Workfront Proof modules
In an Adobe Workfront Fusion scenario, you can automate workflows that use Workfront Proof, as well as connect it to multiple third-party applications and services.
This is useful if you need to execute tasks currently not supported in proofing within Workfront or in Workfront Proof, such as updating proofs based on certain events and searching for a proof’s recipients.
The Workfront Proof connector does not count against the number of active apps available to your organization. All scenarios, even if they use only the Workfront Proof app, do count against your organization’s total scenario count.
If you need instructions on creating a scenario, see Create a scenario in Adobe Workfront Fusion.
For information about modules, see Modules in Adobe Workfront Fusion.
Access requirements
You must have the following access to use the functionality in this article:
To find out what plan, license type, or access you have, contact your Workfront administrator.
For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.
Connect Workfront Proof to Workfront Fusion
You can create a connection to your Workfront Proof account directly from inside a Workfront Fusion module.
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In any Workfront Fusion module, click Add next to the Connection field
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Fill in the following fields:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 layout-auto html-authored no-header Connection name Enter a name for the connection connections.environmentType Select whether this is a Production environment, or a non-production environment such as Preview or Sandbox. connections.authenticationType Select whether this is a Service account or a Personal account. Email / Username Enter username for your Workfront Proof account. Password Enter the password for your Workfront Proof account. Tenant ID Note: Customers that do not use BYOK must leave this field blank.
Enter the Tenant ID for this account. If you need help finding your Tenant ID, contact Workfront Customer Support.
Domain Extension Enter the extension for the URL you use to access your account.
Example:
com
oreu
Production, Preview, or Custom Environment Select a connection to a production, preview, or a custom environment. -
Click Continue to save the connection and return to the module
Workfront Proof modules and their fields
When you configure Workfront Proof modules, Workfront Fusion displays the fields listed below. Along with these, additional Workfront Proof fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in Adobe Workfront Fusion.
Triggers
Watch Proofs
This scheduled trigger module executes a scenario when someone creates or makes a decision on a proof.
The module returns a list of all of the records it finds during the period you specify, along with their types. It also returns the values of the fields you specify. If the module found decisions made on the proof, it includes both the previous and the current values, in separate fields. You can map this information in subsequent modules in the scenario.
This happens on a regularly scheduled interval that you specify.
You must have sufficient permissions to access the proof or proofs in Workfront Proof in order to retrieve this information.
When you are configuring this module, the following fields display.
Watch for PDF Summary
This instant trigger module executes a scenario when someone creates a PDF summary for a proof.
A webhook is required in this module.
The module returns all standard fields associated with the proof, along with any custom fields and values that the connection accesses. It also creates a new event subscription for PDF summaries and outputs the content from the “pdf_url” attribute sent in the payload. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Watch Proof Activity
This trigger module executes a scenario whena specified activity occurs on a proof proof.
The module returns all standard fields associated with the proof, along with any custom fields and values that the connection accesses. It also creates a new event subscription for PDF summaries and outputs the content from the pdf_url
attribute sent in the payload. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Actions
Create Proof
This action module creates a new proof or a new version of a proof in Workfront Proof.
You specify the parameters for the new proof and the source proof if you are creating a new version.
The module returns the ID of the new proof or proof version.You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Custom API Call
This action module lets you make a custom authenticated call to the Workfront Proof API. This way, you can create a data flow automation that can’t be accomplished by the other Workfront Proof modules.
The module returns the status code, headers and body. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Download Proof
This action module downloads the source file of a particular proof that you identify using its ID.
You specify the proof’s ID.
The module returns the content of the source file used to create the proof.You can map this information in subsequent modules in the scenario.
You must have sufficient permissions to access the record in Workfront Proof in order to retrieve this information.
When you are configuring this module, the following fields display.
Read a Record
This action module reads data from a single proof in Workfront Proof.
You specify the proof’s ID and the information you want from the proof.
The module returns the values of the fields you choose for the proof, along with their types. You can map this information in subsequent modules in the scenario.
You must have sufficient permissions to access the record in Workfront Proof in order to retrieve this information.
When you are configuring this module, the following fields display.
Request PDF Summary
This action module requests the PDF summary for a particular proof in Workfront Proof.
You specify the proof’s ID.
The module returns PDF summary information. You can map this information in subsequent modules in the scenario.
You must have sufficient permissions to access the record in Workfront Proof in order to retrieve this information.
When you are configuring this module, the following fields display.
Possible error
- Error: “You do not have privilege to perform this request. The stage must contain at least one recipient.”
- Solution: Make sure you are not the only one assigned to the stages of the workflow. There must be another user assigned to the stages of the workflow.
Update Proof
This action module updates an existing proof in Workfront Proof.
You specify the proof’s ID and record type and what fields you want to include in the output.
The module returns any standard fields associated with the record, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
You must have sufficient permissions to access the record in Workfront Proof in order to retrieve this information.
When you are configuring this module, the following fields display.
Upload File
This action module uploads a file for use with the Create Proof module in Workfront Proof.
The module returns a hash ID for the uploaded file. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Searches
Search
This search module looks for records in an object in Workfront Proof that match the search query you specify.
The module returns the proof’s ID if it’s searching for a proof. Or it returns the recipients’ user IDs, emails, names, positions, and email aliases, if it is searching for recipients.You can map this information in subsequent modules in the scenario.
You must have sufficient permissions to access the record in Workfront Proof in order to retrieve this information.
When you are configuring this module, the following fields display.
List Workflow Templates
This search module lists all available workflow templates.