Associate a record with an interaction

task australia Updated Sep 10, 2026 1 min read associate-record.md

As an agent, you might need to create a record on another table to work on an interaction. You can associate the record with the interaction.

Before you begin

Role required: interaction_agent

Note: You must also have the roles required to access the records that you want to associate with the interaction.

Procedure

Navigate to All > Interaction > Assigned to me.
Open the interaction you want to associate with another record.
Select Associate Record.

[Omitted image "associate-record.png"] Alt text: Interaction with Associate record button highlighted.

In the Interaction Related Record form, fill in the fields:

Field	Description
Document table	Select the table where the association is saved.
Record Type	Select the type of record that you are associating with the interaction. Record type can be Task or Knowledge.
Task	Select the task you want to associate with the incident. Task field becomes available when the record type is selected as Task.
Knowledge article	Select the knowledge article you want to associate with the incident. Knowledge article field becomes available when the record type is selected as Knowledge.
ID of related record	Automatically updated with the task or knowledge number.

Save the form.

[Omitted image "interaction-related-record.png"] Alt text: Interaction related record form.

Result

Task type records associated will appear in the Related Tasks related list for the interaction.

[Omitted image "associated-interaction.png"] Alt text: Associated tasks are available under Related Tasks.

Parent Topic:Using Interaction Management

58 lines · 2.5 KB Wrap lines

---
title: Associate a record with an interaction
description: As an agent, you might need to create a record on another table to work on an interaction. You can associate the record with the interaction.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/servicenow-platform/interaction-management/associate-record.html
release: australia
product: Interaction Management
classification: interaction-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Using Interaction Management, Interaction Management, Manage people and work capabilities, Extend ServiceNow AI Platform capabilities]
---

# Associate a record with an interaction

As an agent, you might need to create a record on another table to work on an interaction. You can associate the record with the interaction.

## Before you begin

Role required: interaction\_agent

**Note:** You must also have the roles required to access the records that you want to associate with the interaction.

## Procedure

1. Navigate to **All** &gt; **Interaction** &gt; **Assigned to me**.

2. Open the interaction you want to associate with another record.

3. Select **Associate Record**.

\[Omitted image "associate-record.png"\] Alt text: Interaction with Associate record button highlighted.

4. In the Interaction Related Record form, fill in the fields:

|Field|Description|
|-----|-----------|
|Document table|Select the table where the association is saved.|
|Record Type|Select the type of record that you are associating with the interaction. Record type can be **Task** or **Knowledge**.|
|Task|Select the task you want to associate with the incident. Task field becomes available when the record type is selected as Task.|
|Knowledge article|Select the knowledge article you want to associate with the incident. Knowledge article field becomes available when the record type is selected as Knowledge.|
|ID of related record|Automatically updated with the task or knowledge number.|

5. Save the form.

\[Omitted image "interaction-related-record.png"\] Alt text: Interaction related record form.

## Result

Task type records associated will appear in the Related Tasks related list for the interaction.

\[Omitted image "associated-interaction.png"\] Alt text: Associated tasks are available under Related Tasks.

**Parent Topic:**[Using Interaction Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/interaction-management/using-interaction-management.md)