Create Asset Workflow Jobs

Jobs often consist of multiple stages and help to streamline projects that are often part of a bigger Asset Workflow campaign. For example, product launches or asset or POD approvals. Jobs are often based on a preset, which are predefined stages and tasks. Presets allow users to easily work on their deliverables and at the same time ensure that stage responsibles get the information they need. Find out how you can create a job below.

Note

We advise to only create jobs that are based on a preset. Contact your Portal Administrator if no preset is available.

Create a job based on a preset

  1. Go to Workflow and click Create new > Job. jLIx3zWnpVf3OoVT.png

  2. Select the preset you want to use for this job.

  3. Fill in the required fields.

  4. (Optional) Fill in the optional fields, select an accountable user and set up a deadline.

  5. (Optional) Select the Create another box if you want to create multiple jobs and reuse (most of) the information you have already filled in.

  6. Click Add to create the new job. If you didn't select the Create another box you will be redirected to you new job. If you did select this option your job will be created in the background and you will stay in the job creation screen.

  7. (Optional) Make the necessary customizations for your other job and click Add to create this job as well.

  8. Repeat the previous step as often as necessary to create as many other jobs as you need.

Note

If you're an API user you can create a job based on a preset with specific stage information (deadline, responsible, description). You can also retrieve the information with a GET call. If needed, you can also copy the existing tasks from the preset over to a job, or create new tasks. See Bynder API v5.

Create a job

  1. Go to Workflow and click Create new > Job.

  2. Select a campaign that the job will be displayed in.

  3. Give the job a name.

  4. Choose who is accountable for the job.

  5. (Optional) Choose the preset you want to base the job on.

  6. (Optional) Set a deadline. (optional)

  7. (Optional) Add a description of the job. (optional)

  8. (Optional)Create stages for the job and assign responsible. If you have already linked the job to a preset in step 4, then this part will not display.

  9. Click Add.

  10. If you want users to fill in or select metaproperties when they create a new job, go to Settings > Workflow > Metaproperty Management, click on the Job hyperlink and create metaproperties.

    1. Select one of the metaproperty types. The following types are available: checkbox (multiple values are allowed), date, multi select (multiple values), input field, radio button (one value), select (one value), text (text is displayed but cannot be entered), textarea (a box displays where text needs to be entered), or Asset Library metaproperty (maps an Asset Library metaproperty onto a workflow metaproperty.

    2. Create a label for the metaproperty.

    3. To display the metaproperty in the pop-up when you create a job, select Always show this metaproperty when creating a Job.

    4. Decide if the metaproperty is required.

    5. To make this metaproperty (A) dependent on another metaproperty option, select Visible based on other metaproperty, and choose this metaproperty (B). In this way, when user chooses metaproperty B, metaproperty A displays.

    6. If you want to export this metaproperty to the Asset Library when the workflow job completes, select Export to Bynder.

    7. Drag and drop the metaproperties on the right-hand side to change the order in which they appear in the pop-up.

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