You can build an automation flow to start a specific proof stage so that a stage begins only after other stages meet their decision requirements.

Available to administrators on: Business Legacy, Pro Enterprise

Prerequisites

Connect the Ziflow application to create this automation flow. See Connect your Ziflow app. 

Flow steps

In the example, we want to start a Client review stage after both our Internal design and Internal legal stages are Approved or Approved with changes.

1. Go to Settings > Proofing Settings > Workflow Templates and open the workflow template that you are using with your proof review.
2. Configure the stage you want to start (in our example Client review) to Manually. For more information, see Create and use workflow templates and Add automated stage triggers.
   
   
   
   
3. From the Connect tab, select Create Flow.
   
   
   
   
4. Name your new flow and select Ziflow as the application.
   
   
   
   
5. Choose Decision update as the event type and configure the event details.
   
   
   
   
   • Triggered by decision: On stage.
   • Select the decision types that will start the automation. 
   • Choose whether this flow applies to a specific folder or all folders.
6. Select Next.
7. Select the Check multiple stages status Zibot, and configure the details.
   
   
   
   
   • Enter the name of the stage(s) you want the flow to check before the next stage is started.
   • [Optional] Choose to append the stage number to the search term (instead of “Approved,” it might search “Approved, 2"). 
   • Select which decisions made on stages will start the next stage. In most cases, it will be Approved  and Approved with changes. If you only want one status, select it in both boxes.
8. Select Next.

9. In the Flow pane, select the + icon after the Check Multiple stages status Zibot, and select create a path.
   
   
   
   

10. Configure the Path Zibot to run an action only when all the stages match the selected statuses in the Check Multiple stages status Zibot (zibot[0] because it is the first Zibot in your flow). For more information about Path Zibots, see Add a path to an automation flow.
    
    
    
    
    • Rules: Select the token list icon in the first box and choose Check multiple stages status(zibot [0]) > Do all stages match status
    • In the condition box, choose "is".
    • In the last box, type yes.
11. Select Next.
12. In the Flow pane, select the + icon in the Path Zibot, and select the Start a stage Zibot. 
    
    
    
    
13. Enter the stage name that you want to start after the stage(s) in the Check multiple stages status Zibot are approved/approved with changes.
    In the example, after the Internal stages are Approved/Approved with changes, we want to start the Client review stage.
    
    
    
    
14. If there are no errors in your flow, select Save & Turn on in the Summary.  Try the flow and verify that the automation works as expected.