---
title: Activate the record generator
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/activate-the-record-generator.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Set up predefined Playbooks for Portals, Portal, Playbooks in Customer Service Management, Agent tools, Organize agent workspaces, Configure, Customer Service Management]
---

# Activate the record generator

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.

## Before you begin

Role required: admin

## Procedure

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**.