Copy and configure the Invoice processing case for Invoice email flow

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.

Before you begin

Role required: admin

About this task

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 () 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. Select Save.
11. Select Activate.