Create new interaction related record form
Use the Create New Interaction Related Record form to provide details about the associated finance case.
| Field | Description |
|---|---|
| Interaction | System-generated interaction number. |
| Record Type | Type of record created for a case or knowledge topic. |
| Document table | Finance case name that you want to associate with the interaction record. |
| ID of related record | ID of a related record. This field is auto-populated after you select Document table. |
Parent Topic:Finance Case Management Reference
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