Levi Pruss
07/29/2025, 2:52 PMCeligo AI
07/29/2025, 2:53 PMAI generated answer (using internal Slack threads):To add a view button on the sublist of the parent record, you need to ensure that the child record type has the
Allow Child Record Editing
option unchecked. This should automatically provide a Customize View button on the parent record if you are using a Parent-Child Record Relationship.
If you want to make the sublist editable so that users can add and modify line items directly, you don't need to show it as a sublist by saved search. Just listing it will allow you to add records.
However, if you want to make the new button a pop-up or allow inline editing, you may need to use scripting.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
07/29/2025, 2:53 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.89875257
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.864659
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.859730601
Celigo AI
07/29/2025, 2:53 PM