Verifying that the order in the related list does not prevent the Edit or New button from appearing - Support and Troubleshooting

Verifying that the order in the related list does not prevent the Edit or New button from appearing Description

Verifying that the order in the related list does not prevent the Edit or New button from appearing

Overview Permission to see the Edit or New button on a related list is determined by Security Evaluation for the first record in the list. For example, if a user has access to the second record in a related list, the system only checks security against the first record to define if the Edit button appears.

Procedure To verifying the order to the records in the relate list does not prevent the Edit or New button from appearing:

Navigate to the related list that does not display the Edit or New button.

In this example, the Tasks related list in the Change form does not display the New button. Notice that the first record in the related list is a CLAS record.

Review the order in which the related list records appear. Change the sorting on the related list. Reload the form. In this example, when a TASK record is the first record in the related list, the New button is now visible even though it is the same list of records.

The ACLs against the CLAS record prevent the New button from appearing. When the first record in the list is a TASK record, the ACL allows the New button to appear on the related list.