Set up a record generator for case type

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a record for a case type by using a playbook record generator. With a record generator, the system creates a record as the first step in the playbook.

    Vorbereitungen

    Role required: playbook_experience.admin

    Warum und wann dieser Vorgang ausgeführt wird

    A record generator is set up for a specific table. You can specify the name of the record generator activity, the form view, and the playbook that a user sees before a record is created. You can also configure the declarative action that are used to submit the form. For more information on declarative actions, see Declarative actions.

    Prozedur

    1. Navigate to All > Playbook Experience > Record Generators.
    2. Select New.
    3. Fill in the fields on the form.
    Tabelle : 1. Playbook Experience Record Generator form fields
    Field Description
    Table Table that the new record page should use for the record generator entry.
    Process Definition Process definition that you want to display before a record is created. All activities are marked pending. If no process is running after the record is created, a playbook manually triggers this process definition.
    Create Record Activity Name Name to display on the record generator activity that is inserted as the first step within the specified process definition.
    Active Option to activate the record generator.
    Order Integer that determines the precedence of this configuration in relation to other activities in a Playbook experience. The lower the number means that it's more likely a user selects it over another configuration. Use numbers that are in the hundreds. For example, 100, 200, 300, or 400.
    Create Record Form View Form view for the new record form embedded within the inserted activity.
    Template Fields Optional field values that can be pre-filled in the new record form.
    1. Select Submit.