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
Image omitted: fin-ops-list-icon.png
to open the List page.
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:
| 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.
Parent Topic:Explore the Finance Operations Workspace