---
title: Initiate sidebar discussions
description: Start a sidebar discussion to collaborate with stakeholders while working on a finance inquiry case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/finance-case-management/initiate-sidebar-discussions.html
release: australia
product: Finance Case Management
classification: finance-case-management
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Using the Finance Operations Workspace, Use, Finance Case Management, Finance and Supply Chain applications, Finance and Supply Chain]
---

# Initiate sidebar discussions

Start a sidebar discussion to collaborate with stakeholders while working on a finance inquiry case.

## Before you begin

Role required: sn\_fin\_ops.specialist

## Procedure

1.  Navigate to either of the following:

    -   **All** > **Finance Operations** > **Finance Operations Workspace**.
    -   **Workspaces** > **Finance Operations Workspace**.
2.  In the Finance Operations workspace, select the List icon \[Omitted image "fin-ops-list-icon.png"\] Alt text: to open the List page.

3.  From the list page, navigate to either of the following submodules:

    -   **My work** > **Open cases**
    -   **All work** > **Cases**
4.  Select a case number link from the Number column.

5.  Select **Discuss**.

6.  Add stakeholders to the discussion.

7.  Select **Start discussion**.

    A new side bar discussion is initiated.


## Result

The stakeholders are notified when you add them to a discussion. They can join the discussion by selecting the Sidebar discussions icon \[Omitted image "fin-ops-sidebar-chat-icon.png"\] Alt text:.

\[Omitted image "fin-ops-sidebar-discussion.png"\] Alt text: Join the sidebar discussion

## What to do next

For more information on the sidebar, see [Sidebar](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/sidebar-landing.md).

To learn more about using the sidebar, see [Using Sidebar](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/using-sidebar.md).

For information on the activity stream in the sidebar is, see [Activity stream in Sidebar](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/activity-stream-sidebar.md).

**Parent Topic:**[Using the Finance Operations Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/finance-case-management/using-fin-case-mgmt-workspace.md)