If a user wants to start a new workflow in Creative Workflow, they can select a preset. A preset helps to create jobs more quickly. In general, presets can have predefined approvers and stages, and can indicate if templates should be used for creating assets.
Learn more about Creative Workflow here.
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Navigate to Settings > Workflow > Preset Management
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Here you will find a list of all the presets in the account.
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To edit an existing preset click Preset Name. To add a new preset click Add Preset
Preset Name
The Name of the preset
Campaign
The Campaign associated with the preset. You can consider campaigns as buckets for your Workflow Jobs - it is a way to organize jobs into different buckets (similar to folders).
Accountable
The Accountable user is the user that kicked off the job and is accountable for the job as a whole.
When job is completed, submit assets to:
Submit assets to either the Asset Bank or Waiting Room.
Use own templates
Used when you use the Print Templates module and want users to be able to edit Templates and send them for approval.
Export assets automatically
Assets are automatically exported to the Asset Bank once the job is finished. This requires setting When job is completed, submit assets to to Asset Bank.
Job description is required
Adding a Description will be required each time a job is kicked off.
Hide accountable
Users will not see the user or group accountable when creating jobs based on this preset.
Hide attachments
Disables the ability to add attachments.
Hide deadline
Hide the deadline date from users.
Hide description
Hide the description field from users.
Hide sidebar
Hides the sidebar with attachments and project information.
Hide stages
Hides the navigation bar with stages within the job.
Enable reorder
This time-saving feature allows users to reuse the Workflow job they created. When reordering, the job will start in the stage that is marked as the start stage for reordering. Any filled in information or created Print Templates will be copied to the new job. Users can make the necessary modifications without having to start from scratch.
Enable start date
Allows users to set a future start date for the job.
Disable annotations on assets
Disable the ability for users to annotate assets.
Disable asset editing
Disable the ability for users to edit assets in created Print templates.
Disable comments
Disable the ability for users to comment on assets.
Disable reopening
Disable the ability for users to reopen a job after it is finished.
Only allow removing assets when they have no comments or annotations
When this setting is enabled, assets can only be removed when they have no comments or annotations
Disable asset download for profiles
Allows you to determine which permission profiles cannot download assets from within a non-download stage. When checked, you can set up the profiles in the Disable asset download for profiles section in the right top corner of the Edit preset section. Any users added to Disable asset download for profiles will still be able to download assets in any stage that is marked as a download stage.
Use Brandstore approval flow
Discontinued setting
Preselect approved assets when exporting
When submitting assets to the Asset Bank, the assets that have been approved are preselected. Non-approved or rejected assets are not selected.
Public job
Discontinued setting
When job is completed, submit the assets
Allows assets to be automatically sent to the waiting room or Asset Bank when a job is finished.
Use in calendar
Discontinued setting
Enable commenting by replying on system emails
Allows users to comment on a job by replying to the Creative Workflow email they received. Learn more about Workflow emails and Replying to emails to add a comment in workflow.
Always add list of job assets download links to job emails
All notification emails will include a download link to the job asset(s).
In job-related emails always add a list of download links to attachments
All notification emails will include a download link to the job attachment(s).
Remove links to job from workflow emails
Removes the link to the job from workflow emails.
Use Bynder metaproperties
Discontinued setting
Pre-fill selected group or user to view private messages
Allows you to set up which preselected user groups can see private messages. When users write a private message, the configured group(s) will be preselected in the Only visible for box.
Add job to exported assets using "Workflow link" metaproperty
Includes the job link that the asset was exported from in a metaproperty on the asset in the DAM .
Use filename as title when exporting assets
Use the filename as the title after exporting assets.
Select one of the following stage types:
Default
When creating a preset, the stage type is automatically set to Default. You can use this stage type when you want to use the stage for asset uploading and tasks.
Template
Allows users to create their own print Template from the preselected templates.
Form
Workflow metaproperties can be selected in this stage and populated as form fields.
Approval
Generates and shows an approval code when the approval stage is submitted to the next stage.
Note
Do not use multiple approval stages in a workflow preset.
Download
Use this stage type for centralizing downloads. A download button will be shown below each thumbnail allowing users to download the asset with one click.
When selecting this stage type, any user who was added to the Disable asset download for profiles setting will be able to download in this stage.
Note
In a download stage, only approved assets can be downloaded.
Collection
Discontinued feature
Default assets filter
By default, users will see all assets in the stage. This option allows you to set the open, awaiting approval, approved, or rejected view as default filter.
Editable by
Allows you to set up who can edit this stage. Select All if all users with the edit stage permission should be able to edit. Select stage responsible if only the users who are responsible for the stage can modify it. Choose stage responsible & job accountable if the job accountable should be allowed to edit this stage as well. Learn more about assigning edit rights to stages.
Responsible
Set which user or Workflow user group is responsible for the stage.
Let user choose responsible
The user responsible for this stage can choose the user responsible for the next stage.
Note
Don't allow users to set themselves as responsible. The user cannot choose themselves as responsible for the next stage.
Restrict choice to selected group
Only users in the selected Workflow group are able to be set as stage responsible.
Allow inviting new users
When submitting the job to the next stage, users can set an external person as stage responsible. This person will receive an invite by email with instructions to register for an account. When enabling this option, use the Profile for invited users dropdown to set which permission profile that the invited users should be added to.
Let user choose deadline
The user can choose the deadline of the next stage.
Description
You can add a description to explain to the user what they are expected to do at this stage. By default, a text preview of 232 characters is visible in the stage and the rest is truncated. Users can click Show more to see the full text. Check the stage setting Show full description if you want the full text to be displayed by default.
Start the job at this stage when reordering
When users reorder, a new Creative Workflow job will be created and they will start in this stage. Any previous stage(s) are automatically skipped.
Enable approval
Allows users to approve or reject assets on an asset level within a stage. Users need the permission Approve asset in order to approve or reject Creative Workflow assets.
Note
Selecting this will not automatically generate an approval code, for that you need to mark the stage types as Approval.
Enable time booking
Discontinued feature
Enable asset upload
Allow the upload of asset(s) during a stage.
Note
This must also be selected if you wish to upload a template at this stage.
Upload assets automatically
This allows assets to be uploaded automatically. By default, assets are not uploaded automatically after selecting them, and users have to click the Upload all assets button to initiate the upload.
Make asset upload required
This will require the stage responsible(s) to upload an asset before the job can be submitted to the next stage. If no asset is uploaded, users will receive a pop-up warning message asking them to upload one or more assets before submitting the job to the next stage.
Choose responsible when creating the job
Allows the user to choose who is responsible for this stage when creating a job.
Choose deadline when creating the job
Allows the user to choose the deadline for this stage when creating a job.
Allow downloading the original version of watermarked assets
Allows users to download watermarked assets in this stage. When making use of an Approval Workflow the watermarked assets are sent to a Creative Workflow job. With this option users can download the watermarked material in this stage without having to wait for the job to finish first. Learn more about download approval workflows
Show full description
Displays the full description instead of the short preview of 232 characters.
Enable tasks
Enable tasks for this stage. Tasks can be set up in the Tasks section that appears at the bottom of the stage settings.
Disable notifications
Allows you to disable specific email notifications from being sent out for this stage. When checked, you can select the notifications you want to disable in the Disabled notifications dropdown. Learn more about Workflow notifications
Use custom search string for Asset bank import dialog
You can use the custom search string to narrow down the assets the users can choose from when they add assets from the Asset Bank to the stage. When checked, you can enter your search string in the Search string field that appears.
Use custom action labels
Allows you to custom translate the labels of the Send back to previous stage and Submit to next stage buttons.
Use custom actions
Allows you to set up custom action buttons for moving forward and backward to/from stages.
Tasks
Allows you to add tasks within a stage that you are able to assign on the fly, or templatize a user or group to be responsible. You can choose a deadline for the Task, as well as Mark task as important, and Mark task as required. Learn more about creative Workflow tasks.
Attachments
You can drag and drop files here that you want to add as an attachment to each job by default.
Metaproperties
Here you can add Creative Workflow metaproperties. When creating a new job, these metaproperties will be displayed in the Additional information section of the submission form for reference throughout the job.
Enable for profiles
Allows you to configure which permission profiles can kick off a job from this preset.Only users with permission profiles listed here will be able to create a job based on this preset.
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Only Regular users and above are able to utilize the Workflow module.
Enable for groups
Allows you to configure which user groups can kick off a job from this preset.
Only users with permission profiles listed here will be able to create a job based on this preset.
Custom form labels
Allows you to set up custom form labels, so that you can display another label for the job name and job description field.
There are different ways of saving a preset:
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Save - simply saves the job, while staying in the preset editor
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Save & Close - saves the job and exits back to Preset Management
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Save as new - saves as a new copy
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Save & update jobs - saves the preset and updates any jobs based on it. You will receive a separate pop up where you can determine which settings and which jobs shall be updated. You can always update the jobs later with the Update jobs button
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