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Celonis Product Documentation

Triggers

Note

Triggers are currently early access only. If you're interested in trying it out, get in touch with us through servicedesk@celonis.com.

In Celonis Execution Management System (EMS), Triggers automatically detect record items that meet the criteria that you defined and can be used to execute Action Flows for newly discovered items.

With the Celonis EMS and its powerful analytical capabilities, you can discover process inefficiencies that have an impact on your KPIs. Discovering such inefficiencies often happens by identifying certain business objects of high relevance for which action needs to be taken. Typical examples would be “Outstanding invoice overdue”, “Invoice with cash discount at risk”, “Sales Order with delivery block to be removed” and so on. To close these inefficiencies, you want the Celonis EMS to be able to take targeted actions whenever such business objects are detected.

Imagine you've created a table that contains Sales Orders which have delivery blocks that can be removed (as they fulfill certain criteria, for example, a sufficient amount of down payment has been received) and need to be removed in order to deliver on time. You want to know whenever a new Sales Order shows up in that table to be able to react accordingly. Or, even better, you want the Celonis EMS to know whenever a new Sales Order shows up there, and want the EMS to act (in this case, remove the block).

How Triggers work

To resolve use cases like the one described above, and to make the most of Triggering functionality, you have to set up and connect two elements:

  1. Trigger: within the Knowledge Model, you must define the logic of Triggers. Based on your discoveries, insights, and validations, these describe the relevant business objects which you want to detect and automate. You can reference shared intelligence (like the existing Filters).

  2. Action Flow: in Action Flows, there is a Trigger module which allows you to subscribe to Triggers. As a consequence, the Trigger will trigger the Action Flow whenever new relevant business objects are detected.

Getting started with Triggers

To see Triggers that exist in your Knowledge Model, click the Trigger option in the left-hand side menu.

Triggers_overview.png

Click on any of the Triggers to see its details. Here you can check if the Trigger is already used by any Action Flow. For a detailed execution log of your Trigger, click the Trigger’s status icon in the upper-right corner.

Triggers_trigger_details.png

If you don’t have any Triggers in the Knowledge Mode yet, start with creating one. See Creating a Trigger. If there’s already a Trigger that meets your use case in the Knowledge Model, you can use it as a starting point for automation. See Creating an Action Flow with a Trigger.

For troubleshooting information, check Triggers troubleshooting.