---
sourceDocument: Zurich Public Sector
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/government-industry

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Public Sector

ft:clusterId :

    - gvin

bundleId :

    - gvin

workflow :

    - Customer and Industry


---

# Create a business record

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

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

If you're a government service agent, create a business record in CSM Configurable Workspace directly from a service request, interaction, or case when an incident is reported by a constituent, business, or business contact.

## Before you begin

Role required: sn_gsm.constituent_agent, sn_gsm.business_agent, sn_gsm.agency_agent, sn_gsm.relationship_agent, or sn_gsm.service_manager

## Procedure

1. Navigate to the CSM Configurable Workspace and select lnteractionsAll.
2. Select the interaction number to open an existing interaction record, or select the new icon to create an interaction.
3. Select the interaction type and assign the interaction to a user.
4. **Optional:** Enter a short description of the interaction.
5. Select Save.
6. Select Create Business and fill in the fields.  
   For more information on the fields, see [Business Profile form](https://www.servicenow.com/docs/2Xa~fQivr4khth8IUyml2g "Use the Business Profile form in Public Sector Digital Services to capture and display the details about a business. You can add the name and address of the business owner, trademark status, industry information, partner records, or business structure.").
7. Select Submit.  
   The business is now linked to the interaction, and a new tab opens with the business details.

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