Getting information related to the open record
Summarize
Summary of Getting information related to the open record
In ServiceNow Workspace, theRelated itemsmenu helps users gather and enter information about the currently open record. These related items act like tabs that display contextual data within the form pane. Users can switch between these items to access various details relevant to the record, enhancing situational awareness and decision-making during incident or task handling. The layout, order, and default item visibility are configurable by your system administrator.
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Key Features
- Details: Displays editable fields and detailed information about the open record. It is typically the first item shown and lets users enter updates such as resolution notes.
- Task SLAs: Shows service level agreements and expected deadlines for resolving the task.
- Affected CIs: Lists configuration items (CIs) related to the incident, helping to understand dependencies and impact when the CMDB is populated.
- Impacted Services/CIs: Displays services and CIs affected by the incident, useful for assessing broader impact.
- Child incidents: Shows incidents related to the parent incident, with automatic copying of work notes and comments, and synchronized resolution status.
- Outages: Provides information on service outages related to the incident, enabling quick assessment of wider issues.
- User's Calls: Displays historical calls between the requester and Service Desk agents when the Service Desk Call plugin is active. The data retrieval period is configurable, defaulting to seven days.
- User's Task: Lists all other tasks related to the requester, such as incidents, problems, changes, and requests, helping agents see the requester’s full activity and context.
Practical Benefits for ServiceNow Customers
This functionality allows agents and users to quickly access relevant and comprehensive data connected to an open record without navigating away from the form. It streamlines incident and task management by providing visibility into related configuration items, impacted services, associated tasks, and historical interactions. The ability to enter and update information directly within the Details pane ensures efficient record handling and accurate documentation. Administrators can tailor the related items menu to align with organizational needs, optimizing user experience and operational efficiency.
Use related items to gather information about and to enter information into the open record.
The items in the Related items menu behave like tabs. When you click one, the corresponding content appears in the form pane. Workspace underlines the item that's active in the form pane. What items appear in the menu, what order they're in, and which one opens automatically are configurable by your system administrator.
The items contain information related to the record open in the form pane. You click the different items to get contextual information. For example, if the open incident is about a failed service, you might click Impacted Services/CIs to see if other services are also down. If the incident is a power outtage, you might click Outages to see if there are outages in other locations.
The Details item usually displays first by default. It is the only item that contains details of the open record. It also provides text fields that you can edit. For example, when you solve an issue, you should enter the resolution description in the section, Resolution notes. Your system administrator determines which fields from a record appear in the form pane.
Your configuration of workspace might include the following related items.
| Item | Description |
|---|---|
| Details | Detailed information about the open record and text fields for you to enter information. The system administrator specifies the record fields that appear in the form pane. You use this item to read about the open record and to make entries in the record. |
| Task SLAs | Service level agreements (SLAs) for a task. Expected deadlines for resolving a task of this type. |
| Affected CIs | Configuration items (CIs) related to an incident. Often, an incident is related to one or more specific configuration items (CIs). If the configuration management database (CMDB) is populated, the CI records hold valuable information to help resolve incidents. You can associate configuration items to an incident to see how the incident affects dependent CIs. |
| Impacted Services/CIs | Services and configuration items (CIs) affected by this incident. |
| Child incidents | Child incidents are incidents related to the parent incident, the incident open in record view. All work notes or comments in a parent incident are copied into a child incident. When a parent incident is resolved, the child incidents are resolved. |
| Outages | Service outages related to the incident open in record view. |
| User's Calls | The User’s Calls related list displays historical calls between a requester and Service Desk agents. This feature is available to the users who has the Service Desk Call plugin (com.snc.service_desk_call) already activated. Note: The customer name in the Opened for field in Interaction is matched with the
Caller field in Service Desk calls and records are retrieved based on the number of days mentioned in the interaction property Number of days (integer) for which past user call records
are retrieved. The default value is seven (7). A setting of zero (0) disables this feature. (glide.new_call.interaction.records_age). |
| User's Task | When a requester contacts an agent through chat, phone call, request, or walk-in, the User’s Task related list shows the agent all of the other tasks (incident, problem, change request, request, and so on) that have been created for the requester. For example, if a requester calls about the status of a request that was made the previous day, the User’s Task related list shows the request. Workspace includes the other tasks in the User’s Task related list when the value for the Opened for field in the interaction record matches the: |