Associate a playbook with a service definition

task brazil Updated Sep 10, 2026 1 min read service-def-associate-playbook.md

After creating a service definition, you can associate a playbook with the definition.

Before you begin

Role required: (playbook_experience.admin + sn_csm_case_types.service_definition_manager) or admin

About this task

Note: To see the playbook record generator field and values on the list and form view, the service def manager needs the playbook_experience.admin role in addition to sn_csm_case_types.service_definition_manager. Please add this role to associate a playbook with a service definition.

A playbook provides agents with step-by-step guidance for resolving a specific type of case. If a service definition has an associated playbook, the agent can use the playbook in a tab on the case record.

When the agent selects Create Case on the case type selector screen, the system displays the new case record and launches the playbook associated with the service in a tab on the record page.

Note: This is an optional task.

Procedure

Navigate to All > Customer Service > Administration > Service Definitions.
Select a service definition.
Select a playbook record generator in the Playbook record generator field.

This field is a reference to the Playbook Experience Record Generator table (sys_playbook_experience_record_generator). For more information, see Playbook record generator
Select Update.

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---
title: Associate a playbook with a service definition
description: After creating a service definition, you can associate a playbook with the definition.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/service-def-associate-playbook.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configuring service definitions, Service definitions, Case management, Organize agent workspaces, Configure, Customer Service Management]
---

# Associate a playbook with a service definition

After creating a service definition, you can associate a playbook with the definition.

## Before you begin

Role required: \(playbook\_experience.admin + sn\_csm\_case\_types.service\_definition\_manager\) or admin

## About this task

**Note:** To see the playbook record generator field and values on the list and form view, the service def manager needs the playbook\_experience.admin role in addition to sn\_csm\_case\_types.service\_definition\_manager. Please add this role to associate a playbook with a service definition.

When the agent selects **Create Case** on the [case type selector screen](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/csm-case-type-select-modals.md), the system displays the new case record and launches the playbook associated with the service in a tab on the record page.

**Note:** This is an optional task.

## Procedure

1. Navigate to **All** &gt; **Customer Service** &gt; **Administration** &gt; **Service Definitions**.

2. Select a service definition.

3. Select a playbook record generator in the **Playbook record generator** field.

This field is a reference to the Playbook Experience Record Generator table \(sys\_playbook\_experience\_record\_generator\). For more information, see [Playbook record generator](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/build-workflows/playbook-record-generator-overview.md)

4. Select **Update**.