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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Install Workplace Case Management

Install the Workplace Case Management application from ServiceNow Store applications. Visit the ServiceNow Store 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.

Before you begin

Complete the following setup checklist.

Setup tasksDescription
Verify that Workplace Service Delivery - Core (sn_wsd_core) plugin of minimum version 2.0 is activated.Navigate to Subscription Management > Subscriptions in your instance. The list displays the subscriptions that your organization has purchased.
Verify that Workplace Case Management (sn_wsd_case) plugin is activated.Navigate to Subscription Management > Subscriptions in your instance. The list displays the subscriptions that your organization has purchased.

Activate the Workplace Service Delivery - Core plugin of minimum version 2.0 (sn_wsd_core) in your ServiceNow instance before you install Workplace Case Management.

Use the following details when required:

  • Name of the application: Workplace Case Management
  • ID of the application: sn_wsd_case

Role required: admin

About this task

Procedure

  1. Navigate to System Applications > All Available Applications > All.

  2. Find the application using the filter criteria and search bar.

    You can search for the application by its name or ID. If you cannot find an application, you may have to request it from ServiceNow store.

    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.

  3. Click Install.

  4. In the Application installation dialog box, review the application dependencies.

    Dependent plugins and applications are listed if they will be installed, are currently installed, or need to be installed. If there are any plugins or applications that need to be installed, you must install them before you can install Workplace Case Management.

  5. If demo data is available and you want to install it, click Load demo data.

    Demo data comprises sample records that describe application features for common use cases. Load demo data when you first install the application on a development or test instance.

    Important: If you don't load the demo data during installation, it's unavailable to load later.

  6. Click Install.

Parent Topic:Configuring Workplace Case Management

Related topics

Create a Workplace case template

Create a Workplace task template

Smart Assessment for Workplace Case and Task

Automating seat assignment for new hires

Configure Approval options

Configure a Record producer

Configuring a record producer for request edit

Configuring a record producer for reservation

Create an SLA Definition

Create a Workplace service

Add a workplace service item to a workplace service

Create a workplace template configuration

Create a workplace field mapping

Configure an escalation rule

Add Fulfillment instructions

Group similar workplace cases under a parent case