Question:

How to configure Start Dialog Display as optional in Vault?

Answer:

The Start Dialog Display indicates whether the selected user control on the workflow start dialog is required, optional, or controlled by a set of workflow participation rules. If a user control is Required, users must assign the role when starting a workflow. If Optional, users can choose to exclude the role. Whether or not a user control is required or not is controlled by the Allow Task to Be Optional checkbox in the Workflow Task step.

An Admin needs to follow the steps below:

1. Navigate to Admin --> Configuration --> Document Lifecycles --> [Document Lifecycle] --> Workflows --> [Workflow] --> Workflow Steps --> [Workflow Task Step]. 
2. Select the Allow Task to Be Optional checkbox.

Related Documentation:

• Vault Help Documentation: Start Dialog Display
• Article: Why Unable to Find Start Dialog Display in Vault?

Thank you