Component properties for the Playbook intake

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Component properties enable you to configure the behavior of the Playbook intake component instance on the third-party website.

    Table 1. Playbook intake properties
    Component property Description
    Title Title of the playbook case create form. Title will be replaced by case number if there’s no short description after record is created.
    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.
    Hide stages Option to hide playbook stages to display activities of 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 view mode View mode for displaying playbook activities in a stacked or focused layout.
    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.