Create a Workplace case template

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.