New proof info columns and automation enhancements!

@Jason DelValle I am very excited about the new enhancements. Are there plans to provide automation templates for these new options? For example, automation can be triggered to create a new proof version, move the proofing process to the next stage, or notify people that they still need to review a proof.

I'd love some additional direction on using automations with the proof columns. I want to be able to ping people who are in the pending approval column they need to approve or I want to set a deadline for someone to approve the proof is this possible with these new columns? It would be great to have a button in the proof window to send a reminder to pending approval reviewers similar to the invite button at the top.

Can you provide examples of an automation that would be used on the columns created by proofing? Using the existing triggers is not straight forward. Also the "Changes Required by " column doe snot seem to be populating for me.

@Dale Heincelman , some automation examples may be:

When "Proof Status" = Complete, send "Requester" a notification. (Requester being a contact column that the sheet contains to whomever may have requested the asset)

When "Proof Status" = Created, send "Reviewers" a notification. (Reviewers being a contact column that contains the stakeholders who may need to Review the proof)

Here's an example of how one could look:

Additionally, the "Changes Required by" column is populated based on formally sending out the Proof Request for review by using the "Invite" button in the proofing panel. When these users get invited, they're asked to vote on whether or not the proof is approved or if they required changes. You can see more of those details in this help article.

This will work, however the notification/alert email will not contain a link that the receiver can use correctly. Any link in the email will show the proof but the "Approve" button does not appear. The only workaround was to include myself as requiring to approve the proof and from the original invite email I copy the hyperlink from the button in the email into a hyperlink in new column on the sheet that I include in the reminder email. I trigger my alert to run daily to the reviewers that have not approved the proof.

Can I reopen this discussion? I've just started using proofs and I have the columns added to my sheet including the "pending approval from" column. When I sent the proof out, I can clearly see the names of the invited individuals there, but when I added a new individuals today, using the proofing panel to invite them, the "pending approval from" column didn't update to include their name. I know their approval is still pending because I can see that on the proofing panel. How do I get the sheet column to update?