Common Issues & Troubleshooting

Quick troubleshooting guide for common operational scenarios across permissions, CSV imports, automations, and AI Assistant prompts.

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🔍 Diagnostic Checklist

1. “No Access” / Permission Errors

• Symptom: Red error toast or No Access screen when opening a section.
• Resolution:
  1. Verify you are in the correct Project Workspace (use project switcher top left).
  2. Confirm your user account role has permissions enabled for that module under Roles & Permissions → Settings.
  3. Check if specific Template Restrictions or Attribute Restrictions under Resources are denying access to target items.

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2. CSV Import Failures

• Symptom: Import modal reports failed rows or skipped entities.
• Resolution:
  1. Export a fresh CSV from the template entity list to verify standard column headers.
  2. Check row-level error breakdown in the import result dialog. Common issues include invalid List options or malformed date strings (YYYY-MM-DD).

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3. Automation Rule Not Triggering

• Symptom: Attribute value changes, but no Telegram message or Webhook POST occurs.
• Resolution:
  1. Open Automations → Executions tab to view execution logs.
  2. Verify the Trigger Condition (e.g. On Attribute Changed requires an actual value delta).
  3. Open Notification Channels and click Send Test Message to verify third-party credentials.

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4. AI Assistant Request Fails / Times Out

• Symptom: AI Assistant chat shows a red error response or battery indicator is low.
• Resolution:
  1. Check your available AI credits indicator in the Assistant toolbar.
  2. Simplify your prompt to a single actionable outcome.
  3. Verify your active session has write permissions for the requested template/entities.

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Next Steps

[!TIP]

• Manage RBAC roles in Roles & Permissions.
• Inspect notification channel credentials in Notification Channels.