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Question

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 missing button. Help?

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Hi Devin,

Is your parent table is a sync/ connected table? If yes, then you will not be able to see that add record button. If not, then you also need to check the user interface settings for that particular role?

Thanks,
Gaurav

  • Registered
  • May 16, 2018
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.