Assign Reviewer when Proofs Are Created

[AsiatulAmir]

Hi there!

Does anyone have experience or insights on setting up Fusion automation to assign reviewers when proofs are created? For example, if a project is under a specific portfolio, a designated person will automatically be assigned as the reviewer. Any insights or example of the automation will be greatly appreciated!

Thank you in advance for your help!

[monicacardoso · Accepted solution]

Hi @AsiatulAmir, 

Thank you for your question! I personally have never seen this done, but you can certainly do it with a Fusion scenario.

There isn't a way to directly view information about a project that a proof is on via the API since there is no link between the 2 object types, so you will have to perform a few table jumps to get you the info you need. 

Below is an idea to help you get started: 

1) Start with a Workfront Proof Watch Proofs module to trigger the scenario when a new proof is created 

2) Use a Workfront Search module to match the Proof ID to the Document Version ID 

3) Use a Workfront Read a Record module to match the Document Version ID to the Document ID 

4) Use another Workfront Read a Record module to pull Project details from the Document object - Add a filter before this module to ensure that Project ID exists, meaning that the proof is on a Project and not on a different object type 

5) Use a Workfront Proof Custom API Call module to run the addProofReviewer() action in SOAP API - within this module, use a switch function to change the Reviewer based on the different Portfolio IDs

Here is documentation on the SOAP API call: https://api.proofhq.com/home/proofs/addproofreviewer.html 

I have also attached a simple blueprint of the proposed solution here: https://drive.google.com/file/d/1ysAOdVS7NP7juUr-jMWqWs3ecIHPqYs6/view?usp=sharing. You can download that file and import it into a new scenario. 

- Monica