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Unable to See Create Button to Create Record for Child Object in Vault

  • Updated

Overview:

A user tries to create a record for a child object in a related record layout of the parent object.

The user cannot see the Create button in related object layout. As a result, the user cannot create a new record for the Child Object.

Root Cause:

There are several Root Causes: 

  • Object-level permission issue in Permission Sets
  • The role is set as Read in Parent Object Lifecycle --> Specific State --> Atomic Security: Relationships --> Child Object
  • The required field of Child Object is set as Read in Child Object Lifecycle --> Specific State --> Atomic Security: Fields

Solution:

 A.  If it is an object-level permission issue:

  1. Navigate to the Admin console.
  2. Click USERS & GROUPS in the top menu and then click User in the left menu.
  3. Search the affected username in the list, and check the Security Profile for the user.
  4. Check the Permission Sets base on the Security Profile.
  5. Click Object tab and check the Create permission for the Child Object.

B.  If there is a Lifecycle for a parent object, check Atomic Security - Relationships.

  1. Navigate to the Admin console.
  2. Navigate to Object Lifecycle of the parent object.
  3. Select a specific state and check Atomic Security - Relationships.  Be sure the child object is set as Edit instead of Read in Atomic Security - Relationships.

C.  If there is a Lifecycle for a child object, check whether the required field is set as Read only in: Child Object Lifecycle --> specific state --> Atomic Security: Fields.

  1. Navigate to the Admin console.
  2. Navigate to Object Lifecycle of child Object.
  3. Check the Roles section. Be sure the Owner has Edit permission. If there is no Edit permission for the Owner, it means when a user creates a new record, the user cannot input the value for the requested field. So, the system hides the Create button for the user.
  1. Click the specific state in the Object Lifecycle of the child object.
  2. Be sure the required field is set as Edit instead of Read in the Atomic Security: Fields section.

 

Related Documentation:

N/A

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