Administrators in accounts on Select and Premium plans can customize the decision names that approvers choose on the proofs created in their account.
You can change the name of the decision, change the order of the decisions shown in the Proof Viewer and decide which decisions should be displayed.
Note that these features are only available on the Select and Premium edition plans. Administrators in the Standard accounts won't see this tab in their Account Settings.
To hide a decision, simply click on Hide next to the decision you don’t need. To rename a decision, click on the decision name, edit it and click outside of the box (or hit Enter). This will update the name of the decision on all of your existing proofs.
If you'd like to go back to the ProofHQ defaults, click on Restore default decisions.
- The decisions are configured for the whole account and the change will apply to all the decisions already made on the existing proofs
- The decisions have their logic assigned and we do recommend to keep this logic when renaming the decisions. e.g. the default decision "Rejected" could be renamed to "New version required", but not to "Send to Printers"
- The logic behind the decisions is used to calculate the "worst case scenarios", i.e. how to determine the overall Proof status if there are multiple decisions of various levels
- Decisions logic is used in Automated Workflow the decisions of levels "Approved" and "Approved with changes" are used to trigger the next stages in the flows
- If you rename the decisions and you'd like to verify the logic you can check your Activity log where the original Decisions are displayed in brackets
Here's how you set up Decision reasons. First, you start with a title for the reasons section in the pop up. By default it says Reasons, but you can change that by editing this field.
By default, reasons are available to all decision makers on your proofs, but you can restrict that to Primary decision makers only.
Depending on your requirements, you can allow multiple reasons to be selected or you can make it a single choice list. You can also make reasons mandatory - this means that reviewers will have to pick a reason before they are allowed to save their decision on a proof.
Now you’re ready to set up your list of reasons, it’s really simple. Just click on New reason and add the name, if you want to include a text box, select the Include text box checkbox and Save when you’re ready. To remove a reason from the list click on the trash icon.
The most important step is selecting the decisions reasons should be displayed on, if you forget to do that reasons are not going to show on your proofs. To do so, check the boxes in the Display reasons column in the decisions list at the top of the page. You can select one or more decisions for your reasons.
To add the text of the post decision message, edit the Message field. You can also decide if you want the message to be displayed to all decision makers or if you want to limit it to the Primary decision maker.
The most important step of the setup is picking the decisions this message should be displayed on. If you don’t select at least one decision, the message won’t show on your proofs, so be sure to check at least one box in the Display message column in the decisions list at the top of the page.