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

  • 0
  • 1
  • Question
  • Updated 1 year ago
  • Acknowledged
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?

Photo of Devin

Devin

  • 362 Points 250 badge 2x thumb
  • lost

Posted 1 year ago

  • 0
  • 1
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
Photo of Devin

Devin

  • 362 Points 250 badge 2x thumb
I'm not familiar with a 'sync/connected' table. Is this the same as a 'related' table? Would you be able to elaborate?
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 69,612 Points 50k badge 2x thumb
Devin. Having some knowledge of your app, you are not using a Connected Table.

A Connected Table is where Quick Base maintains essentially a complete mirror duplicate of another data source in a Quick base table. The source can be another QuickBase app or selected other cloud based programs or CSV files stored in the cloud or den SFTP path.
Photo of Matthew Neil

Matthew Neil

  • 31,698 Points 20k badge 2x thumb
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.

Photo of Devin

Devin

  • 362 Points 250 badge 2x thumb
I'm the administrator and none of the 'hide' check marks are active. So I'm still confused on this. Any other thoughts?
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 69,238 Points 50k badge 2x thumb
I would put in a support ticket to confirm that the Add function works in the Grid Edit Record Picker. I have not explicitly tested that.
I have just tested out. Actually, Quick Base does not provide any add record option in the grid edit mode. But, don't know why they have done so?

Mark, you can put this on your support ticket.

Thanks,
Gaurav
Photo of Devin

Devin

  • 362 Points 250 badge 2x thumb
I submitted a help ticket referencing this conversation. Thank you both!