A Playbook is a custom set of instructions, context, and knowledge for Clairia, Case IQ's AI assistant, so it responds consistently across your team. You can add a Playbook as a field on your case form so investigators have quick access to generate case summaries, timelines, and more with a Playbook. This article covers how to add Playbook fields to your application's case form. For steps on using Playbook fields, see Generate Case Content Using Playbook Fields.

Add a Playbook Field

You can add Playbook fields to the case form using the Form Builder:

1. Navigate to the Forms page in Settings. Click "Case" in the Forms grid.

2. Click the Edit button in the Form Builder.

3. The case form will now be in edit mode. Click the + Insert Fields button or the right arrow icon to open the Field Type sidebar.

4. Search for "Playbook" in the Field Type sidebar.

5. Click and hold "Playbook" in the Field Type sidebar, drag it to the Form Builder, and let go of your cursor. You can add Playbook fields to any case form tab.

6. In the Playbook pop-up, fill in the following properties:

• Playbook: select the Playbook Clairia will use to generate content. You can select any Playbook configured in your application (see details on creating Playbooks in Customize Playbooks for Clairia). Our default Playbooks, case summary, case timeline, and investigation next steps, will be available out-of-the-box (learn more about these in Example Playbooks).
• Name: enter the name the system should use for the Playbook field. The field's name will be shown on grids and reports.
• Caption: enter text to appear beside the Playbook field on the form. Adding a caption is optional. If you enter a caption, the caption text will be displayed on cases instead of the “Name” text.
• Required: choose if users must fill in the field before they can submit the case form. You can fill in a Playbook field manually or by pasting in text generated by Clairia.
• Sub Text: enter guidance text to display under the Playbook field. You can include URLs in sub text, for which Case IQ will automatically create a link. Make sure to include “http://” or “https://” in the link.
• Help Text: enter discrete guidance text, which will only be displayed when the user hovers their cursor over a question mark icon beside the field.

7. When you have finished entering properties for the Playbook field, click Save on the pop-up. The Playbook field will now appear on the Form Builder.

8. If you are done making changes to the case form, click the Publish button on the Form Builder, so users can see the new Playbook field. To continue to make changes, stay in edit mode. You can now edit the Playbook field like any other dynamic field on the case form, such as moving it or adding display rules to limit when the field is available. See full instructions in the Edit a Standard Record Type article under the "Fields" tab.

Edit a Playbook Field

To update a Playbook field's properties:

1. Click the Playbook field on the Form Builder when the case form is in edit mode. 

2. The sidebar will load the properties of the Playbook field. Complete your adjustments as needed. 

3. Click the Save button at the bottom of the sidebar. 

4. Publish the form when you have finished your changes.