---
title: Associate an interaction record with a related procurement case in Source-to-Pay Workspace
description: Associate an interaction record to a procurement case if your interaction is related to an existing procurement case. You can also associate a task to an interaction record to track your actions related to the interaction.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/associate-interaction-record.html
release: australia
product: Sourcing and Procurement Operations
classification: sourcing-and-procurement-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Interaction Management in Source-to-Pay Workspace, Procurement Case Management, Explore, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# Associate an interaction record with a related procurement case in Source-to-Pay Workspace

Associate an interaction record to a procurement case if your interaction is related to an existing procurement case. You can also associate a task to an interaction record to track your actions related to the interaction.

## Before you begin

Role required: Live agent, Procurement specialist

## Procedure

1.  Navigate to **All** > **Procurement Case Management** > **Source-to-Pay Workspace**.

2.  Select the List icon \(\[Omitted image "cases-list-icon.png"\] Alt text: List icon.\) and select **Interactions** >**All**.

3.  Search for an interaction record using the interaction ID from the list of records.

4.  Associate a record with an existing procurement case.

    1.  Select More Actions option and then select **Associate record**.

    2.  On the form, fill in the fields.

<table id="table_e5y_qry_2xb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Interaction

</td><td>

System-generated interaction number.

</td></tr><tr><td>

Record Type

</td><td>

Type of record created for a task or knowledge topic. By default, this task is auto-populated.

</td></tr><tr><td>

Document table

</td><td>

Unique table name of the procurement case.

</td></tr><tr><td>

Task

</td><td>

Procurement task that you want to associate to an interaction record.**Note:** The ID of the related record auto-populates when the table name is provided in the **Document table** field.

</td></tr></tbody>
</table>5.  Select **Save**.


## Result

The interaction record is updated with its associated procurement case.

**Parent Topic:**[Interaction Management in Source-to-Pay Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/interaction-management-in-procurement-operations-workspace.md)