Knowledge Base

Creative Workflow preset settings

Preset Name

Name of the preset

Campaign

Campaign associated with the preset

Accountable

Default accountable of this preset

When job is completed, submit assets to:

Submit assets to either the Asset Bank or Waiting Room

Use own templates

Used when you use the Brand Templates module and want users to be able to edit Brand Templates and send them for approval.

Export assets automatically

Assets are automatically exported to the Asset Bank once the job is finished. This only works when the setting "When job is completed, submit assets to" is set to "Asset Bank".

Job description is required

Description is required each time a job is kicked off.

Hide accountable

Hide who is accountable for job

Hide attachments

Hide ability to add attachments

Hide deadline

Hide deadline date

Hide description

Hide description field

Hide sidebar

Hides the sidebar with attachments and project information.

Hide stages

Hides the navigation bar with stages within the job.

Enable reorder

This time-saving feature allows users to reuse the Workflow job they created. When reordering, the job will start in the stage that is marked as start stage for reordering. Any filled in information or created Brand Templates will be copied to the new job. Users can make the necessary modifications without having to start from scratch.

Enable start date

Allows users to set a future start date for the job.

Disable annotations on assets

Disable the possibility for users to annotate assets.

Disable asset editing

Disable the possibility for users to edit assets.

Disable comments

Disable the possibility for users to comment on assets.

Disable reopening

Disable the possibility for users to reopen a job after it is finished.

Only allow removing assets when they have no comments or annotations

When this setting is enabled, assets can only be removed when they have no comments or annotations

Disable asset download for profiles

Allows you to set up specific profiles which cannot download assets within a stage. When ticked, you can set up the profiles in the Disable asset download for profiles section in the right top corner of the Edit preset section.

Use Brandstore approval flow

Discontinued setting - This flow ensures that the created Brand Template first needs to be approved before the order can be placed.

Preselect approved assets when exporting

When submitting assets to the Asset Bank, the assets that have been approved are preselected. Non-approved or rejected assets are not selected.

Public job

Discontinued setting

When job is completed, submit the assets

Allows you to set up if the assets should be sent to the waiting room or Asset Bank when a job is finished.

Use in calendar

Discontinued setting

Enable commenting by replying on system emails

Allows users to comment on a job by replying to the Creative Workflow email they received.

Always add list of job assets download links to job emails

All notification emails will include a download link to the job asset(s).

In job-related emails always add a list of download links to attachments

All notification emails will include a download link to the job attachment(s).

Use Bynder metaproperties

Discontinued setting

Pre-fill selected group or user to view private messages

Allows you to set up preselected user groups who can see private messages. When users write a private message the configured group(s) will be preselected in the Only

Add job to exported assets using "Workflow link" metaproperty

Include the job link the asset was exported from in a metaproperty on the asset in the DAM.

Use filename as title when exporting assets

Use filename as title when exporting assets

Stage Type

Select one of the following stage types:

Default

You can use this stage type when you want to use the stage for asset uploading and tasks.

Template

Allows users to create their own Brand Template choosing from the preselected templates.

Form

This will display a form in the stage, which will display the metaproperties that are set up for this stage.

Approval

Generates and shows an approval code when the approval stage is submitted to the next stage.

Download

Use this stage type for centralizing downloads. A download button will be shown below each thumbnail allowing users to download the asset with one click.

Collection

Discontinued feature 

Default assets filter

By default, users will see all assets in the stage. This option allows you to set the open, awaiting approval, approved or rejected view as default filter.

Editable by

Allows you to set up who can edit this stage. Select all if all users with the edit stage permission should be able to edit. Select stage responsibles if only the users who are responsible for the stage can modify it. Choose stage responsibles & job accountable if the job accountable should be allowed to edit this stage as well.

Responsible

Here you can set which user or Workflow user group is responsible for the stage.

Let user choose responsible

This allows the user from the previous stage, who submits the job to this stage to decide who will be responsible for this stage.

Don't allow users to set themselves as responsible

When this option is enabled users cannot set themselves as stage responsible.

Restrict choice to selected group

This option only allows choosing a stage responsible, who is in the selected Workflow group.

Allow inviting new users

When submitting the job to the next stage users can set an external person as stage responsible. This person will receive an invite by email with instructions to register for an account. When enabling this option, use the Profile for invited users dropdown to set the user profile that the invited users should get.

Let user choose deadline

This allows the user from the previous stage, who submits the job to this stage to set a deadline for this stage.

Description

Description text area for the stage. By default, a text preview of 232 characters is visible in the stage and the rest is truncated. Users can click Show more to see the full text. Tick the stage option Show full description if you want the full text to be displayed by default.

Start the job at this stage when reordering

When users reorder, a new Creative Workflow job will be created and they will start in this stage. Any previous stage(s) are automatically skipped.

Enable approval

Enables the option to approve or reject assets on an asset level within a stage. Users need the permission Approve asset in order to audit Creative Workflow assets.

Enable time booking

Discontinued feature

Enable asset upload

Allow the upload of asset(s) during a stage

Upload assets automatically

This enables automatic asset upload. By default, assets are not uploaded automatically after selecting them. Users will have to click the Upload all assets button to initiate the upload.

Make asset upload required

This will require the stage responsible(s) to upload an asset before the job can be submitted to the next stage. If no asset is uploaded users will get to see a pop-up warning message asking them to upload one or more assets before submitting the job to the next stage.

Choose responsible when creating the job

Allows the user to choose who is responsible for this stage when creating a job.

Choose deadline when creating the job

Allows the user to choose the deadline for this stage when creating a job.

Allow downloading the original version of watermarked assets

Allows users to download watermarked assets in this stage. When making use of an Approval Workflow the watermarked assets are sent to a Creative Worfklow job. With this option users can download the watermarked material in this stage without having to wait for the job to finish first.

Show full description

This displays the full description instead of the short preview of 232 characters.

Enable tasks

Enable tasks for this stage. Tasks can be set up in the Tasks section that appears at the bottom of the stage settings.

Disable notifications

Allows you to disable specific email notifications from being sent out for this stage. When ticked, you can select the notifications you want to disable in the Disabled notifications dropdown that appears.

Use custom search string for Asset bank import dialog

You can use the custom search string to narrow down the assets the users can choose from when they add assets from the Asset Bank to the stage. When ticked, you can enter your search string in the Search string field that appears.

Use custom action labels

Allows you to custom translate the labels of the Send back to previous stage and Submit to next stage buttons.

Use custom actions

Allows you to set up custom action buttons for moving forward and backward from/to stages.

Tasks

Enables the ability to add tasks within a stage

General Preset Settings

Attachments

You can drag and drop files here that you want to add as an attachment to each job by default.

Metaproperties

Here you can add Creative Workflow metaproperties. When creating a new job, these metaproperties will be displayed in the Additional information section of the submission form.

Enable for profiles

Allows you to configure for which user profiles you want to enable the preset.

Users with a user profile for which the preset is not enabled, will not be able to create a job based on this preset.

Enable for groups

Allows you to configure for which user groups you want to enable the preset.

Users who are not in one of the allowed user groups, will not be able to create a job based on this preset.

Custom form labels

Allows you to set up custom form labels, so that you can display another label for the job name and job description field.