Overview:
Lifecycles cannot be selected when creating planned documents in a Vault binder template.
Root Cause:
In order to enable planned documents, it requires enabling the Planned lifecycle state for each lifecycle where planned documents are allowed. A Planned state is a standard state, which is available by default in all lifecycles. It is not auto-enabled.
Solution:
To enable this lifecycle state:
- Navigate to Configuration --> Document Lifecycles --> [Lifecycle Name] --> States.
- Click on Planned to view the state details page.
- Click Edit and change the status to Active.
- Click Save.
Related Documentation:
Vault Help Documentation:
Thank you