Verify Consumer in contextual panel issue!

Mukesh Khanna P
Tera Expert

In CSM configurable workspace, i've configured the "Verify Consumer" to be available on the contextual side panel. But when we click verify consumer, instead on showing search bar it is showing the following message. Can anyone help me to fix this issue.

I've verified the ux screen condition and ensure to activate the consumer lookup record. The interaction record state is also marked as "work in progress", not sure which one is disabling the permission for the search bar.

@sergiu_panaite @Ben_Barker @Community Alums 

Screenshot 2024-06-28 at 7.02.17 PM.pngScreenshot 2024-06-28 at 6.58.57 PM.png

1 REPLY 1

Sandhya Gurram
Tera Expert

Hi @Mukesh Khanna P ,  

 

The Lookup and Verify section is visible for Interaction records that are in progress. The logged in user should have the role 'sn_lookup_verify_user'.

Please read the reference article here.

 

If my response helped please mark it correct and close the thread so that it benefits future readers.

 

Thanks

Sandhya Gurram