---
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


---

# Associate a playbook with a service definition

# Associate a playbook with a service definition {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

After creating a service definition, you can associate a playbook with the
definition.

## Before you begin

Role required: (playbook_experience.admin + sn_csm_case_types.service_definition_manager) or admin

## About this task

Note:  
To see the playbook record generator field and values on the list and form view, the service def manager needs the playbook_experience.admin role in addition to sn_csm_case_types.service_definition_manager. Please add this role to associate a playbook with a service definition.

A playbook provides agents with step-by-step guidance for resolving a specific type
of case. If a service definition has an associated playbook, the agent can use the
playbook in a tab on the case record.

When the agent selects Create Case on the [case type selector
screen](https://www.servicenow.com/docs/Xw6wmzPWlXrCWh6QlFtWGg "The case type selector enables customer service agents to quickly and easily create the right kind of case for a contact or consumer by selecting from a list of available case types or services."), the system displays the new case record and launches the playbook
associated with the service in a tab on the record page.  
Note:  
This is an optional task.

## Procedure

1. Navigate to AllCustomer ServiceAdministrationService Definitions.
2. Select a service definition.
3. Select a playbook record generator in the Playbook record generator field.  
   This field is a reference to the Playbook Experience Record Generator table (sys_playbook_experience_record_generator). For more information, see Playbook record generator
4. Select Update.

*[\>]: and then