---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/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 the criteria for a service organization

# Create the criteria for a service organization {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Define the criteria in the service organization criteria \[service_organization_criteria\] table so that you can later associate your service organizations to a service or your customers to a service organization. You do this
task in the Customer Service Management (CSM) application.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllCustomer ServiceService OrganizationsAdministrationService Organization Criteria.
2. Select New.
3. On the form, fill in the fields.  
   {#create-service-organization-criteria__table_o4r_swk_byb__entry__3}

   | Field | Data type | Description |
   |-|-|-|
   | Name | String | Name of the criteria. |
   | Table | Table Name | Table where you must define the criteria. To establish customer associations, you must select Account, Consumer, or Household from the drop-down list in the Table field. Similarly, for associating products and services, you must choose Internal Business Location from the drop-down list in the Table field. Selecting Business Location or Service Organization from the drop-down list in the Table field leads to an error because the system currently doesn't support fulfillment capabilities for external business locations when resolving a case. Note: Support can be extended to other tables by configuring them in the <kbd class="ph userinput">SOCriteriaTableScript</kbd> script include. |
   | Criteria | Conditions | Condition or query filter that matches a list of records in the table. |
   [Table 1. Service Organization Criteria form]

   {#create-service-organization-criteria__table_o4r_swk_byb}
4. Select Submit.

*[\>]: and then