When using the Create from Document user action on a Content Plan Item (CPI), it fails due to a reference constraint issue. The user receives both a notification and an email with the error, "[#] values are invalid for [record] due to reference constraint [record id]."
When the system attempts to create the document, it populates fields that have the same matching name as on the CPI for the new document.
Refer to the above scenario. The user action fails because there is a reference constraint on the document field that is based on the Product Family field. The Products field is based on the Product Family field. Vault tries to populate the Products field based on the Products field value on the CPI.
When creating from templates, if it attempts to populate a field that fails, the creation from the template also fails.
This is a two-step solution based on the above scenario:
- Ensure that the Product Family is populated on all records on the Content Plan (CP) in order for the Products field to be properly set on the document.
- Ensure that there is a join for the Product Family field the Products field.
Note: In the template, a default can be set by the CP object type. This means the CP defaults the Product Family from the Application's Product Family field and Report Level Content Plan (RLCP) defaults the Product Family field from the RLCP's Product Family.
In order to set the default as mentioned above, the user would need to navigate to Content Plan --> Object Types --> Primary Product Family on each of the RLCP Object Types (Report Level Plan Clinical Study, Report Level Plan Non-Clinical Study, and Report) and SCP Object Types (Module 1 - Module 5 and Other).
This shows the adding of the default on RLCP Object Type (Report).
This shows the adding of the default on SCP Object Type (Module 5).
Similarly, the default would need to be added to other RLCP and SCP Object Types.
Vault Help Documentation: Create Document from a Template for Content Plan Items (RIM)
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