Related List & activity not showing

chrisn_
Mega Guru

Hello,

I have created an application in the past that has the Task Activities -> Task list on it that allows me to manually create various records, either an email to send using a template, or a phone or appointment task. I wish to use this again but for some reason I cannot get it to show in the new application. I have added it in the related lists, but it does not show up on my record form. Am I missing a requirement for this to work? In both cases the main table is extended off of the service order table and the task tables are extended off of that table. They are very similar if not identical in structure, the only thing I can think of is I made the older one quite some time ago and maybe the functionality has changed and the old one is grandfathered in?

In the image below you can see the task activity in my old app where it works as expected.

find_real_file.png

Here you can see I have added it to my new applications form.

find_real_file.png

Here you can see what it looks like when you try to use it.

find_real_file.png

2 REPLIES 2

Anil Lande
Kilo Patron

Hi,

Related lists won't appear on New Form.

find_real_file.png

Once you save the form it will show related lists. Or open any existing record of your custom table, you can find related lists on it.

 

Thanks,
Anil Lande

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Thanks
Anil Lande

chrisn_
Mega Guru

Hello,

I do understand your suggestion, but this is happening after the record is created. The Task Activity -> Task related list in another application I created years ago is a related list that creates records on the task_activity table. That screenshot you referenced is what you see when creating a record on it. I took a look at ACL's and cross scope access from the other application and there is no difference between the two.  The related list is showing it should be there in the layout configuration but is not there when I go to look/use it.