When configuring the Related Document User Action on a Lifecycle State, the Relationship Type drop-down is missing some or all Relationships:
There are two criteria a Document Relationship has to adhere to in order to be selectable:
- The Relationship Type has to be a Custom Relationship Type or a supported Standard Relationship Type.
(As of now only Related Original Document is supported for Vault PromoMats and Vault Medical)
- The Relationship Type cannot be Source Version Specific and are not Carry Forward Source Relationships
In order to be able to select a Relationship Type, configuring Custom Relationship Types that match the criteria above is needed. Please open a ticket with Veeva Product Support to help in the configuration of these settings.
Vault Help Documentation: About Version Specific Document Relationships