--- title: Components installed with Recommended Actions description: Several types of components are installed with the Recommended Actions application, including tables, roles, guidances, resource generators, and scheduled jobs. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/ra-csm-installed-components.html release: australia topic_type: reference last_updated: "2026-03-12" reading_time_minutes: 5 breadcrumb: [Install the Recommended Actions application, Recommended Actions configuration, Implement Intelligence, Configure, Customer Service Management] --- # Components installed with Recommended Actions Several types of components are installed with the Recommended Actions application, including tables, roles, guidances, resource generators, and scheduled jobs. ## Tables The Recommended Actions application adds the metadata tables described in the following table.
| Table | Description |
|---|---|
| Context\[sn\_nb\_action\_rule\_context\] | Stores contexts for tables such as case, incident, and problem for which recommendations are generated. |
| Recommendation\[sn\_nb\_action\_recommended\_action\] | Stores recommendations, which include action type, action, and resource generator information. |
| Action Type Definition\[sn\_nb\_action\_type\_definition\] | Stores action type definitions such as guidances, guided decision trees, and field recommendations. |
| Field Recommendation\[sn\_nb\_action\_field\_recommendation\] | Stores field recommendations. |
| Field Recommendation Definition\[sn\_nb\_action\_field\_recommendation\_definition\] | Stores field recommendation definitions. |
| Field Recommendation Input\[sn\_nb\_action\_field\_recommendation\_input\] | Stores inputs for field recommendations. |
| Resource Generator\[sn\_nb\_action\_resource\_generator\] | Stores resource generators. |
| Resource Generator Type\[sn\_nb\_action\_resource\_generator\_type\] | Stores resource generator types such as flow, decision table, scripting, similarity, similarity with trend, and classification. |
| Resource Generator Type Input\[sn\_nb\_action\_generator\_type\_input\] | Stores inputs for resource generators types. |
| Trend Definition\[sn\_nb\_action\_trend\_definition\] | Stores trend definitions. |
| Rule\[sn\_nb\_action\_condition\_based\_rule\] | Stores rules, which include a condition and roles for the context. |
| Recommended Action Rule\[sn\_nb\_action\_rule\_base\] | Stores recommended action rules records. |
| Conditional Rule\[sn\_nb\_action\_conditional\_rule\] | Stores conditional rules. This table is no longer supported. |
| Decision Table Rule\[sn\_nb\_action\_decision\_table\_rule\] | Stores decision table rules. This table is no longer supported. |
| Recommended Action Input Generator\[sn\_nb\_action\_input\_generator\] | Stores input generator records. This table is no longer supported. |
| Search result recommended action mapping \[sn\_nb\_action\_search\_result\_ra\_mapping\] | Stores mapping between search result outputs and action inputs. |
| Role | Description | Contains roles |
|---|---|---|
| Recommended Actions admin\[sn\_nb\_action.next\_best\_action\_admin\] | Grants administrator access to the Recommended Actions application. | sn\_nb\_action.next\_best\_action\_author |
| Recommended Actions author\[sn\_nb\_action.next\_best\_action\_author\] | Can create recommended actions. | - sn\_nb\_action.resource\_generator\_author - sn\_gd\_guidance.guidance\_manager - sn\_nb\_action.next\_best\_action\_user - sn\_gd\_core.decision\_tree\_author |
| Recommended Actions user\[sn\_nb\_action.next\_best\_action\_user\] | Can use recommended actions. | sn\_gd\_core.decision\_tree\_author |
| Resource Generator author\[sn\_nb\_action.resource\_generator\_author\] | Grants access to configure resource generators. | - flow\_operator - decision\_table\_reader - platform\_ml\_read - sn\_nb\_action.trend\_definition\_author - sn\_ti\_admin.tia\_user |
| Trend Definition author\[sn\_nb\_action.trend\_definition\_author\] | Grants access to configure trend definitions. | None |
| Guidance | Description |
|---|---|
| Apply resolution from a solved case | Enables agents to apply a resolution from a recommended solved case by clicking **Resolve case** button on a card, which copies the resolution notes and a resolution code from the solved case into the Closure Information section of the current case. The state of the current case changes to resolved. |
| Communicate Workaround | Enables agents to communicate a workaround from a recommended problem record by clicking a **Communicate workaround** button on a card, which opens the guidance in the side panel. The guidance shows the workaround from the problem record and provides a note field for the agent to add additional notes. The workaround and notes are added in the work notes and the problem record is linked to the current case. |
| Create case task | Enables agents to create a case task for the current case by clicking a **Create** button on a card, which opens the guidance in the side panel where the agent can enter a subject for a new case task and submit it. |
| Create Work Order | Enables agents to create a work order for a case by clicking a **Create** button on a card. Creates a work order task and opens the task in a subtab. |
| Link to existing defect | Enables agents to link an existing defect to the current case by clicking a **Link to defect** button on a card, which links the defect to the case and updates the work notes. |
| Link to existing open case | Enables agents to link the current case to an existing open case by clicking a **Link to this case** button on a card, which sets the open case as the parent of the current case. |
| Offer Recommendation | Enables agents to recommend upgrade of a product to provided product model. |
| Propose Resolution | Enables agents to enter resolution notes and a resolution code for a case by clicking a **Propose Solution** button on a card. |
| Read message to customer | Enables an agent to indicate that a message was read to a customer during a call by clicking the **Mark as read** button on a card, and adding the message to the work notes. |
| Reassign case | Enables agents to reassign the current case to a recommended assignment group by clicking the **Reassign** button on a card, which opens the guidance in a side panel where the agent can enter notes. The current case is reassigned to a different assignment group and the work notes are updated. |
| Review and attach article | Enables agents to review a recommended knowledge article in the contextual side panel by clicking a **Review and attach article** button on a card, which opens the article in the side panel. In the side panel, agents can do the following: - Review the article. - Attach the article to the case. - Mark the article as helpful. - Open the article in a subtab. |