Troubleshooting: Duplicate Action Failed

Problem

When using the Duplicate action (How do I duplicate a document?) from the More Actions (...) menu:

1. The action fails with an error message.
2. The action seems to complete, but no duplicated document appears, or the duplicated document is missing data/has errors.

Common Causes

1. Permissions Missing: The user lacks the necessary permission to create a document in the target Module/Submodule ({Module}:{Submodule}#CREATE). Duplicating involves creating a new document record.
2. Form Configuration Issues: The default Document Type (Form) for the Module/Submodule might have mandatory fields that cannot be automatically populated during duplication, causing the creation of the new record to fail validation.
3. Data Copying Errors: Issues copying data from the source document to the new duplicated document, potentially due to data type mismatches or complex relationships that aren't handled by the duplication logic.
4. Platform Issues (Rare): Temporary issues with the backend service handling document creation or data copying.

Troubleshooting Steps

1. Verify Permissions (Admin Task): Confirm the user has the {Module}:{Submodule}#CREATE permission for the Module/Submodule of the document being duplicated. They also need #VIEW and #VISIBLE to see the original document.
2. Check Form Configuration (Admin Task):
   • Go to Settings > Document Types.
   • Edit the default form for the relevant Module/Submodule.
   • Are there any mandatory fields (Required = TRUE) that might not have data on the source document or cannot be logically duplicated (e.g., a unique reference number)? Consider making such fields non-mandatory if appropriate for duplicated records.
3. Retry Action: Try the Duplicate action again. Temporary glitches can occur.
4. Check for Duplicated Document: After running the action, navigate to the relevant submodule list view. Sort by "Created At" (descending). Does the duplicated document appear? It might take a few moments. If it appears but has errors, open it and investigate the data.
5. Try Duplicating a Simpler Document: Attempt to duplicate a different, simpler document of the same type. Does that work? This helps isolate if the issue is specific to the data on the original document.

Need Help?

If the Duplicate action consistently fails, contact Zudello support. Provide:

• The Document UUID of the document you are trying to duplicate.
• Confirmation of the user's #CREATE permission.
• Any error messages received.