# Define work and participation requirements


A Campaign brief, the form a Contributor completes, and the rules for joining are three separate parts of the setup. Configure each one before testing the Campaign.

## Brief and work form

Open **Setup → Campaign details**. Give the Campaign a **Campaign name** and a short **Brief** so people can recognize it. Use the detailed/public description for the input material, action, submission, and acceptance rule. Select **Save changes** before opening Builder. A draft shows the same fields again in the **Settings** step of **Test & Launch**, where a name, description, and cover are required before launch.

In **Open builder**, select the **Supply / Human work** node and choose the [Task type](/tasks/task-types). For source, label, evaluate, or synthesize work, select an existing **Work UI → Form template**, or use **Create a new template** if your organization has none that fits. Add the required fields, bind the template to the step, and use **Preview ›** to see what the Contributor will actually complete. **Edit Template** changes a selected template. Save the node, then save the canvas. **No template selected** means this step has no executable work interface; choose or create a compatible template before testing. An ordinary `validate` step instead selects the earlier human submission it reviews; it does not need a copy of that form.

For example, if the brief asks for one image and a category, the form needs a file field and a category choice whose options match the instructions. Preview a test answer and check that every required output has a place in the form. This example is illustrative; choose fields that fit the actual task.

## Entry conditions

Use **Entry Gate** for applicable agreements, required courses, profile information, and Campaign invitation codes. For a course requirement, select the Program, version, and needed result. Finishing a course and mastering it are distinct conditions.

**Qualification requirements** filters self-reported profile information. An unset field imposes no requirement. Country or region matches the allowed residence list; education and experience use minimums; every listed skill and language level must match. A language entered twice uses its higher required level. This is not independent proof of identity or expertise. A certification mentioned only in the description is not an enforced gate; confirm an available credential and check before making it mandatory. Read [course authoring](/learning/authoring) for course preparation, [workflow setup](/tasks/workflow) for Gate choices, and [qualification guidance](/learning/credentials) for verified credentials.

| Change you want | Edit here | Save scope |
| --- | --- | --- |
| Brief and detailed instructions | **Setup → Campaign details**; in a draft also **Test & Launch → Settings** | This Campaign's details |
| Contributor form or work path | **Open builder → Supply / Human work** | Node **Save**, then canvas **Save**; in a running Campaign the canvas save [publishes at once](#save-and-revise) |
| Profile requirements | Draft **Qualification requirements**; running **Setup → Requirements** | **Save requirements** for this Campaign |
| Appearance and Contributor instructions | Draft **Brand & theme**; running **Setup → Appearance** | **Save campaign theme** affects this Campaign; **Save as org default** changes the organization's default |
| Pay and total budget | Human step reward; **Test & Launch → Pricing & Budget** | Check each step and the Campaign budget separately |

## Save and revise

Use each area's **Save changes** or **Save requirements** control. Saving the workflow canvas does not save every brief or eligibility field. Return to the draft and check that the intended values remain.

In a draft, saving the canvas stores your work and changes nothing for Contributors. In a live or paused Campaign, saving the canvas publishes it. Builder first asks **Apply these changes to a live campaign?** and lists the nodes you added, removed, or changed, with the amount of work queued and in progress. Selecting **Save and apply** does three things at once:

- A new version is published immediately.
- Work that is queued moves to the new version.
- Work a Contributor has already started finishes on the version it began with. Finished work is not moved.

Select **Keep editing** to leave the running Campaign as it is. Builder refuses the save while work is still queued or in progress at a node you removed. A paused Campaign hands out no work, and the new version takes effect the moment it resumes.

After you confirm, Builder reports **Now live** and how many in-flight items moved to the new version. Nothing separates this save from Contributors receiving the new version: there is no test step in between.

## View and restore canvas versions

Every successful canvas save creates a version. In Builder's bottom toolbar, select **History** to open **Version history**, which holds up to the 50 most recent saved versions. The list shows the latest 20 first; **Show more** loads the next 20.

Select a version to preview it. The canvas then shows that version's steps, connections, and layout read-only: you can pan and zoom, but you cannot edit a node, apply an Agent suggestion, or save. **Back to current** returns you to the version you were editing.

To bring an older canvas back, select **Restore this version**, then **Restore as new version**. The restore creates a new latest version from the old one; the version that was current and every earlier version stay in the history.

In a live or paused Campaign a restore also takes effect at once. The restored workflow applies to newly queued work and to pending work on steps it still contains. Work a Contributor has already started, and work waiting on a step the restored version no longer has, stay on the version where they began.

Two conditions stop these actions. If the canvas has unsaved changes, save or discard them before opening an older version. If someone else saved a newer version while you were previewing, reopen **History** and restore from the refreshed list.