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Components installed with Finance Case Management › Install Finance Case Management › Configure › Finance Case Management › Finance and Supply Chain applications › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Activate the Create Finance Inquiry for inbound email flow

Activate the Create Finance case on Inbound email inquiry flow to create a finance inquiry case automatically based on the information in an inbound email.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Process Automation > Flow Designer.

  2. Search for and select the Create Finance case on Inbound email inquiry flow to open it.

  3. Select the more actions icon (

Image omitted: more-actions-icon.png
More actions\), scroll, and select **Copy flow**.\[Omitted image "fin-ops-copy-flow.png"\] Alt text: Copy the flow
The Create a copy of this flow dialog box is displayed.

  1. In the New flow name field, enter a name for the copied flow.

  2. In the Application field, select Finance Case Management.

  3. Select Copy.

    A copy of the flow opens.

  4. Under TRIGGER, specify the conditions that trigger this flow.

  5. Select Done.

Image omitted: fin-ops-trigger.png
Set triggers for the copied flow

  1. Save and select Activate.

    The Create Finance case on Inbound email inquiry flow is activated and a finance inquiry case is created automatically based on the information in an inbound email.

Parent Topic:Components installed with Finance Case Management