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Celonis Product Documentation

Configuring actions for the object-centric Unearned Cash Discount app

The Unearned Cash Discount app comes with one default action to send emails, Send Email (Account notice). You can customize the email template and the action button. You can also create additional actions for a view component by selecting Add Action in the Interactions section (Actions in Celonis Platform explains how).

Here’s how to configure the app’s default action:

  1. In the Celonis navigation menu, select Studio.

  2. In the Studio overview, find the Unearned Cash Discount app in the space where you installed it, and click its tile.

  3. In the left navigation, select the Unearned Cash Discounts Action View.

  4. Click the Edit View icon to enter edit mode, then click the “Target accounts” table component to edit it.

  5. Go to the Interactions section of the settings pane, and click the “Send email (Account)” action to update it.

  6. In the configuration window, keep Launch default email program (Mailto) as the default delivery method, then click Next.

  7. Edit the default email template. You can insert columns from the table component as placeholders in the email. When you’ve finished the edit, click Next.

  8. Customize the action button if you want to, then click Done.

  9. Click the Save icon to save your changes, and click the Exit Edit Mode icon (the blue square with the X) to lock the view.

  10. Click the Publish button to publish a version of the app package.