📄 User Decision

User Decision

The User Decision Step allows you to create branching paths, with the route determined by the user's action.


Functionality

  • Create branching paths
  • Notify recipients when an action is required to progress the Workflow
  • Leave comments before recipients submit their decision
  • Require a signature (either through a third-party or through Strato Sign) before recipients submit their decision
  • Attach another document in the email
  • Call or trigger the URL of a third-party application after recipients submit their decision
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Most properties and parameters can be mapped using the following options:

  • Static Values: This includes Static Text, Date/Time, and True/False. Values for these should be manually defined.
  • Container or Step Export Parameter: Select a Container or an Output Parameter from previous Steps as the value.
  • Datasource Field: Select a field from SuccessFactors to use as the value.


Step Properties

Name
The name of the Step as it appears in the Workflow Editor. By default, this is set as User Decision.
Description
A short description of the Step. By default, this is set as "Step that handles multiple actions based on user decision."
Send e-mail

If enabled, an email will be sent to the recipients.

If disabled, the actions needed to be done with this Step can be done through the To Do Card in the Dashboard.
Email Template

Only shown when Send e-mail is enabled.

Select the Email Template to be generated and sent by this Step.
Enable Document Download
If enabled, the documents can be downloaded.
Always Show Download Button

Only shown when Enable Document Download is enabled.

If enabled, the download button will always be shown throughout this Step. 
Final Mode
If enabled, Fields without values will not appear in the Preview screen.
Recipient

Allows you to assign recipients by:

  • User Group: Select from the list of Strato User Groups.
  • Email: Define the email of the recipient through the mapping options.
Require Password

Only shown when Recipients is set to Email.

If enabled, a password will be required before doing anything in this Step.
Decisions

Set the details below for each branch. New branches can be added by selecting the User Decision Step and adding another step.

  • Action Name: The name of the action or decision that leads to the branch.
  • Color picker: The color of the action button as it appears during this Step.
  • Call 3rd party URL: If enabled, selecting this action will open the inputted URL in another tab or window. This also disables Enable Comment Box and Require e-signature.
  • Enable Comment Box: If enabled, users can leave a comment. A comment can be set to be required by enabling Mandatory comment beside it.
  • Require e-signature: If enabled, users are required to add their signature. The Datasource Field to be linked should come from the same Field Group as the configured digital signature in the document.
    • Sign via Strato Sign: Only shown when Require e-signature is enabled. If enabled, this Step will use Strato Sign as the digital signature application.


Input Parameters

Catalog Key
The key ID used when running this Step.
Language
The language to be used for this Step.
Documents
Select documents to be viewed by the recipient from a Container or a Step Export Parameter.
Editable Preview

If the value of this field is set to True, the previewed document can be edited during this Step.

By default, this field is set to False.
Actor
Allows you to limit which Form Fields can be filled in by the recipient. The value must exactly match the settings configured in Form Field Settings.
Email Attachment

Only shown when Send e-mail is enabled.

Allows you to select documents to be attached.

⚠️

If the length of the file name is greater than 60 characters, any excess characters may be removed.

Save signature

Only shown when Require e-signature is enabled.

If the field is set to True, the system saves the signature of the recipient, allowing it to be reused for future document signings through Strato Sign.
Use saved signature

Only shown when Require e-signature is enabled.

If the field is set to True and a signature has previously been saved in Strato Sign, the saved signature will be used instead of asking the recipient to provide a new one.


Output Parameters

Output Parameters are the outputs produced by a Step, and can be used as variables for defining other Steps. Each Output Parameter contains the following information:

Parameter Name
The name of the Output Parameter.
Parameter Description
A short description of the Output Parameter. This is what appears when selecting values from a Container or Step Export Parameter.
Mandatory
If enabled, the Output Parameter will be set as required.


Error Handling

The Error Handling tab allows you to define the actions to be executed when an error occurs in this Step.

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Learn more about Error Handlers.


Step Delay

The Step Delay tab allows you to set a specific time for the Step to execute.

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Learn more about Scheduler.


Step Validity

The Step Validity tab allows you to set until when the Step is available, and define the actions to be executed afterwards.

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Learn more about Step Validity.


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