---
sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/source-to-pay-operations

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    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# View interaction details in Source-to-Pay Workspace

# View interaction details in Source-to-Pay Workspace {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

View the details of an interaction record to analyze interactions and take immediate actions. Viewing an interaction record provides a comprehensive view of the customer journey. You can link an interaction record to an
existing procurement case or can assign a task, which needs a procurement specialist involvement for investigation.

## Before you begin

Role required: Procurement specialist, agent

## Procedure

1. Navigate to AllProcurement Case Management.
2. Select the List icon (![List icon.]()) and select Interactions \>All.
3. View interactions in the desired category to associate a record with a procurement case or a task.

* Assigned to me- Interactions assigned to a user
* Active-Interactions ready to be investigated
* All- All interactions
{#viewing-an-interaction__ul_xnk_mr5_hxb}

4. Select an interaction record to view its details.  
   {#viewing-an-interaction__id_k2g_4f5_hxb__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated unique interaction number |
   | Type | Mode of interaction |
   | State | Status of the record |
   | Opened for | The virtual agent name |
   | Assigned to | The virtual agent assigned to the interaction record |
   | Transcript | Text record of the conversation between an agent and the customer |
   [Table 1. Details form]

   {#viewing-an-interaction__id_k2g_4f5_hxb}
5. **Optional:** View the procurement cases assigned to an interaction record by accessing the Related tasks tab.
6. **Optional:** View information about the assigned virtual agent, attachments added to the interaction, and templates for use in the contextual side panel.

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