Asset automation allows users to define a trigger action pairing for simple taxonomy templates.
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Asset automation allows users to define simple taxonomy templates applied to assets based on some criteria. Users can define a trigger that results in a series of custom actions.
Find the Asset Automation page by navigating to Settings > Bulk Management and selecting the Asset Automation.
Here, you can:
- Search asset automations
- Sort by
- Name
- Creation date (newest)
- Creation date (oldest)
- Updated (newest)
- Updated (oldest)
- Filter by
- All
- Collection (action)
- Custom Field (trigger and action)
- Label (trigger and action)
- Section (trigger and action)
- Tag (trigger)
- Watermark (action)
The columns in the table display:
- The asset automation name. This can be a summary or description. Select it to edit the automation.
- The trigger event for the asset automation.
- The action that constitutes asset automation.
- Run to ensure that the new asset automation is run on assets already in Brandfolder.
- Copy to copy an already created asset automation.
- A Delete icon to delete an asset automation.
You can have up to 1,000 asset automations.
Create an asset automation
- Select the + Create New Asset Automation button in the top right-hand corner of the page.
- Name the asset automation. Use descriptive language or a summary to capture what the automation does. This is searchable.
- Set the Trigger. Only one trigger can be defined, but multiple items within that trigger can be set as trigger criteria.
You can use multiple tags to trigger an asset automation. The automation runs when any of the specified tags are added. For example, if the tag English is added, the automation runs.
- Once the trigger is set, select Save Trigger.
- Define the actions. Multiple actions can be automated from a single trigger. Refer to the chart below for supported combinations.
For example, for the trigger of the English tag, you could set the action to Add to multiple collections and Add to multiple labels.
- Define and save each action.
You can select Clear in the bottom left-hand corner if you need to start over.
- Once you have finished building out your asset automation, select Create Asset Automation in the bottom right-hand corner.
Supported asset automation trigger and action combinations:
| Trigger | Asset automation |
|---|---|
| Add a custom field | Add to collection Move to a section Add label Add custom field key and values Enable asset availability Enable asset expiration Approve asset Unapprove asset |
| Add a label | Add to collection Enable asset expiration Approve asset Unapprove asset |
| Add to a section | Add to collection Enable asset expiration Approve asset Unapprove asset |
| Add a tag | Add to collection Add to section Add to label Add watermark Add custom field key and values Enable asset availability Enable asset expiration Approve asset Unapprove asset |
The Enable asset availability/expiration actions require you to define the date by which the asset must be available or expired. You can make this date dependent on the value of the tag or custom field triggering the automation.