--- sourceDocument: Xanadu Employee Service Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu Employee Service Management ft:clusterId : - emplsm bundleId : - emplsm workflow : - Employee --- # Create a workplace template configuration # Create a workplace template configuration {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read Define a template that must be applied to fulfill a workplace case. Set conditions based on common employee responses for requests. The template will be applied to those workplace cases that match the conditions specified. ## Before you begin Role required: admin ## About this task Create a template and configure the conditions that a workplace case must match so that the template is applied. If the conditions don't match, then the default template that is specified in the workplace service is applied. A Workplace template configuration can be directly applied to a workplace service or a workplace service activity. ## Procedure 1. Navigate to AllWorkplace Case ManagementWorkplace Case Management - SetupWorkplace services. 2. Select the workplace service to which you want to add a Workplace template configuration. 3. On the form, scroll down to the Workplace Template Configurations related list. 4. Click New. 5. On the form, fill in the fields. {#create-workplace-template-confguration__table_yfr_ljm_qqb__entry__2} | Field | Description | |-|-| | Configuration table | Configuration table of the workplace service. | | Configuration document id | Configuration id of the workplace service. | | Template | Template that must be applied to the workplace service or the workplace service activity. | | Application | Application of the template. This field is automatically set. Ensure that Workplace Case Management is selected. | | Active | Option to activate the Workplace template configuration. | | Order | Order of the template. | | Table | Workplace case table that is used to apply the template. | | Condition | Conditions that must be met to apply the template. Use the AND, OR, and New criteria options to build conditions. After you create a condition, click Preview to preview the number of records that match the conditions. | [Table 1. Workplace Template Configuration form] {#create-workplace-template-confguration__table_yfr_ljm_qqb} 6. Click Submit. ## Result The Workplace template configuration is added. The template will be applied to those workplace services or workplace service activities that match the specified condition. **Related concepts** * [Configuring a record producer for request edit](https://servicenow-prod.fluidtopics.net/dy2qCqd_6H1IsrDKI7Pi2A "Configure a record producer for editable workplace service requests.") * [Configuring a record producer for reservation](https://servicenow-prod.fluidtopics.net/i6CX1_jurbjhK3JMVPC1Nw "Configure a record producer to integrate it with Workplace Reservation Management.") **Related tasks** * [Install Workplace Case Management](https://servicenow-prod.fluidtopics.net/KPZXMhM7GhG1nOSh3xfdVA "Install the Workplace Case Management application from ServiceNow Store applications. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.") * [Create a Workplace case template](https://servicenow-prod.fluidtopics.net/6DWaeojymeRdJ3a0ClKBag "Create a Workplace case template for use when creating workplace services.") * [Create a Workplace task template](https://servicenow-prod.fluidtopics.net/QhQ3kY4o577Dht0QIRohXw "A Task template simplifies the process of creating tasks in Workplace Case Management by populating fields automatically.") * [Configure Approval options](https://servicenow-prod.fluidtopics.net/qdInXcVLT9kjBQ8WJywLUA "Add approvers to approve cases created through Workplace services.") * [Configure a Record producer](https://servicenow-prod.fluidtopics.net/z6HCnCcxoRMv9nOPtJDdHA "Make a Workplace service available to employees as a self-service option. Configure a record producer to display the service as a catalog item in the Workplace Services catalog.") * [Configure workplace services topic](https://servicenow-prod.fluidtopics.net/SsX192iOqWwZBxnzGhoSYw "Configure catalog items for the child topics under the Workplace service topic within the Workplace Service Delivery integration with Microsoft Places application.") * [Create an SLA Definition](https://servicenow-prod.fluidtopics.net/6nyG~b315~c18hmlR3fDKQ "Configure SLAs to ensure that cases are resolved according to the expectations of customers. SLAs set up performance parameters, such as specifying minimum uptime or the amount of time that a task needs in order to reach a certain condition.
") * [Create a Workplace service](https://servicenow-prod.fluidtopics.net/HpRC3WXqI7rYofl5z3zDJA "Create a workplace service with pre-defined steps of fulfillment. Select the fulfillment type required based on the workplace service. Create workplace services like catering, office supply request, parking, or any service to support employees needs.") * [Add a workplace service item to a workplace service](https://servicenow-prod.fluidtopics.net/hWjBGuvveB8m8kyhf6DEUQ "Configure a workplace item that an employee can order along with a workplace service request or as part of their reservation. For example, while making a reservation, an employee can order a workplace service item such as catering, an additional chair, whiteboard, marker, and more.") * [Create a workplace field mapping](https://servicenow-prod.fluidtopics.net/GeQGRtT5cCuhjJ8fiQ6d4A "Create a field mapping record to copy the field information of a parent case to the child workplace service activities or to workplace item-related tasks. Skip the process of re-entering the same details of a parent case to a child case by using field mapping records.") * [Configure an escalation rule](https://servicenow-prod.fluidtopics.net/CUwdi6rEEuOLfmsncLLefg "Escalate a workplace case to the relevant assignment group by using an escalation rule.") * [Add Fulfillment instructions](https://servicenow-prod.fluidtopics.net/zaEsAfyVDLlQOK~qBdQxwQ "Provide instructions to workplace agents on how to fulfill a workplace case. Add instructions for new workplace agents and for complicated workplace cases.") * [Group similar workplace cases under a parent case](https://servicenow-prod.fluidtopics.net/4QBW8nn~7PHpSdwErWfjPg "Categorize cases that have similar issues and that require the same resolution under a single parent case. Reduce the time spent on resolving multiple workplace cases.") *[\>]: and then