ATF to add records using related list add button
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09-08-2026 08:27 AM
Hi Community,
I have a record producer for retail case. That record user is getting submitted using ATF. On that record which I have submitted, I have create problem ui action. It’s creating a record after clicking on it using ATF. Now under that problem record, restaurant cases related list is there which is showing the record producer record which I have submitted. Now when I am clicking on add button on that related list, I am not able to add filter for state is closed or state is in progress and then I need to select 2 records for both the conditions and then click on add button on that ui page which I am not able to achieve using ATF. Got stuck at adding these conditions. Please help.
Thanks in advance
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09-09-2026 03:06 AM
@Poorva Bhawsar - Can you attach image please
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09-09-2026 03:12 AM
I have attached it above. Attaching again for your reference
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09-09-2026 11:44 AM
We'd need to see the UI page in order to understand what fields/field types you're trying to set
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09-09-2026 04:45 AM
@Poorva Bhawsar - i am not able to open this image.
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a week ago
The Add dialog is a pop-up list picker, and the standard ATF steps cannot reliably set its filter or select rows in it. Community answers confirm that ATF can click the Add button but cannot choose records in that pop-up. They suggest linking the records directly through the data instead.
To build it in the test:
- Add a Record Query step on the restaurant case table for the record with State is Closed, and a second one for State is In Progress. Use your record producer’s submitted records, or a filter specific to this test run, so each query returns the right one.
- Pass the sys_ids to the next steps. Step outputs can be passed from one step to another, as the Add steps documentation describes.
- If the related list works through a reference field, such as a problem field on the restaurant case, use a Record Update step on each case to set that field to the problem created by your UI action step.
- If the related list works through a many-to-many table, use two Record Insert steps to create the links, as community answers suggest for similar lists.
- Finish with a Record Query or validation step that checks both cases are now linked to the problem.
The list steps under Lists and Related Lists can apply a filter and click list UI actions, but community answers say they do not work consistently inside the pop-up. Component steps (custom UI) are another option, but one reply says you cannot select specific records and only add all. A custom step that scripts the pop-up is possible but fragile.
The documentation also notes ATF supports Core UI forms and lists, with support for Next Experience pages still limited. If your related list is in a workspace, that adds to the difficulty. Test the Add pop-up itself manually once, and use the direct-link steps for automated runs.
Sources: