Create a User acceptance Workplace case template

Create a Workplace case template with user acceptance.

Before you begin

Role required: sn_wsd_case.admin or sn_wsd_case.manager

About this task

Create this case template for use when a user's approval or rejection is required to close the request.

Procedure

1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Case templates.

2. Create a template or modify an existing template.

   • If you are creating a new template, click New.
   • If you are modifying an existing template, open the desired template. 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. In the Template field, enable user acceptance and acceptance time-out.

   1. In the left column, select Enable user acceptance and in the right column, select True.

   2. In the left column, select Acceptance timeout and in the right column, specify the duration after which the acceptance request can expire.

5. Click Submit.

Result

The Case template is created with user acceptance options enabled.

What to do next

Use the template in Workplace services where user acceptance is required. For more information about creating Workplace services, see Create a Workplace service.