Question:

Why is Progress Icon/Harvey Ball not updating for a Content Plan Item in Vault?

Answer:

The following conditions must be met for the Progress Icon to update correctly on a Content Plan Item in Vault:

1. Match EDL Items to Documents job must be active
2. Migration Mode have to be off (If it is on, continuous matching does not work)
3. Progress Icon field is a formula field that would not update if the document counts did not get updated. The correct expression that updates the Progress Icon is:
   

   if(picklistEquals(status__v, Picklist.default_status__v.inactive__v), icon("ban", "#AAAAAA", "Inactive record"), if(all_doc_count__v > expected_steady_state_count__v, icon("exclamation-triangle", "#ffa500", "Expected matched document exceeded"), if(numberEquals(all_doc_count__v, expected_steady_state_count__v) && numberEquals(expected_steady_state_count__v, steady_state_doc_count__v), icon("harvey-ball-100", "#00B200", "Matched document in steady state"), if(numberEquals(all_doc_count__v, expected_steady_state_count__v) && steady_state_doc_count__v < expected_steady_state_count__v, icon("harvey-ball-50", "#FFA500", "Matched document in progress"), if(numberEquals(all_doc_count__v, 0), icon("harvey-ball-0", "#000000", "No matched documents"), icon("circle-o", "#FA2819", "Auto-matching did not run"))))))

4. This is an asynchronous process so there could be a delay in the progress icon updating as it depends on the matching queue and if it is backed up, there could be a further delay

Related Documentation:

• Content Plan Documentation: Content Plan Hierarchy Viewer Components  
• Progress Icon Documentation: Progress Icon Field (RIM)
• EDL Documentation: Automatic Document Matching