Create a customer success choice record

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a Customer Success Choice record to define a value for a dropdown or lookup field in the Customer Success Management application.

    Before you begin

    Role required: sn_ti_core.write

    About this task

    The customer success choice record defines the set of values that appear in the drop-down and lookup fields. Each choice record specifies a name and a category. The category determines the field in which the values are displayed.

    For example, if you select the Category as Service Bridge Integration, and you create the following customer success choice records:
    • Onboarding
    • Foundation data sync
    • Remote catalog
    • Remote task
    These will appear as choices in the Service bridge integration field on the Account Onboarding Case form.

    Procedure

    1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
    2. Navigate to the Customer Success > Customer Success Choice and select New.
    3. Fill in the fields on the form.
      Field Description
      Name Name of the choice, displayed in the consuming field on the target record.
      Order Order in which this choice appears relative to other choices in the same category.
      Category Category that determines which field consumes this choice.
      • Driver
      • Service Bridge Integration
      • Customer Success Definition
      • Risk Signal and Issue
      • Color Banding
      Description Description of the choice.
    4. Select Save.
      The choice record is available as a value in the field associated with the selected category.