Add custom proof properties and tags

Dina Bennett
Dina Bennett
  • Updated

Custom proof properties let you tag proofs with metadata that reflect your business or workflow needs, such as project name, client, billing code, asset type, or issue.

These properties make it easy to filter your proof library, create custom views, and sort content efficiently.

Available for: Administrators on Enterprise

To view properties, go to Settings > Proofing Settings > Properties.

Custom Asset Properties and Tags settings

 

Add custom properties

  1. Log into Ziflow. Select your user avatar and choose Settings > Proof Settings > Properties.
  2. Select Add group to create a property group containing a set of custom properties. 

    proofing-settings-properties-add-group.png

    This group is disabled by default and doesn't have any properties yet.
  3. To add a group, select Property group, enter a property group name and select the blue checkmark.

    proofing-settings-properties-name-group.png
     
  4. Select Add Property and create custom properties.

    proofing-settings-add-property.png

     

    Name The name of your property (e.g., Client, Project Name, Project Leader, Review type).
    Hint A description to help proof creators understand the property’s purpose. This hint will be displayed as a tooltip near the property name.
    Group The Property group that this property belongs to.
    Make this property mandatory Enable this to make the property mandatory when users create a proof.
    Visible Show or hide this property during proof creation. Useful for disabling a property without removing it entirely.
    Field type

    Choose from eight field types, depending on how you want users to enter or select information:

    Single-line text – For short text entries 

    Multi-line text – For longer text or notes

    Number – Accepts only numeric input

    Checkbox – Create options that users can select

    Radio buttons – Let users select one option from a fixed list

    Date – Adds a calendar picker for selecting dates

    Single-select list – Users select one value from a predefined list

    Multi-select list - Users can select multiple value from a predefined list. See Add Tags.

    User  – Choose a user from your account or team.

    Value Configure value options of the property. If you select 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.
  5. Select Create to add the property to the property group.
  6. On the Properties page, toggle the property group to make it available. 
    To make properties visible during proof creation, both the property group and at least one property within it must be activated.

If the group is active but no properties within it are, nothing will appear.

If properties are active but the group is not, nothing will appear.

Make sure both are turned on to display custom fields in the proof creation workflow.

Single-line text field character limits: Maximum of 255 characters

Multi-line text box field character limits: Maximum of 3,000 characters

proofing-settings-property-on.png

When properties are created and active, all users will see a Properties section during the proof creation process.

proofing-settings-property-example.png

 

You can view the proof properties in the Proof details Properties tab:

properties-in-details-tab.png

Edit a property

Properties are shared across your account. When you edit a property, the changes apply immediately everywhere it is used.

  • Existing proofs are updated
  • Workflow templates reflect the change
  • New proofs use the updated configuration

Changing a property's type (for example, from single-select to multi-select list) can effect how values are stored and displayed across all associated proofs.

Property changes apply globally. You cannot limit changes to a single proof or workflow.

Before you save changes:

  • Review the updates to the property structire 
  • Confirm that the changes will not impact active proofs or workflows

 

Add tags

The multi-select list property lets you add custom tags. Using colored tags is an easy way to save more custom information using one list. When configuring a new custom property, choose Multi-select list from Field type.

proofing-settings-add-tags.png

New values color Define one default color for all added values or select the random option
Allow users to create new values Allow users to add new values
Max character limit: 75 characters
Include values in search results Enable searching for tags using the global search feature
Values list Values added to the property. You can switch the order, edit color, enable/disable values, or delete them.
Add value / Load options Add new values one by one using Add value or upload multiple values simultaneously using  Load options

 

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


 

Display properties in dashboard columns

You can choose to display properties as dashboard columns. 

display-properties-in-dashboard.png

Read more about using Dashboard Columns.


 

Filter proofs using custom properties

 

You can filter proofs by property.

filter-properties-in-dashboard.png

Read more about filtering Dashboard Views.

 

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