Participant suggestions in Sidebar

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Activate Participant suggestions to display a list of users who may be helpful additions to a Sidebar discussion.

    When you add participants to a Sidebar discussion, a drop-down list displays a list of users who can be added. If Participant suggestions is activated, a list of "top suggestions" displays at the top of the list. The participant suggestions are users who may be helpful because they may have expertise related to the record and also have access to the record.

    Participant suggestions screenshot

    Requirements

    Participant suggestions has the following requirements:

    • Plugin requirements: In order to access the base Participant suggestions service, you need to download the Participant suggestions plugin (com.glide.sn_participant_suggestions). Participant suggestions are optimized only for interactions, tasks, and the task's child tables. If you want to receive participant suggestions for any other table, you have to customize the Participant suggestions service. The Participant suggestions plugin works in conjunction with the Sidebar/Omni-Experience Standard Feature Set plugin. Both the Participant suggestions plugin and the Sidebar plugin must be installed before you can view the list of suggested users.
    • Lookup table: The lookup table (suggestion_service_lookup) for participant suggestions applies only to the base Participant suggestion service and not to any third-party participant suggesting services.