Create a workplace case from Universal Request

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • As a routing agent, create a workplace case from a universal request and then assign it to the Workplace services assignment group. The workplace manager handles the workplace case and takes further actions to fulfill the request.

    始める前に

    Ensure that you have the following plugins installed:
    • Universal Request (com.snc.universal_request)
    • Workplace Service Delivery - Core (sn_wsd_core)
    • Workplace Case Management (sn_wsd_case)

    Role required: routing_agent and sn_wsd_case.case_writer

    手順

    1. Navigate to Universal Requests > All.
    2. Open the universal request record from which you want to create a workplace case.
    3. Click Create Workplace Case.

    タスクの結果

    A workplace case is created and is automatically assigned to the Workplace services assignment group. If required, you can also add more details on the Workplace Case form.

    On the Workplace Case form, the universal request number that was used for creating the workplace case is displayed. The Workplace case number appears in the primary Ticket field on the Universal Request form and also under the Associated Tickets related list.