Activate the draft state for the onboarding case type
Activate a draft state for the onboarding case type so that the case remains in the draft state during the intake stage until the case is submitted.
Before you begin
Role required: admin
Procedure
-
Navigate to All > sys_choice.list.
-
Select the record with Table name - sn_onboarding_case with the Element field value as state, and the Label field name as Draft.
-
Select Edit.
-
Clear the Inactive check box.
-
Select Update.
-
Navigate to System Definition > Scheduled Job and search for sys_id - ba5ba3d8944e7110f87759453e4c7084 or Name - Update My Lists URL for draft cases.
-
Select Execute Now.
This action excludes the Draft cases from the list filter on the My List tab during the initial page load.
-
If you’re using a custom case type table and you do not see the relevant state upon filtering, you might have to assign requisite ACLs for the state field and its associated values.
---
title: Activate the draft state for the onboarding case type
description: Activate a draft state for the onboarding case type so that the case remains in the draft state during the intake stage until the case is submitted.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/activate-the-draft-state-in-the-onboarding-case-type-state.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Set up predefined Playbooks for Portals, Playbooks for Portals, Playbooks in Customer Service Management, Agent tools, Organize agent workspaces, Configure, Customer Service Management]
---
# Activate the draft state for the onboarding case type
Activate a draft state for the onboarding case type so that the case remains in the draft state during the intake stage until the case is submitted.
## Before you begin
Role required: admin
## Procedure
1. Navigate to **All** > **sys\_choice.list**.
2. Select the record with **Table name** - **sn\_onboarding\_case** with the **Element** field value as **state**, and the **Label** field name as **Draft**.
3. Select **Edit**.
4. Clear the **Inactive** check box.
5. Select **Update**.
6. Navigate to **System Definition** > **Scheduled Job** and search for **sys\_id** - **ba5ba3d8944e7110f87759453e4c7084** or **Name** - **Update My Lists URL for draft cases**.
7. Select **Execute Now**.
This action excludes the Draft cases from the list filter on the **My List** tab during the initial page load.
8. If you’re using a custom case type table and you do not see the relevant state upon filtering, you might have to assign requisite ACLs for the state field and its associated values.
| title | Activate the draft state for the onboarding case type |
| description | Activate a draft state for the onboarding case type so that the case remains in the draft state during the intake stage until the case is submitted. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/activate-the-draft-state-in-the-onboarding-case-type-state.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Set up predefined Playbooks for PortalsPlaybooks for PortalsPlaybooks in Customer Service ManagementAgent toolsOrganize agent workspacesConfigureCustomer Service Management |