Activate the record generator
task australia Updated Sep 10, 2026 1 min read activate-the-record-generator.md
Activate the record generator to the portal case and display the new guided playbook to the user. Portal users can navigate through the playbook steps to complete the case intake.
Before you begin
Role required: admin
Procedure
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Navigate to All > Playbook Experience > Record Generators.
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In the list, select the Table name - sn_onboarding_case with Process Definition name - Onboarding with Self-Service.
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Select Edit.
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Select the Active check box.
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Select Update.
34 lines · 1.2 KB
--- title: Activate the record generator description: Activate the record generator to the portal case and display the new guided playbook to the user. Portal users can navigate through the playbook steps to complete the case intake. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/activate-the-record-generator.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 record generator Activate the record generator to the portal case and display the new guided playbook to the user. Portal users can navigate through the playbook steps to complete the case intake. ## Before you begin Role required: admin ## Procedure 1. Navigate to **All** > **Playbook Experience** > **Record Generators**. 2. In the list, select the **Table name** - **sn\_onboarding\_case** with **Process Definition** name - **Onboarding with Self-Service**. 3. Select **Edit**. 4. Select the **Active** check box. 5. Select **Update**.
| title | Activate the record generator |
| description | Activate the record generator to the portal case and display the new guided playbook to the user. Portal users can navigate through the playbook steps to complete the case intake. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/activate-the-record-generator.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 |