> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Creation Errors

> Resolve the **Document NOT created** pop-up that appears when creating a new Nextedy RISKSHEET document from the Home view.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

When you click **Create** on the Risksheet home page and a red **Document NOT created** message appears, the creation request reached the server but the new document could not be produced. This guide walks through the most common causes and how to fix them.

## Quick decision flow

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/t34k0QhMnn4JCqkc/risksheet/diagrams/troubleshooting/document-not-created/diagram-1.svg?fit=max&auto=format&n=t34k0QhMnn4JCqkc&q=85&s=2632001327da6367a50d133227ebbe2d" alt="diagram" style={{ maxWidth: "720px", width: "100%" }} width="720" height="280" data-path="risksheet/diagrams/troubleshooting/document-not-created/diagram-1.svg" />
</Frame>

<Steps>
  <Step title="Read the server message">
    The pop-up usually contains a short message returned by the server. Note the exact wording — it determines which fix below applies.

    | Message fragment                                | Likely cause             | Fix step |
    | ----------------------------------------------- | ------------------------ | -------- |
    | "folder is empty" / "no folder specified"       | Folder field left blank  | Step 2   |
    | "template not found" / "no templates available" | Templates not installed  | Step 3   |
    | "permission denied" / "not authorized"          | Missing project role     | Step 4   |
    | "transaction failed" / generic server error     | Server transaction issue | Step 5   |
    | "license" wording                               | License invalid          | Step 6   |

    <Tip title="Capture the full message">
      Right-click the pop-up and copy the text, or take a screenshot. The exact server message is the fastest path to a resolution and is required if you open a support ticket.
    </Tip>
  </Step>

  <Step title="Provide a non-empty folder">
    The most frequent cause is an empty folder field. The Document Creation Wizard validates that the target folder is non-empty before creating the document; submitting with an empty value returns a creation failure.

    1. On the home view, locate the **Folder** field (left side of the create form).
    2. Click the folder selector and pick an existing folder, **or** type a new folder name.
    3. Re-enter the **Document name**.
    4. Click **Create**.

    <Warning title="Folder names with special characters">
      If you typed a new folder name, avoid path separators (`/`, `\`) and trailing spaces. Use plain alphanumeric names with hyphens or underscores.
    </Warning>
  </Step>

  <Step title="Verify templates are installed">
    The create form requires a template — it determines the initial document structure (columns, levels, formulas). If no templates are listed in the dropdown, the server has no Risksheet templates available.

    To install the default templates:

    1. Open Polarion as an administrator.
    2. Navigate to **Administration > Nextedy Risksheet > Setup**.
    3. Click the action that installs the default templates.
    4. Return to the Risksheet home view and refresh the page.

    <Info title="Verify in application">
      The exact label of the setup action may vary by version. After running setup, the template dropdown on the home view should list at least one template (for example a default FMEA or HARA template).
    </Info>

    <Tip title="Pick the closest solution template">
      Do not start from scratch. Choose the solution template that most closely matches your methodology (FMEA — Failure Mode and Effects Analysis; HARA — Hazard Analysis and Risk Assessment; TARA — Threat Analysis and Risk Assessment; STRIDE; CVSS — Common Vulnerability Scoring System) and customize from there. Nextedy provides solution templates for typical methodologies across automotive, medical, industrial, and cybersecurity domains.
    </Tip>
  </Step>

  <Step title="Check Polarion permissions">
    Document creation runs as the logged-in Polarion user. If the user lacks permission to create documents in the chosen folder, the create transaction is rejected.

    1. Confirm the user is assigned a Polarion role that allows **module creation** in the target project.
    2. Confirm the project is **not read-only** for the user (no global read-only role applied).
    3. Confirm the chosen folder (space) does not have a workflow lock or restricted access set in the project administration.

    <Warning title="PRO license cannot create new risk lines">
      Polarion licensing affects what users can do inside Risksheet. With a **PRO** license, users can only modify existing Risksheet rows — not create new ones. Confirm the user has an **ALM**, **Requirements**, or **QA** license to create new documents and risk items. **REVIEWER** licenses are read-only.
    </Warning>
  </Step>

  <Step title="Re-try after a transient server error">
    Document creation runs inside a Polarion write transaction. If the transaction fails (concurrent modification, brief connectivity issue, server restart), the pop-up appears even when input is valid.

    1. Wait a few seconds.
    2. Click **Create** again with the same folder, name, and template.
    3. If the failure repeats, reload the page (`Ctrl+R` / `Cmd+R`) and try once more.
    4. If it still fails, capture the server message and proceed to Step 6.

    <Tip title="Long sessions can lose context">
      If you spent a long time on the home view before clicking Create, your Polarion session may have expired. Refresh the page to re-authenticate, then try again. See [Session Timeout Errors](/risksheet/troubleshooting/session-timeout).
    </Tip>
  </Step>

  <Step title="Validate license and contact support">
    If the message contains the word "license", or none of the steps above resolve the issue, the cause is most likely a license problem.

    1. Open the home view and check the license banner (top of page).
    2. Confirm the Risksheet license is present and not expired.
    3. If the banner reports an invalid or missing license, contact your administrator.
    4. For a persistent unexplained failure, open a support ticket and include:
       * The exact pop-up message text.
       * The folder, document name, and template you selected.
       * Browser console output (open developer tools, copy the **Console** tab contents).
       * The Polarion server log entry from around the time of the error (administrator access required).

    See [License Validation Errors](/risksheet/troubleshooting/license-validation-errors) for license-specific symptoms.
  </Step>
</Steps>

## Common pitfalls

<Warning title="Template name was renamed">
  If a template was recently renamed in Polarion administration, browser caches may show the old template in the dropdown. The create request then references a template the server no longer recognizes. Reload the home view (hard refresh with `Ctrl+Shift+R` / `Cmd+Shift+R`) so the template list is fetched fresh.
</Warning>

<Warning title="Document with the same name already exists">
  Risksheet does not silently overwrite existing documents. If a document with the chosen name already exists in the chosen folder, the create transaction fails. Pick a unique document name or delete the existing document first.
</Warning>

<Warning title="Cross-project folder selection">
  The folder you select must exist in the **current** project. Risksheet does not create documents across projects from the home view. If you switched projects via the project dropdown, ensure the folder is from the active project.
</Warning>

## Verification

You should now see:

1. The Risksheet home view with a populated template dropdown.
2. A folder and document name entered in the create form.
3. After clicking **Create**, no red pop-up — instead, the new document opens with the columns, levels, and formulas defined by the selected template.
4. The new document appears in the Risksheet home view document list and in the Polarion project navigation under the selected folder.

If the document opens but the grid is empty or the configuration looks wrong, the document was created successfully — the issue is now configuration-related rather than creation-related. Continue with [Configuration Management](/risksheet/guides/configuration/index).

## See also

* [Troubleshooting](/risksheet/troubleshooting/index) — full troubleshooting index
* [Save Operation Failures](/risksheet/troubleshooting/save-failures) — errors when saving an open document
* [Session Timeout Errors](/risksheet/troubleshooting/session-timeout) — long-session authentication issues
* [Access Denied Errors](/risksheet/troubleshooting/access-denied) — permission-related failures
* [License Validation Errors](/risksheet/troubleshooting/license-validation-errors) — license banner and validation problems
* [Getting Started](/risksheet/getting-started/index) — first-time setup walkthrough
* [Administration](/risksheet/guides/administration/index) — installing templates and configuring projects

<LastReviewed date="2026-06-24" />