Create a workplace template configuration

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 All > Workplace Case Management > Workplace Case Management - Setup > Workplace 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.

   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.

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.

Parent Topic:Configuring Workplace Case Management

Related topics

Install Workplace Case Management

Create a Workplace case template

Create a Workplace task template

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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 field mapping

Configure an escalation rule

Add Fulfillment instructions

Group similar workplace cases under a parent case