Activate the record generator

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • 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.

    始める前に

    Role required: admin

    手順

    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.