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

manoj571
Tera Contributor

‎02-17-2025 06:33 AM

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.

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maheshkhatal
Mega Sage
In response to manoj571

‎02-17-2025 10:16 AM

Looks correct to me. You need to look into then permission issues.

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manoj571
Tera Contributor

‎02-17-2025 10:46 AM

Hi @maheshkhatal 

You can see below the screenshot.

manoj571_1-1739817425381.png


Here is the configure list control you can see....

manoj571_2-1739817868422.png

 

Even though I deactivate the ACL for it, the edit button still doesn't appear.

 

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