Activate the Create Inquiry Case on Invoice email flow

Activate the Create Inquiry Case on Invoice email flow to automatically create an invoice inquiry case based on the information in an inbound email.

始める前に

Role required: admin

手順

1. Navigate to All > Process Automation > Flow Designer.
2. Search for and select the Create Inquiry Case on Invoice email flow to open it.
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.
6. Select Copy.
   A copy of the flow opens.
7. Under TRIGGER, specify the conditions that trigger this flow.
8. Select Save.
9. Select Activate.