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    • Workplace Service Delivery
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    Home Orlando Workplace Service Delivery Workplace Service Delivery Workplace Case Management Workplace Case Management Setup Workplace Services Create a Workplace service activity

    Create a Workplace service activity

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    Create a Workplace service activity

    Create a Workplace service activity to trigger a background activity when a Workplace service is selected. The activity can be an approval action, task, or a child case.

    Before you begin

    Role required: sn_wsd_case.admin or sn_wsd_case.manager
    Ensure that you have the following details:
    • Task templates and Case templates to link to a workplace service activity.
    • A workplace service with fulfillment type selected as Service activity. For more information, see Create a Workplace service.

    About this task

    Activities can be approvals, tasks, or child cases. You can specify the order in which these activities must be triggered.

    Procedure

    1. Navigate to Workplace Case Management > Workplace Case Management - Setup > Workplace services.
    2. Select the workplace service that you want to modify to add more workplace service activities.
    3. Click New under the Workplace Service Activities section in the Workplace services form.
    4. On the form, fill in the fields.
      Table 1. Workplace service form fields
      Field Description
      Name Enter a name for the service activity.
      Activity type Select the type of service activity that you want to create:
      • Approval: Creates an approval activity.
      • Task: Creates a task activity.
      • Child case: Creates a child workplace case.
      Missing all approves This field appears if you select the Activity type Approval. From the list of options, select what action to take if all the approvers are missing.
      Wait for This field appears if you select the Activity type Approval. Select the type of approval required to close the case. From the options, select whether any approver can approve, all approvers must approve, or if the first response from any approver is an approval. Point to the options to view more details.
      Approver from case This field appears if you select the Activity type Approval. Select approvers for the case from the configured Approval options. Click the unlock icon Approvers from case unlock icon ) to select. To add approvers, see Configure Approval options..
      Task template This field appears if you select the Activity type as Task. Click the search (Task template search icon) icon and select the suitable task template. You can also create a task template, for more information, see Create a Workplace task template.
      Workplace case service This field appears if you select the Activity type as Child case. Click the search (Workplace case service search icon) icon and select the Workplace service you want to set as a child case. To add a Workplace service, see Create a Workplace service.
      Application This field is auto-generated. However, ensure that Workplace Case Management is selected.
      Parent service This field is auto-populated with the Workplace service to which you are adding this activity.
      Order Specify an order for this activity. Depending on the order, the service activity initiated.
      Note: You can specify only one Service Activity of type Approval in a single order.
      Continue if incomplete Select this option if you want this activity to continue even if the activity is closed or incomplete.
    5. Click Submit.

    Result

    The Workplace Service Activity is created and will be executed when the parent Workplace service is requested.

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    Release version
    Choose your release version

      Create a Workplace service activity

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Create a Workplace service activity

      Create a Workplace service activity to trigger a background activity when a Workplace service is selected. The activity can be an approval action, task, or a child case.

      Before you begin

      Role required: sn_wsd_case.admin or sn_wsd_case.manager
      Ensure that you have the following details:
      • Task templates and Case templates to link to a workplace service activity.
      • A workplace service with fulfillment type selected as Service activity. For more information, see Create a Workplace service.

      About this task

      Activities can be approvals, tasks, or child cases. You can specify the order in which these activities must be triggered.

      Procedure

      1. Navigate to Workplace Case Management > Workplace Case Management - Setup > Workplace services.
      2. Select the workplace service that you want to modify to add more workplace service activities.
      3. Click New under the Workplace Service Activities section in the Workplace services form.
      4. On the form, fill in the fields.
        Table 1. Workplace service form fields
        Field Description
        Name Enter a name for the service activity.
        Activity type Select the type of service activity that you want to create:
        • Approval: Creates an approval activity.
        • Task: Creates a task activity.
        • Child case: Creates a child workplace case.
        Missing all approves This field appears if you select the Activity type Approval. From the list of options, select what action to take if all the approvers are missing.
        Wait for This field appears if you select the Activity type Approval. Select the type of approval required to close the case. From the options, select whether any approver can approve, all approvers must approve, or if the first response from any approver is an approval. Point to the options to view more details.
        Approver from case This field appears if you select the Activity type Approval. Select approvers for the case from the configured Approval options. Click the unlock icon Approvers from case unlock icon ) to select. To add approvers, see Configure Approval options..
        Task template This field appears if you select the Activity type as Task. Click the search (Task template search icon) icon and select the suitable task template. You can also create a task template, for more information, see Create a Workplace task template.
        Workplace case service This field appears if you select the Activity type as Child case. Click the search (Workplace case service search icon) icon and select the Workplace service you want to set as a child case. To add a Workplace service, see Create a Workplace service.
        Application This field is auto-generated. However, ensure that Workplace Case Management is selected.
        Parent service This field is auto-populated with the Workplace service to which you are adding this activity.
        Order Specify an order for this activity. Depending on the order, the service activity initiated.
        Note: You can specify only one Service Activity of type Approval in a single order.
        Continue if incomplete Select this option if you want this activity to continue even if the activity is closed or incomplete.
      5. Click Submit.

      Result

      The Workplace Service Activity is created and will be executed when the parent Workplace service is requested.

      Tags:

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