Activate the record generator

  • Release version: Australia
  • Updated March 12, 2026
  • 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 All > Playbook Experience > Record 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.