Overview:
Creating Placeholders in Vault not respecting rules for required fields.
Root Cause:
The Planned document state is active and Create new documents as Planned option is enabled.
Solution:
The Planned document state is considered a special state. Any document or binder created in this state will ignore making fields required during creation.
Current ways around this are:
- Set the field as required using a Field Dependency.
- Disable the Planned state on the Document Lifecycle
- Disable the feature Create new documents as Planned in the Admin Gear --> Settings --> General Settings menu.
Related Documentation:
Vault Help Documentation: Working with Planned Documents
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.