Convert a next step to an associated record

task australia Updated Sep 30, 2026 1 min read account-lifecycle-convert-next-step.md

Convert a next step by linking it to the record that addresses the follow-up, so the record appears as an action item of the meeting.

Before you begin

The record that addresses the follow-up, such as a success task or an internal play, must already exist.
Role required: sn_sch_plus.next_step_write

About this task

Convert a next step when a record already exists that addresses the follow-up. For background, see Meeting agenda items and next steps.

Procedure

Open the next step.

Navigate to All > Touchpoint Meeting > Meeting Next Steps and select the next step, or open it from the Meeting Next Steps related list in the Related Items panel on the meeting page.
Select Convert.

The Convert button isn't available if the next step is already converted.
In the Associated table field, select the table that contains the record.
In the Associated record field, select the record.

The dialog fills in the next step and the meeting. The association type is always Action Item.
Select Submit.

The state of the next step changes to Converted. The record you selected appears in the Meeting Applicable Records for the meeting with the association type Action Item.

The record also appears in the Meeting Applicable Records related list on the meeting record, in the classic UI and in the CRM Workspace.

What to do next

You can convert a dropped next step. The state changes from Dropped to Converted.

Parent Topic:Meeting agenda items and next steps

Related topics

Meeting agenda items and next steps

Drop a next step

Meeting recap

Keywords convert next stepmeeting next stepaction itemmeeting applicable records

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---
title: Convert a next step to an associated record
description: Convert a next step by linking it to the record that addresses the follow-up, so the record appears as an action item of the meeting.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-convert-next-step.html
release: australia
topic_type: task
last_updated: "2026-09-30"
reading_time_minutes: 1
keywords: [convert next step, meeting next step, action item, meeting applicable records]
breadcrumb: [Meeting agenda items and next steps, Touchpoints, Customer success, Use, Customer Success Management]
---

# Convert a next step to an associated record

Convert a next step by linking it to the record that addresses the follow-up, so the record appears as an action item of the meeting.

## Before you begin

- The record that addresses the follow-up, such as a success task or an internal play, must already exist.
- Role required: sn\_sch\_plus.next\_step\_write

## About this task

Convert a next step when a record already exists that addresses the follow-up. For background, see [Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md).

## Procedure

1. Open the next step.

Navigate to **All** &gt; **Touchpoint Meeting** &gt; **Meeting Next Steps** and select the next step, or open it from the **Meeting Next Steps** related list in the **Related Items** panel on the meeting page.

2. Select **Convert**.

The **Convert** button isn't available if the next step is already converted.

3. In the **Associated table** field, select the table that contains the record.

4. In the **Associated record** field, select the record.

The dialog fills in the next step and the meeting. The association type is always **Action Item**.

5. Select **Submit**.

The state of the next step changes to **Converted**. The record you selected appears in the **Meeting Applicable Records** for the meeting with the association type **Action Item**.

The record also appears in the **Meeting Applicable Records** related list on the meeting record, in the classic UI and in the CRM Workspace.

## What to do next

You can convert a dropped next step. The state changes from **Dropped** to **Converted**.

**Parent Topic:**[Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md)

**Related topics**

[Meeting agenda items and next steps](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-scheduler-plus.md)

[Drop a next step](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-drop-next-step.md)

[Meeting recap](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-meeting-post.md)