Controlling New and Edit buttons on related lists, particularly setting where they appear and who sees them, can be a pesky problem. Matthew Watkins in our Customer Support group has written some articles on this subject and I'd like to summarize his fine work.
Editing the New and Edit buttons requires the personalize_list role, which administrators have by default. With the role, you can hide controls and define access conditions (by role) for existing controls.
How to personalize a related list so the New and Edit buttons appear:
- 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.
Step 3 is the spot that can be confusing. If you select the Omit new button and Omit edit button, the buttons do not appear on the related list. If you want the buttons to appear and you want to control the roles that can use the buttons, be sure to clear the Omit new button and Omit edit button options.
To have Matthew walk you through these steps, view the UI Related List video tutorial.
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