---
sourceDocument: Australia Operational Sustainability Management (formerly Environmental, Social, and Governance)
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/environmental-social-governance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Operational Sustainability Management (formerly Environmental, Social, and Governance)

ft:clusterId :

    - esgv

bundleId :

    - esgv

workflow :

    - Technology


---

# Add related fields to a Microsoft 365 configuration record

# Add related fields to a Microsoft 365 configuration record {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Add related fields to filter values based on the chosen primary field. These filter values will automatically adjust according to the selected filter criteria.

## Before you begin

Create additional reporting configuration filters for a Microsoft 365 configuration record. For more information, see [Set up Microsoft 365 reporting configuration](https://servicenow-prod.fluidtopics.net/UpKD_cEbZeOXmmvX4RMAgQ "Set up the Microsoft 365 reporting configuration records to specify the data points and reports that you want to import in to a Microsoft Word document for disclosure reporting purposes.") and [Add additional reporting configuration filters for a Microsoft 365 configuration record](https://servicenow-prod.fluidtopics.net/p~47UsmyUj3JVvU4IVXihg "Add additional reporting filters to specify at a granular level what data must be imported to the disclosure report from a table.").
Role required: (per product)

* In Operational Sustainability Management: sn_esg_msoff_intg.admin
* In Audit Management: sn_audit.admin
{#add-related-fields-0365__ul_hkc_r5m_rdc}

## About this task

Filter the fields dynamically and set up dependencies by using related fields. In the Microsoft 365, you can configure fields so that cascading filters are supported dynamically. You can select a value in a field and have the related fields automatically update to show the relevant options.
This process helps you to streamline data entry and improve efficiency.

## Procedure

1. Navigate to once of the following locations:  
   * AllOperational Sustainability ManagementMicrosoft 365 Reporting IntegrationReporting Configurations
   * AllAuditAudit reportReporting Configurations
   {#add-related-fields-0365__ul_zck_crf_c2c}
2. Open the record for which you want to add the additional reporting configuration filters.
3. On the Microsoft 365 reporting configuration filters related list, select the field name of the filter you want to add related fields to.
4. Select the lock icon to unlock the related fields and then choose the fields that the Field name should be related to.
5. Add related fields by selecting the magnifying glass icon and choosing the fields that you want.  
   Only fields with a greater order values can be selected as related fields.
6. Select update.  
   The available Field name values are now dependent on what value is selected for the fields added as related fields. For example, if you selected the city field name you can select the country field name as a related field so that only cities from that country show when you make selections.
7. Repeat steps 3 through 6 until all the related fields that you want are set up.

## Result

The related fields are ready to be used as part of your configuration data.

## Data aggregation for entities in Japan {#add-related-fields-0365__example_uf1_1c2_xvb}

If an ESG reporting disclosure manager wants to understand the total emissions for an entire year for a particular location in Japan and if the location has sub-locations, you can make this process easier by using related
fields. To add related fields, select the field that you want to set a dependency with. For instance, select the City field and add the Country field as a related field. Now, when you select Japan as the location's country,
the options for the city field will be limited to only cities located in Japan. This setup helps ensure that the data aggregation for Scope 1 emissions is focused on Japan and its specified sub-locations, such as Tokyo and
Kyoto.

*[\>]: and then