Component properties for the Playbook intake

reference australia Updated Sep 10, 2026 2 min read we-playbook-intake-comp-prop.md
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Component properties enable you to configure the behavior of the Playbook intake component instance on the third-party website.

Component property

Description

Table

Table in which the record is created.

Record generator

Playbook record generator used to create the record for which the playbook is defined.

Prefill fields

Query that automatically populates fields on the Playbook case form. Example account = Solana^state=draft.The query overrides all the template fields configured on the record generator.

Playbook experience

Optionally, select a playbook experience to use. If not selected, the Global Playbook Experience is used.

Title

Title of the playbook intake form. Title will be replaced by case number if there’s no short description after record is created.

Hide stages

Option to hide playbook stages to display activities of the current stage.

Stage orientation

Horizontal orientation displays playbook stages horizontally and activities vertically.Vertical orientation displays playbook stages vertically and activities nested within each stage.

Visible horizontal stages

Displays the number of stages visible in the horizontal stage picker for the playbook without scrolling.

Activity orientation

When Hide stages option is enabled, activities can be displayed as Vertical focused or Vertical stacked. When stages are hidden, Horizontal display is also available.Note: The is applicable for desktop only.

Hide record creation confirmation

Option to hide the confirmation page after the record is created and opens the Playbook case view page.

Confirmation text

Confirmation text when the record is submitted successfully.

Confirmation sub-text

Confirmation subtext when the record is submitted successfully.

Hide reference number

Option to hide reference number of the record on the confirmation message.

Reference number label

Display text for the reference number label on the confirmation message.

Hide primary button

Option to hide the primary button on the confirmation message.

Primary button label

Display text for the primary button label.

Hide secondary button

Option to hide the secondary button on the confirmation message.

Secondary button label

Display text for the secondary button label.

Hide errors

Option to hide the error messages from end user when the component fails to load initially.

**Related topics**

Configure the Playbook intake component instance

Embed the Playbook intake component instance on the third-party website

Event handler in the Playbook intake component

Sample code for the Playbook intake component

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