Initiate sidebar discussions

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Start a sidebar discussion to collaborate with stakeholders while working on a finance inquiry case.

    Vorbereitungen

    Role required: sn_fin_ops.specialist

    Prozedur

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the Finance Operations workspace, select the List icon (List icon) to open the List page.
    3. From the list page, navigate to either of the following submodules:
      • My work > Open cases
      • All work > Cases
    4. Select a case number link from the Number column.
    5. Select Discuss.
    6. Add stakeholders to the discussion.
    7. Select Start discussion.
      A new side bar discussion is initiated.

    Ergebnisse

    The stakeholders are notified when you add them to a discussion. They can join the discussion by selecting the Sidebar discussions icon (Sidebar chat icon.).

    Join the sidebar discussion

    Nächste Maßnahme

    For more information on the sidebar, see Sidebar.

    To learn more about using the sidebar, see Using Sidebar.

    For information on the activity stream in the sidebar is, see Activity stream in Sidebar.