Sidebar doesn't populate participants field
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05-18-2023 03:26 AM
Hello!
I have problem with sidebar configuration.
It doesn't work.
I see "no results found"
what am I doing wrong? why doesn't it work?
Thanks in advance!
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09-21-2023 01:13 AM
Hi @Werner1
The Discuss option works on any Task based or Interaction table, so the Condition table lets you specify which table your Sidebar member query should apply to.
For example, if you set the Condition table to Incident and the associated Condition to Priority = 1, then the members that get prefilled in the Sidebar chat will only apply on Incident records that are Priority 1. Other Incident records will not have the members prefilled since it wouldn't meet the associated Condition.
If you leave both fields blank, then the Sidebar member query will always apply no matter the record or its conditions.
Where do you want to use the Discuss option? Only certain tables, or only under certain conditions? That should help you figure out what to select for those fields!
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09-21-2023 01:31 AM
Thanks a lot for this very clear answer.
Actually there is no need then to configure a sys_cs_collab_user_query?
In the meantime I did update the version of plugin "omni-experience standard feature set" to version Utah 2.3.3 what did solve the problem.
Kind regards
Werner
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08-21-2023 04:32 AM
@Marina15 - Hi, did you manage to resolve this? we are facing a similar issue
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09-21-2023 01:10 AM - edited 09-21-2023 01:11 AM
Hi
Update of plugin "omni-experience standard feature set" to version Utah 2.3.3 did solve the problem.
Meaning: The option "Discuss" in a Requested item shows again the list of persons in "Add participants" once you start typing.