Sidebar doesn't populate participants field

Marina15
Tera Expert

Hello!
I have problem with sidebar configuration. 

Marina15_0-1684403839338.png

It doesn't work. 

I see "no results found"

Marina15_1-1684403915893.png

 

what am I doing wrong? why doesn't it work?
Thanks in advance!

 

 

8 REPLIES 8

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!

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

Daniel R2
Kilo Sage

@Marina15 - Hi, did you manage to resolve this? we are facing a similar issue

Werner1
Tera Contributor

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.