Wednesday, September 26, 2018

Create New Menu Shortcut for Certain Rcord Types is Missing

Create New menu shortcut to new record only appears if the preferred form set for the role has the option to create that new record.
 
For example, on customer record that uses standard form, user can enter new opportunity under Sales Tab > Opportunities sub tab. If user customizes a new preferred form and hides Sales tab on that customer form, then the Create New menu short cut for opportunity and other transactions or record types under Sales tab does not appear on the list of Create New options.

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