---
sourceDocument: Australia Public Sector
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/government-industry

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Public Sector

ft:clusterId :

    - gvin

bundleId :

    - gvin

workflow :

    - Customer and Industry


---

# Viewing the dynamic related records

# Viewing the dynamic related records in Service Request Playbook {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura

You can view the dynamic related records in the playbook contextual side panel in CSM Configurable Workspace. These records dynamically change based on the current record or playbook activity.

## Using related records in Service Request Playbook {#psds-playbook-viewing-rel-records__section_v5j_hkj_rvb}

You can view, search, and sort the records in the Related Records tab in the contextual side panel after you create a service request record. For details on how to create a record, see [Create a service request record using playbooks in Public Sector Digital Services](https://servicenow-prod.fluidtopics.net/leOGwfYmCh3rxunTGyfl1Q "Create a service request record in the Public Sector Digital Services application by using a Service Request Playbook activity. By using a playbook, you can have an efficient, streamlined way to create and resolve a service request.").

The Related Records tab displays the related records that dynamically change based on the context of the current record or playbook activity. The records that are displayed in the Related Records tab depend on the following settings:

* The related record contexts and definitions that have been configured for a record or playbook activity.
* The agent's access permissions to data.
{#psds-playbook-viewing-rel-records__ul_kzz_swx_bvb}

## Types of related records {#psds-playbook-viewing-rel-records__section_brd_4kj_rvb}

The related records appear in the list as a read-only card. 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. Depending on the related record configuration for the source record or playbook activity, you can see the following types of related records:

* Similar Service Requests
* Open Case Tasks
* Related Work Orders
* Blocked Tasks
* Emails
* Approvals
* SLAs
* Escalations for the case or customer
{#psds-playbook-viewing-rel-records__ul_sdm_5zx_bvb}

## Default related records {#psds-playbook-viewing-rel-records__section_l3x_jkj_rvb}

The following table shows the default related records that are based on each playbook step.  
{#psds-playbook-viewing-rel-records__table_tg2_mkg_cvb__entry__3}

| Stage | Playbook Activity | Default related record |
|-|-|-|
| lntake | All activities | Similar Service Requests |
| Review | Check similar requests | Similar Service Requests |
| Review | * Inspect and report * Record findings {#psds-playbook-viewing-rel-records__ul_ztd_5kg_cvb} | Open Case Tasks |
| Process | * Assess resources * Perform work {#psds-playbook-viewing-rel-records__ul_kw3_ykg_cvb} | Open Case Tasks |
| Process | Approve resources | Approvals |
| Decision | All activities | Open Case Tasks |
[Tabela 1. Default related records]

{#psds-playbook-viewing-rel-records__table_tg2_mkg_cvb}

You can search the Related Records list by entering the text in the search field or by filtering the list to display the records of a specific type. You can expand a card to show a more detailed view or open the list in a
subtab. If you have the create permission, you can also create new related records of the selected type.

## Customizing the related records view {#psds-playbook-viewing-rel-records__section_z5f_lkj_rvb}

The following table lists the customization options for the related records view.  
{#psds-playbook-viewing-rel-records__table_dyn_rel_records_in_side_panel__entry__2}

| Task | Description |
|-|-|
| View the related records in the contextual side panel | Related Records icon (![Related Records icon.]()) that you can select to view the Related Records list. 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. For more information, see [Customize the related records view in Service Request Playbook](https://servicenow-prod.fluidtopics.net/BAO2c4000jxPsTdIjYX74Q "You can customize the related records view in Service Request Playbook."). |
| 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. For more information, see [Customize the related records view in Service Request Playbook](https://servicenow-prod.fluidtopics.net/BAO2c4000jxPsTdIjYX74Q "You can customize the related records view in Service Request Playbook."). |
| 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 the available actions. |
| Open the related record list in a list view in a subtab | List view icon (![List view icon.]()) to display the related records in a list view in a subtab under the parent record. |
| 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. |
[Tabela 2. Customizing the Related records view]

{#psds-playbook-viewing-rel-records__table_dyn_rel_records_in_side_panel}