{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":21,"path":"acct-lifecycle-events/account-lifecycle-create-ale-defn.md","title":"Create a customer success definition record","bundle":null,"doc_type":null,"release":"australia","body":"\n# Create a customer success definition record\n\nDefine categories and subcategories for success play workflows.\n\n## Before you begin\n\n-   Define and configure the subflow that triggers the success workflow before starting.\n-   Role required: sn\\_acct\\_lc.ale\\_success\\_play\\_admin\n\n## About this task\n\nThe 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.\n\n## Procedure\n\n1.  Navigate to **Workspace** &gt; **CSM/FSM Configurable Workspace**and select the **List** icon.\n\n2.  Navigate to the **Customer Success** &gt; **Customer Success Definition** and select **New**.\n\n3.  On the form, fill in the fields.\n\n<table id=\"table_ddj_yyb_1cc\"><thead><tr><th>\n\nField\n\n</th><th>\n\nDescription\n\n</th></tr></thead><tbody><tr><td>\n\nFlow\n\n</td><td>\n\nSubflow triggered by this Customer Success definition record. Must be defined and configured in Flow Designer.\n\n</td></tr><tr><td>\n\nCategory\n\n</td><td>\n\nCategory that groups related plays in the success play workflow launcher. Available categories:-   Onboarding\n-   Risk Management\n-   Success Planning\n-   Success Support\n\n\n</td></tr><tr><td>\n\nSub category\n\n</td><td>\n\nSubcategory filtered by the selected category.\n\n</td></tr><tr><td>\n\nState\n\n</td><td>\n\nState of this Customer Success definition record:-   Draft\n-   Published\n-   Closed\n-   Canceled\n\n\n</td></tr><tr><td>\n\nOrder\n\n</td><td>\n\nOrder in which categories appear in the workflow launcher pages.\n\n</td></tr><tr><td>\n\nTitle\n\n</td><td>\n\nTitle of the workflow launcher item.\n\n</td></tr><tr><td>\n\nDescription\n\n</td><td>\n\nPurpose of this workflow launcher item.\n\n</td></tr></tbody>\n</table>4.  Set the state of this record to **Published** and select **Save**.\n\n    The success play is available when the **Create success play** option is selected. See [Create a success play](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-success-play.md) for details.\n\n\n**Parent Topic:**[Getting started with Customer Success](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-basic-config.md)\n\n"}}