Component properties for the Playbook intake
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. |
Configure the Playbook intake component instance
Embed the Playbook intake component instance on the third-party website
--- title: Component properties for the Playbook intake description: Component properties enable you to configure the behavior of the Playbook intake component instance on the third-party website. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/we-playbook-intake-comp-prop.html release: australia topic_type: reference last_updated: "2026-09-10" reading_time_minutes: 2 breadcrumb: [Web Embeddables component properties, Web Embeddables reference, Reference, Customer Service Management] --- # Component properties for the Playbook intake Component properties enable you to configure the behavior of the Playbook intake component instance on the third-party website. <table id="table_csm_base_entities"><thead><tr><th> Component property </th><th> Description </th></tr></thead><tbody><tr><td> Table </td><td> Table in which the record is created. </td></tr><tr><td> Record generator </td><td> Playbook record generator used to create the record for which the playbook is defined. </td></tr><tr><td> Prefill fields </td><td> 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. </td></tr><tr><td> Playbook experience </td><td> Optionally, select a playbook experience to use. If not selected, the Global Playbook Experience is used. </td></tr><tr><td> Title </td><td> Title of the playbook intake form. Title will be replaced by case number if there’s no short description after record is created. </td></tr><tr><td> Hide stages </td><td> Option to hide playbook stages to display activities of the current stage. </td></tr><tr><td> Stage orientation </td><td> Horizontal orientation displays playbook stages horizontally and activities vertically.Vertical orientation displays playbook stages vertically and activities nested within each stage. </td></tr><tr><td> Visible horizontal stages </td><td> Displays the number of stages visible in the horizontal stage picker for the playbook without scrolling. </td></tr><tr><td> Activity orientation </td><td> 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. </td></tr><tr><td> Hide record creation confirmation </td><td> Option to hide the confirmation page after the record is created and opens the Playbook case view page. </td></tr><tr><td> Confirmation text </td><td> Confirmation text when the record is submitted successfully. </td></tr><tr><td> Confirmation sub-text </td><td> Confirmation subtext when the record is submitted successfully. </td></tr><tr><td> Hide reference number </td><td> Option to hide reference number of the record on the confirmation message. </td></tr><tr><td> Reference number label </td><td> Display text for the reference number label on the confirmation message. </td></tr><tr><td> Hide primary button </td><td> Option to hide the primary button on the confirmation message. </td></tr><tr><td> Primary button label </td><td> Display text for the primary button label. </td></tr><tr><td> Hide secondary button </td><td> Option to hide the secondary button on the confirmation message. </td></tr><tr><td> Secondary button label </td><td> Display text for the secondary button label. </td></tr><tr><td> Hide errors </td><td> Option to hide the error messages from end user when the component fails to load initially. </td></tr></tbody> </table>**Related topics** [Configure the Playbook intake component instance](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/config-playbook-intake-comp.md) [Embed the Playbook intake component instance on the third-party website](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/embed-playbook-intake-comp.md) [Event handler in the Playbook intake component](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/we-playbook-intake-event-handler.md) [Sample code for the Playbook intake component](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/customer-self-service-and-omnichannel-engagement/we-playbook-intake-sample-code.md)
| title | Component properties for the Playbook intake |
| description | Component properties enable you to configure the behavior of the Playbook intake component instance on the third-party website. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/we-playbook-intake-comp-prop.html |
| release | australia |
| topic_type | reference |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Web Embeddables component propertiesWeb Embeddables referenceReferenceCustomer Service Management |