Workfront Connector - Workfront Templates and Forms

Updated on December 9th, 2022

 

  1. Workfront Template Tasks:

    1. To create the Template Tasks:

      1. go to templates page [base url]/templates

      2. click New Template

      3. add tasks named and formatted exactly as shown in the screenshot above. Completion of specific named tasks is necessary to trigger the Curator response.

      4. save as 'IPV Curator'

  2. Workfront Custom Forms

    1. To create the Custom Form

      1. go to custom-forms page at [base url]/setup/custom-forms

      2. click New Custom Form then Project

      3. add the following fields and match settings from the following screenshots. Please note the values below are case sensitive and the corresponding metadata values must exist in Curator. See Metadata Contract.

        1. Label : Confidence %; Name: Confidence %;  Format: Number; Display Type: Single Line Text Field
        2. Label : Marketing Brief ; Name: Marketing Brief;  Format: Text; Display Type: Paragraph Text Field

        3. Label : Commentary; Name: Commentary;  Format: Text; Display Type: Paragraph Text Field

        4. Label : Production Type; Name: Production Type;  Format: Text; Display Type: Dropdown; 
          Options: Premiere and After Effects

        5. Label : Production; Name: Production;  Format: Text; Display Type: Dropdown; 
          Options: Sports, Enterprise and Creative

        6. Label : Format; Name: Format;  Format: Text; Display Type: Dropdown; 
          Options: Episode, Pilot and Promo

        7. Label : Destination; Name: Destination;  Format: Text; Display Type: Dropdown; 
          Options: Website, Broadcast Playout and Social

        8. Label: Link To Production; Name: Link To Production;  Format: Text; Display Type: Single Line Text Field


  3. Click Save and Close. You have now completed a Custom Form Template for IPV Production Details.


 

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