Product Updates

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. 

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.

Use AI-powered Process Copilots to interact with your data Process Copilots are a new AI-enhanced Studio asset 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.Process Copilots are available in Public Preview. If you’re interested in getting access, please contact your account rep.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 your data, build custom graphs and tables, or look for improvement opportunities within your data. 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.

Intelligent visibility into your deduction evaluation (Limited Availability)  Our new Deductions Leakage app for Accounts Receivable enables your team to reduce revenue leakage from invalid deductions. The app compares your recoveries and historical write-off decisions against industry benchmarks, and provides monitoring and root cause analysis across three dashboards: The Recovery Monitor Dashboard, which classifies your closed deduction cases to show which resulted in recoveries, write-offs, or credits, and enables root cause analysis of write-offs and invalid deductions across different dimensions. The Open Deductions Dashboard, which provides actionable insights into your open deduction cases, intelligently flagging uncoded, at-risk, and small-value cases to support your operations. The Small Value Deductions Dashboard, which shows you the data-driven cost of deduction evaluation and gives you transparency on labor productivity losses and unnecessary write-offs. The 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.

After installing an App from the Celonis Marketplace, such as the Universal Starter Kit, you can now delete the dependency between the package you installed the app in and the Celonis Marketplace itself. This dependency has no active impact on your App or content, so your App still functions as intended.To view and delete your package dependencies in Studio - click Package Settings - Dependencies: For more information about creating content using Studio, see: Studio. 

Our prebuilt extraction packages for object-centric process mining are now available to download from the Marketplace. Find them in the new category "Object-centric extractors". We have extractors for SAP ECC, Oracle EBS, and (on request) Oracle Fusion, which is in beta status. You can download the extractions for separate Celonis catalog processes that you’ve enabled, or a joint extractor for all of the processes in our object-centric data model. For the instructions to get started with object-centric process mining using our prebuilt extractions, transformations, and object-centric data model, see Quickstart: Extract and transform your data into objects and events.

You can now manually export your Studio or App Views as a PDF, giving you shareable versions of the data outside of the Celonis Platform. This feature includes the ability to select multiple tabs, include page numbers, and choose the scale and orientation of your PDF.To export your View as a PDF while in view mode (in Studio or Apps), click Share - Export PDF: For more information, see: Exporting Views. 

The Customer Consignment Stock app is now generally available in object-centric and case-centric versions. The app automatically surfaces overdue and excess consignment materials that have been sitting in your customers' warehouses for too long, or in quantities that don’t match historic consumption levels. You can use the Action View to proactively manage consignment orders, stock levels, and billing inefficiencies. The app takes into account each individual material movement, flags any quantity that exceeds its maximum threshold or is at risk of expiration, and enables you to take targeted action to reduce stock levels. For the object-centric app documentation, see Customer Consignment Stock app - object-centric, and for the case-centric app documentation, see Customer Consignment Stock app - case-centric.