--- sourceDocument: Australia Public Sector sourceDocumentLink: https://www.servicenow.com/docs/r/australia/government-industry Release : - australia ft:locale : - en-US 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 Information Request Administration {#ariaid-title1} Release version: Australia Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Viewing the dynamic related records in Information Request Administration ServiceNow's Public Sector Workspace enables you to view dynamic related records within the Information Request Administration through the playbook contextual side panel. These related records adjust automatically based on the current record or playbook activity, helping agents access relevant information efficiently during their workflow. Show full answer Show less ## Key Features * **Dynamic Related Records Tab:** After creating an information request record, agents can view, search, and sort related records in the Related Records tab of the contextual side panel. The displayed records change depending on the context and playbook activity. * **Record Types:** Related records include various types such as Similar Information Requests, Open Case Tasks, Related Work Orders, Blocked Tasks, Emails, Approvals, SLAs, Escalations for the case, and Custom records. The visible records depend on configuration settings and agent access permissions. * **Read-Only Cards:** Related records appear as read-only cards in the list, with the initial view filtered by the selected record type at the top of the list. * **Search and Filter:** Agents can filter related records by type or perform text searches to quickly locate specific records relevant to their current task. * **Record Interaction:** Related records can be opened in subtabs for detailed viewing and actions. Users can also switch to a list view of related records within a subtab for broader context. * **Record Creation:** From the Related Records list, agents can create new records of the selected type directly in a subtab, streamlining data entry related to the current request. ## Practical Benefits for ServiceNow Customers * Improves efficiency by dynamically surfacing contextually relevant related records during information request handling. * Enhances user experience with intuitive filtering, searching, and easy access to detailed record views without leaving the workspace. * Supports better decision-making with quick access to associated tasks, approvals, SLAs, and other critical records. * Facilitates seamless creation of new related records, reducing navigation and data entry time. You can view the dynamic related records in the playbook contextual side panel in Public Sector Workspace. These records dynamically change based on the current record or playbook activity. ## Using related records in Information Request Administration {#psds-ir-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 an information request record. 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-ir-playbook-viewing-rel-records__ul_kzz_swx_bvb} ## Types of related records {#psds-ir-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 Information Requests * Open Case Tasks * Related Work Orders * Blocked Tasks * Emails * Approvals * SLAs * Escalations for the case {#psds-ir-playbook-viewing-rel-records__ul_sdm_5zx_bvb} ## Customizing the related records view {#psds-ir-playbook-viewing-rel-records__section_z5f_lkj_rvb} The following table lists the customization options for the related records view. {#psds-ir-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 () 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 Administration](https://www.servicenow.com/docs/lwJXqZKcS43w6_LCoYyugg "You can customize the related records view in Service Request Administration."). | | 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 Administration](https://www.servicenow.com/docs/lwJXqZKcS43w6_LCoYyugg "You can customize the related records view in Service Request Administration."). | | 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 (![Open in a subtab 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. | [Table 1. Customizing the Related records view] {#psds-ir-playbook-viewing-rel-records__table_dyn_rel_records_in_side_panel}