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Net Zero Cloud: CSRD Disclosure document generation fails with 'Form wasn't generated' or INVALID_INPUT content version error

Publish Date: May 27, 2026
Description

When you click Generate Document (V2) on a CSRD Disclosure record in Net Zero Cloud's Disclosure and Compliance Hub, no document is produced and the action fails silently or with an error banner. The exact error returned by the underlying flow is: "This error occurred when the flow tried to create records: INVALID_INPUT: The content version Id is invalid or was deleted."

Root cause: One or more CSRD report template assets are missing, inactive, or out of sync. The document generation flow requires all of the following to be present and active: the Integration Procedures (getDefaultAEIRecords, getDefaultDRPRecord, MSESRSIntegrationProcedure, MSESRSPrefillingAssessmentResponses), the CSRD Report OmniScript matching the target version (V5 or V6), the CSRDv5StandardTemplate or CSRDv6StandardTemplate document template, and the Disclosure Definition Version on the Disclosure record pointing to the correct version. This commonly occurs after enabling Disclosure and Compliance Hub for the first time, or after upgrading the CSRD template version (for example, from V3 to V5) without redeploying and reactivating all dependent components.

Affected configuration:

  • Editions: Enterprise, Performance, Unlimited, and Developer with Net Zero Cloud Growth license
  • Add-on: Disclosure and Compliance Hub Add-On license required
  • Releases: Summer '24 and later
  • Trigger: Clicking Generate Document or Generate Document (V2) on a Disclosure [Disclosure] record
Prerequisite(s)
  • Net Zero Cloud Growth license (Enterprise, Performance, Unlimited, or Developer Edition)
  • Disclosure and Compliance Hub Add-On license provisioned
  • CSRD reporting enabled in Setup
  • OmniStudio enabled (managed package or platform-native)
  • System Administrator profile with Document Generation User permission set assigned
  • Disclosure and Compliance Hub User permission set assigned to the user generating documents
Resolution

Follow the causes below in order. Each cause includes its own verification step.

Cause 1: Required Integration Procedures and OmniScript are inactive or stale

  1. From the App Launcher, open Integration Procedures.
  2. Activate the latest version of each of the following Integration Procedures: getDefaultAEIRecords, getDefaultDRPRecord, MSESRSIntegrationProcedure, and MSESRSPrefillingAssessmentResponses.
  3. From the App Launcher, open OmniScripts.
  4. Locate the CSRD Report OmniScript matching the template version you are using (CSRD Report V5 or CSRD Report V6).
  5. If it is already active, deactivate it and then reactivate it. If it is inactive, activate it.

Cause 2: CSRD document template is missing

  1. From the App Launcher, open Design Document Templates.
  2. Confirm that the template for your version is present: CSRDv5StandardTemplate or CSRDv6StandardTemplate.
  3. If the template is missing, navigate to Setup > Quick Find > Disclosure and Compliance Hub > Disclosure Report Builder Settings.
  4. Turn off Manage CSRD Reports, save, then turn it back on. This redeploys the latest CSRD document template.
  5. Click Deploy, then on the Discovery Framework Sample Templates page click Deploy for the Net Zero Cloud CSRD Report sample template.

Cause 3: Disclosure Definition Version is missing or points to the wrong version

  1. Navigate to Setup > Object Manager > Disclosure > Page Layouts > Disclosure Layout.
  2. Drag the Predefined Disclosure Definition Version [PredefinedDisclosureDefVer] field from the palette onto the layout and save.
  3. Open the failing Disclosure record and confirm Disclosure Definition [DisclosureDefinition] is set to Salesforce Template for CSRD and Disclosure Definition Version [DisclosureDefinitionVersion] matches the active OmniScript and document template version (CSRD V5 or CSRD V6).

Cause 4: Document Generation feature not enabled or Manage CSRD Reports is greyed out

  1. Navigate to Setup > Feature Settings > Salesforce Document Generation > Document Generation Settings and turn on Document Generation for Net Zero Cloud CSRD.
  2. Navigate to Setup > Permission Sets and assign the Document Generation User permission set to the admin enabling the feature.
  3. Navigate to Setup > Disclosure Report Builder Settings and turn on Enable Features for CSRD.

Cause 5: Document generation run as the Automation Process user

  1. Re-run Generate Document (V2) while logged in as a named user with the Disclosure and Compliance Hub User permission set assignment. The Automation Process user is not supported for document generation.

Confirm the fix: Open a CSRD Disclosure record, click Generate Document (V2), and verify the disclosure document URL appears on the record (refresh after a few seconds) without the "Form wasn't generated" or INVALID_INPUT error.

Knowledge Article Number

005385065

 
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