Configure the edit option

You can configure the edit option that allows users to add records to related lists in forms.

Before you begin

Role required: admin

About this task

The Edit button is available for related lists that represent many-to-many and one-to-many relationships. Defined related lists may not have an Edit button, as related records are added to these lists automatically based on the relationship between the records.

Procedure

  1. Navigate to the related list, such as the Incidents related list on a problem record.
  2. Perform the appropriate action for the list version.
    VersionAction
    List v2 Right-click any column heading and select Configure > List Control.
    List v3 Open the list title menu and select List Control.
  3. Perform one of the following actions.
    OptionDescription
    Show the Edit option Clear the Omit edit button check box.
    Hide the Edit option Select the Omit edit button check box.
    Show the Edit option if the check box is cleared and the button does not appear Click Enable Edit.
  4. If the list represents a one-to-many relationship (example, incidents can be associated with only one problem, but problems can be associated with many incidents), complete the following steps.
    1. Open a record in the target table (example, Incident).
    2. Right-click the header and select Configure > Dictionary.
    3. Open the dictionary entry for the reference field (example, Problem ID on Incident).
    4. In the Reference Specification section, select the Reference floats check box.
      Reference floats check box
  5. Click Update.