Create workflows

DFP admin content This article is for administrators or roles with similar permissions

This article describes how DFP administrators can create workflows. Workflows help you enforce business rules for your organization. A workflow is simply a customized business rule you want to enforce in your organization. A business rule is a statement plus an action. When the statement you define is true, the action you specify is triggered Learn more about workflows and how they work in Understanding workflows before creating workflows.

The procedure below describes how to add two kind of rules: a validation rule and a step rule. If you're not familiar with the difference between these two types of rules, you should review Workflow structure and Workflow rules.

Before you create workflow rules, you should also review Best practices creating workflows to ensure that you are maximizing the benefit of this feature as well as avoiding common pitfalls when creating rules.

To create a workflow:

To successfully create and save a workflow, you only need to add either a validation rule or a step rule.

  1. Navigate to Sales and then Workflows.
  2. Select the kind of workflow you want to create.

    Select Workflow if you want to specify rules that apply to a set of rate cards. You can select Network-wide workflow if you are creating rules that apply to every rate card in your network. Learn more in Workflows and rate cards.

  3. Add a name and optional description.
  4. Add rate cards to the workflow.

    Any proposals created under the rate cards added must follow the rules you define in the workflow. Learn more in Workflows and rate cards.

  5. Add a validation rule:
    • Ensure that the Validation tab is selected.
    • Click New rule.
    • Enter a name for the rule.
    • Add statements next to the Conditions label.
    • Next to the Action label, specify that action that will be triggered if statements are true—either an Show error or Show warning.
    • Specify the message that will be shown to the salespeople.
    • Click Save.

    Learn more about rules and validation actions.

  6. Add a step rule:
    • Ensure that the Steps tab is selected.
    • Click New step.
    • Click New rule.
    • Enter a name for the rule.
    • Stage: indicate whether the rule applies to proposals that are unsold, sold, or both
    • Condition: Specify if the rule is internal (configured in DFP) or external (configured by a third-party platform and triggered via an API)
    • Condition: If the rule is internal, add statements under which the rule will be triggered
    • Action: specify that action that will be triggered if statements are true—either an Request approval, Reserve inventory, or Send notification.
      • Request approval: add the names or teams that will be able to approve proposals that trigger this action.
      • Reserve inventory: optionally indicate inventory will expire after a number of days and to send notification as a reminder of expiration.
      • Send notification: specify a message and the recipients of that message.
    • Click Save.

    Learn more about rules and step actions, and how reserve inventory works.

  7. Click Save for the workflow.
Workflows automatically contain a mandatory rule under the Steps tab that reserves inventory, has no conditional statement, and applies to sold and unsold proposals. Your sales process might include the need to reserve inventory early on to ensure it's available for your buyer. As such, you can add other rules that reserve inventory that also contain an option to release inventory in a given time frame if the proposal isn't finalized. Learn more.

Good to know about rules in steps

Rules can be moved between steps at any point. To do so, select one rule or multiple rules in different steps and click Move rules. You will be prompted to indicate which existing step to move these rules.

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