Configure the edit option

task australia Updated Sep 10, 2026 2 min read t_ConfigureTheEditOption.md
Raw file servicenow.com

You can configure the edit option that allows users to add records to related lists in forms.

Before you begin

Role required: admin

About this task

The Edit button is available for related lists that represent many-to-many and one-to-many relationships. Defined related lists may not have an Edit button, as related records are added to these lists automatically based on the relationship between the records.

Procedure

  1. Navigate to the related list, such as the Incidents related list on a problem record.

  2. Perform the appropriate action for the list version.

    Version Action
    List v2 Right-click any column heading and select Configure > List Control.
    List v3 Open the list title menu and select List Control.
  3. Perform one of the following actions.

Show the Edit option

Clear the Omit edit button check box.

Hide the Edit option

Select the Omit edit button check box.

Show the Edit option if the check box is cleared and the button does not appear.

Click Enable Edit.

4. If the list represents a one-to-many relationship \(example, incidents can be associated with only one problem, but problems can be associated with many incidents\), complete the following steps.
1.  Open a record in the target table \(example, Incident\).

2.  Right-click the header and select **Configure** > **Dictionary**.

3.  Open the dictionary entry for the reference field \(example, **Problem ID** on **Incident**\).

4.  In the Reference Specification section, select the **Reference floats** check box.

    \[Omitted image "ReferenceFloatsBox.png"\] Alt text: Reference floats check box
  1. Click Update.

Parent Topic:Related lists

Related topics

Select or create records in a related list

Configure when a related list loads

Create a default filter for a related list

Create defined related lists

Add fields to selections in a related list

Create a default filter for list selector records

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