Question:
Why a user action cannot be ddded in document lifecycle states to initiate the workflow in Vault?
Answer:
If Any Document Lifecycle is chosen for a Document Lifecycle when creating a document workflow, a User Action cannot be configured for any of the available document lifecycle states in order to initiate this workflow. This is because Vault does not know which document(s) the user wants to invoke the action for, as it is available for any or all combinations.
To initiate the workflow, users should add the document(s) to the Cart and perform the Start Document Workflow action:
The related workflow can be selected from the drop-down list.
Note:
Document lifecycle workflows can not be hidden in the drop-down list. If users want to filter this, they need to use only specific lifecycle workflows.
Related Documentation:
Vault Help Documentation: