--- title: "Human Decision" slug: "human-decision" updated: 2026-02-23T23:27:17Z published: 2026-02-23T23:27:17Z canonical: "docs.visualvault.com/human-decision" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.visualvault.com/llms.txt > Use this file to discover all available pages before exploring further. # Human Decision ## **Definition** --- The *Human Decision* action provides a controlled checkpoint where decisions from specific users or groups determine the workflow's progression. It requires one or more participants to vote on a decision, and their collective input (approval or rejection) dictates which branch of the workflow is followed next. ![Human Decision action](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771536845025.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) ## **Instructions** --- To add the *Human Decision* action to a workflow to the workflow diagram, drag and drop the action from the list on the left onto a "+" icon in the workflow diagram. ![Human Decision action added to the workflow designer.](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771449564433.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) ### Properties --- The properties of the action can be customized on the step properties panel on the right-hand side of the Workflow Designer. Customize the **Step Name** and **Step Description.** The **Step Description** for this action will be visible to the user as the **Task Description** on their Decisions List. The **Reject Label** and **Approve Label** is used to change the verbiage the user sees when they vote on a decision. The **Minimum Approvals Need** and **Minimum Rejects Need** configurations determine the number of user votes that must occur before the decision will conclude and the workflow will progress. ![Properties Panel](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771450146476.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) ### **Document Management** --- Document Management is an option for adding an optional attachment for this task. Attachments are not strictly files from the Document Library but rather any attachment to the task. This can be a Link, Form, Folder, Document, or Form Template. Multiple attachments of varying types can be associated with a single decision. ![Properties Panel with the Document Management button highlighted.](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771450280613.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) #### **Links** From the **Links** tab, you can attach a link by typing in a valid URL and clicking the *Add Link* button. ![Links tab](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771532065227.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) Each link you attach will appear on the list to the right. To the right of the link, you can click the preview button to be taken to the linked URL. Clicking the x icon will remove the link. Add one or many links, then click *Save* in the upper right corner to commit the change and return to the workflow diagram. #### **Forms** The **Forms** tab allows you to attach an existing form record from the system. Under **Simple**, you can choose specific static form records to attach. Under **Dynamic**, you can use search conditions and workflow variables to dynamically determine which form record to attach. For **Simple** configurations, first select the form template name from the *Form* dropdown list. Using the search bar or scrolling through the list of forms, check which form(s) to attach to the task. There is an option to *Open* the form record from the table to ensure the correct form is being attached. ![Forms tab with a simple form selected.](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771532185007.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) For **Dynamic** configurations, click the *Add new dynamic condition* button. In the modal, you will select the *Form/data source* dropdown and add the search conditions to determine which form will be attached. Click the *Add dynamic condition* button to confirm the selections. ![Forms tab with the Add new dynamic condition modal open](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771532279737.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) When a dynamic condition is set, you will see a preview of the search rules on the *Forms* tab. ![Forms tab with a configured dynamic condition](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771532274068.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D)Once all items are attached, click *Save* to commit the change and return to the workflow diagram. #### Folders The **Folders** tab allows you to select an existing folder from the Document Library to attach to the task. You can use the search bar to narrow down the results. Check the folder from the list to attach it. ![Folders tab with a folder selected](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771533488196.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D)Once all items are attached, click on Save to commit the change and return to the workflow diagram. #### **Documents** The **Documents** tab allows you to attach documents from the Document Library to the task. This tab also has a Simple and Dynamic option that both operate similarly to what was seen on the *Forms* tab. ![Documents tab](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1666967009118.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) For **Simple** configurations, use the search bar or scroll through the list of documents and check which document(s) to attach to the action. There is an option to *Open* the document from the table to ensure the correct document is being attached. ![Documents tab with simple configuration](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771533539673.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) Once all items are attached, click on Save to commit the change and return to the workflow diagram. For **Dynamic** configurations, click the *Add new dynamic condition* button to open a popup modal. The document(s) resulting from the search will be attached to the Human Decision. ![Dynamic configuration button](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771534765765.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) Searching for documents can be done by comparing a **Data Source** (either **Document Field** or **Index Field)** to either dynamic **WF Variables** or static **Values**. ![Add new dynamic condition modal](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771868238511.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) - Additional conditions can be added on a new line by clicking the *Add next condition* button. You will need to set the *And/Or* operator between lines of conditions. - Delete lines with the trash icon to the right. Click the *Add dynamic condition* button to commit the change and return to the *Documents* tab. ![Documents tab with a dynamic condition configured.](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771534894542.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) When a dynamic condition is set, you will see a preview of the search rules on the *Documents* tab. Once all conditions are set, click *Save* to commit the change and return to the workflow diagram. #### **Form Templates** The **Form Templates** tab allows you to select a form template to attach. This will attach a new, blank instance of the form template on the task for the user to access. To select a form template, check which template to attach from the list. A search bar is available above the list to narrow results as needed. ![Form Templates tab](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771534694785.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) Each Form Template you attach will appear on the list to the right. Once all items are attached, click *Save* to commit the change and return to the workflow diagram. - Form Templates can be previewed before and after selection by clicking the Open button. - Form Templates can be removed from the list by unchecking the box or clicking the x icon on the right-hand panel. ### **Manage Approvers** --- Set the group of users allowed to vote on the Human Decision action by clicking on Manage Approvers on the bottom right of the Step Properties panel. ![Human Decision property panel with the Manage Approvers button highlighted.](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771535471977.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) You will be brought to the Assign Approvers screen. In the upper left corner, you can optionally assign the task to the originator or supervisor of the originator. In the **Groups** column, the user groups found across VisualVault are listed. Selecting one or many groups here will be a static selection of approvers. In the **Variables** column, workflow variables can be selected to dynamically determine the assigned users. Acceptable values for this variable include a Group GUID, the GUID of an individual user, or the email address of an individual user. ![Assign Approvers screen](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771536321373.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) - Groups or variables can be removed from the list by unchecking them. - The selected approvers will appear in the right-hand panel. When more than one group or variable is selected, you will need to select the default group using the *Assign as default* button on the right-hand panel. You will not be able to save the configurations until one group is assigned as default. The **Notify** section (in the upper right corner of the Assign Approver screen) allows you to choose if users will receive an email notification when they are given a new Human Decision to vote on. Check **Notify Users** to send an email and specify the **Subject** of the email to be sent. You can add Workflow Variables to the subject by clicking the *Add Workflow Variable* button or typing the variable name inside curly brackets {}. ![Notify and Save portion of the Assign Approvers screen.](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771536594338.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) Once all configurations are set, click *Save* in the upper right corner to commit the change and return to the workflow diagram. After approvers are configured, the number of groups will be shown on the bottom right of the Step Properties window. ![](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771869210091.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) ### Troubleshooting The workflow designer will prevent you from publishing a workflow when configurations are incomplete. Here are the most common error messages and how to address them. #### ![Publishing error message](https://cdn.document360.io/10763bcf-f13e-488f-9c3e-d6737c42ab5e/Images/Documentation/image-1771869956466.png?sv=2026-02-06&spr=https&st=2026-10-13T13%3A17%3A19Z&se=2026-10-13T14%3A17%3A19Z&sr=c&sp=r&sig=uKk64o8hSviRDnfqJSfupPyla0gVS7T57ymKSDT3ioY%3D) | Message | Fix | | --- | --- | | **Human Decision:** Groups or Variables cannot be empty. | Click [Manage Approvers](/v1/docs/human-decision#manage-approvers) and add at least one approver through the groups or variables columns. | | **Human Decision:** 'rejectLabel' must not be empty. **Human Decision:** 'approveLabel' must not be empty. | The Reject Label defaults to 'Reject' and the Approve Label defaults to 'Approve'. The workflow cannot be published if either of these properties is erased and left blank. | | 'Finish' is missing in at least one branch. | As you build out the approve and reject branches, you must have a Finish action at the end of each branch. |