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Error: Field Not Valid For Document Type - When Selecting Create Draft in Vault

  • Updated

Overview:

After selecting Create Draft from the Action Menu in Vault, an error occurs: Field [affected field] not valid for Document Type [document type used in the affected document].

Annotation_2020-06-12_100110.png

Root Cause:

There is an Event Action in the affected document's lifecycle that sets a value for the affected field. This field is not associated with the affected document's Type/Subtype/Classification.

Solution:

To correct this issue do one of the following:

  • If this field should be available on the affected Document Type, then associate this shared field with any of the Type/Subtype/Classification that is used by the affected document.
  • If this field should not be available on this Document Type, modify the event action to set this field into a conditional action based on the document's Type/Subtype/Classification. This way Vault only sets a value for the affected field if the document is associated with a Type/Subtype/Classification where this field exists. Remember to remove setting this field under the Always section as part of making this change.

Related Documentation:

Vault Lifecycle Documentation: Defining Event Actions 

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