---
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


---

# Configuring playbooks-on-portal for a custom case type

# Configuring Playbooks-on-portal for a custom case type {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

As an admin, you can configure the playbooks-on-portal experience for a custom case type that extends the base License and Permit case.

## Antes de Iniciar

Role required: admin

## Por Que e Quando Desempenhar Esta Tarefa

Admins can create variants of the License \& Permit Playbook process to use for a custom case type.

## Procedimento

1. Duplicate the playbook process by navigating to AllProcess AutomationWorkflow Studio.
2. In the Playbooks list, select the Licenses/Permits Playbook.
3. Select the More Actions (...) menu and select Duplicate.
4. Fill in the Label field with the desired name for the playbook and add a description.  
   The trigger type should be Record Create.
5. Select Duplicate.
6. Modify the playbook for the particular license use case, then select Activate.
7. Navigate to AllRecord Generators.
8. Select New.
9. On the form, fill in the fields with the following:  
   {#psds-pop-configuration-lp__table_mdc_2bz_gdc__entry__2}

   | Field | Entry |
   |-|-|
   | Table | License and Permit Case, or the extended License and Permit table. *This is the table the record generator will trigger for.* |
   | Process Definition | Name of the playbook created in the previous section. |
   | Create Record Activity Name | Answer Eligibility Questions. *This is the first activity in the Playbook.* |
   | Create Record Form View | LicensePermitRecordGenerator |
   | Template Fields: Product | Drivers License |
   | Template Fields: Service | Driver's license -- New Request |
   [ ]

   {#psds-pop-configuration-lp__table_mdc_2bz_gdc}
10. Select Submit.
11. Navigate to AllCustomer ServiceAdministrationService Definitions.
12. Select Drivers License -- New Request service definition.
13. Select the search icon next to the Playbook record generator.
14. Select the magnifying glass icon to open the list of playbook record generators, and select the previously-created playbook record generator for the extended case type.
15. In a new window, navigate to AllPlaybook ExperiencePlaybook Content Items.
16. Select New.
17. On the form, fill in the fields with the following information:  
    {#psds-pop-configuration-lp__table_srv_q3z_gdc__entry__2}

    | Field | Entry |
    |-|-|
    | Name | Driver license application |
    | Catalogs | Government Services |
    | Category | Licenses |
    | Short Description | Application for an individual to obtain permission to legally operate a motor vehicle on any road, freeway, or other way accessible to the public. |
    | Table | Select the License and Permit Case (OR the extended table created table. |
    | Playbook Experience | CSM Configurable Workspace |
    | Playbook Experience Record Generator | Previously-created Record Generator |
    | Portal Page | GSM Intake |
    | Title | Drivers License Application |
    [ ]

    {#psds-pop-configuration-lp__table_srv_q3z_gdc}
18. Select Submit.
19. Select the newly created Playbook Content Item.
20. Select Edit in the Available For related list.
21. Select SNC External from the Collections dropdown, and add it to the Available List.
22. Select Save.
23. Select the Not Available For related list, then select Edit.
24. Select SNC External and add it to the collection.
25. Select Save.
26. Verify the playbook content item you created displays under ServicesLicenses/Permits on the Government Service Portal.