Create or edit an Automated Workflow for an existing proof

Hover over the document in the Documents area, then click Proofing Workflow.

Or

If you are reviewing the proof in the proofing viewer, click Workflow in the left panel, then click the Edit icon to open the Automated Workflow settings for the proof.

(Conditional) If the proof currently is currently using a basic workflow (without stages), click Convert to Automated Workflow in the screen that appears.

NOTE

You cannot edit the first stage when you convert from a basic workflow to an Automated Workflow, but you can add and configure new stages.

Conditional) To use an Automated Workflow template that your Adobe Workfront administrator created and shared with you, click Add template, select the template in the box that appears, then click Add template.

For more information, see About using Automated Workflow templates in this article.

Add a stage to the Automated Worfklow:

1. Click New stage near the upper-right corner.

2. In the box that appears, type a  Name for the stage.

3. (Optional) Set a deadline for the stage.

4. In the Activate stage section, choose how you want the stage to activate:

   On proof creation	The stage becomes active automatically because the proof has already been created.
   When previous stage deadline passes	Click the previous stage in the Parent stage drop-down list .
   On a specific date & time	Click the On box to select the date, then click the box to the right to select the time.
   All decisions are Approved or Approved with changes on parent stage	Click the parent stage in the Parent stage drop-down list.
   All decisions are Approved on parent stage	Click the parent stage in the Parent stage drop-down list.
   All decisions are made	Click the parent stage in the Parent stage drop-down list.

5. Enter a contact name or email address, and configure settings for reviewers for the stage.

   For information about adding reviewers, see About adding reviewers to a stage in this article.

6. Use any of the following options to further configure the stage:

   Deadline options	To set a deadline for the stage, click an option in the Deadline options drop-down list. Then, under Deadline, do one of the following: If you chose Set specific date: Select the deadline date and time you want. If you chose Calculate from stage activation date: Select the number of business days you want to add to the stage activation date to determine the deadline.
   Lock stage	Specify when the stage can be locked.
   Primary decision maker	Select the Primary decision maker on the stage (available only after you add at least one person to the stage who has a Proof role of Approver or higher). If you select a Primary decision maker, the Only one decision required option is disabled on this stage.
   Only one decision required	Ends the entire review process when one of the decision makers makes a decision. This option is not available if you designated a user in the  Primary decision maker drop-down menu.
   Private stage	Allows only the following people to view comments and decisions made during this stage: Supervisors, Adobe Workfront administrators, and Workfront Proof administrators
   Notify people by email	Alerts reviewers with an email notification when it's their turn to work on the proof.

7. Click Add stage.

Repeat the previous step as needed to add more stages.

As you add stages to the Automated Workflow, a diagram forms on the screen to represent them:

When you are finished adding stages, click Done.