Trigger a scenario based on a document proof step change | Community
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Level 2
April 3, 2025
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Trigger a scenario based on a document proof step change

  • April 3, 2025
  • 1 reply
  • 683 views

Hi, 
I am trying to create a scenario that would be triggered whenever a document's proof status is updated. 


Quick setup is there's a Workfront project with issues; issues will have documents (although it's not mandatory) and those documents will have a proof workflow. I need to trigger my scenario every time there's an update to the proof status of any document. Idea is to change the issue status when all documents are approved.

 

I tried triggering the scenario with issue record type and lastUpdateDate changed filter, but it seems that when the proof is updated, it does not alter the issue updated date. Same happens with the document record type and lastUpdateDate filter.
I can use the document version record type, but then I can't seem to target a specific projectID.

 

Any help would be appreciated.

 

Thank you in advance.

Best answer by Sven-iX

I was trying to use a webhook with the Document Version record type in order to check for updates, but with this record type I can't find a way to filter by projectID.
I can filter by projectID if I use the Document record type, but then I can only access the currentVersionID as a filter, which also does not help me to set a trigger.


Yup - Note that the proof modules also don't allow for filtering by project. 

 

You'd have to do that in a filter after the event module. Seems lame - but that's what we got! 

 

So webhook > lookup the document and get its projectID > filter to allow only docVersions whose document:projectID matches your list. 

 

 

1 reply

Sven-iX
Community Advisor
Community Advisor
April 3, 2025

You have to use the Proof modules. 

 

JoaoMotaAuthor
Level 2
April 3, 2025

The project is setup in standard Workfront; I don't think I have access to Workfront Proof. 
Is there any other way to check for the changes in the document proof status?

Sven-iX
Community Advisor
Community Advisor
April 3, 2025

You could look at the document currentVersion object - here the fields that are tracked on versions