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Celonis Product Documentation

Actions in Celonis Platform

Actions are shortcuts for running predefined tasks, like executing an Action Flow or sending an email, which can be added as a button to your Studio element.

Examples of Action buttons added to a View component

An example of an action button in a table.

Here’s a complete list of all actions available in Celonis Platform:

  • Run Action Flow - execute a selected Action Flow.

  • Send email - send customized email directly from Celonis Platform.

  • Update Augmented Attribute - manually update the value of selected augmented attribute column.

  • Open URL - open URL in a new tab.

Different Actions can be available depending on Studio element you want to add them to. Here’s a list of Studio elements to which you can add actions.

Action

Table component

Button component

Task Type

Run Action Flow

A status indicator showing that a feature is available.
A status indicator showing that a feature is available.A status indicator showing that a feature is available.

Send email

A status indicator showing that a feature is available.A status indicator showing that a feature is available.A status indicator showing that a feature is available.

Update Augmented Attribute

A status indicator showing that a feature is available.
A status indicator showing that a feature is not available and not planned for release.
A status indicator showing that a feature is available.

Open URL

A status indicator showing that a feature is not available and not planned for release.A status indicator showing that a feature is not available and not planned for release.A status indicator showing that a feature is available.

Adding Actions to Studio components

  1. In Celonis Platform, go to a selected View.

  2. Select an existing component to which you want to add an Action or drag and drop that component from the component menu. For the list of component to which you can add actions, see the table before.

  3. In the component settings, expand the Interactions section and click Add Action.

    A View component with the Add Action button highlighted.
  4. Select the action you want to add to the component.

  5. Configure your action and click Done.

    You can edit this Action at any time by returning to the table settings and clicking the Edit button.

  1. Select the Action Flow to be executed when the action button is clicked.

    If the select Action Flow requires an input, you can define expected input type using free text option or a drop list.

    Configuration screen for the Run Action Flow action with the input mapping setting option open.
  2. Give your Action button a name.

  3. (optional) Add a tooltip to the Action button.

The run Action Flow action has now been configured. You can edit this action at any time by returning to the table settings and clicking the Edit button.

  1. Create template for your email - enter recipients, subject, and body text.

    When creating an email template, you can insert dynamic placeholders into the body text.

  2. Give your Action button a name.

  3. (optional) Add a tooltip to the Action button.

The send email action has now been configured. You can edit this Action at any time by returning to the table settings and clicking the Edit button.

Using table actions, you can update augmented attributes when interacting with them in a published View. With the attributed selected, a customizable button appears above the table, allowing you to update values in real-time.

Augmented attributes are a Knowledge Model asset that can be updated in real-time and without the data model reloading. For more information, see Augmented attributes.

  1. Select the augmented attributes you want to update from those available and then personalize the action button.

  2. Click Done.

The update augmented attribute button has now been configured. You can edit this Action at any time by returning to the table settings and clicking the Edit button.

  1. Enter the full URL.

  2. Give your Action button a name.

  3. (optional) Add a tooltip to the Action button.

Adding actions to tasks

  1. In Studio, next to your package, click the More Actions button and select Task Management.

  2. Find the Task Type to which you want to add an action and click Edit. If you don’t have any Tasks, start with creating one. See Creating Task Types.

  3. In the Action buttons section, click Add.

    Workflow for editing Task Types with step 2: Configure Task Type open and add Action button option highlighted.
  4. Click Next and Save

You’ve added an action to a Task. For your changes to take effect, you must publish the Task.