Finance Operations Workspace Case Details page

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

    • The Finance Operations Workspace Case Details page is displayed when you select the link of a finance case.

    On the Finance Operations Workspace, navigate to Lists > My work > Open cases. Select a case number link from the Number column to open the Finance Case Details page.

    The Finance Case Details page contains the following options:
    Tabelle : 1. Finance Case Details page
    Option Description
    Multi-tab interface For each finance case, the details are displayed in tabs. For more information, see Finance Case form tabs
    Compose
    • Work notes (Private): Enter information that must be private to the logged-in user.
    • Comments: Enter details that are visible to everyone.
    • Email: Send emails related to the finance case. For more information on sending emails, see Send emails from Finance Operations Workspace
    Activity stream Displays processing activities, comments, and changes to the state of the case. You can filter activities by post types, field changes, and flagged activities.
    Contextual side panel Includes options to access Agent assist and add attachments related to the finance case.