Configure Approval options

Add approvers to approve cases created through Workplace services.

Before you begin

Warning: Starting with Workplace Case Management version 1.8.2, the option to configure approval options has been moved to the core application Workplace Core version 2.9.2. To create or view approval options, navigate to Workplace Core > Administration > Performer Criteria.

• After the upgrade, the existing approvers are migrated from the Approval Option [sn_wsd_case_approval_option] table in the Workplace Case Management to the Workplace Performer Criteria [sn_wsd_core_performer_criteria] table in Workplace Core.
• The Workplace Performer Criteria has the same functionality as the Workplace Case Management Approval option. In addition, you can configure static approvers using the User criteria.

Ensure that you have the following details:

• Workplace Case table.
• User fields to select an approver from.

Role required: sn_wsd_case.admin or sn_wsd_case.manager

About this task

The ServiceNow® Workplace Case Management application provides the following default Approval options:

• Manager
• Workplace location managed by
• Workplace location managed by group

Procedure

1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Approval options.

2. Click New.

3. On the form, fill in the fields.

   Field	Description
   Name	Name of the Approval option.
   Case table	Case table for the option. Select the Workplace Case [sn_wsd_case_workplace_case] table.
   User field	User or a user group to set as approver.
   Application	Application for the option. This field is automatically set. Make sure the application is set to Workplace Case Management.
   Active	Option to activate the approval option. Select this option.

4. Click Submit.

Result

The Approval option is added and will be listed wherever approvals are configured.

Parent Topic:Configuring Workplace Case Management

Related topics

Install Workplace Case Management

Create a Workplace case template

Create a Workplace task template

Smart Assessment for Workplace Case and Task

Automating seat assignment for new hires

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