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:
- Match EDL Items to Documents job must be active
- Migration Mode have to be off (If it is on, continuous matching does not work)
-
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(picklistEquals(xml_node_type__v, Picklist.node_type__v.reference_leaf__v), icon("sign-in", "#00B200", "Reference leaf"), if(all_doc_count__v > expected_steady_state_count__v, icon("exclamation-triangle", "#ffa500", "Expected matched documents exceeded"), if(numberEquals(all_doc_count__v, locked_doc_count__sys) && numberEquals(locked_doc_count__sys, expected_steady_state_count__v), icon("harvey-ball-100", "#00B200", "All matched documents are locked"), 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", "#FFA500", "Matched document at steady state but not locked"), if(numberEquals(all_doc_count__v, expected_steady_state_count__v) && locked_doc_count__sys < 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")))))))) - 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