamlined the experience: you can now jump directly to the relevant section when accessing YAML through the component settings.To access the YAML for each component, click Options - Open YAML editor:We've also made the following improvements: Updated in-product documentation: Outdated YAML documentation has been removed from the product. Save button behavior: The save button remains disabled when no changes are made. Enhanced validation: Suggestions and validations have been triple-checked to ensure they work as expected. To learn more about creating Studio views, see: Views.

We’ve improved the navigation in your Objects and Events environment. Instead of a navigation bar at the top of the content, you now navigate between the dashboard and the pages for objects, events, transformations, and perspectives in a navigation panel on the left side. We’ve also added the catalog page to the Objects and Events navigation panel to make it easier to access.

You can now save SQL transformations that you've started creating for object types, event types, and their relationships, but haven't finished yet. Previously, a transformation had to pass SQL query validation before you could save it. Now, you can choose to save and validate your transformation like before, or you can choose to just save your unfinished transformation without validating the query. If you save and validate but the query doesn't pass validation, you can choose to save the transformation anyway, and go back later to fix the errors. We automatically disable transformations that haven't been validated and transformations that have failed validation, so they won't run.To help you identify transformations that you need to finish or fix, we've added two columns in the list of transformations: Validation shows whether the transformation has passed validation, failed validation, or hasn't been validated at all yet. Last run shows whether the transformation has been run yet, and if so, whether the run succeeded or failed. There's a link to the logs for the last run so you can check what the errors were. For the instructions to create custom transformations, see Creating custom transformations.

This version of the Accounts Receivable Starter Kit gives you an enhanced Process Explorer in the Process Cockpit, with new Order to Cash and Accounting views. The Order to Cash view lets you follow the process from sales order creation to invoice closure. The Accounting view displays all transaction types in Accounts Receivable, linked by the "Clear Customer Item" event. You can track how invoices and deductions were closed, and get insights into the reconciliation and settlement process step. The updated Process Explorer has pre-configured process KPIs for payment behavior on invoices, including the paid early rate, paid on time rate, and paid late rate, and the automation rate for all accounting documents. Updating the object-centric Accounts Receivable Starter Kit has the instructions to update to the new version of the kit.

We've changed how activity times display in Case Explorer.By default, all activity times 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. 

This update to the Accounts Payable Starter Kit gives you an enhanced Process Explorer in the Invoice Process Cockpit and Credit Memo Process Cockpit, with new Procure to Pay and Accounting views. The Procure to Pay view spans from purchase order creation to invoice clearing. The Accounting view displays all transaction types in Accounts Payable, linked by the "Clear Item" event, so you can track how invoices and credit memos were cleared. The updated Process Explorer has pre-configured process KPIs for payment behavior, cash discount, and automation. For the instructions to update to the new version of the kit, see Updating the object-centric Accounts Payable Starter Kit.

We've built a new version of the Material Allocation app using the latest features in Studio. You can easily customize the views with the new Studio experience's enhanced user interface. The app uses the new Optimization Engine for its calculations, and we’ve made these upgrades to the app’s content: Refined the Inventory Projection logic to add supply from incoming reservations and consumption from delivery items. Overhauled the ABC classification to allow for more granular outputs. Converted some KPIs to calculated attributes for compatibility with the new Studio experience. The Material Allocation app that's built on the new Studio experience is available in the Celonis Marketplace as a new package. You won’t be able to download it as an update to your existing object-centric Material Allocation app package - you’ll need to download and install it as a new installation (Installing the object-centric Material Allocation app has the steps). The new package has the same name as the old package, as it's a replacement for it, and we won’t be updating the old package built with the legacy Studio components.For updates after version 2.0.0 of the package, we’ll clone the existing versions of your views, and add these to the package navigation along with the new versions of the views. (You can opt out of this by deselecting the “Duplicate copied assets before update” checkbox when you action the update.) Cloning the views means you won't lose the customizations you made to existing views, and you can copy them over to the new version of the views. Alternatively, you can discard any of the new views and revert to your existing versions. Updating the object-centric Material Allocation app has the instructions to update.

In this release of the object-centric Procurement Starter Kit, we’ve added a Value Framing view so you can easily calculate the value you could realize through process adjustments. Updating the object-centric Procurement Starter Kit has the instructions to update.

This release of the Deductions Leakage app for Accounts Receivable contains updated views for open deductions, including additional fields for sales order items, invoice items, delivery items, and goods issue information, as well as automatic sales order, delivery and invoice reconciliation. For reconciliation, the Open Deductions view now contains a quantity comparison showing deviations between ordered and delivered quantities for sales orders related to deductions, and a price comparison showing deviations between order unit prices and invoice unit prices. Users can now also update the fields used to match invoice references to deductions directly from the Settings View.The Deductions Leakage app works on the Celonis catalog Accounts Receivable 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 Deductions Leakage app - object-centric.

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.