Create a Workplace case template

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

    • Create a Workplace case template for use when creating workplace services.

    Before you begin

    Role required: sn_wsd_case.admin or sn_wsd_case.manager

    About this task

    A Case template simplifies the process of creating cases in Workplace Case Management by populating fields automatically.

    Procedure

    1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Case templates.
    2. Create a template or modify an existing template.
      • To create a template, select New.
      • To modify an existing template, select the template from the list.

      For information about the template form fields, see Create a template.

    3. In the Table field, select the Workplace case [sn_wsd_case_workplace_case] table.
    4. Select Submit.

    Result

    The case template is created. You can use the template for workplace services.

    What to do next

    Create a case template with user acceptance, for more information, see Create a User acceptance Workplace case template.