Create a workplace performer criteria

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure the users who are permitted to perform important actions in Workplace Service Delivery. Add approvers to approve workplace cases and reservations that are created through Workplace services.

    Before you begin

    Role required: sn_wsd_core.admin

    About this task

    Configure workplace performer criteria and enable a set of users to perform actions such as approval and more. The configured users can perform approval actions, workplace-related activities and reservation-related approvals. The users configured in the criteria will be used to perform various important actions throughout the Workplace Service Delivery application.

    Procedure

    1. Navigate to Workplace Core > Administration > Performer Criteria.
    2. Click New.
    3. On the form, fill in the fields.
      Table 1. Workplace Performer Criteria form
      Field Description
      Name Name of the performer criteria.
      Table Table for which you want to create the performer criteria. This field appears only if the Is dynamic option is selected.
      User criteria User criteria for the performer criteria for approvals. This field appears only if the Is dynamic option is not selected.

      To add a user criteria, refer to Create a user criteria record.
      Active Option to activate the performer criteria.
      Is dynamic Option to create the performer criteria with a dynamic behavior. If you enable the option, you can select the user fields directly that you want to set as approvers.
      User field Users or user groups who perform any important Workplace Service Delivery application-related actions. This field appears only if the Is dynamic option is enabled.
    4. Click Submit.

    Result

    The performer criteria are added for the selected table.