Using the Related Records tab in the contextual side panel

  • Release version: Australia
  • Updated June 26, 2026
  • 2 minutes to read
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    Summary of Using the Related Records tab in the contextual side panel

    The Related Records tab in the contextual side panel enables agents to efficiently view, search, and sort records related to the current record or playbook activity. The displayed related records dynamically update based on the context and configured related record definitions, while respecting the agent’s access permissions.

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    Key Features

    • Dynamic Related Records Display: Shows related records in card format, filtered by record type configured for the parent record or playbook activity.
    • Filtering: Agents can select the type of related records to view using a drop-down filter, which lists the configured related record types.
    • Search Functionality: Agents can perform text searches within the related records list; matching records are highlighted. Note that searching is only available for certain record types.
    • Record Access: Selecting a related record card opens it in a sub-tab under the parent record for detailed viewing and action.
    • List View Option: Related records can be viewed in a list format within a sub-tab, offering an alternative to the card layout.
    • Create New Related Records: Agents can create new records of the selected related record type directly from the Related Records tab, opening a new form in a sub-tab for data entry and saving.

    Practical Benefits

    • Streamlines agent workflow by consolidating related record interactions within the side panel.
    • Improves efficiency in locating and managing related data without navigating away from the current record.
    • Ensures agents only see relevant related records based on their permissions and the context of the work.
    • Supports quick creation of related records, enhancing productivity and data completeness.

    Agents can view, search, and sort the records in the Related Records tab in the contextual side panel.

    The Related Records tab displays 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.
    Table 1. Related Records tab in the contextual side panel
    Task Steps
    View related records in the contextual side panel

    Select the Related Records tab to view the Related Records list.

    Related records appear in the list in a card format. The initial set of records displayed in the list is determined by the record type selected in the filter at the top of the list.
    Select the type of related record to view
    Use the filter at the top of the Related Records list to select the type of related records to view. Agents can also use the filter to see the current selection.
    1. Select the filter icon.
    2. Select a record type from the drop down menu.

    The drop down menu includes the related lists that have been configured for the parent record.
    Search the related records list
    Use the search field at the top of the Related Records list to perform a text search. Records that match the search text are highlighted.
    1. Enter the search text in the search field at the top of the Related Records list.
    2. Select the search icon.
    Note:
    The search field is grayed out if search is not available for the selected type of related records.
    Open a related record in a sub-tab Select a card in the Related Records list to open the record in a sub-tab under the parent record. In the sub-tab, the agent can view the record details and perform available actions.
    Open the related record list in a list view in a sub-tab Select the list view icon to display the related records in a list view in a sub-tab under the parent record.
    Create a record for the selected related list
    Create a record for the record type currently selected in the Related Records list. This action opens a new record form in a sub-tab under the parent record.
    1. Select the create record icon at the top of the Related Records list.
    2. Fill in the fields on the record form and select Save.