Troubleshooting: Related Documents/Attachments Link Failing or Cannot Remove

Problem

When working with the Related Documents or Related Attachments sidebars on a document:

1. Cannot find or select the correct document to link as a Related Document.
2. Uploading a Related Attachment fails.
3. Cannot remove an existing Related Document link or Related Attachment.
4. Clicking a link to a Related Document or Attachment results in an error or doesn't open the item.

Common Causes

1. Permissions Missing:
   • Viewing: Requires {Module}:{Submodule}#VIEW for the current document. Viewing the linked document/attachment requires appropriate permissions for that item as well.
   • Adding/Removing Links: Requires {Module}:{Submodule}#UPDATE for the current document (as you are modifying its relationships).
   • Uploading Attachments: Requires SYSTEM:FILE#CREATE.
   • Deleting Attachments: Requires SYSTEM:FILE#DELETE.
2. Data Permissions: You might lack the necessary Data Permissions to see the document you want to link as a Related Document in the search modal, even if it exists.
3. Document Status: You generally cannot add/remove links or attachments if the current document is in a non-editable status (e.g., Completed, Approval where resource_editable is false).
4. Attachment Upload Issues: Standard file upload problems (unsupported type, size limit exceeded, network interruption, storage service issue). See Download Action Failed (similar causes apply).
5. Linked Item Deleted: The document or file that was previously linked has since been deleted from Zudello.
6. UI Glitch/Caching: Temporary display issues.

Troubleshooting Steps

1. Verify Permissions (Admin Task): Confirm the user has the necessary #VIEW, #UPDATE, SYSTEM:FILE#CREATE, SYSTEM:FILE#DELETE permissions as required for the action they are attempting.
2. Check Document Status: Ensure the document you are currently viewing (and trying to modify links/attachments for) is in an editable status. If not, Revert it first (if appropriate).
3. Check Data Permissions (Linking Documents): If you cannot find a document to link in the "Add Document" search modal, verify your Data Permissions allow you to see that target document. Try searching for it directly in its own submodule. See User Cannot See Documents/Data.
4. Troubleshoot Attachment Uploads: If uploading fails, follow standard file upload troubleshooting: check file type/size, network connection, try a different file. See Download Action Failed.
5. Check if Linked Item Exists: If clicking a link fails, manually search for the linked document/attachment by its name or UUID (if known). It might have been deleted.
6. Hard Refresh/Retry: Perform a hard refresh (Ctrl+Shift+R or Cmd+Shift+R) and try the action again to rule out UI glitches.

Need Help?

If you continue to experience issues linking, viewing, or removing related documents/attachments, contact Zudello support. Provide:

• The Document UUID of the main document you are working on.
• The Document UUID or name of the related document/attachment involved.
• The specific action failing (add link, remove link, upload, delete attachment, view link).
• Any error messages received.
• Confirmation of user permissions.