Unable to get Virtual row after creating a new document type

Hi, 

I am trying to create a new Type in RV&S. Steps I performed to create the new type:

New Type (similar to Input Domain): Need Document, Need, Shared Need 

Step 1: Created new fields (as required)

Steps 2: Create Shared Need (created a copy of "Shared Input" type), made other changes to shared need like document model, added new attribute to visible field and presentation template, etc

Steps 3: Create Need (created a copy of "Input" type), made other changes to shared need like document model, constraints, added new attribute to visible field and presentation template, etc

Steps 4: Create Need Document (created a copy of "Input Document" type), made other changes to shared need like document model, constraints, added new attribute to visible field and presentation template, etc

Step 5: Configured the relationships (Need , Need Document to Project, Requirement, Change Order, Defect, etc)

After following all the above steps, I tried creating a Need Document. However when it opens the Document view, it doesn't allow me to add any Need content underneath.

PTC suggested following. However I can't understand where exactly to apply the rule

• Item Editability of (field["References"] != "") prevents any edit until a Shared item gets related on first Save
• Above rule should be adjusted in order to get the virtual node editable e.g. ((item is content) and (item is node))