Customize the related records view in Service Request Playbook
You can customize the related records view in Service Request Playbook.
The following table lists the customization options for the related records view.
| Task | Description |
|---|---|
| View the related records in the contextual side panel | Related Records icon ( Related records appear as a card format in the list. The initial set of records that display in the list is determined by the record type that you select in the filter at the top of the list. |
| Select the type of related record to view |
Filter at the top of the Related Records list where you can select the type of related records to view. You can also use the filter to see the current selection.
The menu includes the related lists that have been configured for the parent record. |
| Search the related records list |
Search field at the top of the Related Records list to perform a text search. Records
that match the search text are highlighted.
Nota: The search field is grayed out if search is not available for
the selected type of related records. |
| Open a related record in a subtab | Card in the Related Records list that you can use to open the record in a subtab under the parent record. In the subtab, you can view the record details and perform available actions. |
| Open the related record list in a list view in a subtab | Display the related records in a list view in a subtab under the parent record by selecting the subtab icon ( ). |
| Create a new record for the selected related list | New record for the record type that is currently selected in the Related Records list.
This action opens a new record form in a subtab under the parent record.
|
) that you can select to view the Related Records list.
).
).
) at the top of the Related Records list.