Question:

Up to four custom object and picklist fields can be added to the Workflow Role Setup object which can be available as rule criteria. How can Picklist fields be created to be selected as Criteria Rules?

Answer:

In order for the picklist field to work, Admins can follow the steps below.

1. Create a picklist document field by going to Admin --> Configuration --> Document Fields.
2. Go to Admin --> Configuration --> Objects --> Workflow Role Setup.
3. Create a picklist field. 
4. When configuring the picklist field, select Use existing picklist. Select the picklist created for the document field as highlighted in the screenshot. 
   
   
   
   
5. The picklist field shows up in the Rule Criteria. To check it, go to Admin --> Configuration --> Document Lifecycles --> [Document Lifecycle] --> Roles --> [Role] --> Workflow Participant Rules, then click the Create button. 
   
   

Related Documentation:

Vault Help Documentation: About Workflow Participant Rules