Summary: By creating custom proof properties, you can filter by a subset of your proof library according to your preferred business and/or process views.

If you prefer to view your projects by specific attributes (such as project/client name, project or campaign name, billing code, asset type, issue, etc.), you can now create custom metadata for proofs which can be used for filtering, as well as building custom views and sorting.

The end result is a more customized view of your review and approval progress and outcomes.

Available for: Administrators on Enterprise edition only.

Where is the feature accessible? Settings > Proof Settings > Properties.

Learn how to:

Adding custom properties

Start by creating a property group that is going to contain a set of custom properties. Click the + Add group button and a new empty group will be added to the properties screen.

This group is disabled by default and doesn't have any properties yet. Click on Property Group then add your specific property group name.

Next, click on Add Property to begin creating custom properties.

  1. Name - name your property (e.g., Client, Project Name, Project Leader, Account Manager)

  2. Hint - type a quick description to help proof creators understand the property’s purpose. This hint will be displayed as a tooltip near the property name.

  3. Group - select a group that this property will belong to.

  4. Make this property mandatory - by enabling this option you will force proof creators to select a property setting during proof creation.

  5. Visible - this determines whether or not this property will appear in the proof creation workflow. This option is handy when you want to switch off a property.

  6. Field type - There are 8 types of fields that you can choose from: Single-line text, Multi-line text, Number, Checkbox, Radio, Date, List, and User.

  7. Value - configure value options of the property. If you selected the checkbox field type you will need to define what options the proof creator can choose from during proof creation. You can add those values one by one or load them as a list.

When you hit the Create button, the property is going to be added to the pre-defined property group. Please remember to toggle the property group on if you want to enable it for your users. A couple of things to keep in mind:

  1. If the property group is activated, but no properties within that group are activated, nothing will display on the proof creation page.

  2. If the properties within a group are activated, but the property group is not activated, nothing will display on the proof creation page.

The property group must be activated along with at least one property in order to display on the proof creation page.

From this point, all users will go through the new step (Proof Properties) during the proof creation process.

Adding Tags

Multiselect list property lets you add custom tags. Using colored tags is an easy way to save more custom information using one list. Simply choose a Multi-select list field type from a dropdown when configuring new custom properties.

  1. Field type: Multi-select list - allows you to use colored tags for added properties.

  2. New values color - you can define one default color for all added values or select the random option.

  3. Allow users to create new values - by choosing this option you will allow users with access to the proof to add new values.

  4. Include values in search results - this will enable searching for tags using the global search feature.

  5. Values list - list of available values added to the property. You can switch the order, edit color, enable/disable values or delete them.

  6. Add value / Load options - you can either add new values one by one using the "Add value" button or upload multiple values at one time by using the Load options button.

Once the property is added and enabled, your users will be able to select the added values during the proof creation process, and/or add new ones to the list if the proper setting is applied.

Properties in Dashboard Custom Views

Users may display applied properties in their dashboard proof list view:

Please read more about using custom views.

Filtering by custom properties

Users can filter proofs by added properties as shown above

Please check this article on how to use filters.

Additional information:

  • Applied custom properties are also available on the Proof Details page.

  • Properties are also applied when creating proofs using Workflow Templates.

Supporting material:

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