---
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


---

# Create a Playbook Content Item

# Create a Playbook Content Item {#ariaid-title1}

* Release version: Yokohama
* 
* Updated April 15, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a content item of Playbook type on portal so that users can navigate to the playbook experience. These content items are specifically configured to enable the playbook experience on portals.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllPlaybook Content ItemsNew.  
   Figure 1. Content item form
2. In the form, fill out the fields.  
   {#create-content-item__table_bpj_hvr_1fc__entry__2}

   | Field | Definition |
   |-|-|
   | Name | The name of the content item you are creating |
   | Table | Map your table here |
   | Record ID | Always enter -1 |
   | Playbook experience | The name of your playbook experience |
   | Playbook experience record generator | Map your record generator |
   | Portal page | `csm_intake` standard with the Playbooks for Customer Service Management application. Note: You can clone the `csm_intake` page and modify it per your requirements. |
   | Title | Title that appears at the top of the page. |
   [Table 1. Relevant Content Item form fields]

   {#create-content-item__table_bpj_hvr_1fc}
3. Select Submit.

## What to do next

After completing this step, you can navigate to the portal where the catalog is mapped and execute the content item. The playbook intake experience opens, with the record generator mapped as the first activity.

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