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Celonis Product Documentation

Provide default actions

Introduction to default actions

Default Actions allow the Business User to trigger a Skill manually by clicking on the respective Manual Sensor somewhere in a View. Read this guide in order to learn about how to set up these Default Actions. First, choose the type of Manual Sensor you want to configure. Second, follow along with one of the two step-by-step guides depending on the type of Manual Sensor that you chose.

Note

Check the "Notes" in this guide! They highlight parts of the configuration that potentially lead to errors when not done properly.

Choose the type of Manual Sensor

There are two options to enable the user to manually trigger a Skill:

  • Option 1: Allows the triggering from anywhere inside a View via a simple button.

  • Option 2: Allows the triggering from Tables and Profile Views that show items of a specific record.

When to use each of the options:

  • Option 1: When the Skill should trigger a generic action that doesn't require detailed information about the object you are looking at.

    • Example: Send a mail to a colleague asking her or him to have a look at the View from which you triggered the action.

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  • Option 2: When the Skill action requires detailed information about the attribute values of the object you are looking at.

    • Example: Share details about a specific invoice to get it validated. The item attributes are automatically filled with the respective values and can be used in the action configuration.

41191395.png

How to set up each of these options:

Step-by-step guide for setting up Default Actions triggered via a Button
Step 1: Adding a Button component to your respective View
  • Choose the View you want to place your Button in

  • Click on "Edit"

  • Add a new Button component in the "components:" section of your View. For details on the Button configuration, see Button - Trigger a skill.

Note

Note 1: Be aware that you can only provide pre-defined inputs, e.g. the name of the View. In case you want to provide object-specific inputs, please have a look at Option 2 for a Manual Sensor.

Note 2: If you haven't set up a Skill yet, choose a dummy value as skillKey for now - but remember to come back later and use the correct key of the Skill that you set up in Step 2.

Tip

Where do I find the key of my Skill?

When hovering over the respective Skill in the bar on the left of your screen, three dots will appear on which you can click. Choose "Key" and copy the key that shows up. Make sure that the key does not contain the package name but only the key of your Skill (e.g. "remove-payment-block" which is the automatically created Skill key for a Skill called "Remove Payment Block").

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Step 2: Create a Skill with the Button
Create a new Skill in your package
  • Define a Skill name.

  • The Skill key will be automatically created. The Skill key is unique and can be used to refer to a specific Skill throughout the EMS.

  • Optional: Add a Skill description.

  • Click on "Create".

In this example, we will build a Skill that will allow the User to pick an invoice and share it:

41190276.png
Choose the Sensor
  • Click on "Add Sensor".

  • Select "Manual Sensor" which you can find in the "Celonis" group:

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  • Define all the inputs needed for the Default Action and for the subsequent steps of the Skill you are about to build.

Note

Note: The "Input Title" here must coincide with the "name:" in the input section of the Button configuration. This mapping is case-sensitive.

Note

Please note that Manual Sensor inputs with the 'Request Manual Input from User' option selected will only show up in the Profile View modal if that input is also being utilized by consecutive steps of this action.

For example:

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Check for compliance with the Button configuration:

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id: button-skill

type: button-list

settings:

align: left

name: Trigger Skill

buttons:

- icon : product-workflows

label: Trigger

onClick:

executeSkill:

skillKey: button-test

inputs:

- name : View name

value: ${view_name}

  • In this case, view name is a variable set manually by a text box into the input "view_name"

  • Click on "Apply" and "Save".

  • Click on "Add Next Step".

Add the Default Action that you want to trigger
  • Add one or several actions to your Skill. For more details on the different action possibilities and how to configure them, see Actions.Actions

Note

Note: In order to connect to a third-party system or to a Celonis internal application, make sure that you set up all needed connections and assigned them to connection variables correctly. For more detail, see Process Automation Settings.

We choose to trigger an email to a colleague:

Note

Note 1: Changes won't be saved automatically here - so make sure to click on "Save".

Note 2: Notice how the inputs defined in the step before ("View name") can here be used for the configuration.

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Note 3: When you tick "Set value before execution" the respective value can be entered or - when providing a default value as in the example - modified by the Business User before executing the action:

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Testing and publishing your Skill
  • When you have defined all required inputs, click on "Test" to monitor the Test Execution Logs. This will only be possible if all the required inputs are defined.

  • Edit the Skill where appropriate and click "Publish" to ensure that the Skill is ready to use.

Monitor and Edit your Skill
  • Monitor the Execution Logs of your Skill by clicking on "Logs" (Sensor Logs will be available soon).

  • Edit your Skill by clicking on "Edit" and "Save" again once all changes are made.

Step-by-step guide for setting up Default Actions on Tables and Profile Views
Step 1: Set up the Manual Sensor on Tables and Profile Views

To enable the user to trigger the Skill that you want to set up, you need to make sure that the Default Action is displayed on certain Views or View Components. In order to do so, the section "actions: []" in the Knowledge Model must be configured.

Display Default Actions on Tables

You can decide to display your Default Actions on Tables:

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To do so, you first need to adjust the section"actions: []" in the Knowledge Model configuration. See display on tables for details on the configuration. After you have done that, you can either decide to display your Default Actions on Profile Views additionally or directly jump to Step 2 to set up your Skill.

Note

Note 1: If you haven't set up a Skill yet, choose a dummy value as skillKey for now - but remember to come back later and use the correct key of the Skill that you set up in Step 2.

Display Default Action on Profile Views additionally

Next to triggering Default Actions from Tables, you might also want to trigger them from the respective Profile Views:

41191455.png

Note

Note: Be aware that you cannot display Default Actions on Profile Views only but that they will always be displayed on the respective Tables too.

To do so, you first need to configure the section "actions: []" in your Knowledge Model as described in display on tables.

Second, you have to add the following code snippet to your Profile View configuration:

YAML Code

Position in Profile View Code

includedTools:
- "default-action"
metadata: []
inputs: []
includedTools:
- "default-action"

Note

Note: Make sure to add the snippet above to your Profile View configuration - not to your Knowledge Model.

You have the option to restrict the display of Default Actions to certain Profile Views.

Step 2: Create a Skill with a Manual Sensor
Create a new Skill in your package
  • Define a Skill name.

  • The Skill key will be automatically created. The Skill key is unique and can be used to refer to a specific Skill throughout the EMS.

  • Optional: Add a Skill description.

  • Click on "Create".

In this example, we will build a Skill that will allow the User to pick an invoice and share it:

41190276.png
Choose the Sensor
  • Click on "Add Sensor".

  • Select "Manual Sensor" which you can find in the "Celonis" group:

41190272.png
  • Define all the inputs needed for the Default Action and for the subsequent steps of the Skill you are about to build.

Note

Note: The "Input Title" here must be the same as the attribute "name:" in the input section of the action in the Knowledge Model (see display on tables).This mapping is case sensitive.

In our example, the required inputs are:

41190274.png

Check for correlation with the example of the Knowledge Model configuration in display on tables:

inputs:
  - name: Assignee
    attribute: CELONIS_ASSIGNEE
  - name: Invoice Nr
    attribute: INVOICE_BELNR
  • Click on "Apply" and "Save".

  • Click on "Add Next Step".

Add the Default Action that you want to trigger
  • Add one or several actions to your Skill. For more details on the different action possibilities and how to configure them, please see Actions.

We choose to trigger an email to the responsible person in our example:

Note

Note 1: Changes won't be saved automatically here - so make sure to click on "Save".

Note 2: Notice how the inputs defined in the step before ("Assignee" and "Invoice Nr" in our example) can here be used for the configuration and will be automatically filled with the respective attribute value when executing the action:

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Note 3: When you tick "Set value before execution" the respective value can be entered or - when providing a default value as in the example - modified by the Business User before executing the action:

41190627.png
Testing and publishing your Skill
  • When you have defined all required inputs, click on "Test" to monitor the Test Execution Logs. This will only be possible if all the required inputs are defined.

  • Edit the Skill where appropriate and click "Publish" to ensure that the Skill is ready to use.

Monitor and Edit your Skill
  • Monitor the Execution Logs of your Skill by clicking on "Logs" (Sensor Logs will be available soon).

  • Edit your Skill by clicking on "Edit" and "Save" again once all changes are made.