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Celonis Product Documentation

May 2024 Release Notes

Action Flows (2024-05-16)

Changes in the Action Flow creation process

We've added some new settings to the Action Flow creation flow. Now, when creating an Action Flow, in addition to providing the name and the description for your Action Flow, you also have to select the Automation type, and (optionally) define the number of consecutive errors, after which the Action Flow gets deactivated.

There are two automation types to select from: attended and unattended. If the automation type is set to attended, the Action Flow has to be started manually and its scheduling will be set to On-demand. This scheduling type is necessary to start the Action Flow using an Action button or a Task.

If the automation type is set to unattended, the Action Flow will be executed according to a set schedule. and it will be set to According to scheduling. Please note that adding a Trigger or a Webhook as the first module will automatically change the scheduling to Immediately.

Apart from selecting the automation type, you can also define the number of consecutive errors after which the Action Flow is deactivated.

Both settings can be changed after the Action Flow has been created.

Process Explorer (2024-05-15)
Multi-object event counts

The Process Explorer interface now shows the event counts broken out by object type, allowing for a more accurate count for shared events. This new feature shows the total count of the current metric for each object type next to the colored square corresponding to that object type in the process flow. Previously, the event count shown was across all objects and users were required to view the event details to see the individual event count for each object type.


This update also fixes the issue with event counts displaying as “No Data” that was caused by adjusting event names via PQL statements in one or more object types.

Studio (2024-05-13)
Upgraded Apps and Studio navigation with enhanced View editing experience

We've been busy enhancing the Studio, your workbench for analyzing data, exploring processes, and building solutions. These streamlined interfaces make building views and solutions faster, more intuitive, and a much more joyful end-to-end experience for you.

To help you unlock the potential of our new Studio features:

Enhanced Studio and Apps features include:

As of today, everyone has access to our Studio and Apps enhancements, including the following exciting updates:

  • Navigation: A much more intuitive and coherent Apps (for business users) and Studio navigation experience with improved search and pinning.

    Watch our new Introduction to Apps video here:

  • Content management: Improved experience for managing your work in Studio, including guided creation flows and Trash to clean up unwanted content.

  • View editing: A smarter View editing experience complete with:

    • Drag and drop layout building for fullscreen or custom height dashboards with tabs.

    • Guided component config and easy-to-use chart templates.

    • Simplified interface to create reusable coloring rules directly from your components.

    • Integrated and configurable filterbar, allowing you to provide various filter options for your users.

    • And in-built table actions for sending emails, exporting content, and running action flows.

  • Enhanced PQL building functionality: Simplify the selection and aggregation of data while building components. Write PQL queries locally and see results immediately or tap into a Knowledge Model.

  • Knowledge Model improvements: Create and reference both calculated attributes and augmented attributes in your content.

  • Reusable variables: Use Knowledge Model and View variables to efficiently customize your content to meet your use case.

Watch our new video about our navigation and view editing enhancements video here:

Admin & Settings (2024-05-13)
Team-to-team copy of data pools and Studio packages in general availability

Our team-to-team copy feature is now in general availability for Premium Sandbox Subscribers. Team admins can now bulk copy data pools and Studio packages between Celonis Platform teams. By creating and saving a copy run, you no longer need to manually recreate and reconfigure your data integration and Studio content in additional teams.

When copying content between teams, the following conditions apply:

  • Data pools: The latest released version of your data pool is copied where available. If your data pool exists in draft mode only, the draft will be copied. This excludes any data integration schedules you have configured in your data pool, however any time based schedules from the target team are reapplied to the new team. This means that the times for productive schedules aren't impacted.

  • Packages: Packages with Action Flows can be copied but the Action Flows are not updated in your target team.

For more information about the Team-to-team copy feature, see: Team-to-team copy.

Oracle Fusion BICC Extractor (2024-05-13)
Full support for timestamp columns (Limited Availability)

The Oracle Fusion BICC Extractor now extracts time as well as date information from timestamp columns. New extractions will automatically load the additional data. To update data that's already been extracted, run a full load after 13 May, when the new version of the extractor will be on all clusters. For the extractor instructions, see Oracle Fusion Cloud BICC.

The BICC Extractor is in Limited Availability status. To get access as an early adopter, ask your Celonis point of contact.

Accounts Payable Starter Kit, object-centric (version 1.1.0) and case-centric (version 1.3.0) (2024-05-10)
New Paid On-Time formula, more KPIs and inefficiencies added

For these new versions of the object-centric and case-centric Accounts Payable Starter Kit, we’ve rebuilt the ‘Paid On-Time’ formula and classification. The new method classifies invoices into Early, On-Time, and Late, and distinguishes between cash discount and non-cash discount invoices. The new calculation dynamically adjusts the due date per invoice line depending on the cash discount amount taken, removing the possibility of an invoice being flagged as an early payment due to a cash discount being taken.

  • For Invoices with no cash discount taken, the latest payment term is used to calculate the invoice due date.

  • For Cash Discount Invoices, the amount taken is compared against the Cash Discount available in the payment terms.

  • When the cash discount taken is equal or less than the middle payment term cash discount amount, then the middle payment term is used as the due date for the On-Time Payment calculation.

  • When the cash discount taken is greater than the middle payment term cash discount, then the earliest payment term is used to calculate the Invoice due date.

We’ve also added new KPIs and inefficiencies to the Days Payable Outstanding use case tab:

  • Maximum DPO based on Best terms KPI

  • Maximum DPO based on PO terms KPI

  • Unfavorable PT mismatch (Inv/PO) Inefficiency

  • Unfavorable PT mismatch (Inv/MD) Inefficiency

  • Avg. Days Paid Early (only in the object-centric kit)

  • Avg. Days Paid Late (only in the object-centric kit)

In the case-centric kit, we’ve added profile views to all inefficiencies, except Duplicate Invoices. The profile views include information about available pre-built applications that can be used to resolve the inefficiencies, as well as possible root causes for them.

For the documentation for the object-centric kit see Open Credit Memo app - object-centric, and for the case-centric kit see Open Credit Memo app - case-centric.

Open Credit Memo app (object-centric) version 1.1.0 (2024-05-10)
Enhanced credit memo details view, and alternative value realization

The object-centric Open Credit Memo app’s Credit Memo Details profile view now includes more actions and a redesigned vendor overview, which lets users choose to view documents by company code or by vendor name. We’ve also redesigned the Validation and Value assessment view for easier and faster configuration, including an alternative value realization method that doesn’t require the augmented credit memo status. For the instructions to upgrade the app, see Updating the object-centric Open Credit Memo app.

Object-centric process mining (2024-05-07)
Schedule transformations for individual perspectives (Limited Availability)

Instead of running the complete OCPM data job to create objects and events for all your enabled processes, you can now set up schedules to run the transformations for one perspective at a time (or more than one if you want). This feature is currently in Limited Availability - if you'd like to try it out now, open a Service Desk ticket to request it. We're planning to have it in General Availability soon.

When you run the OCPM data job through a schedule where you've selected perspectives, we'll identify all the objects and events that are part of those perspectives. Then we’ll run only the transformations that are needed to create those objects and events from your source system data. You can create dedicated schedules for the Celonis-supplied perspectives for the Celonis catalog processes, and also for your custom perspectives. For the full instructions, see Running transformations.

Because Data Integration can only run one instance of a data job at a time, we've added an execution setting to enable queuing of data jobs. When this is enabled, if an instance of the OCPM data job (or any data job) is running and another instance of the same data job is scheduled to start, the second instance will be queued until the first finishes. If queuing of data jobs isn't enabled, the second instance would be skipped, as it would before this feature. While the feature is in Limited Availability, you'll need to enable queuing of data jobs manually for every schedule where you've selected perspectives. When the feature enters General Availability, queuing of data jobs will become the default behavior for all schedules in the OCPM Data Pool.

Queuing of data jobs is available in every data pool, not just the OCPM Data Pool. So you can activate it for other data jobs if you want to - including case-centric data jobs. In every data pool that doesn't have object-centric data models active, queuing of data jobs will be off by default. In every data pool that does (if you're using the feature that gives you object-centric data models in all your data pools), it will be on by default.

Baseline Date Optimizer App (case-centric) version 1.0.0 (2024-05-02)
Identify and resolve unfavorable baseline date mismatches (Limited Availability)

Our new Baseline Date Optimizer app provides you with a step-by-step guide to identify areas with frequent baseline date mismatches that impact free cash flow, or cause loss of cash discount. The app can compare the invoice baseline date against multiple other dates from both the invoice receipt and the goods receipt. When you’ve chosen an optimization strategy using this information, the Action View shows a prioritized list of open invoices based on the value potential, making it easy to use the best baseline date. For the full documentation, see Baseline Date Optimizer app - case-centric.

The Baseline Date Optimizer app is built for the case-centric version of the Accounts Payable business process. You can download the app from the Celonis Marketplace - it’s in Limited Availability status, so click Request Access to request the package. When we’ve approved your request, go back to Marketplace, and the button will say Get it now, so you can download the package.