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

 Release :

    - australia

ft:locale :

    - de-DE

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}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Create a Customer Success Definition record to set up categories and sub categories for success play workflows.

## Vorbereitungen

* The subflow used to trigger the success workflow must be defined.
* Role required: sn_acct_lc.ale_success_play_admin
{#account-lifecycle-create-ale-defn__ul_gjz_sjc_1cc}

## Warum und wann dieser Vorgang ausgeführt wird

Use the Customer Success definition record to specify categories that can be used to launch success play workflows that can create records and trigger playbooks automatically.

## Prozedur

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

   | Field | Description |
   |-|-|
   | Flow | Select the subflow that should be triggered by this Customer Success definition record. This subflow must be defined and configured using Flow Designer. |
   | Category | Select the category for the success play. |
   | Sub category | Based on the category you select, the related sub categories are displayed. Select the sub category from the drop down list. |
   | State | Select the state for this Customer Success definition record. This can be: * Draft * Published * Closed * Canceled {#account-lifecycle-create-ale-defn__ul_wt5_1bc_1cc} |
   | Order | Specify the order in which the categories should appear in the workflow launcher pages. |
   | Title | Enter a title for the workflow launcher item. |
   | Description | Enter a description to specify the 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 click Save.  
   The category defined here can be used while creating the success play.