--- 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 License and Permit 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 License and Permit Administration ServiceNow's License and Permit Administration in the Public Sector Workspace allows agents to view dynamic related records in the playbook contextual side panel. These records automatically update based on the current license and permit request or ongoing playbook activity, helping agents access relevant information efficiently. Show full answer Show less ## Key Features * **Dynamic Related Records Tab:** Displays context-sensitive related records after creating a license and permit request, changing according to the current record or playbook stage. * **Context-Driven Records:** Related records shown depend on configured contexts and agent permissions, providing customized views at different stages such as Intake, Review, Process, and Decision. * **Variety of Related Record Types:** Includes SLAs, escalations, blocked case tasks, similar requests, emails, documents, approvals, knowledge gaps, and more, presented as read-only cards. * **Filtering and Searching:** Users can filter related records by type and perform text searches to quickly locate specific records. * **Interactive Access:** Related records can be opened in subtabs for detailed viewing and actions; list view mode is also available for easier navigation. * **Record Creation:** Agents can create new related records directly from the related records panel, streamlining workflow within the playbook context. ## Practical Benefits for ServiceNow Customers * Enables agents to efficiently compare similar closed requests during intake and review stages, enhancing decision-making. * Highlights open case tasks in process and decision stages to identify blockers and ensure timely case progression. * Customizable views and filters help agents focus on the most relevant related records based on their role and stage. * Seamless integration within the playbook workspace reduces navigation time and improves productivity. 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 License and Permit Administration {#psds-lpr-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 license and permit 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-lpr-playbook-viewing-rel-records__ul_kzz_swx_bvb} Different related records appear based on each playbook stage and step. At the Intake and Review stages, the agent should see similar Closed License/Permit Requests, so they can compare the outcome of similar requests. At the Process and Decision stages, agents should see any Open Case Tasks that are preventing the case from moving to the next step, or being resolved and closed. ## Types of related records {#psds-lpr-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: * SLAs * Escalations * Blocked By * Open Case Tasks * Similar License/Permit Requests * Emails * Draft Emails * Documents * Approvals * Knowledge Gaps * Install Base * Attached Knowledge * Requests * Interactions * Related Cases * Special Handling Notes * Appointments * Related Parties {#psds-lpr-playbook-viewing-rel-records__ul_sdm_5zx_bvb} ## Customizing the related records view {#psds-lpr-playbook-viewing-rel-records__section_z5f_lkj_rvb} The following table lists the customization options for the related records view. {#psds-lpr-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-lpr-playbook-viewing-rel-records__table_dyn_rel_records_in_side_panel}