---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a definition record

# Create a customer success definition record {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Define categories and subcategories for success play workflows.

## Before you begin

* Define and configure the subflow that triggers the success workflow before starting.
* Role required: sn_acct_lc.ale_success_play_admin
{#account-lifecycle-create-ale-defn__ul_gjz_sjc_1cc}

## About this task

The customer success definition table controls what appears in the success play workflow. The category and sub-categories that appear in the success play correspond to a customer success definition record that matches the
selected category. When you select a success play, the selected linked flow runs. The flow creates a record in the target table, triggers a playbook, or performs another action as specified in the subflow.

## Procedure

1. Navigate to WorkspaceCSM/FSM Configurable Workspaceand select the List icon.
2. Navigate to the Customer SuccessCustomer Success Definition and select New.
3. On the form, fill in the fields.  
   {#account-lifecycle-create-ale-defn__table_ddj_yyb_1cc__entry__2}

   | Field | Description |
   |-|-|
   | Flow | Subflow triggered by this Customer Success definition record. Must be defined and configured in Flow Designer. |
   | Category | Category that groups related plays in the success play workflow launcher. Available categories: * Onboarding * Risk Management * Success Planning * Success Support {#account-lifecycle-create-ale-defn__ul_swz_mzz_hjc} |
   | Sub category | Subcategory filtered by the selected category. |
   | State | State of this Customer Success definition record: * Draft * Published * Closed * Canceled {#account-lifecycle-create-ale-defn__ul_wt5_1bc_1cc} |
   | Order | Order in which categories appear in the workflow launcher pages. |
   | Title | Title of the workflow launcher item. |
   | Description | Purpose of this workflow launcher item. |
   [ ]

   {#account-lifecycle-create-ale-defn__table_ddj_yyb_1cc}
4. Set the state of this record to Published and select Save.  
   The success play is available when the Create success play option is selected. See [Create a success play](https://servicenow-prod.fluidtopics.net/73fhuPYhG_ZFxGzcbkwzkg "Use this option to create a success play to create automated actions.") for details.
{#account-lifecycle-create-ale-defn__steps_q2n_fb1_3jc}

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