User Decision

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

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 the field is set to Yes, an email will be sent to the recipients. If the field is set to No, 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 set to Yes. Allows you to select the Email Template to be generated and sent by this Step.
Enable Document Download	If the field is set to On, the documents can be downloaded.
Always Show Download Button	Only shown when Enable Document Download is set to On. If the field is set to On, the download button will always be shown throughout this Step.
Final Mode	If the field is set to On, 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, or get the User Group from an existing Container or Step Export Parameter, or a Datasource Field. Email: Input a valid email address from a Strato user through Static Text, or get the email address from an existing Container or Step Export Parameter, or a Datasource Field.
Require Password	Only shown when Recipients is set to Email. If the field is toggled on, a password will be required before doing anything in this Step.
Decisions	Allows you to set the following for each branch: 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 toggled on, 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 toggled on, users can leave a comment. A comment can be set to be required by enabling Mandatory comment beside it. Require e-signature: If toggled on, 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 toggled on, 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	Allows you to 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 set to Yes. Allows you to select documents to be attached from a Container or a Step Export Parameter.
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

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 Event 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.

Workflow Settings