Add Fulfillment instructions
Provide instructions to workplace agents on how to fulfill a workplace case. Add instructions for new workplace agents and for complicated workplace cases.
Before you begin
Role required: sn_wsd_case.admin or sn_wsd_case.manager
About this task
Add instructions for fulfilling a workplace case.
Procedure
-
Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Fulfillment instructions.
-
Select New.
-
On the form, fill in the fields.
|
Field |
Description |
|---|---|
|
Name |
Name for the fulfillment instruction. |
|
Table |
Table containing workplace cases. The field is automatically set to the |
|
Condition |
Conditions that a workplace case should satisfy before you implement the fulfillment instruction. The instruction appears in the workplace case records which match this condition.- To add a condition, select Add Filter Condition.
|
|
Active |
Option to activate the fulfillment instruction. |
|
Order |
The order in which the instruction is followed when there are multiple fulfillment instructions for a workplace case record. |
|
Instruction |
Fulfillment instructions to follow. Use the formatting options to change the style of the content. |
|
Knowledge articles |
Knowledge article to support the instructions.Select the unlock knowledge articles icon ([Omitted image "unlock-icon.png"] Alt text: Unlock Knowledge articles icon.) to add an article. Select the lookup icon ([Omitted image "search-icon.png"] Alt text: Lookup icon.) to search for an article. |
Result
The fulfillment instruction is added. The instruction is displayed in the workplace case records that match the specified conditions.
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
Configuring a record producer for request edit
Configuring a record producer for reservation
Add a workplace service item to a workplace service
Create a workplace template configuration
--- title: Add Fulfillment instructions description: Provide instructions to workplace agents on how to fulfill a workplace case. Add instructions for new workplace agents and for complicated workplace cases. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/workplace-case-management/add-fulfillment-instructions.html release: australia product: Workplace Case Management classification: workplace-case-management topic_type: task last_updated: "2026-09-10" reading_time_minutes: 4 breadcrumb: [Configure, Workplace Case Management, Workplace Service Delivery, Employee Service Management] --- # Add Fulfillment instructions Provide instructions to workplace agents on how to fulfill a workplace case. Add instructions for new workplace agents and for complicated workplace cases. ## Before you begin Role required: sn\_wsd\_case.admin or sn\_wsd\_case.manager ## About this task Add instructions for fulfilling a workplace case. ## Procedure 1. Navigate to **All** > **Workplace Case Management** > **Workplace Case Management - Setup** > **Fulfillment instructions**. 2. Select **New**. 3. On the form, fill in the fields. <table id="table_cpt_z4g_knb"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Name </td><td> Name for the fulfillment instruction. </td></tr><tr><td> Table </td><td> Table containing workplace cases. The field is automatically set to the `Workplace Case` table. </td></tr><tr><td> Condition </td><td> Conditions that a workplace case should satisfy before you implement the fulfillment instruction. The instruction appears in the workplace case records which match this condition.- To add a condition, select **Add Filter Condition**. - To add an "OR" condition, select **Add "OR" Clause**. </td></tr><tr><td> Active </td><td> Option to activate the fulfillment instruction. </td></tr><tr><td> Order </td><td> The order in which the instruction is followed when there are multiple fulfillment instructions for a workplace case record. </td></tr><tr><td> Instruction </td><td> Fulfillment instructions to follow. Use the formatting options to change the style of the content. </td></tr><tr><td> Knowledge articles </td><td> Knowledge article to support the instructions.Select the unlock knowledge articles icon \(\[Omitted image "unlock-icon.png"\] Alt text: Unlock Knowledge articles icon.\) to add an article. Select the lookup icon \(\[Omitted image "search-icon.png"\] Alt text: Lookup icon.\) to search for an article. </td></tr></tbody> </table>4. Select **Submit**. ## Result The fulfillment instruction is added. The instruction is displayed in the workplace case records that match the specified conditions. **Parent Topic:**[Configuring Workplace Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/workplace-case-management/workplace-case-mgmt-setup.md) **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 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 template configuration]() [Create a workplace field mapping]() [Configure an escalation rule]() [Group similar workplace cases under a parent case]()
| title | Add Fulfillment instructions |
| description | Provide instructions to workplace agents on how to fulfill a workplace case. Add instructions for new workplace agents and for complicated workplace cases. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/employee-service-management/workplace-case-management/add-fulfillment-instructions.html |
| release | australia |
| product | Workplace Case Management |
| classification | workplace-case-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 4 |
| breadcrumb | ConfigureWorkplace Case ManagementWorkplace Service DeliveryEmployee Service Management |