---
sourceDocument: Australia Public Sector
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/government-industry

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Public Sector

ft:clusterId :

    - gvin

bundleId :

    - gvin

workflow :

    - Customer and Industry


---

# Create an information request record

# Create an information request record using Information Request Playbook {#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

Create an information request record in the Public Sector Digital Services application by using an Information Request Playbook activity. By using a playbook, you can have an efficient, streamlined way to create and resolve an information request.

## Antes de Iniciar

Nota:  
Before you start this procedure, verify that the Information Request Playbook application, which is separate from Public Sector Digital Services Core, is installed and enabled in the CSM Configurable Workspace. For instructions, see [Install Information Request Playbook for Public Sector Digital Services](https://servicenow-prod.fluidtopics.net/x6sKdhzl7rNbiSHBdPKcyg "You can install the Information Request Playbook application (sn_gsm_info_req) if you have the admin role.The application includes demo data and installs related ServiceNow Store applications and plugins if they aren’t already installed.").

Role required: sn_gsm.constituent_agent, sn_gsm.business_agent, sn_gsm.agency_agent, sn_gsm.relationship_agent, and sn_gsm.service_manager

## Por Que e Quando Desempenhar Esta Tarefa

If a playbook is configured to use a record generator, you can create a record by using a playbook activity. If a case is already associated with a playbook, a new information request case type is opened in a new tab, with
Playbook as the default tab. Creating a record from a list or form, or from an activity in another playbook, opens the Information Request Playbook and initiates the first activity. This activity, the first step of the Intake stage, guides you through the record creation process.

## Procedimento

1. In the CSM Configurable Workspace, navigate to ListsInformation RequestsAll.
2. Select New.  
   The Information Request Playbook opens and initiates the first activity for collecting the request details, which is the Intake stage.
3. On the Enter Request Details activity card, fill in the information.
4. Select Save.  
   A case is created with the information request information. The case number is added to the tab and the first activity in the Intake stage is marked as complete. The second activity in this stage is highlighted as the current activity.
{#psds-ir-playbook-create-record__steps_v4d_zgk_dxb}