Configure related record contexts

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • This type of configuration record defines the context in which related records appear in the Related Records tab.

    Before you begin

    Role required: admin

    About this task

    In a related record context, the system administrator configures the following information:
    • The table that stores the record type for the context. You can create a context for a source record, such as a case, or for a playbook activity.
    • Conditions to apply to the selected table. These conditions determine if the related record definitions associated with this context are executed at runtime.
      • If the conditions evaluate to true, the system executes the related record definitions.
      • If the conditions evaluate to false, the system ignores these definitions.
        Note:
        If a context has no conditions, this evaluates to true.
    • The related record definitions to execute. Associate a definition for each type of related record to display for this context.

    Procedure

    1. Navigate to All > Dynamic Related Record > Related Record Contexts.
    2. Click New.
    3. Enter a Name for the context record.
    4. Select the table that stores the record type for the context in the Applies to table field.
    5. In the Primary reference field, select the field from the Applies to table that is passed to the Context Related Record Definition for evaluation.
      The following data types are supported:
      • Sys ID
      • Doc ID
      • Reference
    6. Optional: If desired, select another reference field from the Applies to table in the Secondary reference field.
    7. Enable the Inherited field if you want the context record to also consider tables that extend from the Applies to table.
    8. Use the condition builder to select conditions that are applied to the records in the Applies to table.
      For example, if you are creating a context for a playbook activity, you can use the condition builder to identify the playbook and then the specific activity within that playbook.
    9. Click Submit.
      The context is added to the Related Record Contexts list.