Associate related record definitions with a related record context
Associate the desired related record definitions with a context record to determine which related records appear for the selected record type.
Before you begin
Role required: admin
About this task
A related record context includes the following information:
- The table that stores the record type for the context (source record or playbook activity).
- Conditions to apply to the selected table which determine if the associated related record definitions are executed at runtime.
- The related record definitions to execute.
Procedure
-
Navigate to All > Dynamic Related Record > Related Record Contexts.
-
Click the desired context.
-
In the Context Related Record Definitions related list, click New.
You may need to change the application in order to see the New button:
- Click the system settings icon in the upper right corner.
- Click Developer.
- Select the Application and close the pop-up window.
-
Click the lookup icon in the Related record definition list.
-
Select a definition from the Related Record Definitions list.
-
Assign an order number to the definition in the Order field.
The order determines where the related record type appears in the filter list in the Related Records tab.
-
Click Submit.
---
title: Associate related record definitions with a related record context
description: Associate the desired related record definitions with a context record to determine which related records appear for the selected record type.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/associate-record-definition-to-context.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure dynamic related records, Agent tools, Organize agent workspaces, Configure, Customer Service Management]
---
# Associate related record definitions with a related record context
Associate the desired related record definitions with a context record to determine which related records appear for the selected record type.
## Before you begin
Role required: admin
## About this task
A related record context includes the following information:
- The table that stores the record type for the context \(source record or playbook activity\).
- Conditions to apply to the selected table which determine if the associated related record definitions are executed at runtime.
- The related record definitions to execute.
## Procedure
1. Navigate to **All** > **Dynamic Related Record** > **Related Record Contexts**.
2. Click the desired context.
3. In the Context Related Record Definitions related list, click **New**.
You may need to change the application in order to see the **New** button:
1. Click the system settings icon in the upper right corner.
2. Click **Developer**.
3. Select the **Application** and close the pop-up window.
4. Click the lookup icon in the **Related record definition list**.
5. Select a definition from the Related Record Definitions list.
6. Assign an order number to the definition in the **Order** field.
The order determines where the related record type appears in the filter list in the Related Records tab.
7. Click **Submit**.
| title | Associate related record definitions with a related record context |
| description | Associate the desired related record definitions with a context record to determine which related records appear for the selected record type. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/associate-record-definition-to-context.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure dynamic related recordsAgent toolsOrganize agent workspacesConfigureCustomer Service Management |