I'm trying to create a nice proof approval report for some people who have to deal with a lot of proofs here. I would like to add a column which indicates the corresponding deliverable type, we hope that this would help users self assign priority on approvals based on the deliverable info. The think...

My proof approval report is mostly the default and I don't see any completed projects Proof approval > is current document version - equal - true Proof approval > approver ID - equal = $$user.id Proof approval > awaiting decision - equal - true I have some custom text mode columns to indicate which ...

Simply put: If you want someone to review a proof it's best to have them on the proof workflow. Click to select proof -> proof details -> add recipients to the workflow Richard Carlson Behr Paint Company Santa Ana, CA

Approved with changes has to be very minor changes which would not require further review. Perhaps a situation where all of the layout and art on a page was correct but a single punctuation mark needed to be added. My first thought is that maybe systematically you could map 'Approved with Changes' t...

To condense what was said above and confirm it, we use SSO internally, but for our external vendors we choose the "Do not require SAML authenticaion" for each user and we instruct the vendors to only use the URL I give them which is https://ourcustomname.my.workfront.com/login . Our internal users g...

Princess Workfront! Richard Carlson

We have our vendors return print proofs to a custom request queue. We ask that they reference our internal job number in this request. We then move the document from the quest to the destination project. Having files uploaded this way prevents unwanted project / document access. I suggest looking in...

By nature of them being on Workfront in the AWS cloud they're backed up in a sense. We do not take additional steps to backup these documents and they're probably not our only copy of the assets, we most likely have a local copy. Richard Carlson

I'm not sure if I'm able to address all of your concerns but I'd be happy to share how it works for us - believe me, it's not perfect. We have external reviewers but they have unpaid licenses and therefore cannot be assigned tasks. If we were going to assign them tasks we would need to make them a w...

To close the loop just in case someone searches this in the future... It seems like there is a way, here's the textmode code: group.0.displayname=Portfolio group.0.linkedname=documentVersion group.0.namekey=view.relatedcolumn group.0.valuefield=documentVersion:document:project:portfolio:name group.0...