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Verifying that the Edit and New buttons on a related list are properly configured




Overview

ServiceNow enables users with the personalize_list role (including administrators) to hide controls and define access conditions by role to existing controls. For example, administrators can personalize a list of related tasks embedded in an incident record to comply with business needs.

For additional information, see List Control in the ServiceNow product documentation.

 

Procedure

The following example personalizes a related list so the New and Edit buttons appear, enabling users to create new records from a form.

To display the New or Edit buttons on a related list:

    1. Navigate to the form that contains the related list you want to update.

    1. Right-click the header bar of the related list and select Personalize > List Control.

      The Related List Control form appears.

    1. Locate the following fields:

        • Omit new button: Select the check box to prevent the New button from displaying on this list. Clear the check box if you want the New button to appear on this list, or if you want to control the New button with roles (New roles field).

      • Omit edit button: Select the check box to prevent the Edit button from displaying on this list. Clear the check box if you want the Edit button to appear on this list, or if you want to control the Edit button with roles (New roles field). Note that the Edit button does not apply to all lists.

        If the Omit new button and Omit edit button options are cleared, the New roles and Edit roles fields appear on the List Control form.

        • New roles: Specify the user roles required to have the New button appear on this list. Click the padlock icons to open the role selection lists.

      • Edit roles: Specify the user roles required to have the Edit button appear in the list. Click the padlock icons to open the role selection lists.

      These fields determine if specific roles are able to view the New or Edit buttons or if the buttons are excluded completely from the form.


    1. Clear the Omit new button and Omit edit button check boxes to make the Edit and New buttons available on a form for all users.

    1. Click Update.

    1. Return to the parent form.

  1. Verify the New and Edit buttons appear in the related list.

Article Information

Last Updated:2016-10-19 17:06:05
Published:2014-08-26