Activate the Create Finance Inquiry for inbound email flow

Activate the Create Finance case on Inbound email inquiry flow to create a finance inquiry case automatically based on the information in an inbound email.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Process Automation > Flow Designer.

2. Search for and select the Create Finance case on Inbound email inquiry flow to open it.

3. Select the more actions icon ([Omitted image "more-actions-icon.png"] Alt text: More actions), scroll, and select Copy flow.[Omitted image "fin-ops-copy-flow.png"] Alt text: Copy the flow

   The Create a copy of this flow dialog box is displayed.

4. In the New flow name field, enter a name for the copied flow.

5. In the Application field, select Finance Case Management.

6. Select Copy.

   A copy of the flow opens.

7. Under TRIGGER, specify the conditions that trigger this flow.

8. Select Done.[Omitted image "fin-ops-trigger.png"] Alt text: Set triggers for the copied flow

9. Save and select Activate.

   The Create Finance case on Inbound email inquiry flow is activated and a finance inquiry case is created automatically based on the information in an inbound email.

Parent Topic:Components installed with Finance Case Management