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Celonis Product Documentation

Monitoring changes with Process Navigator

Ways of monitoring changes

You can keep up to date with changes using:

  • Subscriptions for specific processes or types of content.

  • Insights to view information about all changes during a specific time period.

Subscription types

Subscriptions can be static or dynamic. If you:

  • Know exactly which processes or content you want to subscribe to, use a static subscription.

  • Want your subscriptions to update automatically if a process or content that meets your criteria is added or removed, use a dynamic subscription.

Viewing your subscriptions

Click Subscriptions button to see all your subscriptions. You can view your subscriptions and add new subscriptions in both My Overview and the Process Journal.

Setting up a static subscription

Note

If you want to change your static group, see Editing a group.

  1. In My Overview, select a type category.

  2. Hover your cursor over a process or content.

  3. Click Details.

    Example showing the details option when hovering in My Overview.

    A pop-up window appears.

    PN_process_description.png

  4. Click Subscribe.

  5. Select a static group.

  6. Click Save.

Setting up a dynamic subscription

  1. Click Subscriptions > +Group > Dynamic Group.

  2. Enter:

    1. A group title.

    2. The owner of the group.

    3. Filters you want to use to determine the members of the group.

  3. Click +Type to define each of your filter criteria.

Note

The filters use INCLUDES and OR to combine criteria like location and role.

Editing a group

  1. Click Subscriptions.

  2. Select the group you want to edit.

  3. Click Settings button for that group.

  4. Select Edit group.

  5. Make your changes.

  6. Click Save.

About Insights

While subscriptions let you see any changes that have been made to things you’re interested in, Insights give you information on changes that have been made during a set time period. For example, if you’ve been out of the office, you can use Insights to quickly see what’s changed in your absence.

Accessing Insights

  1. In the Process Navigator home page, scroll down to Some Insights.

  2. Use the search and filters to find processes or content that meet your criteria.

  3. View the Type of change information in the results for more information or click individual processes or content.

    Example screen showing insights information.

Tip

If the State panel indicates there have been changes but these aren’t displaying in your results, try disabling My Filters.