Overview:
When implementing a Create Draft user action for a document, an error occurs: Field xxx not valid for [xxx] document type.
Root Cause:
The field is updated through a formula in the Create Draft event action of the Document Lifecycle. However, the field mentioned in the error is a shared field and is not added to the Document Type of this document.
Solution:
Vault Owner or System Admin user can add this shared field to the Document Type as shown below or add a proper filter for the Create Draft event action to resolve the error.
Related Documentation:
- Vault Help Documentation: Vault Help