| Status | Working As Expected | Related work item | N/A |
| Description | If a user has open tasks on a document and is deactivated, any actions performed on the document, including updates made by the sync service, causes an error on the document. This is because the user still has a document role with the open task, so the sync service tries to reactivate the Document Collaborator (mvn__PP_Document_Author__c) record for the User record, but the user is inactive. | | |
| Affects version(s) | Spring '25 | Impacted capabilities | N/A |
| Steps to reproduce | 1. Create a document. 2. Add a user to the document. 3. Start a workflow that has at least one task on the document and assign the task to the user. 4. Leave the task open and deactivate the user. 5. Make any update to the document (e.g., add a different user to the document). Notice that the document throws an error because the system is trying to create and activate a Document Collaborator record for an inactive User record. | | |
| Workaround | The primary, and recommended, way to avoid this issue is to check the Stop User with Open Tasks Inactive (mvn__CM_Stop_User_With_Open_Tasks_Inactive__c) field on the Default (CM_Default) Global Setting (mvn__CM_Global_Setting__mdt) metadata record (i.e., set the field to true). Enabling this setting prevents users from being deactivated if they have any open tasks. An alternate way to work around this issue is to assign admins the CM Delete Document Role With Open Tasks (CM_Delete_Document_Role_With_Open_Tasks) custom permission. Assigning this custom permission enables admins to remove document roles from users who still have open tasks. After the document roles are removed, the admins can then deactivate the users even if the users' tasks are still open. You can enable the Stop User with Open Tasks Inactive global setting as well as assign the CM Delete Document Role with Open Tasks custom permission set simultaneously; they are not mutually exclusive and can be used together. | | |
| Fix version | Spring '25 | Resolution notes | The Stop User with Open Tasks Inactive setting has been available since V1, but customers must make sure it is checked/enabled. The CM Delete Document Role with Open Tasks custom permission was introduced in Spring '25. |