---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Activate the Record Generator

# Activate the Record Generator {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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 AllPlaybook ExperienceRecord 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.

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