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Convert a basic workflow to an Automated Workflow on a proof

Last update: Mon Jul 22 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

If you are the proof owner, you can convert the basic workflow on an existing proof to an Automated Workflow.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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Adobe Workfront plan*

Current plan: Pro or Higher

or

Legacy plan: Premium

For more information about proofing access with the different plans, see Access to proofing functionality in Workfront.
Adobe Workfront license*

Current plan: Work or Plan

Legacy plan: Any (You must have proofing enabled for the user)
Proof Permission Profile Manager or higher
Access level configurations*

Edit access to Documents

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

*To find out what plan, role, or Proof Permission Profile you have, contact your Workfront or Workfront Proof administrator.

Convert a basic workflow to an Automated Workflow

  1. In the documents list, hover over the document, then click Proofing Workflow when it displays.

  2. Near the upper-right corner of Adobe Workfront, click Convert to Automated Workflow.

  3. Click New Stage in the top-right corner of the screen.

  4. Specify the following:

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    Name Add a name for your stage.
    Deadline Choose a date for the deadline.
    Activate stage Choose when the stage should activate.
    Deadline options Select how the deadline triggers.
    Lock stage Choose if the stage should be locked.
    Primary decision maker Specify the primary decision maker.
    Decision Choose if only one decision is required.
    Privacy Choose if the stage is private.
    Add users Enter a contact name or email address, choose the proof role, then configure email alerts.

  5. Click Add stage.

  6. (Optional) Repeat steps 3 and 4 until your satisfied with your workflow.

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