Using the Related Records tab in the contextual side panel

Release version: Australia

Updated March 12, 2026

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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 allows agents to view, search, and sort records based on the current record or playbook activity. The displayed records are influenced by configured contexts, definitions, and the agent's data access permissions.

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Key Features

View Related Records: Click the Related Records tab to see a list of related records displayed in a card format.
Filter Records: Use the filter at the top to select and view specific types of related records based on configured related lists.
Search Functionality: Perform text searches within the related records list; records matching the search will be highlighted.
Open Related Records: Click on a card to open a related record in a sub-tab, where details and available actions can be accessed.
List View Option: Switch to a list view by clicking the list view icon, allowing for a different display format of related records.
Create New Record: Initiate a new record for the selected related list by clicking the create record icon and filling out the form.

Key Outcomes

Using the Related Records tab improves agents' efficiency by providing quick access to pertinent information and actions related to their workflow, thereby enhancing productivity and decision-making capabilities.

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:

Table 1. Related Records tab in the contextual side panel
Task	Steps
View related records in the contextual side panel	Click 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. Click the filter icon (). Select a record type from the dropdown menu. The dropdown 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. Enter the search text in the search field at the top of the Related Records list. Click 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	Click 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	Click the list view icon () to display the related records in a list view in a sub-tab under the parent record.
Create a new record for the selected related list	Create a new 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. Click the create record icon () at the top of the Related Records list. Fill in the fields on the record form and click Save.