How to apply a workflow to a shooting?
Applying a workflow to a shooting means that all the scheduled tasks and emails from the workflow will be copied into this shoot, and the relative dates (D-1, etc.) will be replaced by actual dates (the creation date of this shoot, the confirmation date of this shoot, and the date of this shoot).
There are 3 ways to apply a workflow to a shoot:
You can set a default workflow by type of shoot. This way, every time you create a shoot of this type, the chosen workflow will automatically be applied to it.
You just need to modify your type of shoot in Settings > Data > Types of shoots and associate it with a default workflow.
When you create a shoot, you have a "Workflow" field and you can thus choose the workflow to apply to this shoot.
In a shoot file, at the bottom of the left column, you will find the Apply a workflow button. Click on it to apply the workflow of your choice. This button allows you to apply several workflows to the same shoot.
There are 3 ways to apply a workflow to a shoot:
1. Choose a default workflow for a type of shoot
You can set a default workflow by type of shoot. This way, every time you create a shoot of this type, the chosen workflow will automatically be applied to it.
You just need to modify your type of shoot in Settings > Data > Types of shoots and associate it with a default workflow.
2. Apply a workflow when creating a shoot
When you create a shoot, you have a "Workflow" field and you can thus choose the workflow to apply to this shoot.
3. Apply a workflow to an already created shoot
In a shoot file, at the bottom of the left column, you will find the Apply a workflow button. Click on it to apply the workflow of your choice. This button allows you to apply several workflows to the same shoot.
Updated on: 05/03/2024
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