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

 Release :

    - australia

ft:locale :

    - pt-BR

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}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

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

## Antes de Iniciar

* 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}

## Por Que e Quando Desempenhar Esta Tarefa

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.

## Procedimento

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.