Celonis Product Documentation

Process Navigator

New feature

We've added a new view called Process Journey to Process Journal, accessed from any Process Journal page using a dropdown button. The Process Journey view lets business users see all the steps in a process without consulting the process model. In addition, where configured by their Celonis Process Management admin, users can enable live data in the Process Journey view at process and task level using a slider button.

Process Navigator

Enhancement

We've made some changes to the Process Navigator user interface to improve alignment with the wider Celonis Platform. How you use Process Navigator won't change, but you'll notice we've updated some of the UI colors and icons.

Process Navigator

New feature

Celonis Process Management team admins now have greater flexibility and control over the Process Navigator home page. Team admins can:

For further information, see Display settings.

Bug fix

Process Navigator

Process Navigator was returning different results to Process Designer when the same Scope filters were applied.

We’ve updated OR filtering within a type so only one selected object within a specific type needs to match the search criteria for that object to be returned. Where filters exist for more than one type, each type must have at least one match with the object in the search result, representing a logical AND filter between types.

Where an object does not have any filters configured for a specific type, it will still be displayed if another scope filter applied to that object matches your filter setting.

Where scope filters are not set for objects, these objects will now be  hidden to align with the Hide empty filter setting in Process Designer.

This means Process Navigator and Process Designer now display the same objects on the Home and Search pages when the same Scope filters are applied.

Optimization

Process Designer

We’re updated the default background and header bar colors in Process Designer to gray and dark blue respectively. However, where Process Designer colors have been customized, these customized colors will be retained.

We’ve also added a clickable Celonis logo to the Process Designer user interface, allowing seamless, single-click navigation to the Celonis Platform. Admins can replace the Celonis logo with their own logo, with a simple configuration update in the Celonis Platform Admin & Settings retaining the link to the Celonis Platform.

Optimization

Process Navigator

A Show only valid objects button has been added to the filters dialog. If activated, only elements in the 'valid' state are displayed in widgets that support filtering, for example, the My Overview widget on the home page.

Optimization

Process Navigator

Added a new filter to the Process Navigator search page to filter for accountable organizations. The filter contains a list of all available organization units for the currently-applied filters. You can select one or more organization units to filter on for both “local” and “global” accountable organizations at the same time. This filter is visible by default but can be hidden if needed.

Optimization

Process Navigator

We've improved the experience within the Navigator Search page when searching for newly-released objects.

When sorting by released on, the newest objects will be shown at the top of the list and the released on dates will be visible instead of the valid date. You can also sort by object type. Additionally, all dates displayed in Process Navigator will now use the date/time defined by Process Designer, instead of the user's local date/time.

Optimization

Process Designer

Administrators can now change the order of columns in grids. In the extended configuration, you can also add an ''Order Grid Columns' customization and set the order there.

Optimization

Process Designer

Viewers can see released versions only in the comparison view.

Bug fix

Process Designer

Fixed issue where invalid elements in cache lead to slow load times.

Optimization

Process Navigator

Users can now view detailed information about an object in the new Detail Modal. All attributes, including custom attributes, are shown. You can access the Detail Modal in Process Navigator by clicking the Detail button that appears when hovering over objects within lists or by clicking on object shapes within the object graphic.

The Detail Modal also lets you quickly view information for objects within the context you opened the dialog from; if opened from within a process graphic, all tasks will be available within a dropdown. If opened from within the search page, all visible results will be available instead.

Optimization

Process Navigator

Added functionality to show predecessors for startevent and successors on interfaces and end events, if maintained. When there are predecessors or successors to the element, a small icon shows this on the element. When you click the element, it opens a context menu with the maintained predecessors and successors on the element. You can then click and navigate from journal page to journal page and fullscreen page to fullscreen page.

New feature

Action Center

Different states can now be applied according to the task type. We've also added a new task type of Reminder.

New feature

Action Center

Action states can now be parameterized to prevent actions being deleted. If an action is parameterized so its state allows deletion, only the assigned owner can delete it. The assigned owner cannot delete an action if its state does not allow deletion.

OpenAI: The AI chat in the Navigator can now access specific customer data. That means it is now possible to get even more insight into your processes and "chat" with your data.

Reporting/Search: Properties definitions and custom properties available to search.

If a customer switches from the legacy favorites management integrated into the Business Manager to the new Subscriptions Service all existing favorites must be migrated/imported into the Subscriptions Service.

Integration of the prompt engine across different endpoints demonstrates consistent behavior and configuration options.

The header and description sections of the new detail content are implemented.

A user is now able to navigate between different elements of the current context without leaving the detail content.

A user is now able to show a specific element of the current context from within the detail content.

Fixed behavior that also not released repository objects have been shown/exported into the navigator.

Converter has been adjusted and new Action has been created to update graphic attribute when Process is released.

When searching for processes, for example, a hint for different search options is always displayed when clicking in the search field.

When a search expression is finally submitted, the popup search hint will close.

Objects are now created in the correct context.

Deployment of OpsService, ReportingService and SearchService for WUS2.

Custom domain SSL bindings are successfully deployed.

Reporting deployed.

Ops Svc deployment ready to run.

Added relation between KPI and systems.

Added an endpoint in proxy service to retrieve all available data providers.

Added data Provider attribute in DC of the systems that sets the external Data Provider from Proxy service.

Defined JSON Schema for the Request from navigator toProxy Service / live data service.

Defined JSON Schema for the generic KPI Information that sent from proxy service / live data service to the navigator.

The header and description sections of the new detail content are implemented.

A user is able to navigate between different elements of the current context without leaving the detail content.

A user is able to show a specific element of the current context from within the detail content.

Opportunities now have a relation name called "chances" which should be used for creating reports over ods database.

Data Warehouse also enhanced with following relationships, available for KPIs when Feature "Method: KPIs as a list (instead of architecture)" is deactivated:

Insights page is visible in Navigator when FeatureFlag is activated.

Insights page is invisible in Navigator when FeatureFlag is deactivated.

Insights page shows configured Power BI report as in Power BI website.

Power BI report is embedded as configured (Position and Size).

Change of filter in storage account results in correctly filtered report.

Change of filter on page results in correctly filtered report.

Invalidly configured report (Tenant/Client/ReportId) shows error in Layman's terms.

Example use case:

Generating Graphic Attribute does not overwrite/delete ChangedOn and ChangedBy attributes anymore.

Tasks can now be sorted in full screen mode.

Viewers weren't able to see and select groups in the dialog to add subscriptions on Celonis Process Management elements to subscription groups.

If groups were selected in the dialog and confirmed, the subscriptions were available in the database but not in the UI of the Subscription Service due to sending a VersionId instead of a ContainerId.

Duplicate fixed. Only single text is shown now.

Summary mails now contains latest version.

Navigation behavior for (process) shapes has been unified/repaired for diagrams and corresponding widgets.

Nuget Packages for UI and BFF published to PZ Nuget feed.

Answers of the AI chat have been optimized. Paragraphs, lists etc. are now visible.

Power BI data is now available in the cockpit.

ID 58661.

Empty pools, which are not last in line are now hidden.

Adapt direct mail template (done).

Check all systems that are using direct mails for if they are affected.

HTML text within the Navigator is now more readable and supports the free usage of images as seen within the Business Manager.

Subscription Service in Navigator:

Description attribute is now correctly parsed without showing XML tags.

New button "Analyze AI" in diagrams of Sub Processes and Main Processes. When the suggested feedback list is clicked, after selecting the desired one, feedback will be sent to the Action Center of the assigned user.

Live data provider can now be connected with Business Manager.

Email is sent informing the owner about the change.

ID 59907.

The positions, associated to a role, can be seen within the role's detail content.

In the detail content of the Role element, there is now a group 'Assigned Positions' which shows the positions to which this role is attached.

ID 57679.

The Business Manager is now able to send messages to the ServiceBus if an element is set to Released or Valid, as well as for the case that a released or valid element is edited.

All icons without text have a bubble tooltip explaining its functionality these will:

There is others tool tips with the old design that should be adapted.

ID 58654.

Edit Attributes overwrites correct object if detailed view is used now.

Parent element is now available as a selectable field in the search index.

ID 59637.

Filter now only searches for names.

If search result does not show everything then a message hint is shown.

ID 59679.

In the Business Manager, it is now possible to create subscriptions on categories as well.

In general users are from now on informed about changes on child elements on the first level of a parent element as well if the user subscribed to a parent.

ID 58004.

Navigator now shows more info about owners on subscription groups to which a user was invited

ID 59069

All Widgets on the Journal display the current Journal Elements name at the top next to the blue section titles.

All Widgets that get data from the search and support a sort by dropdown also offer an ascending/descending option button.

All ascending/descending buttons display a tooltip on hover that contains the text in the description.

ID 57708

Zendesk 1234

In the Navigator, images are now displayed in full size.

ID 59156

Users will be notified by mail when they are added to or removed from a subscription group.

Users will be notified by mail (daily summary) when subscribed elements have changed (state change or editorial change).

Risk is now selectable again.

Unreleased application is not shown as aggregated resource under process

An indexer entity gets now automatically setup for every provisioning.The indexer sends messages to the azure service bus if it runs through.

Replace swimlane objects:

Included scenario to supported content types of process journal.

The Canvas App script is now only loaded when needed.

Multiple graphics can now be displayed on the same page.

Tasks are now selectable again.

ID 58588

Users can now navigate to the Business Manager with a click on a group element. ID 58777

Tooltips were not consistent in some parts of the Business Navigator, for example showing two tooltips instead of one on the request button in the Journal page. This is fixed now.

Mismatching filters when clearing filters on My overview fixed.

Tooltip on Search result page contained unformatted HTML.

Summary feedback mails are sent in wrong Culture.

Main process import through Excel works again.

Better visibility of purpose through automated expansion

Additional statement changes some VersionIds.

The fix considers these entries inside the merge, so that they don't update LastUpdate.

Fixed: Data after the second fullfetch equal to the first.

Reporting/Search: Limit config cultures for search to available for reporting cultures

Remove search in all languages and/or in all versions.

The following fields will be removed from search index if there is no matching data in the search

DBO: Dataanalysis: Parallel execution on SqlServer and pools

The analysis tool can execute the sql files in parallel on the target servers at the same time.

The goal is to allow pipelines to process faster and health checks to be added back into the SQL mapping.

Text in native SVG is filtered out now.

Editable Scope filters on connections are now possible, even if there are more than 16 corona elements of the same type connected.

The new Feature flag allows editors to access each corona element in a process' detailed graphic, even if there are more than 8/16 elements connected.

This will not change any behavior for the Viewer. And also manuals generated on a release will only display the smaller graphic.

Copy user list from outlook:

Choose group type in dropdown menu:

Consolidation types and stereotypes in Filter dialog:

Response from Search contains RootPath attribute if requested from it for element typesOrgUnitTag. ID 58956

Links on editor graphics only work after journal refresh. Fixed: Manual disposing added to OnAfterRenderAsync method in editor graphic.

Header component:

Subscription Service in Navigator:

Subscription Service in Manager: