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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Component properties for the Playbook intake

# Component properties for the Playbook intake {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Component properties enable you to configure the behavior of the Playbook intake component instance on the third-party website.
{#we-playbook-intake-comp-prop__table_csm_base_entities__entry__2}

| 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. |
[Table 1. Playbook intake properties]

{#we-playbook-intake-comp-prop__table_csm_base_entities}
**Related tasks**   

* [Configure the Playbook intake component instance](https://www.servicenow.com/docs/4AIay47PuAgu1cFuqlrM7g "Configure the Playbook intake component instance so that your users can embed it on their website and submit cases using playbook guided experience from their website directly.")
* [Embed the Playbook intake component instance on the third-party website](https://www.servicenow.com/docs/~5jsyeF2ewgOjabvnnFQsQ "Embed the global code and component code of the Playbook intake component instance that you configured so that you can enable your customers to start creating a case using the playbook guided experience on your third-party website.")  
**Related reference**   

* [Event handler in the Playbook intake component](https://www.servicenow.com/docs/bKdZhvdN5I2UM1v5yFI~BQ "A component triggers an event when a certain condition is met or on user interaction. The event can be used to execute an action through a code on a third-party webpage.")
* [Sample code for the Playbook intake component](https://www.servicenow.com/docs/9sLWwNXLQNRq_ooKNl1A2g "Sample code is provided to define an action when an event is triggered. Update the sample code for your use case before embedding the component on your webpage.")