Configure the edit option
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- UpdatedAug 3, 2023
- 2 minutes to read
- Vancouver
- Navigation and UI
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
- Navigate to the related list, such as the Incidents related list on a problem record.
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Perform the appropriate action for the list version.
Version Action List v2 Right-click any column heading and select . List v3 Open the list title menu and select List Control. -
Perform one of the following actions.
Option Description 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. -
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.
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In the Reference Specification section, select the Reference
floats check box.
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In the Reference Specification section, select the Reference
floats check box.
- Click Update.
Related Content
- Select or create records in a related list
When a form contains a related list, such as the Incidents related list in the problem form, you can select existing records or add new ones in the related list.
- Configure when a related list loads
If there are many related lists on a form or many records in the related lists, the form may load slowly. You can improve form response times by configuring related lists to load manually, on demand, or automatically, after the rest of the form loads.
- Create a default filter for a related list
Create a default filter for the records that load when your related list displays.
- Create defined related lists
You can add default related lists to the form for all users to see when viewing records.
- Add fields to selections in a related list
When you click Edit in a related list and select an item, information about the item appears below the list. You can expand the fields that appear for the item to provide more information.
- Create a default filter for list selector records
You can set a default filter to restrict which related records users can select when editing a reference field. Default filters are simple to set up but lack a dynamic filtering element, which prevents the end user from changing the default filter.