The Record Information PDF File Is Not Updated in Document Manager Each Time the 'Finish Editing' Button Is Clicked
(Doc ID 2361907.1)
Last updated on MARCH 26, 2021
Applies to:Primavera Unifier - Version 220.127.116.11 to 18.104.22.168 [Release 16.2]
Primavera Unifier Cloud Service - Version 22.214.171.124 to 126.96.36.199 [Release 16.2]
Information in this document applies to any platform.
When utilizing a Non-Workflow Business Process record with the Save Record Information to Document Manager setting enabled in the workflow, the Record Information PDF file is not created in the Document Manager when the Finish Editing button is clicked.
The Record Information PDF file should be updated in Document Manager when the Finish Editing button is clicked.
The issue can be reproduced at will with the following steps:
- Created a Non-Workflow, Project/Shell, Line Item Type BP. While Designing the Business Process Defined the Folder Path (Publish Path) in the Form.
- While setting up the Workflow Schema for the BP in a Project/Shell enable the setting 'Save Record information to Document Manager'.
- In user mode, create the Record and click on the 'Finish Editing' button.
- Notice that the Record Information PDF is getting saved to the desired folder in the Document Manager as expected.
- Open the same record, click on the 'Edit' button, modify the record in some way and click on the 'Finish Editing' button.
- Notice that a new Record Information PDF file is NOT getting saved to the desired folder in the Document Manager as expected.
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