Create a Workplace service activity

Create a Workplace service activity to trigger a background activity when a Workplace service is selected. The activity can be an approval action, task, or a child case.

Antes de Iniciar

Role required: sn_wsd_case.admin or sn_wsd_case.manager

Ensure that you have the following details:

• Task templates and Case templates to link to a workplace service activity.
• A workplace service with fulfillment type selected as Service activity. For more information, see Create a Workplace service.

Por Que e Quando Desempenhar Esta Tarefa

Activities can be approvals, tasks, or child cases. You can specify the order in which these activities must be triggered.

Procedimento

1. Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Workplace services.
2. Select the workplace service that you want to modify to add more workplace service activities.
3. Click New under the Workplace Service Activities section in the Workplace services form.
4. On the form, fill in the fields.

   Tabela 1. Workplace service form fields

   Field	Description
   Name	Enter a name for the service activity.
   Activity type	Select the type of service activity that you want to create: Approval: Creates an approval activity. Task: Creates a task activity. Child case: Creates a child workplace case. Execute service item: Executes the tasks or cases created for workplace service items ordered by an employee along with the workplace service. For more information, see Add a workplace service item to a workplace service. Automated task: Creates an automated task that will be closed without any manual intervention.
   Missing all approves	This field appears if you select the Activity type Approval. From the list of options, select what action to take if all the approvers are missing.
   Wait for	This field appears if you select the Activity type Approval. Select the type of approval required to close the case. From the options, select whether any approver can approve, all approvers must approve, or if the first response from any approver is an approval. Point to the options to view more details.
   Application	This field is auto-generated. However, ensure that Workplace Case Management is selected.
   Parent service	This field is auto-populated with the Workplace service to which you are adding this activity.
   Order	Specify an order for this activity. Depending on the order, the service activity is initiated. Nota: You can specify only one Service Activity of type Approval in a single order.
   Approvers	This field appears if you select the Activity type Approval. Select approvers for the case from the configured performer criteria. Click the unlock icon ( ) to select.
   Task template	This field appears if you select the Activity type as Task. Click the search () icon and select the suitable task template. You can also create a task template, for more information, see Create a Workplace task template.
   Workplace case service	This field appears if you select the Activity type as Child case. Click the search () icon and select the Workplace service you want to set as a child case. To add a Workplace service, see Create a Workplace service.
   Continue if incomplete	Select this option if you want this activity to continue even if the activity is closed or incomplete.

5. Opcional: Enter the conditions in the condition builder that you want to trigger the background activity.
   For example, a task for the activity will be created only when the condition matches the case record.
   In releases prior to the Quebec release, fields had to be selected from the Workplace Case [sn_wsd_case_workplace_case] table and service catalog variables such as questions could not be referenced.
6. Click Submit.

Resultado

The Workplace Service Activity is created and will be executed when the parent Workplace service is requested.