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  • Release version
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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

    Create a Workplace service

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    Create a Workplace service

    Create a workplace service with pre-defined steps of fulfillment. Select the fulfillment type required based on the workplace service.

    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 it to the workplace service.
    • Record producer to which the workplace service must be linked.
    • Active flows in case you want to create workplace service flow.

    Procedure

    1. Navigate to Workplace Case Management > Workplace Case Management - Setup > Workplace services.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. Workplace service form fields
      Field Description
      Service name Enter a name for the Workplace service.
      Fulfillment type Select the fulfillment type for the workplace service:
      • Manual: Select this option for manual fulfillment. This option enables you to fulfill the request with a human response.
      • Service activity: Select this option to trigger activities to fulfill the workplace service. Save the form to create or update workplace service activities. For more information, see Create a Workplace service activity
      • Flow: Select this option to use an existing subflow from the application for fulfillment. For more information about Flows, see Create a subflow .
        Note: If you are creating a custom subflow, ensure that the input fields are set to following:
        • Label: Workplace Case
        • Name: workplace_case
        • Type: Reference.Workplace Case
      Automatically close case This field appears if you select the Fulfillment type as Service Activity. Select this option to automatically close the case.
      Flow This field appears if you select the Fulfillment type as Flow. Select a Flow for the Workplace service from the list of options.
      Application Select Workplace Case Management from the list of applications.
      Active Select to activate the workplace service.
      Template Select a case template for the workplace service.
      Record producer Select a record producer through which this workplace service must be requested. A record producer can have only one workplace service linked to it.
      Description Enter a description about the workplace service.
    4. Click Submit.

    Result

    The workplace service is created and is requested whenever the associated record producer is selected.

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    Release version
    Choose your release version

      Create a Workplace service

      • 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

      Create a workplace service with pre-defined steps of fulfillment. Select the fulfillment type required based on the workplace service.

      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 it to the workplace service.
      • Record producer to which the workplace service must be linked.
      • Active flows in case you want to create workplace service flow.

      Procedure

      1. Navigate to Workplace Case Management > Workplace Case Management - Setup > Workplace services.
      2. Click New.
      3. On the form, fill in the fields.
        Table 1. Workplace service form fields
        Field Description
        Service name Enter a name for the Workplace service.
        Fulfillment type Select the fulfillment type for the workplace service:
        • Manual: Select this option for manual fulfillment. This option enables you to fulfill the request with a human response.
        • Service activity: Select this option to trigger activities to fulfill the workplace service. Save the form to create or update workplace service activities. For more information, see Create a Workplace service activity
        • Flow: Select this option to use an existing subflow from the application for fulfillment. For more information about Flows, see Create a subflow .
          Note: If you are creating a custom subflow, ensure that the input fields are set to following:
          • Label: Workplace Case
          • Name: workplace_case
          • Type: Reference.Workplace Case
        Automatically close case This field appears if you select the Fulfillment type as Service Activity. Select this option to automatically close the case.
        Flow This field appears if you select the Fulfillment type as Flow. Select a Flow for the Workplace service from the list of options.
        Application Select Workplace Case Management from the list of applications.
        Active Select to activate the workplace service.
        Template Select a case template for the workplace service.
        Record producer Select a record producer through which this workplace service must be requested. A record producer can have only one workplace service linked to it.
        Description Enter a description about the workplace service.
      4. Click Submit.

      Result

      The workplace service is created and is requested whenever the associated record producer is selected.

      Tags:

      Feedback

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