Create a Workplace case template
task brazil Updated Sep 10, 2026 1 min read wsd-case-template.md
Create a Workplace case template for use when creating workplace services.
Before you begin
Role required: sn_wsd_case.admin or sn_wsd_case.manager
About this task
A Case template simplifies the process of creating cases in Workplace Case Management by populating fields automatically.
Procedure
-
Navigate to All > Workplace Case Management > Workplace Case Management - Setup > Case templates.
-
Create a template or modify an existing template.
- To create a template, select New.
- To modify an existing template, select the template from the list. For information about the template form fields, see Create a template.
-
In the Table field, select the Workplace case [sn_wsd_case_workplace_case] table.
-
Select Submit.
Result
The case template is created. You can use the template for workplace services.
What to do next
Create a case template with user acceptance, for more information, see Create a User acceptance Workplace case template.
50 lines · 1.9 KB
---
title: Create a Workplace case template
description: Create a Workplace case template for use when creating workplace services.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/workplace-case-management/wsd-case-template.html
release: brazil
product: Workplace Case Management
classification: workplace-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure, Workplace Case Management, Workplace Service Delivery, Employee Service Management]
---
# Create a Workplace case template
Create a Workplace case template for use when creating workplace services.
## Before you begin
Role required: sn\_wsd\_case.admin or sn\_wsd\_case.manager
## About this task
A Case template simplifies the process of creating cases in Workplace Case Management by populating fields automatically.
## Procedure
1. Navigate to **All** > **Workplace Case Management** > **Workplace Case Management - Setup** > **Case templates**.
2. Create a template or modify an existing template.
- To create a template, select **New**.
- To modify an existing template, select the template from the list.
For information about the template form fields, see [Create a template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/platform-administration/t_CreateATemplateUsingTheTmplForm.md).
3. In the **Table** field, select the **Workplace case \[sn\_wsd\_case\_workplace\_case\]** table.
4. Select **Submit**.
## Result
The case template is created. You can use the template for workplace services.
## What to do next
Create a case template with user acceptance, for more information, see [Create a User acceptance Workplace case template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/workplace-case-management/create-usr-accptnce-workplace-case-template.md).
| title | Create a Workplace case template |
| description | Create a Workplace case template for use when creating workplace services. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/workplace-case-management/wsd-case-template.html |
| release | brazil |
| product | Workplace Case Management |
| classification | workplace-case-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | ConfigureWorkplace Case ManagementWorkplace Service DeliveryEmployee Service Management |