Create a Workplace service activity

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read

    • 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 All > 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.
      • Execute service item: Executes the tasks or cases created for workplace service items ordered by an employee along with the workplace service. For more information, see Add a workplace service item to a workplace service.
      • Automated task: Creates an automated task that will be closed without any manual intervention.
      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.
      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.
      Approvers This field appears if you select the Activity type Approval. Select approvers for the case from the configured performer criteria. Click the unlock icon (Approvers from case unlock icon ) to select.
      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.
      Continue if incomplete Select this option if you want this activity to continue even if the activity is closed or incomplete.
    5. Optional: Enter the conditions in the condition builder that you want to trigger the background activity.
      For example, a task for the activity will be created only when the condition matches the case record.
      In releases prior to the Quebec release, fields had to be selected from the Workplace Case [sn_wsd_case_workplace_case] table and service catalog variables such as questions could not be referenced.
    6. Click Submit.

    Result

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