Create new interaction related record form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Use the Create New Interaction Related Record form to provide details about the associated finance case.

    Table 1. Create New Interaction Related Record form
    Field Description
    Interaction System-generated interaction number.
    Record Type Type of record created for a case or knowledge topic.
    Document table Finance case name that you want to associate with the interaction record.
    ID of related record ID of a related record. This field is auto-populated after you select Document table.