Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Email notifications from Finance Case Management

Finance Case Management sends email notifications when you perform certain actions on a finance case.

Finance Case Management sends emails in a predefined template and uses email actions to trigger email conditions. You can use the deep links in the emails to view relevant details.

Email conditionsRecipients
A new finance case is created.Email sender, case submitter, or requester
A new task is created for a finance case and assigned to a task owner.Assigned task owner
A finance case is closed.Requester
A comment is added to the finance case.User addressed in the comment
A request for additional information is made.Requester

Parent Topic:Finance Case Management Reference

Related topics

Create a finance case form

Create a finance task form

Interaction form

Create new interaction related record form

Create knowledge base article form