Celonis Product Documentation

You can now configure waterfall charts, sankey charts, and world map components for your Studio views, giving you increased options for visualizing your data.

The Knowledge Model Link in the PQL editor has been enhanced, enabling consistent naming and descriptions for your calculations across the Celonis Platform.

Included in the Knowledge Model Link enhancements are:

For more information about using the PQL editor, see: PQL editor.

View modules are a package asset type that allow you to re-use configured View components across multiple Views within a Studio package. Instead of configuring each View from scratch, you can save time by centrally managing and then embedding a module to your View. And by editing a View module, all embedded instances of that module are automatically updated too.

For a video overview:

For more information about Studio View modules, head to View modules.

In this dynamic content example, an input dropdown has been configured so the user can select different Celonis.com product pages to display in the frame.

To learn more about embedding iframes to your Studio Views, see: iframes

We’ve added Celonis IP as origin addresses for eu-3. If you have IP allowlisting configured for Celonis-originating traffic, you must add the following IP addresses for eu-3 to avoid connectivity issues with cloud databases and/or on-premises services:

20.79.237.0/30

For:

Deleted package assets, such as Views and Knowledge Models, are now stored for 7 days in the Recently deleted area of your package settings. Deleted assets can then be restored individually, returning them to the list of active assets in the package.

After 7 days, recently deleted assets are then permanently deleted and can't be recovered or restored.

For more information about managing packages and package settings, see: Settings.

We're introduced an enhancement to our Studio service permissions that gives admins granular control over exporting content (i.e. packages, assets) to other teams. The EXPORT ALL permission, managed from the Permissions area of Admin & Settings, gives users the following abilities:

Currently, users with EDIT permissions can export content without restrictions. When this feature is introduced, these users will receive EXPORT_ALL permission by default to reflect their current capabilities, so they won’t be affected by the migration. We recommend reviewing which users shouldn't be able to export content outside of their teams, and to proactively remove the EXPORT_ALL permission.

The EXPORT_ALL permission requires users to have EDIT permission to ensure proper access, without it, the content won’t be visible.

For more information about Studio service permissions, see: Studio service permissions.

To reduce the time it takes to run your object-centric transformations, we now skip over any simple transformation scripts that don't include a join or WHERE clause, and aren't new or changed. We can do this for attribute scripts and relationship scripts (though relationship scripts usually will involve a join). We'll comment the skipped transformations out in the data pool, and replace them at publish time with a view that we only load when you load a perspective that uses the object type or event type. If you change the transformation script (or we do as part of an update to the Celonis catalog), we'll make the edits to the view when you republish your transformations.

To improve our component accessibility and ensure sufficient contrast in data visualizations, we’ve introduced automatic mark borders on Studio charts. This change adds a darker border around light-colored marks to improve visibility and meet contrast ratio guidelines. The update helps all users—especially those with visual impairments— better interpret and gain insights from their data.

This improvement is part of our ongoing commitment to inclusive design and accessibility best practices.

To learn more about creating and configuring charts in your Studio Views, see: Charts.

The Platform Adoption Monitor app is available to download from the Celonis Marketplace. We've created it to improve on the platform adoption dashboard that was only available to admins in Celonis teams (see Platform adoption dashboard). The app includes views for you to track logins, active users, and usage of published Studio packages and apps, like you could with the platform adoption dashboard, but with more statistics and the improved functionality of the new Studio experience. Because it's a Marketplace app, you can give users who aren't admins permission to see the views. You can also edit the views, or create your own platform adoption tracking views based on the case-centric data model supplied with our extractor.

To use the app, you'll need to enable the login history and the Studio tracking service in your Celonis team. The app can pseudonymize the identifiers for individual users - check whether your local legislation requires that. For the app documentation, see Platform Adoption Monitor app.

With this release, our Salesforce extractor now uses the latest version of the Salesforce Platform SOAP API (from 22.0 to 63.0).

This change only applies to connections that use the Stored Credentials authentication method, with the OAuth authentication method using the Salesforce Platform REST API.

For more information about connecting your Salesforce instance to the Celonis Platform, see: Salesforce.

For cloud based source systems, a new message has been added to the extraction logs detailing the number of records inserted and updated during each extraction run. This enhancement makes it easier to audit, monitor, and validate the volume of data extracted.

This enhancement will soon be added to databased (JDBC) source system, unless you're using the Replication Cockpit.

In this example, the message shows that 333,815 records were inserted and 106,276 were updated.

To learn more about extracting data from your cloud based source systems, see: Extracting and transforming data.

With this release, you will be able to apply event count filters to Views that have process filters enabled. Event count filters enable you to select objects where an event occurs less or more times than a defined start and end threshold e.g. only objects where "Invoice paid" happens more than once.

In this example, the Sales Order Activity event log will be filtered to show only the Confirm order event. Using this filter, you can see the event count distribution where the selected event occurred zero, twelve, and twenty four times per object.

For more information about configuring advanced filters, see: Advanced filters.

And to learn more about process filters, see: Process filters.

Process Copilots are AI-enhanced Studio assets 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.

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 their data, build custom graphs and tables, or look for improvement opportunities within the data. These conversations are saved in the Celonis Platform and can be shared with other users with access to Studio.

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.

Studio’s new Annotation Builder is an AI-enhanced asset that enriches the data in your Process Intelligence Graph using Large Language Models to interpret your data.

The Annotation Builder is a no-code environment that uses GenAI to structure your data and reason through it to generate decision and action recommendations. You will give Annotation Builder information and guidance in natural language describing how you want it to make decisions and it will use its ability to process natural language to determine which decision makes the most sense. Annotation Builder will produce AI annotations that enrich your data, making it more valuable for analysis and automation.

For more information, see Annotation Builder.

Process Copilots can now be created for use with external systems such as Microsoft Teams or Slack. These new Process Copilots serve as a conversational chat assistant that runs on the Celonis Platform while communicating with an external system via the Celonis Intelligence API. Users can post a message in Teams or Slack that is transmitted to a Process Copilot published on the Celonis Platform and the response from the Process Copilot is returned to the external system using the same API.

These new Process Copilots are configured and published using the same steps as the current Process Copilots. Once the Process Copilot has been published, the Process Copilot API specification is customized to integrate with the external system. This API specification can be copied or downloaded to use when configuring the API connection in the external system.

When the API is called from the external system, the integration is used to pass messages between the Celonis Platform and the external system. The connection to the Celonis Platform can be authenticated by using OAuth to provide user access or creating an application key to allow system access.

For more information, see Create for external systems.

The Annotation Builder asset in Studio is introducing a new feature that generates a preconfigured "Validation Table" that allows analysts to evaluate the accuracy of the annotations being generated. This table includes the original data, the AI-generated annotations (e.g., predicted categories, reasoning, etc.), and columns where analysts can add their feedback directly into the table using free text fields and pre-populated dropdowns.

Analysts can generate the validation table automatically by clicking the Use in a View button on the Annotation Builder screen. The validation tables can be added as a new View in Studio or embedded in an existing Studio View. The table is generated automatically based on the annotations generated with no additional set up or configuration required.

In the validation table, analysts can review the individual annotations, add comments, and collect data to improve the prompts used by this Annotation Builder. If the analyst provides feedback in the validation table, the accuracy statistics for this Annotation Builder are updated automatically and displayed on the Annotation Builder overview screen.

We’ve made significant updates to the Task Mining Workforce Productivity App for this GA release. Designed to provide deeper insights and cover broader use cases within Task Mining, this enhanced app is ready for production use. The new version installs automatically when you create a new Task Mining project, or you can install it anytime from the Celonis Marketplace (search for 'Workforce Productivity').

Key upgrades to the app include:

The new version of the app is available in some realms already, and we’ll be rolling it out to others over the next few weeks.

When creating and using plain text variables (also known as runtime variables) in your Studio packages, the following behavior has been updated:

We've also added a column called Value in Apps, allowing you to efficiently view and reference the value of the variable within the existing app.

For more information about Studio package variables, see: Variables

You can now create categories to group tags that you're using for object-centric process mining. You can still use the existing "Custom processes" category for custom process tags, or you can create new categories in the Filters panel on the Objects and Events pages of the user interface.

The Celonis Platform Adoption extractor now supports OAuth2 authentication, requiring you to configure an OAuth client in your Celonis Platform team. This extractor allows you to extract usage data from your Celonis Platform team, including usage logs, login histories, and user information.

If you previously configured this extractor using App Key authentication, we recommend transitioning to OAuth2.

For more information, see: Celonis Platform Adoption extractor.

We've made a number of user experience enhancements to our Studio component configuration panels, including the following:

In addition to manually exporting your Views as PDFs, you can now schedule automated emails to be sent with the View report PDFs attached. These emails can be sent on a daily, weekly, or monthly basis, with the ability to customize the email and the PDF settings for each report.

You can schedule your Studio View reports within a View by clicking Share or export View - Schedule reports:

Once scheduled, your Studio View reports can be edited, permanently deleted, and activated / deactivated depending on its status:

For more information about scheduling View reports, see: View Reports.

Order delays, inefficiencies, and value leakage aren’t just frustrations; they’re opportunities waiting to be unlocked. That’s exactly what the new Order Management Starter Kit is built for. Uncover high-impact opportunities and drive change across the organization. Use the Starter Kit to boost ROI, support higher Celonis adoption, and scale improvements across teams.

You can try this app out for yourself using our Try.Celonis environment.

The app gives Credit Managers and Customer Service Representatives (CSRs) a single view of all blocked orders. Credit Managers get AI-driven recommendations to manage each case efficiently. They can quickly investigate credit blocks and take action directly within the app. CSRs can easily keep customers informed with real-time updates.

For more information, see: Annotation Builder.

The maximum height for Studio View is now 10,000 pixels, having previously been set at 3,000 pixels. When editing a custom height View, your View height can be configured in two places:

While the maximum height for custom Views is 10,000 pixels, we recommend designing your apps to focus on key themes, patterns, and focus areas. By taking advantage of features such as View tabs and containers, you can publish apps that are easier for your users to view.

To learn more about designing your Studio Apps with data in mind, see our App Building Guidelines: App building guidelines

The Issues to fix list is now generally available in all Celonis teams. In the Objects and Events dashboard, the list displays any critical issues that you need to fix in order to make your object-centric data model work. It includes issues that stop you from saving or publishing your model, issues that stop a transformation script from running, and errors while the data model for a perspective is loading. You can expand any item to see what the problem is and use the link to view it. If there aren't any critical errors, we'll tell you that too, so you don't have to look through the individual item lists and logs for critical errors.

You can now connect your NetSuite instance to the Celonis Platform using our NetSuite extractor. This extractor supports a number of common database features, including (but not limited to) the following:

For a full overview of supported database features, see: Supported database connections.

To learn how to connect to your NetSuite instance to the Celonis Platform, see: NetSuite

With this release, you can now see all filters that have been applied to a search within the Process Designer.

For more information about Celonis Process Management or the Process Designer, see: Process Designer User Guide.

With this latest Process Navigator release, we've made the following enhancements: