---
sourceDocument: Yokohama ServiceNow AI Platform user interface
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/platform-user-interface
Release :
- yokohama
ft:locale :
- en-US
ft:publication_title :
- Yokohama ServiceNow AI Platform user interface
ft:clusterId :
- platux
bundleId :
- platux
workflow :
- Platform
---
# Create defined related lists
# Create defined related lists {#ariaid-title1}
* Release version: Yokohama
*
* Updated January 30, 2025
*
*  2 minutes to read
You can add default related lists to the form for all users to see when viewing
records.
## Before you begin
Role required: admin
## About this task
For example, you may include a list of related incidents at the bottom of a problem
record, or a list of members at the bottom of a group record. This functionality
depends on reference fields or many-to-many table relationships. If two tables are
related via the system dictionary, one can appear as a related list on the
other.
Defined related lists allow relationships between arbitrary tables to be expressed as a related list. Any two tables that can have a logical relationship can appear as a parent/child pair via a related list. The following are some examples.
* On an incident record, show all incidents opened by the same caller.
* On a user record, show the last 20 transactions that user has made.
* On an incident record, show all problems opened on the reported CI.
{#t_CreateDefinedRelatedLists__ul_x4k_k5c_xp}
These relationships are beyond the relationships normally defined in the system
dictionary through reference fields and many-to-many relationships.
Every related list requires a relationship record. Before creating a relationship,
verify that there is not an existing relationship record that already provides the
needed information. Use the following steps to create a relationship record.
## Procedure
1. Click System DefinitionRelationships.
2. Click New.
3. Specify the relationship record fields.
{#t_CreateDefinedRelatedLists__table_rqf_w5c_xp__entry__2}
| Field | Description |
|-|-|
| Name | Type the name of the related list. The form configuration page displays this name in the list of available lists. |
| Advanced | Select this check box to use JavaScript in place of the Applies to table and Queries from table fields. |
| Applies to table | Select the table on which the related list appears. For example, to add a related list to the user form, select the User \[sys_user\] table. This field is hidden in Advanced relationship records. |
| Queries from table | Select the table from which this related list retrieves data. For example, to add related task records to the related list, select the Task \[task\] table. This field is hidden in Advanced relationship records. |
| Apply to | Type a script that sets the answer variable to true when a user opens a form on the desired table. This field is only visible with the Advanced check box selected. |
| Query from | Type a script that sets the answer variable to the name of the table from which the related list retrieves data. This field is only visible with the Advanced check box selected. |
| Query with | Specify the records to include by typing a script. For example: current.addQuery('opened_by', parent.sys_id); * The `current` object specifies the current record on which the script is triggered. * The `addQuery` method adds a filter that returns records meeting a specified condition. * The `opened_by` variable is the field name you're querying in the table from Queries from table. * The `parent.sys_id` variable refers to the Applies to table and the ID of the record being displayed. {#t_CreateDefinedRelatedLists__ul_tkg_yb4_jyb} |
| Insert Callback | Type a script to run after a successful insert action. This field is only visible with the Advanced check box selected. |
[Table 1. Relationship record fields]
{#t_CreateDefinedRelatedLists__table_rqf_w5c_xp}
4. Click Submit.
* **[Add incidents by same caller related list](https://www.servicenow.com/docs/_WVCVU~jqk8mFXRBE9UsIA)**
This example adds the existing relationship, Incidents by Same Caller, to incident forms.
* **[Add transactions by user related list](https://www.servicenow.com/docs/qx9~KPvwsd5XagBSK2AD5g)**
This example adds a relationship, Last 20 transactions, to the user form.
**Related tasks**
* [Select or create records in a related list](https://www.servicenow.com/docs/0uYKZpYgNwaxJviPx3K37g "When a form contains a related list, such as the Incidents related list in the problem form, you can select existing records or add new ones in the related list.")
* [Configure when a related list loads](https://www.servicenow.com/docs/RtMA9SOBqdur67glSy0jJA "If there are many related lists on a form or many records in the related lists, the form may load slowly. You can improve form response times by configuring related lists to load manually, on demand, or automatically, after the rest of the form loads.")
* [Create a default filter for a related list](https://www.servicenow.com/docs/WqdR3Z9HgQmaBiFULQ9MBg "Create a default filter for the records that load when your related list displays.")
* [Configure the edit option](https://www.servicenow.com/docs/~aMTkUBkmnBxSELm9IexAw "You can configure the edit option that allows users to add records to related lists in forms.")
* [Add fields to selections in a related list](https://www.servicenow.com/docs/t5Klv1Tb4t5G8Z~DL8p4aw "When you click Edit in a related list and select an item, information about the item appears below the list. You can expand the fields that appear for the item to provide more information.")
* [Create a default filter for list selector records](https://www.servicenow.com/docs/15jQ22Tvp53oow8rlwjv5g "You can set a default filter to restrict which related records users can select when editing a reference field. Default filters are simple to set up but lack a dynamic filtering element, which prevents the end user from changing the default filter.")
*[\>]: and then