Configure Approval options

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add approvers to approve cases created through Workplace services.

    Vorbereitungen

    Warnung:
    Starting with Workplace Case Management version 1.8.2, the option to configure approval options has been moved to the core application Workplace Core version 2.9.2. To create or view approval options, navigate to Workplace Core > Administration > Performer Criteria.
    • After the upgrade, the existing approvers are migrated from the Approval Option [sn_wsd_case_approval_option] table in the Workplace Case Management to the Workplace Performer Criteria [sn_wsd_core_performer_criteria] table in Workplace Core.
    • The Workplace Performer Criteria has the same functionality as the Workplace Case Management Approval option. In addition, you can configure static approvers using the User criteria.
    Ensure that you have the following details:
    • Workplace Case table.
    • User fields to select an approver from.

    Role required: sn_wsd_case.admin or sn_wsd_case.manager

    Warum und wann dieser Vorgang ausgeführt wird

    The ServiceNow® Workplace Case Management application provides the following default Approval options:
    • Manager
    • Workplace location managed by
    • Workplace location managed by group

    Prozedur

    1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Approval options.
    2. Click New.
    3. On the form, fill in the fields.
      Tabelle : 1. Approval options form
      Field Description
      Name Name of the Approval option.
      Case table Case table for the option. Select the Workplace Case [sn_wsd_case_workplace_case] table.
      User field User or a user group to set as approver.
      Application Application for the option. This field is automatically set. Make sure the application is set to Workplace Case Management.
      Active Option to activate the approval option. Select this option.
    4. Click Submit.

    Ergebnisse

    The Approval option is added and will be listed wherever approvals are configured.