Finance Operations Workspace list page

View a high-level information of all records in a list filter from the Finance Operations Workspace list page.

In the Finance Operations Workspace, select the List icon to open the List page.

You can select each module and submodule to view the details in a list. Under Lists, you can do the following:

• Refresh the list to display the most updated information.
• Edit columns to adjust the list to display required columns in the order of your choice.
• Reset column widths to default.
• Copy the URL for this list.
• Apply filters to view specific information that you're interested in.
• Export the list to a file in Excel, CSV, JSON, or PDF format.
• Create a copy of the list and save it under My Lists.

Note:

The List menu component is configured by admins in UI Builder. For information on List menu component configurations, see List menu UIB Setup.

As a finance specialist, you have access to the following modules and submodules:

Table 1. Modules and submodules

Modules	Submodules
My work	Open cases Open tasks Open interactions
Review needed	Unassigned cases Unassigned tasks
All work	Cases Closed cases Tasks Closed tasks Interactions Closed interactions
Interactions	All Active Assigned to me
Primary data	Cost center
Knowledge	Finance articles

• View a case from Finance Operations Workspace
  View a case from the Finance Operations Workspace for further processing.