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:
- Navigate to Admin --> Configuration --> Document Lifecycles --> [Document Lifecycle] --> Workflows --> [Workflow] --> Workflow Steps --> [Workflow Task Step].
- 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?
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