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How to add Edit button in related list?

sruthivarghese
Tera Contributor

Hi,

I tried adding the edit button using list controls. The Omit edit button checkbox in unchecked. I also clicked the enable editing button. Still the edit button is not visible in the related list.How can I do the same?

Thanks in advance,

Sruthi

13 REPLIES 13

gauravchoudhury
Tera Guru

Hi Shruthi,



  • Open the form containing the related list to update. In the example, the Incident form is used.
  • Right-click the header bar of the related list and select Personalize > List Control. In the example, the Task SLAs related list is used.
  • On the List Control form, the Omit new button and Omit edit button option are selected by default. Clear these two options.
  • When the Omit new button and Omit edit button options are cleared, the New roles and Edit roles options appear.
  • [Optional] Select specific roles that can use the buttons. Click the lock icon next to New roles or Edit roles and move roles from the Available column to the Selected column.
  • Click Update.
  • On the parent form, check that the New and Edit buttons appear in the related list.


Source: Link [Blog post on Managing the New and Edit buttons on related lists]


Hi Srtuhi,



Check if user has access to add the relationship between the parent and related table records. Generally edit button will be visible for many to many relationships.


Hi Gaurav,



I have tried these steps but still I can't find it.


Hi Sruthi,



I tried to reproduce the same steps on my Personal Developer Instance and was able to successfully enable the 'Edit' button.



Refer Screenshot:



find_real_file.png



find_real_file.png