Decisions Settings

Configure decision labels, decision checklist & post-decision message.

Updated over a week ago

This is where account admins will establish defaults for decision settings. To start adjusting decision settings, please go to Settings -> Proofing Settings -> Decisions, as shown in a screenshot below.

Decisions settings in Ziflow

Decision settings are divided into three parts:

1. Decision labels (Pro, Business Legacy, and Enterprise editions)

Summary: Custom decision labels make it easy for our customers to define what options are presented to reviewers when they make a decision on a proof.

Standard options are as follows:

  • Approved

  • Approved with changes

  • Changes required

  • Not relevant

We understand that these decision options may not meet the needs of all our customers, which is why we’ve added custom decision labels. This feature will allow you to modify the standard options to something more fitting for your workflow.

The possibility to customize decision labels is only available on Pro, Business Legacy, and Enterprise editions. Ziflow administrators on the Standard edition can only switch enable/disable post-decision messages for specific decision types.

How does it work?

Once admins are inside the Decision Labels screen, they can customize the decision labels by clicking on the name and entering a new one. They must click the Save button at the bottom of the page.

Admins can also pick and choose which decision options are visible to reviewers by toggling the Display switch on or off.

If they want to revert to the original decision labels, click Restore defaults.

Restore original decisions in Ziflow

*Please note: the underlying meaning of a decision and overall status calculation logic will remain intact. The order of decisions cannot be changed, only the label.

2. Decision checklists (Pro, Business Legacy, and Enterprise)

Summary: Often, proof managers require additional feedback on why a reviewer made a decision or might require reviewers to sign off on a checklist for marketing compliance reasons at the end of the review. For this purpose, you can set up customized decision checklists or reasons that can be displayed when reviewers make a decision on a proof. These can then be viewed in the dashboard or exported to a PDF along with the comments.

How does it work?

Once you are inside the Decision checklist screen, you can add the decision checklist by clicking on the + Add reason button and entering a new one. Once a new reason is added to the list, click on it and give it a name. If you also want to give your reviewers the possibility to add comments to the reason, please check the Show text box field and click the Save button.

Setting up decision checklists in Ziflow

Admins can also decide if reviewers should be able to choose multiple options from the decision checklist or require at least one selection.

Decision checklists options

In the next step, select types of decisions in which decision reasons should be displayed. You can do this by marking the Show checklist field near decision names.

Enabling decision checklists in Ziflow

Once decision reasons are set and enabled, your reviewer can add them during the proof review.

Decision checklist appears in Ziflow Viewer

For more information about submitting decisions with reasons, please see Finishing a Review & Understanding Proof Decisions.

3. Post decision message (Standard, Pro, Business Legacy, and Enterprise)

Summary: If you would like to post a message to reviewers after they submit their proof decision, you can use a special setting for that purpose. It displays a window with needed information for a reviewer right after submitting a decision.

How does it work?

By default, the setting is disabled. If you would like to post a message to reviewers after they submit a decision, simply enable a post-decision message for each type of decision you want.

Enabling the post decision message in Ziflow

Please go to the text editor window to enter to change or add a post-decision message. It will let you compose a post-decision message using various text editor options:

Post decision text editor in Ziflow settings

Once the post-decision message is enabled for wanted types of decisions and the text of the notification is added, then the feature is enabled, and reviewers will start seeing the message after submitting their proof decisions.

Post decision message appears in the Ziflow Viewer

Did this answer your question?