Document Tasks Not Generating on “Initiate Document Tasks” in International Transfer Process - HRSD

[Sulabh Garg]

Hi everyone,

I came across an issue while working on the International Transfer Process where document tasks were not getting created after clicking the “Initiate Document Tasks” button on the Preview Document screen.
Sharing the root cause and solution here in case it helps others facing a similar problem.

Root Cause

This typically happens when the Document Template linked to the process is in the “Editing” state.

When in this state, the subflow “Automatic Document Task Creation” returns the message “Template is not published,” which stops the “Manage Document Tasks” subflow from running—resulting in no document tasks being created.

Solution

1. Navigate to Document Templates (sn_hr_core_document_template.list).

2. Open the relevant template used in the International Transfer Process.

3. Change the State from “Editing” → “Published.”

4. Save the record.

5. Re-run the “Initiate Document Tasks” action from the Preview Document screen.

Recommendation

Always ensure document templates are Published before using them in any document-related process (like International Transfer) to enable automatic document task creation.