topic Unable to advance to the preview stage in Validity Community

Unable to advance to the preview stage

JS4506 — Thu, 16 May 2024 18:13:34 GMT

I set up some selection conditions to narrow down the number of records that are being searched in my SF instance. One condition was set on the contact object and one condition was set on the account object. However, when I advance screens the "Preview" button is greyed out and I have no clue why. Am I doing something wrong?

Re: Unable to advance to the preview stage

Pugs_Validity — Mon, 20 May 2024 16:26:13 GMT

Hey @JS4506 - Thanks for reaching out. Would you please send us an email to DemandToolsCOE@validity.com so we can investigate this further with you? Thanks!

Re: Unable to advance to the preview stage

JS4506 — Tue, 21 May 2024 19:50:37 GMT

Thank you for your response. This is now resolved.

Re: Unable to advance to the preview stage

LRjchess1 — Fri, 07 Mar 2025 18:16:43 GMT

What was the solution here? I am having the same issue? The issue is marked resolved but there is no posted resolution.

Re: Unable to advance to the preview stage

LRjchess1 — Fri, 07 Mar 2025 18:26:04 GMT

@Pugs_Validity Can you assist? I am having the same issue and it looks like no solution was posted

Re: Unable to advance to the preview stage

Pugs_Validity — Fri, 07 Mar 2025 18:42:36 GMT

Hey @LRjchess1 - There are several potential causes for this. The most common reason is that not all of the match step fields are mapped, this can commonly happen if you are switching a lot between scenarios. That being said, if that is not resolving the issue, please shoot us an email to DemandToolsCOE@validity.com and we can schedule a short call to walk through it with you to identify the problem.