---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia 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}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

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

## Antes de Iniciar

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

## Por Que e Quando Desempenhar Esta Tarefa

Nota:  
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://servicenow-prod.fluidtopics.net/1p9VMhO0PlLGl7JOutqPIg "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.  
Nota:  
This is an optional task.

## Procedimento

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](https://www.servicenow.com/docs/access?context=playbook-record-generator-overview&version=australia&pubname=australia-build-workflows&ft:locale=en-US)
4. Select Update.