Configuring actions for the object-centric Unearned Cash Discount app
The Unearned Cash Discount app comes with skill templates to carry out default actions. Customize these for how you want to use actions and integrate them into your users’ day-to-day activities. You can change or delete the default skills and add your own custom skills. At the end of these instructions, we’ve noted the most important things to check and configure if you’re using the supplied skills.
Here’s how to configure the app’s actions:
In the Celonis navigation menu, select Studio.
In the Studio overview, find the Unearned Cash Discount app in the space where you installed it, and click its tile.
Expand the Skills folder.
Select any of the listed actions to open it in the visual editor.
Click Edit to work with the skill template.
To change the name or description of an action, select the step and click the Edit name and description icon next to it.
To remove a step in the skill template, select the step and click the Delete icon next to it.
Click on a step to configure the action. Here we’re working with the step “Execution Output” to change an email template.
Click Save when you’ve finished configuring a skill.
When you’ve made all the customizations you want to the skills, use the Publish button at the top of the screen in your Studio space to publish a new version of the app.
Actions to configure
The Unearned Cash Discount app comes with three default actions to send emails, Send Email (Account notice), Send Email (Account), and Send Email (Invoice).
The actions send an email from a Celonis no-reply email address. You can revise the email template or create multiple email templates for different scenarios. Users can add recipients and change the default subject and email text when they use the actions. The reply-to field is set to the user’s own email address so that they’ll get replies from the recipient.
You can find the email templates in the “Execution Output” step for the skills, which are in the app’s Skills folder in Studio.
You could also choose to replace the email actions using the Celonis no-reply email address, with an SMTP agent skill that sends emails from your organization’s SMTP server (see Email (SMTP) via Skills).
If you want to add additional user actions, you can add and configure similar skills for those in the Skills folder. If you don’t want to use the default user actions, you can delete them.