---
title: Viewing the dynamic related records in Information Request Playbook
description: You can view the dynamic related records in the playbook contextual side panel in CRM Workspace. These records dynamically change based on the current record or playbook activity.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/government-industry/psds-ir-playbook-viewing-rel-records.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Using the contextual side panel, Using Information Request Playbook, Playbooks, Use, Public Sector Digital Services \(PSDS\)]
---

# Viewing the dynamic related records in Information Request Playbook

You can view the dynamic related records in the playbook contextual side panel in CRM Workspace. These records dynamically change based on the current record or playbook activity.

## Using related records in Information Request Playbook

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.

## Types of related records

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

## Customizing the related records view

The following table lists the customization options for the related records view.

<table id="table_dyn_rel_records_in_side_panel"><thead><tr><th>

Task

</th><th>

Description

</th></tr></thead><tbody><tr><td>

View the related records in the contextual side panel

</td><td>

Related Records icon \(\[Omitted image "related-records-icon.png"\] Alt text: 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.

</td></tr><tr><td>

Select the type of related record to view

</td><td>

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 Playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/psds-playbook-customizing-rel-records-view.md).

</td></tr><tr><td>

Search the related records list

</td><td>

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 Playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/government-industry/psds-playbook-customizing-rel-records-view.md).

</td></tr><tr><td>

Open a related record in a subtab

</td><td>

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.

</td></tr><tr><td>

Open the related record list in a list view in a subtab

</td><td>

List view icon \(\[Omitted image "dynamic-related-records-list-view-icon.png"\] Alt text: Open in a subtab icon.\) to display the related records in a list view in a subtab under the parent record.

</td></tr><tr><td>

Create a new record for the selected related list

</td><td>

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.

</td></tr></tbody>
</table>