Troubleshooting: Apply Trained Rules Action Not Working or Not Available

Problem

When using the Apply Trained Rules action (Using Apply Trained Rules Effectively):

1. The action is missing from the More Actions (...) menu.
2. Clicking the action results in an error or has no apparent effect.
3. The action runs, but expected coding/linking changes (based on updated defaults or alternatives) are not applied.

Common Causes

1. Permissions Missing: The user lacks the necessary permission: ENRICHMENT#APPLY_CODING.
2. Document Status: The action might be unavailable or ineffective on documents in certain non-editable statuses (e.g., COMPLETE, CLOSED, PROCESSING). It works best on documents in editable states like REVIEW or READY.
3. No Relevant Changes: The underlying defaults or alternatives haven't actually changed since the document was last processed, or the document data doesn't match any updated rules, so there's nothing new for Enrichment to apply.
4. Field Already Populated: Default coding rules (part of Enrichment) generally don't overwrite fields that already have values. If the target fields were manually coded or populated by earlier rules, "Apply Trained Rules" won't change them unless the specific logic (like Consolidate Lines) dictates an overwrite.
5. Incorrect Alternatives/Defaults: The updated Alternative or Default coding rule itself is configured incorrectly or doesn't actually match the document's data.
6. Enrichment Logic Issues: An error within the Enrichment service prevents it from completing successfully when re-run. Check the Enrichment JSON log (Staff/Advanced). See Troubleshoot Enrichment Decisions.
7. UI Glitch/Caching: Temporary display issues might hide the menu option or prevent the UI from reflecting backend changes immediately.

Troubleshooting Steps

1. Verify Permissions (Admin Task): Confirm the user has the ENRICHMENT#APPLY_CODING permission assigned via their User Groups.
2. Check Document Status: Ensure the document is in an editable status like User Review or Ready. If not, Revert it first (if appropriate).
3. Verify Underlying Changes: Double-check the specific Default Coding rule or Alternative you expected to apply. Was it saved correctly? Does it accurately match the data on the document (Supplier, Item SKU, Keywords)?
4. Check Target Fields: Are the fields you expected to be updated already populated with values? If so, clear them manually (if appropriate) before running "Apply Trained Rules" if you want defaults to apply.
5. Hard Refresh: Perform a hard refresh (Ctrl+Shift+R or Cmd+Shift+R) before and after running the action to rule out UI issues.
6. Check Enrichment Log (Staff/Advanced): If the action runs but doesn't produce the expected result, review the Enrichment JSON log generated by the "Apply Trained Rules" run. Did the relevant linking or coding steps execute? Were there errors?
7. Test with Manual Linking: Manually link the Supplier/Item first, then run "Apply Trained Rules". Does this apply the defaults correctly? This helps isolate linking vs. default application issues.

Need Help?

If "Apply Trained Rules" consistently fails or doesn't apply expected changes, contact Zudello support. Provide:

• The Document UUID.
• Details of the specific default rule or alternative you expected to apply.
• Confirmation of the user's permissions.
• Relevant sections of the Enrichment JSON log (if available).