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Celonis Product Documentation

Configuring augmented attributes for the object-centric Unearned Cash Discount app

In the Unearned Cash Discount app’s Knowledge Model “Unearned Cash Discount Knowledge Model”, configure any additional values you want for the account status (the Account.AccountUCDStatus attribute). You only need to customize the augmented attribute if there’s something important to add besides the supplied values.

The account status shows which accounts have been contacted by the account team. By default, each account has the status Open, and after the account team reaches out to the customer, the status is updated to “1st Notice” or “2nd Notice”. You can’t remove the existing status values.

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 Unearned Cash Discount app in the space where you installed it, and click its tile.

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

  4. Select the Records section of the visual editor, and search for “AccountUCDStatus” to find the relevant record.

    Tip

    You can hide auto-generated items in the Knowledge Model by clicking the “Hide auto-generated definitions” icon next to the search bar.

  5. In the row for “Account”, click the arrow in the Record Items field to open the augmented attributes. Click the attribute AccountUCDStatus to edit it.

    unearned_oc_attributes_1.png

  6. Scroll down to the Augmented Attribute Settings section, and enter each of your new status values in the Possible Value box, then click Add Value to add it to the list. Click Save to save the new values.

    unearned_oc_attributes_2.png

  7. At the moment, your new status values will not be displayed with an additional icon. If you want them to have their own icons, you’ll need to replace the custom object that holds the display rule for the account status. Here’s how to do this:

    1. In the visual editor for “Unearned Cash Discount Knowledge Model”, click the Switch to YAML icon </> to view the YAML for the Knowledge Model.

      unearned_oc_attributes_3.png

    2. Click inside the YAML editor to access the editor’s own search function (instead of your browser search, which won’t work), then press Ctrl + F and search for the custom object CO_DISPLAY_RULE_UCD_AR_Record_CustomerMasterCompanyCode_STATUS.

      unearned_oc_attributes_4.png

    3. Copy the whole of the custom object, then click Edit Mode.

      unearned_oc_attributes_5.png

    4. Paste the custom object into the customObjects section of the YAML. Change the ID to something different - here we’ve used CO_DISPLAY_RULE_UCD_AR_Record_CustomerMasterCompanyCode_STATUS_UPDATED.

      unearned_oc_attributes_6.png

    5. Add a custom attribute for each of your new status values, including a suitable icon for each of them. Click Save and Exit Edit Mode to finish, then click the palette icon to switch back to the visual editor.

    6. In each of the tables where a display rule for account status is used, apply your new custom object instead of the preset custom object. Click the table to go to the component editor, then find the value setting in the table settings (here it’s “Status”). Specify your new custom object for the styling rule, and click Save.

      unearned_oc_attributes_7.png

  8. Go to the Action View and check that your new values are available in the Status dropdowns for the items, and showing the icons you expect.

  9. 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 version of the app.