Common questions
Resolve missing records, access problems and pending changes.
| What you see | What to check |
|---|---|
| An expected record is missing | Confirm the workspace, clear filters and search by the recorded name. A record in an import proposal or a draft change request may still be awaiting review. |
| An integration arrow looks wrong | Confirm which system sends the business data. Check the source output interface and target input interface in Relationships. |
| An expected edit action is unavailable | Check your workspace role, ownership and change management mode. |
| A change was approved but the live value is unchanged | Inspect the request for a dated planned item that still requires implementation. |
| A colleague cannot see a page you created | Confirm that you shared the page to the workspace Library and that the colleague has access to the same workspace. See Albums and views. |
| The AI client cannot find a record or tool | Check the connection and the workspace, then compare the client's available tools and permissions with AI and MCP. |
When asking your administrator for help, include the workspace, record name, the action you were trying to take and any error message. Keep credentials and confidential source material out of the request.