Create a Playbook Content Item

  • Release version: Yokohama
  • Updated April 15, 2025
  • 1 minute to read

    • Create a content item of Playbook type on portal so that users can navigate to the playbook experience. These content items are specifically configured to enable the playbook experience on portals.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Playbook Content Items > New.
      Figure 1. Content item form
    2. In the form, fill out the fields.
      Table 1. Relevant Content Item form fields
      Field Definition
      Name The name of the content item you are creating
      Table Map your table here
      Record ID Always enter -1
      Playbook experience The name of your playbook experience
      Playbook experience record generator Map your record generator
      Portal page csm_intake standard with the Playbooks for Customer Service Management application.
      Note:
      You can clone the csm_intake page and modify it per your requirements.
      Title Title that appears at the top of the page.
    3. Select Submit.

    What to do next

    After completing this step, you can navigate to the portal where the catalog is mapped and execute the content item. The playbook intake experience opens, with the record generator mapped as the first activity.