Troubleshooting: Required Notes/Assignees Validation Issues

Problem

You are blocked from submitting a document due to a validation error stating:

1. "Notes are required".
2. "Minimum X assignees required".

Cause

These errors occur because specific validation extensions are enabled on the Document Type, requiring certain actions before submission:

• "Validate document notes": Requires the notes field in the document header to contain some text. See Configure Document Notes Rule.
• "Assignees add on": Requires a minimum number of users to be assigned to the document. See Configure Assignee Validation.

Troubleshooting Steps

Required Notes Error

1. Locate Notes Field: Find the notes field, usually located in the header section of the document viewer.
2. Enter Notes: Type relevant information, justification, or context into the notes field as required by your organisation's policy.
3. Save: Click Save or Update.
4. Retry Submit: Attempt to Save and Submit the document again.

Required Assignees Error

1. Identify Requirement: The error message usually states the minimum number of assignees needed.
2. Assign Users: Use the assign user icon (in the header or list view) to assign the required number of users to the document. See How do I assign users?.
   • Click the assign icon.
   • Search for and select the user(s).
   • Repeat until the minimum number is assigned.
3. Retry Submit: Attempt to Save and Submit the document again.

Need Help?

• If you are unsure what notes to add or who to assign, consult your team leader or organisation administrator regarding the specific policy for this document type.
• If the validation seems incorrect (e.g., notes are present, but the error persists), contact Zudello support, providing the Document UUID.