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Overview

Authorizing an Account

The first time you add a Workfront Proof card to a Flow, you need to set up a configuration for that Channel. Setting up a configuration will allow you to connect the Designer to your Workfront Proof account, save the data, and reuse that configuration next time you build a Flow with this card. That way, you don’t have to sign in every time you want to build a Flow with this Channel. After you’ve set up one configuration, you can choose to use that configuration again, or set up a new one.

You can set up and save multiple configurations and share them with your teammates. Here’s how to set up a new configuration in Workfront Proof:

  1. Add the Workfront Proof card you would like to use to your Flow. If you already have configurations set up, you will have to select Add Account to create a new configuration. If you don’t have any configurations set up, you will automatically be taken to the next step.
  2. Name your configuration. Choose something unique, since you may need to be able to tell multiple configurations apart in the future.
  3. Enter your Workfront Proof email and password.
  4. Under Country Domain Name enter the Internet top-level domain (https://en.wikipedia.org/wiki/List_of_Internet_top-level_domains) associated with your credentials —i.e., com, eu, … The default value is the United States Domain (com).
  5. Next, select Create to give the Designer access to your Workfront Proof data. You can reuse this configuration any time you use the Workfront Proof in a Flow.

    Events

    • New Proof

      Start FLO when a new proof is created

    • New Proof Decision

      Start FLO when new decision is made for an existing proof.

    • New Stage Decision

      Start FLO when new decision is made for a stage on an existing proof.

    • Proof Decision Updated

    Actions

    • Build Reviewer

      Build a 'Reviewer' object for use with 'Build Workflow Stage'

    • Build Workflow Stage

      Build a 'Stage' object for use with 'Create Proof with Workflow'

    • Create Proof

      Create a new proof in ProofHQ.

      Input Fields

      • Input
        • Hash (text, REQUIRED): The hash that serves as a file identifier.
        • Proof Name (text, REQUIRED): The name of the new proof.
        • File Name (text, REQUIRED): The file name of the new proof.
        • Subject (text): The subject of the new proof.
        • Message (text): The message included with the new proof.
        • Deadline (text): The deadline of the new proof. (YYYY-MM-DD hh:mm)
        • Recipients (text): The recipients of the new proof. (emails separated by spaces, semicolons, or commas)
        • Enable Subscriptions (Boolean): Whether or not people who are not participants are allowed to subscribe to the proof.
        • Default Email Notifications (text): Default email notification settings for reviewers. Valid entries are numbers 1 through 5 and 9.
          • 1 - All new comments and replies
          • 2 - Replies to my comments
          • 3 - Daily summary
          • 4 - Hourly summary
          • 5 - Decisions only
          • 9 - Disabled
        • Default Role (text): Sets the default role for subscribers to the proof.
          • 1 - Read only
          • 3 - Reviewer
          • 4 - Approver
          • 5 - Reviewer and approver
          • 6 - Author
          • 7 - Moderator
        • Authorized Only (Boolean): Whether or not this proof requires a login. (Same as the Login Required function on the new proof page)
        • Enable AutoLock (Boolean): Whether or not the proof has AutoLock enabled. Locks the proof after all required decisions are made.
        • Enable Download (Boolean): Whether or not download of the source file is enabled.
        • Enable Team URL (Boolean): Hides or shows the team URL in the proof.

      Output Fields

      • Proof
        • Proof ID (text): The unique identifier for the newly created proof.

    • Create Proof With Workflow

      Create a proof with a custom workflow

      Note: Additional fields may be available depending on the connection and options you choose.

      Options:

      • Create From (dropdown)
        • One File
        • Multiple Files
      • Workflow Template (text)

      Inputs:

      • Options
        • Allow downloads? (true/false)
        • Allow Subscriptions? (true/false)
        • Default Subscriber Role (dropdown)
          • Read Only
          • Reviewer
          • Approver
          • Reviewer & Approver
        • Default Subscriber Email Notification(dropdown)
          • All activity
          • Replies to my comments
          • Daily summary
          • Hourly Summary
          • Decisions
          • Final Decision
          • Disabled

      Outputs:

      • Proof
        • Proof ID (text)

      Common Errors:

      • Error: “You do not have privilege to perform this request. The stage must contain at least one recipient.”
        • Solution: Check to make sure you are not the only one assigned to the stages of the workflow. There must be another user assigned to the stages of the workflow.

    • Download Proof

      Download a proof in Workfront Proof.

      Input Fields

      • Input
        • Proof ID (text, REQUIRED): The unique identifier for the proof to download.

      Output Fields

      • Proof
        • Proof Content (file): The downloaded proof file.

    • HTTP Request

    • Read Proof

      Read an existing proof using the proof ID

    • Read Proof Comments

      Read Proof Comments.

    • Read Proof Reviewers

      Read Proof Reviewers.

    • Read Workflow Templates

    • Search Proof

      Search a proof using proof name

    • Search Users by Email

      Search for users by email.

    • Update Proof

      Update an existing proof using the proof ID

    • Update Proof Deadline

    • Upload File