Overview:
Groups and users are not displaying in the Workflow Action Dialog when starting a Vault workflow.
Root Cause:
The user chose Default users from sharing settings instead of setting up the default at the Role Level.
Solution:
In the workflow start step, Default User from sharing settings is selected. This populates the users that are already in the sharing settings of the document when starting the Workflow.
If users are not listed on the document, they are not displayed in the Workflow Action Dialog. To add users to Role level of the Lifecycle,
- Navigate to: Admin Gear --> Configuration --> Business Logic --> Document Lifecycles -->[Lifecycle] --> Roles --> [Role].
- Create the users and groups that are to be populated in the start step.
- Select Default next to the names.
- Select Add Default Users When Starting a workflow.
Related Documentation:
Vault Help Documentation: Creating & Managing Lifecycle Roles
Thank you