Transactions list
OverviewThis article explains how to use transactions list in the transactions area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this article when you
Overview
This article explains how to use transactions list in the transactions area of Work Planner and what users should look for when moving into the next step of the workflow.
When to use this
Use this article when you need to find, review, search, filter, or open records before choosing a more focused action.
How it fits into the flow
Transactions list sits within Accounts / Transactions. It is designed to work alongside related articles such as Creating a transaction, Editing a transaction, Linked transaction records, so users can move through the workflow without relying on one giant reference page.
Main actions
- Use the screen to review what is available in this area and move into the next focused step.
- Look for search, filter, or row actions that help you narrow down the records you need.
- Open the linked details, forms, or dialogs when you are ready to continue the workflow.
Important fields
- This article is more about the workflow than a long form, so focus on the visible actions, status cues, and related follow-up steps on the parent screen.