How to create Edit button on Related List
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01-13-2026 10:23 AM
Hi all, I want to add an edit button next to the new button on the related lists of this form. What configurations do I need other than UI Action for this to be possible? I know there are global edit options are those something I can use? How can they be called?
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01-13-2026 10:34 AM
If you hover over one of the column names in the related list, you'll see the menu(the three verticle dots) from there go to configure -> list control. From there just uncheck "omit edit button", under the display configuration tab.
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01-13-2026 12:38 PM
The Omit edit button is greyed out for this form so I'm unable to select it.
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01-13-2026 12:46 PM
Hi @krutikapatil ,
Sounds like a role issue or a scope issue.
Which table are you on where the related record are shown in the related list? and which table is the related list referring to?
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01-14-2026 05:46 AM
Hi @AndersBGS,
I'm adding this configuration in the CIM tasks form/table, I believe all the related lists are referring to cim_outbound tables. Existing configurations on different forms have been created by some type of UI action.