Activate the record generator

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: admin

    Procedimento

    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.