---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Customize dynamic related records

# Customize the dynamic related records for a playbook page {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Customize the dynamic related records for a playbook page to display in the contextual side panel in CSM Configurable Workspace. These records dynamically change depending on the context of the current record or playbook activity.

## Antes de Iniciar

Role required: workspace_admin, ui_builder_admin, admin

## Por Que e Quando Desempenhar Esta Tarefa

The definitions for the related records aren't active by default. You must activate these definitions if you want them to appear in the related records.

Any change made to the customer service case dynamic related record context will also be applicable to all extensions of the customer service case. For creating custom context, see [Configure related record contexts](https://servicenow-prod.fluidtopics.net/KexqVA3LB6Rh7D_5U1N9Xg "This type of configuration record defines the context in which related records appear in the Related Records tab.").

You must define an EVAM view configuration for the tables in addition to setting up Dynamic Related Records. For more information, see [Define an EVAM view configuration](https://servicenow-prod.fluidtopics.net/yPg9Up1IA9GGYiMdVUWtCw "Create a view configuration to combine conditions, database fields, and declarative actions with an associated view template.").

## Procedimento

1. Navigate to AllDynamic Related RecordsRelated Record Contexts.
2. Select Related Record Contexts for either the Onboarding, Complaint, or Product Support table.
3. Activate all the related record definitions for the Onboarding, Complaint, or Product Support case.  
   For more information, see [Dynamic related records](https://servicenow-prod.fluidtopics.net/55oNVCXw1c8IVyC6Js~3JA "Display related records in the Contextual side panel in CSM Configurable Workspace that dynamically change based on the context of the current record or playbook activity.").
4. Select Update.  
   The following table shows the Dynamic Related Record list for each case type.
   {#customize-dynamic-related-records__table_ryz_p54_1xb__entry__2}

   | Case type | Dynamic related record |
   |-|-|
   | Customer service case | * Blocked By * Related Parties * Social Logs * Appointments * Requests * Special Handling Notes * Child Cases * Knowledge Gaps * Attached Knowledge * Task Skills * Emails * Draft Emails * Interactions * Tasks * Work Orders * Install base * Escalations * Service Level Agreement (SLA) {#customize-dynamic-related-records__ul_wbk_gw4_1xb} |
   | Complaint case | * Emails * Blocked By * Involved Parties * Tasks * Sold Product * Active Contracts * Active Entitlement * Related Cases {#customize-dynamic-related-records__ul_lsc_5w4_1xb} |
   | Onboarding case | * Emails * Blocked By * Related Cases * Additional members * Tasks * Sold Product * Active Contracts * Approvers {#customize-dynamic-related-records__ul_wqy_cx4_1xb} |
   [Tabela 1. Dynamic Related Record list for different case types]

   {#customize-dynamic-related-records__table_ryz_p54_1xb}
**Conceitos relacionados**   

* [Configure dynamic related records](https://servicenow-prod.fluidtopics.net/bzyN3j3ZEqNAdLMMRk0nEQ "System administrators can configure the dynamic related records feature to display related records in the contextual side panel in CSM Configurable Workspace. These records dynamically change based on the context of the current record or playbook activity.")  
**Tarefas relacionadas**   

* [Configure related record definitions](https://servicenow-prod.fluidtopics.net/w9IRXMO_cexLqVgp1k~dMQ "Related record definitions identify the types of records that the dynamic related records feature can display in the Related Records tab.")