Forum Discussion

DevinDevin's avatar
DevinDevin
Qrew Cadet
6 years ago

Why Won't Add New Record show in record picker?

A record picker won't show the Add New Record button. I've checked user roles, and the parent record's advanced settings, and the form's report link settings to no avail. See screen shot below of miss...
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MCFNeil's avatar
MCFNeil
Qrew Captain
The user needs to have BOTH 'permissions' to add, and the 'user interface' options to see the add button.

Check the user interface tab on the role to make sure they are NOT hiding the add buttons.

DevinDevin's avatar
DevinDevin
Qrew Cadet
6 years ago
I submitted a help ticket referencing this conversation. Thank you both!