---
schema_version: "1"
id: f0829515580dac5008abb58f746b9512b26064266508946b9d23dbec76080af4
title: Create and Deploy a Service Process by Using a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/es_create_service_process_from_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.es_create_service_process_from_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 128cf0de2ddf98903362dd026a83ab671eb021b98679a9b906b4ad73fe281999
description: Use the Update Profile and Request Leave templates to create service processes that your employees can use to manage their profile information, view their leave balance, and submit a leave request. The service processes help employees maintain their profile information and manage their leaves.
products:
- Service Cloud
release: "264"
---
# Create and Deploy a Service Process by Using a Template
Use the Update Profile and Request Leave templates to create service processes that your employees can use to manage their profile information, view their leave balance, and submit a leave request. The service processes help employees maintain their profile information and manage their leaves.
### Required Editions
To access the Employee Hub Service Catalog component:
ProductCatalogManagementCCPsl
Before you create a service process, [turn on New Service Process Definition Sync](https://help.salesforce.com/s/articleView?id=ind.spd_enable_service_process_definition_sync_with_product_catalog_management.htm&language=en_US).
To create a case and associate a service process request with the case, [set the field-level security setting](https://help.salesforce.com/s/articleView?id=platform.users_fields_fls.htm&language=en_US) of the Case Source field in the Case object. Make the Case Source field visible to the Customer Community Plus User profile.
[Set the field-level security settings](https://help.salesforce.com/s/articleView?id=platform.users_fields_fls.htm&language=en_US) of the fields in the Omni UI Card object. Make the fields visible to the Customer Community Plus User profile.
[Turn on OmniStudio Metadata](https://help.salesforce.com/s/articleView?id=xcloud.os_enable_omnistudio_metadata_api_support.htm&language=en_US).
## Create a Service Process
1. In Setup, find and select **Service Process Studio**.
2. Click **New Service Process**.
3. To create a service process from an out-of-the-box service process template, click **Create from Template**.
4. Select the **Request Leave** or **Update Profile** template, and click **Save & Launch**.
5. Click **Details** and enter the basic details such as name, API name, short description, and long description.
6. Save and activate the service process.
You can add images to service processes. See [Create Simple Products](https://help.salesforce.com/s/articleView?id=ind.product_catalog_create_simple_products.htm&type=5&language=en_US).
## Configure the Submit Leave Request Omniscript Intake Form
1. From the App Launcher, find and select **OmniScripts**.
2. Click the **SubmitLeaveRequest** Omniscript.
3. In Omniscript Builder, click **New Version**.
4. Select the **GetLeaveBalance** remote action.
5. In the Remote Action Properties pane, for the integrationDefinition key, enter the value of the integration definition you created during MuleSoft setup.
See [Create an Integration Definition](https://help.salesforce.com/s/articleView?id=ind.consumption_framework_integration_definitions.htm&language=en_US).
6. Select the **SendLeaveDetailsIP** integration procedure action.
7. In the Remote Action Properties pane, for the svcCatalogItemDefApiName key, enter the API name of the request leave service process you created.
8. Activate the Omniscript.
## Configure the Update Profile Omniscript Intake Form
1. From the App Launcher, find and select **OmniScripts**.
2. Click the **UpdateProfile** Omniscript.
3. In Omniscript Builder, click **New Version**.
4. Select the **UpdateProfileIP** integration procedure action.
5. In the Remote Action Properties pane, for the svcCatalogItemDefApiName key, enter the API name of the update profile service process you created.
6. Activate the Omniscript.
## Attach the Omniscript to Service Process
1. In Setup, find and select **Service Process Studio**.
2. Click the service process you created.
3. In the Request Form screen, on the Omniscript Form card, click **Add**.
4. Based on the service process you selected, select the **SubmitLeaveRequest** or **UpdateProfile** Omniscript you configured, and then click **Add**.
5. Save your changes, and click **Activate**.
## Add the Service Process to a Catalog
Select an existing catalog or create a new catalog.
1. From the App Launcher, find and select **Product Catalog Management**.
2. From the navigation menu, click **Catalogs**.
3. Click **New**.
4. Enter the required information, and select **Service Process** as the catalog type.
5. Save your changes.
Note down the product catalog ID from the page URL for future reference.
6. Click the **Categories** tab, and click **Create Category**.
7. Enter the required information, and save your changes.
8. Select the category you created.
9. Click the **Related** tab, and then click **Assign Products**.
10. Select the service process you created, and click **Next**.
11. Save your changes.
## Set Up the Process Employee Service Request Flow
This flow processes a service request after the manager’s approval and notifies the employee about the closure of the associated case.
1. In Setup, find and select **Flows**.
2. Click the **Process Employee Service Request** flow.
3. Click the **Send Service Request Processed Email** element, and then click **Edit Element**.
4. In the side bar, scroll down to the Sender Details section and enter an org-wide email address in the Send Email Address field.
5. Click the **Send Rejection Email to the Employee** element, and then click **Edit Element**.
6. In the side bar, scroll down to the Sender Details section and enter an org-wide email address in the Send Email Address field.
7. Click **Save As New Flow**.
8. Enter the required details, and save your changes.
9. Click **Activate**.
## Set Up the Approve Employee Service Request Orchestration
This orchestration sends a request for service request approval to the employee’s manager. After the manager takes an approval action, the orchestration updates the approval status on Workday and notifies the employee. Follow the setup steps for the request leave and update profile service processes you created.
1. In Setup, find and select **Flows**.
2. Click the **Approve Employee Service Request** flow.
3. Click **Save As New Orchestration**.
4. Enter the required details, and save your changes.
5. On the Start element, click **Edit**.
6. In the sidebar, edit the Formula field by replacing the placeholder developer name with the API name of the service process you created.
7. Click the **Update Manager Decision** element, and then click **Edit Element**.
8. In the side bar, under the Select an Action to Run section, select the Process Employee Service Request flow you created.
Set these input values:
- approvalDecision: {!AssignCaseToManager.Outputs.approvalDecision}
- integrationDefinitionApiName:
- rejectionMessage: {!AssignCaseToManager.Outputs.approvalComments}
- serviceRequestDetails: {!$Record}
9. Click **Activate**.
## Configure the Employee Portal Service Catalog Component
On the Employee Portal site, customize the Service Catalog page by configuring the Employee Portal Service Catalog component. Employees use this component to submit service requests.
1. From Setup, in the Quick Find box, enter All Sites, and then select **All Sites**.
2. Next to the name of your Employee Portal site, click **Builder**.
3. From Home, click **Service Catalog** in the builder page menu.
4. In the builder canvas, click **Employee Portal Service Catalog**.
5. In the Record ID field, enter the product catalog ID that you noted down earlier.
The Record Id field is populated with {!recordId} by default. If you add the Employee Portal Service Catalog component to catalog pages and want the Record Id value to be automatically populated at runtime based on the user-selected catalog, retain {!recordId} as the value. If you add the component to any other page, enter the unique ID of a catalog in the Record Id field. See [Locate the Unique ID of a Record in Salesforce](https://help.salesforce.com/s/articleView?id=000385008&language=en_US&type=1).
6. In the Employee Portal Service Catalog window, add custom titles in the Component Title and All Services Tab Title fields.
To configure other fields, see [Customize the Product-Browsing Experience](https://help.salesforce.com/s/articleView?id=ind.product_catalog_customize_products_list_view.htm&type=5&language=en_US).