Copy and configure the Invoice processing case for Invoice email flow when Document Intelligence is not installed

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Copy and configure the Invoice processing case for Invoice email flow and add a trigger condition to specify when to create an invoice processing case when Document Intelligence is not installed.

    Before you begin

    Role required: admin

    About this task

    The Invoice processing case for Invoice email is the only flow that is available if you don't install the Document Intelligence application. When activated, this flow automatically creates an invoice processing case for an inbound email.

    Procedure

    1. Navigate to All > Process Automation > Flow Designer.
    2. Search for and open the Invoice processing case for Invoice email flow.
    3. Select the more actions icon (more actions) in the top right and select Copy 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 Accounts Payable Operations integration with Document Intelligence.
    6. Select Copy.
      A copy of the flow opens.
    7. Under TRIGGER, select Inbound Email.
    8. In the Trigger field, leave the trigger as Inbound Email.
    9. Update the email conditions according to your business requirements.
      Note:
      Don't activate this flow without configuring email conditions to specify when to create an invoice processing case. Otherwise, an invoice processing case is created for any email that you receive.
    10. Under ACTIONS, do the following:
      1. Select Accounts payable case Record to expand it.
      2. Under Fields, in the DocIntel status field, select Not applicable.
    11. Select Save.
    12. Select Activate.