Finance Operations Workspace Case Details page
The Finance Operations Workspace Case Details page is displayed when you select the link of a finance case.
On the Finance Operations Workspace, navigate to Lists > My work > Open cases. Select a case number link from the Number column to open the Finance Case Details page.
The Finance Case Details page contains the following options:
| Option | Description |
|---|---|
| Multi-tab interface | For each finance case, the details are displayed in tabs. For more information, see Finance Case form tabs |
| Compose | - Work notes \(Private\): Enter information that must be private to the logged-in user. - Comments: Enter details that are visible to everyone. - Email: Send emails related to the finance case. For more information on sending emails, see Send emails from Finance Operations Workspace |
| Activity stream | Displays processing activities, comments, and changes to the state of the case. You can filter activities by post types, field changes, and flagged activities. |
| Contextual side panel | Includes options to access Agent assist and add attachments related to the finance case. |
- Send emails from Finance Operations Workspace
Send emails related to a specific finance case. - Agent assist in Finance Operations Workspace
Agent assist displays relevant search results based on the search text. The text is defaulted with the short description of the finance case you’re working on.
Parent Topic:Explore the Finance Operations Workspace