Adding Actions to Studio components
In Celonis Platform, go to a selected View.
Select an existing component to which you want to add an Action or drag and drop that component from the component menu. For the list of components to which you can add actions, see the table before.
Add Action.
Select the action you want to add to the component.
Configure your action and click Done.
You can edit this Action at any time by returning to the table settings and clicking the Edit button.
Select the Action Flow to be executed when the action button is clicked.
If the select Action Flow requires an input, you can define expected input type using free text option or a drop list.
Give your Action button a name.
(optional) Add a tooltip to the Action button.
The run Action Flow action has now been configured. You can edit this action at any time by returning to the table settings and clicking the Edit button.
Create template for your email - enter recipients, subject, and body text.
When creating an email template, you can insert dynamic placeholders into the body text.
Give your Action button a name.
(optional) Add a tooltip to the Action button.
The send email action has now been configured. You can edit this Action at any time by returning to the table settings and clicking the Edit button.
Using table actions, you can update augmented attributes when interacting with them in a published View. With the attributed selected, a customizable button appears above the table, allowing you to update values in real-time.
Augmented attributes are a Knowledge Model asset that can be updated in real-time and without the data model reloading. For more information, see Augmented attributes.
Select the augmented attributes you want to update from those available and then personalize the action button.
Click Done.
The update augmented attribute button has now been configured. You can edit this Action at any time by returning to the table settings and clicking the Edit button.
Enter the full URL.
Give your Action button a name.
(optional) Add a tooltip for the Action button.
This action allows you to manually create Tasks for other users.
From the list of actions available for a given component, select Create Task.
Select the Data Model table for which users will be creating Tasks.
Define the Task title. Select one of the following:
Filled by user - allow users to provide the title when creating Tasks. You can either allow users to enter any title or provide a list of titles from which users will have to choose one.
Filled automatically - provide the title yourself for all Tasks created using this action.
Give your Action button a name.
(optional) Add a tooltip for the Action button.
Click Add.