Sometimes there is a need to immediately find matching documents and update counts or completeness for a specific Expected Document List (EDL) item. To do this, use the Match Documents option from the EDL Item action menu. However, after executing the Match Documents action, an error occurs: The defined matching criteria can no longer be found on this EDL Item.
Vault matches documents to EDL Item records based on the Matching EDL Item Fields setting for the parent EDL record. The name of the Matching EDL Item Field (filling_level_c) in the parent EDL record is not matched with the name of picklist field itself (level_c).
- Navigate to: Admin --> Business Admin --> Picklist --> [Target Picklist] with Edit mode.
- Update the name same as Matching EDL Item Field in the parent EDL record.
Vault Help Documentation: Working with EDLs