How to create a standalone Task record without a related Parent record

Version 1

    Details

     

    You want to create a standalone Task but there is no 'New' button.

     


    Resolution

     

    You can add the New button to the List view as follows: 
    - Log in to the tenant with the Administrator role 
    - Go to Configure Application 
    - Go to Business Objects 
    - Go to the Task.Assignment object
    - Go to Layouts
    - Select the Layout you wish to edit
    - Go to the List view (gridView)
    - Edit the toolbar
    - Add the 'New Record Menu' button to the toolbar (the standard placement is in the first position on the left) 
    - Click Save to save the button
    - Click Save to save the toolbar
    - Click Save to save the Layout
    - Go back to the Client UI 
    - Open the Task workspace anew
    - The New button should now be available

    Repeat the steps for the formView if desired, as well as for any other Layouts.