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Configuring augmented attributes for the object-centric AI Credit Blocks Manager app

In the AI Credit Blocks Manager app’s Knowledge Model “Knowledge Model”, configure any additional values you want for the status of the blocked sales order , in addition to the supplied values “Open”, “In Progres”, “Closed”. You can’t change or delete the supplied values. There is also a Comment Augmented Attribute, where credit managers can leave anything they need to communicate with the rest of the team or reasons for their decision that will then be saved for reporting/auditing purposes.

The status and comment augmented attributes are useful to use for communication between the team members of the credit management team as well as the customer service representatives, saving many hours of time needed to send and receive emails. They can be seen by everyone who has access to the Action View.

You work with Knowledge Models in the visual editor in Studio, and any changes you make are applied when you publish a new version of the app.

Here’s how to set up any new status values that you want to add:

  1. In the Celonis navigation menu, select Studio.

  2. In the Studio overview, find the AI Credit Blocks Manager app in the space where you installed it, and click its tile.

  3. Go to the Knowledge Models folder and select “Knowledge Model”.

  4. Select the Augmented attributes category in the Knowledge Model navigation.

  5. Search or browse for the augmented attribute “Status” and click it to edit it.

  6. In the Possible values section, enter your new value in the box at the end of the list of values, and click Add. Repeat for each new value.

  7. If one of your new values is the new default value for the attribute, hover over the end of its row and click to mark it as the default. Alternatively, if there’s now no default value, check the box Set default value to null after the list of values.

  8. Click Save to save your changes to the augmented attribute.

  9. In the app navigation in Studio, find any view where the Status appears, and open it for editing.

  10. Click the settings icon for the column for the Status. Select Column Display, and edit the visual mapping to assign colors to your new values. The colors will be used everywhere the augmented attribute is used.

  11. In each of the app’s views, check that your new values are available in the Status dropdowns for the items and displayed as you expect. Wherever the Status is used in a filter or analysis, update those to include your new values.

  12. When you’ve completed and checked your changes, use the Publish button at the top of the screen in your Studio space to publish a new app version.