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Adding and Managing an Automated Workflow for a Proof

Automated Workflow makes it easier for you to manage content review and approval when you have complex review processes, or if you send content for review to the same groups of people regularly. 

You create the proof, then it moves from stage to stage until final approval. The relevant users are notified any time they are required to make an approval.


NOTE: You can add an automated workflow to a proof only if your Workfront environment is integrated with a Workfront Proof Premium account. If you cannot use proofing as discussed in this section, contact your system administrator.

You can add an automated workflow to a proof when uploading the document, or after the document is uploaded.

Adding an Automated Workflow When the Document Is Uploaded

  1. Begin the process for generating a proof on a document or website that you are adding to Workfront, as described in "Generating an Advanced Proof on a Document" in "Creating a Proof."
  2. On the New Proof page, in the Workflow section, select Automated.
    Selecting this option allows you to manage content review and approval when you have complex review processes, or if you send content for review to the same groups of people regularly. With automated workflow, the proof moves from stage to stage until final approval. The relevant users are notified any time they are required to make an approval.
    Continue with "Configuring the Automated Workflow."
    workflow_automated.png
    Or
    To create a basic workflow, select Basic. This option allows you to designate users who you want to have access to the proof immediately after the proof is created.
    For more information, see "Adding Users to a New Proof" in "Sharing a Proof within Workfront."

Adding or Updating an Automated Workflow to an Existing Proof

You can add an automated Workflow to a proof after the proof has been created. Or, you can update the stages of an existing automated workflow if the workflow already exists on the proof.

Adding an Automated Workflow to an Existing Proof

  1. Select the document that contains the automated workflow that you want to update.
  2. On the Details tab, locate the Proofing section.

  3. Click Details.
    The Proofing Details dialog box is displayed.

  4. Click Convert to Automated Workflow.
  5. Continue with "Configuring the Automated Workflow."

Updating an Existing Automated Workflow

You can add stages to an automated workflow only if an automated workflow was added to the proof when the proof was created as described in "Adding an Automated Workflow to a Proof." 

  1. Select the document that contains the proof that you want to add a stage to.
  2. On the Details tab, locate the Proofing section.
  3. Click Details.
    The Proofing Details dialog box is displayed.


  4. Click New stage, then configure the workflow as described in Step 3 in "Configuring the Automated Workflow" to create the new stage.
  5. Click Add stage.
  6. Repeat Step 4 and Step 5 to add additional stages.
  7. Click Done.

Configuring the Automated Workflow

For information about configuring the automated workflow, see "Workflow" in "Configuring Proofs in Workfront."

 

This article last updated on 2018-12-04 23:43:23 UTC