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Workfront Project document automation using fusion

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Level 1

We are working on a POC where we would like to automate document movement between tasks in workfront project. For example if one assignee(say author or designer) has finished working on a task in a project & its associated document, that document should further auto link to another task assignee(say reviewer or approver) so that they can start work on it & document automation goes on in same way to next tasks as well.

We are in discovery phase/research phase for possible solutions around above POC. So want to check, if Workfront fusion helps in creating such automation through code programming or setting up workflow, etc.  Any suggestions/use case sharing would be appreciated.

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4 Replies

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Community Advisor

A document can only exist on a single task at any one time as far as I'm aware, but you could for sure leverage fusion to move documents from one task to the next as required.

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Level 1

Thanks @ChrisStephens for quick reply.

Also one more point is there any quick step guide available that you can share or point towards about fusion supporting document automation in Workfront.

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Level 9

I have a fusion automation that moves documents from project to another and places into a folder. I'm sure if you added steps up front for a trigger as mine is just run manually every quarter to adjust what folder it goes into. 

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Level 1

Thanks @KIMBERLYREA for your reply & details. Will keep things posted here