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Celonis Product Documentation

Default Actions

The app ships with three default actions on sales order items which can be performed from the Action View table or the profile view. The skills for these actions can be found in the folder Skills > User Actions.

  • Update unbilled status: this allows the user to manually select a status from a dropdown of the allowed values.

  • Update unbilled comment: allows the user to leave a note related to the current status of the item

  • Send email: Opens a prefilled email in the user's email client. Customize the email template in the stepExecution Outputin the skillSend Email.