---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create a record in CSM Configurable Workspace

# Create a record in CSM Configurable Workspace {#ariaid-title1}

Release version: Yokohama  
Updated March 18, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a record in CSM Configurable Workspace from the Record tab menu.

## Before you begin

Role required: sn_customerservice_agent,sn_customerservice.consumer_agent

## About this task

You can create records from the Add tab in CSM Configurable workspace by selecting the plus sign (+) icon. This displays a list of records that you can create.Figure 1. Record creation from Add tab

Users with the system administrator role can configure the types of records that appear in this list. The default is an interaction record. For more information about configuring the records that can be created from the Add tab,
see [Configure record creation from the new tab menu in Service Operations Workspace](https://www.servicenow.com/docs/access?context=configure-new-tab-records&version=yokohama&pubname=yokohama-it-service-management&ft:locale=en-US).

## Procedure

1. In CSM Configurable Workspace, select the plus sign icon (+) icon on the Add tab.  
   If you can create more than one type of record, the system displays a list of the available record types. For example, New Interaction or New Incident.  
   Note:  
   If you can only create one type of record, the system displays a blank form of that record type.
2. Select the type of record to create.  
   The system displays a blank form of that record type in the tab.
3. Fill in the fields on the record form.
4. Select Save.