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on 10-30-2025 12:53 AM
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
Navigate to Document Templates (sn_hr_core_document_template.list).
Open the relevant template used in the International Transfer Process.
Change the State from “Editing” → “Published.”
Save the record.
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.
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We find that when a document template is updated, specifically changing the document itself (attachment), any current lifecycle event cases fail to load up the document task correctly because it is searching for the previous document. How can we avoid this issue from occurring?
