Activate the Create Finance Inquiry for inbound email flow

Activate the Create Finance case on Inbound email inquiry flow to create a finance inquiry case automatically 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 Finance case on Inbound email inquiry flow to open it.
3. Select the more actions icon (), scroll, 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 Finance Case Management.
6. Select Copy.
   A copy of the flow opens.
7. Under TRIGGER, specify the conditions that trigger this flow.
8. Select Done.
9. Save and select Activate.
   The Create Finance case on Inbound email inquiry flow is activated and a finance inquiry case is created automatically based on the information in an inbound email.