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Version: Current

Troubleshooting: Convert Action Failed or Converted Document Has Errors

Problem​

When using the Convert action (Converting Documents) on a document:

  1. The action fails with an error message.
  2. The action completes, but the new (converted) document is missing data, has incorrect data, or fails subsequent processing.

Common Causes​

  1. Invalid Target: Trying to convert to an incompatible or disallowed Module/Submodule combination (e.g., converting a Relationship record to a Transaction). Currently, conversion is mainly supported between transaction-based submodules.
  2. Permissions: Lacking necessary permissions for the target Module/Submodule:
    • {TargetModule}:{TargetSubmodule}#CREATE permission is required to create the new document.
    • {TargetModule}:{TargetSubmodule}#VIEW and #VISIBLE permissions are needed to access the converted document afterwards.
  3. Form Configuration Issues: The default Document Type (Form) for the target Module/Submodule might be misconfigured, missing mandatory fields, or have conflicting settings that prevent the converted document from being created correctly.
  4. Data Mapping Issues: Zudello attempts to map relevant data from the source document to the target document during conversion. This mapping might fail if:
    • Fields don't exist on the target form.
    • Data types are incompatible between source and target fields.
  5. Duplicate Option: If using "Duplicate and Convert", issues related to the Duplicate Action could also cause failure.
  6. Platform Issues (Rare): Temporary issues with the backend service handling the conversion process.

Troubleshooting Steps​

  1. Verify Target Module/Submodule: Double-check that the Module and Submodule you selected in the Convert modal are valid targets for the type of document you are converting.
  2. Check Permissions (Admin Task): Verify that you (or the user experiencing the issue) have the necessary #CREATE, #VIEW, and #VISIBLE permissions for the target Module and Submodule you are converting to.
  3. Review Target Form Configuration (Admin Task):
    • Go to Settings > Document Types.
    • Find and Edit the default form associated with the target Module/Submodule.
    • Check for any obvious configuration issues, especially around mandatory fields that might not exist on the source document being converted.
  4. Check Data: Review the data on the source document. Is there any unusual or potentially incompatible data that might cause issues when mapped to the target document type?
  5. Retry Action: Sometimes temporary glitches occur. Try the Convert action again.
  6. Try Without Duplicate: If using "Duplicate and Convert" failed, try converting without the Duplicate option enabled (if appropriate for your workflow) to see if the core conversion works.
  7. Review Converted Document: If the conversion succeeded but the new document has errors:
    • Open the newly converted document.
    • Review its data carefully. Which fields are missing or incorrect? Compare with the source document.
    • Check for any new validation errors on the converted document.
    • This often points to data mapping issues or target form configuration problems.

Need Help?​

If the Convert action consistently fails or produces incorrect results, contact Zudello support. Provide:

  • The Document UUID of the source document.
  • The target Module and Submodule you were trying to convert to.
  • Any error messages received.
  • If conversion succeeded but the result was wrong, the Document UUID of the converted document and details of the errors/missing data.