Need Help Creating "Edit" Button for Linked Changes in Customer Project Task

[manoj571]

Hi everyone,

I am working on a Customer Project Task and I need help with a customization. Currently, there's an existing tab called Linked Changes that displays Change Requests.

I want to add an "Edit" button in this tab that allows users to:

- Display a list of Change Requests for the same Account (the one related to the Customer Project Task).
- Allow users to associate or link these Change Requests to the record.

For example, if the Customer Project Task is for customer ABC, when the user clicks "Edit", the system should show only Change Requests associated with ABC.

[maheshkhatal]

@manoj571 

 You need to create on the those three dots select Configure->List Control,  see the screenshot below:

Now, uncheck the omit edit button, save the record and come back to the original form, see the screenshot:

Now, you'll see the Edit button being visible for the related list:

Mark my response as helpful if it really helped solve your doubt.

Thank you,

Mahesh.

[manoj571]

Hi @maheshkhatal 

I've already done that, but the "Omit Edit" button isn't editable out of the box due to the ACL being written. I want to display a list of Change Requests on the Linked Changes tab, where the parent is the customer project task table.

[maheshkhatal]

Then you can create relationships and create it as a related list.

[manoj571]

Hi @maheshkhatal 

I have already created the relationship for it.