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List view add new higher level record option not showing

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cvoith
6 - Interface Innovator
6 - Interface Innovator

Hi guys!

I am running into the issue of in the List view page the top level table does not show the option to add a new record to that table/type. 

Example I have a schedule table and a task table. The tasks are under schedule, and schedule is the main source. Once I make a schedule it does give me the option to ake a new schedule record, only new tasks. Is this a bug? Or is there a way to fix this? 

Screenshot 2024-06-07 at 5.49.30 PM.png

 

Thanks

2 Replies 2

As a workaround, try creating a new Task that doesn't have a linked Schedule and then expanding that Task record.  You should then be able to add a new Schedule record via the linked field within the expanded record view

That works as a workaround technically, but I know won't work for my team. Thats too many steps for them. But thank you as always!