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List view add new higher level record option not showing


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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? 

 

Thanks

3 replies

TheTimeSavingCo
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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


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  • Author
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  • June 10, 2024
TheTimeSavingCo wrote:

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!


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  • October 15, 2024
cvoith wrote:

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!


I have a structure similar to yours (2-level list interface). I don't get an option to add a new task outside a schedule. How do you have that option?


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