Workfront’s Power Trio - Connecting Planning, Workflow and Canvas Dashboards

Transcript

Let’s go ahead and get started because everyone is so interested in this topic. Welcome. This is Workfronts Power Trio, Connecting Planning, Workflow, and Canvas Dashboards. The question that everyone always asks, yes, the session is being recorded allegedly two times, but definitely the most important one. I’m not going to dunk on Teams. I’m going to say thanks Teams for showing up and recording. We love you. You will get the recording and the slides, and whatever resources you’re going to get that later this afternoon.

Just don’t worry about that, but say hey in the chat, connect in the chat. We love when people network and connect to the chat. Here is the agenda for today. This is all Madeline and Stephanie. You’re going to see her lovely face on a slide in a second, but I just want to say she reached out and said, hey, this is a funny conversation to me. Do you think people would be interested in planning workflow and Canvas Dashboards? I’m just holding my breath. Yes, and please say that you’re going to do this. So I’m so grateful for you to be here. So we’re just doing a super fast welcome, and then we’ll get to the presentation, and then there’ll be some wrap up today. Your customer success team is here. Leslie’s here. I’m here. Nicole is allowed to take a vacation. So she’s on vacation this week, but she’ll be back next week. But again, the most important person today is, and I have it on the slide, work front rock star, Madeline and Stephanie, welcome. Thank you, boys.

Jazz hands and spirit fingers all around.

I’m going to go ahead and let you introduce yourself. You tell me when you’re ready for me to advance, but thank you again. Welcome. We’re so happy that you’re here.

Thanks. Hey, everybody. I see so many familiar names, so I’m happy to be here. I am a long, long time work front enthusiast since the at task days, if anybody’s been around since then. So I’ve been at various companies working with work front, and we’ve seen it evolve a lot over the last few years, and it’s really in a transformative time right now. So exciting things now and exciting things to come. But yeah, who cares about me? Let’s move on, Cynthia.

I have some disclaimers before I get started. There’s so much more than what I’m showing today. Obviously, in under an hour, I can’t show you everything about planning and everything about Canvas. Yes, it will be more than just surface level in some areas, but there’s so much more. In the back of this, I have a slide for a bunch of links on things that I might just touch on today, but maybe won’t be able to dive into. So there are some helpful links, but even in experience league, of course, there’s even more links. It’s an abundance of information on experience league about all of these things.

I’m also going to get your gears going around some use cases for planning, but as with everything in work front, I know you will get creative, and I know you will think outside the box. So just don’t think my use cases are exhaustive.

Do some thinking about how you can use it in your own org as I’m going through some examples.

And then I’ll be in Sandbox today. So don’t worry, this is all just not slide ware, but I’ll be in Sandbox showing fake data, but just know I am a customer, I am a user of this. So every day I’m in planning, like standing alone, I’m in planning connected to workflow, I’m in Canvas. So I am a user of all these, this is not just for show. And then a note on Canvas, it is in beta still. There are enhancements coming out every release.

Today is fast release for Q2. Some more things have come out if you’re on fast release. And there is a link at the end for enrolling in Canvas if you have not yet.

And if you’re using planning, or if you’re using planning, we’ll see why Canvas can really be helpful to you later. And then there’s so much to get through. So we’re gonna do some Q&A at the end. I might answer your questions along the way, but in the chat, if you guys see some questions that you know the answer to, feel free to jump in. I won’t be looking at the chat during the demo, but we’ll save some time at the end.

Okay, with that, let’s get into it.

Think of all the things outside of Workfront that you have that maybe reference things in Workfront or ultimately end up in Workfront, or maybe like, I don’t know, it’s like parts are in Workfront, parts are not, and maybe you have all these things. Even if you’re a Workfront customer, I know you still have things outside of Workfront. And of course, there are some solid use cases for that Workfront isn’t a use case for every single thing. But I’m sure that some of those things live outside because they just haven’t really had a home in Workfront.

How many PowerPoint decks do you have that you’re updating like every quarter with different initiatives and planning related stuff? Because it’s not really a project yet, right? Like how many times have you said it’s not really a project? So think about kind of like upstream stuff, but then there’s also some more granular ways, like Excels that I’m sure could have a home in planning. So all of the classic pitfalls of having all these things outside of planning, as you see on the slide, not clear visibility, end-to-end, hindered collaboration, you know all of these things. So just start thinking about what you have. So you haven’t had a place for them Cynthia’s slide.

Then Workfront Planning joined the chat and it can be a home for a lot of these things I’m sure. So we kind of have Workfront in these three pillars, right? These three pillars are now helping you have Workfront be your system of record for work. We have planning, which is for planning stuff aptly named, but also some other things.

Workflow, if you have not heard the term workflow yet, it’s really just everything else in planning or sorry, everything else in Workfront aside from planning.

Projects, tasks, all those things. That’s the powerhouse of your execution and resource management. And then of course we have things like fusion and other related integrations automations.

So planning has really kind of rounded out Workfront in being a full system of record for work.

So let’s talk about just a little bit examples slide.

Some examples and of course I know you’ll have more, but this is what I’ve seen a lot of people doing. And even just the intent of planning is really the top one where think of all those planning related things like I was talking about that they’re not a project yet, but whether it’s campaign planning or your equivalent of campaigns, like not everyone’s in marketing, right? What are all those decision-making points and approvals around that? And just the way you’re talking about things and the taxonomy that you use and governance around a taxonomy. Planning lets you go outside of portfolio, program, project, right? You’re not limited to those things and maybe you wanna use those objects for other reasons, right? You don’t wanna take them up with taxonomical related things maybe. So planning lets you have all of that language alignment and planning related activity in planning. And then if you think about things like goals and initiatives or OKRs, whatever your company calls that, those are things I think a lot of people keep outside of Workfront historically. And you’ve probably had a hard time to tie them back to things in Workfront to show, hey, this goal is supported by all these projects and you haven’t really been able to show that end to end. Planning is great for that, for connecting goals with multiple projects or programs.

And then on a more granular level, and I use planning for this a lot too, is like think of your lists or non-project stuff, things that are not ever meant to be projects or tasks. They’re literally just kind of like building lists of things or repositories of things. I use this for a variety of examples like this. Just an easy example, the team I’m on, we have a weekly team meeting.

Every record we have in planning is a different week and we all contribute to the agenda every week and take notes on decisions made. And so we can look back and see historical things, but it’s like, sure, I could use a project for that and have a task for every week and we all add notes to the updates or something, but it’s not really a project. And then I’ll probably end up having to exclude that from reports and other things. It’s just planning is a great place for that kind of list keeping as well.

So as I talk about those examples, I’m sure maybe that just drummed up some ideas for you.

So if you’ve been in any planning demos, maybe they were probably high level, like high level demos only go so far, you only have so much time.

But today let’s go under the hood a little bit. We’re gonna see how do you exactly connect a record to a project? And you can connect to more than just projects by the way, but for today’s demo, I’ll connect to a project and you’ll see how easy it is. This is like no fusion involved, it takes 30 seconds.

It’s very, very easy. And then how do you see that connection within planning and within workflow? How do you see that two way visibility? And then how are you seeing a related hierarchy, if you will, and I’ll explain what that means within planning and how that relates into workflow. So we want, planning is not like a separate tool. It is part of Workfront and you’re able to see everything kind of full circle. And how do you see the data in your connected project or other objects? And then with Canvas, how can you visualize planning data or workflow data or both? So I have an example dashboard to show you.

So we’re gonna kind of step through planning to workflow to Canvas. Okay, who’s ready? I’m ready. And I want to always call it planvis from now on. I just love that.

I think I just coined that, yeah. You did. Okay, wait, let me share my screen. Okay, so I’m stopping, right? Yep, I’m gonna share my screen. Got it. All right, so walk with me. Let’s, as I said, I’m in sandbox.

I’m on my homepage just to show you in terms of, hold on, let me pull something else up.

Pause, okay, here we are. I’m on my homepage just to show you, like planning is in your layout template. This is how I can get to it. Yes, just like everything else, so you can dictate in the layout template if you would like planning to be in your main menu.

So here I am in planning.

And just a quick tour of planning, just some initial kind of helping you get your feet wet into planning before I dive deep into the connections and everything. So I’m in planning. I see all the workspaces that have been shared with me or that I own. As a system admin, you’ll be able to see all workspaces as well. If you’re not a system admin, you won’t have those two tabs. So you would obviously only see what’s been shared with you or what you own, right? All of these are different workspaces. I’m gonna go ahead and go into my planning is awesome workspace.

And this is just a blank slate for you. There are some templates that you can use to help populate data in here.

You’ll see when you go to create a workspace, there’s a couple options. Otherwise, if you just wanna start from scratch, it’s very easy to just start building in here. So as you can see, these are called record types, right? All these tiles are called record types. You can have them in sections if you want. So I’ve named and created my own sections very easily. I can move these around wherever I want. I can move the entire sections around wherever I want. The sections are really just there to help you organize your record types. So it’s pretty common to have some that are for your taxonomies, right? We talked about aligning on language and within your team or within your org.

And this icon here indicates that I can share it with other workspaces.

So maybe two different teams that, we don’t necessarily need to be in the same workspace, but we do wanna align on how we call our regions and how we call our geos, right? Let’s share this data so that we’re working with the same language. So all of these record types, the fields within them can talk to each other. They can talk to other workspaces and within them are the records. And all of these rows are records. So just giving you some vocabulary here. But before I go into that, one other thing, these are organized by section, but just like workflow has a hierarchy of portfolio program project, you can dictate a hierarchy within your workspace if you want, this is optional, but it will come into play later. So maybe I wanna say, well, okay, my programs are like a bigger body of work than campaigns. How can I show this in here? And that’s just simply called a hierarchy in a workspace. This is super easy to create where you’re just, these are all of my record types and I can add them and nest them how I want.

But I’m just showing here that programs are higher than a campaign, which is higher than a work front project, okay? So we’ll come back to this later. I just wanted to point out that optional functionality if you’re trying to show relationships between your record types.

So let’s pop into my campaigns record type and I have all of my records here. A quick orientation in here, it has filters, groupings, different views, a lot of the same concepts as workflow that you’re used to. And I can build any number of, I can add a lot of fields here. There are different types of fields that I can use here as well as different connections. I can connect to things within my other record types as I mentioned. I can connect to some globally shared record types like if you have those, again, so that you’re aligning on that same taxonomy.

And like I mentioned, you can connect to different work front objects. Today we’re gonna talk about, we’re just gonna use projects, but here are the other objects that you can connect with.

And we’ll get back to the connection piece. So I have a column here for connected projects, right? And that’s where we’ll get into some stuff.

But quickly on views, just like you can have different views in workflow, you can have different views in planning. This is your standard table view. And maybe I have some users in this workspace that they don’t need to see every single field I have in here. Maybe I want an abbreviated version for my execs and they see a bit fewer fields and they have a grouping on here. So just like views in workflow, you can share different views within your record types here.

A beautiful thing in planning is the timeline view.

I wanted to make sure to show you this. So all of my record information in that table can now be plotted on a timeline and you can dictate how you want your records grouped in here and there’s a setting and breakdown, but you can dictate, okay, I want it grouped by campaign status. Obviously your records have to have date fields in them for Workfront to know how to plot these. So this would only apply for records with date information.

And I can look at this full screen if I want to zoom out. This is on a year view, but you have quarter and month. And just a really quick note, if you have an instance with custom quarters and you select quarter, that does persist here. So it will reflect your custom quarters on this timeline view.

And an awesome thing too is like, I can just, oops, sorry, I didn’t mean to click in. I can drag and drop these and they will update dynamically. I can make the durations different. So I can make date related changes straight from here and of course it updates in the record. So that’s a nice feature of planning. And then you have your calendar view, just like Workflow does. But if you want to see things on the calendar, that’s available too.

Okay, that was a quick navigation within planning. In terms of getting records in here too, just a couple of things, like I added these manually, but maybe you do have that Excel you’re thinking of. You can do a record import in here. So you can import information in a CSV or an Excel and get up and running super quickly where you’re just setting up your columns and then you’re importing your data appropriately and well out you have records. So there’s no manual copy and paste over here. You can also have a request form on your record type. So maybe you don’t want just anybody adding records in here. You can have a request form on a record type. You can even have it route to different people for approval based on different field values. So similar to Q topics and Workflow, I can say if the tracking code is this, go to Cynthia for review, for example.

Just a quick aside on requests.

I want to take a little detour to just shout out the new request experience. So if you are using planning and you have request forms and planning, it would behoove you to use the new request experience because only from that experience are you going to see your planning requests in with all your other requests. It’s not like planning and Workflow requests have to be so separate. You want people to find them from the same place. So all of these, the new request experience combines like Workflow requests, planning requests. You can see them in your requests here. So I do recommend using the new experience, which is also getting enhancements all the time.

But I just wanted to call that up. Okay, let’s talk about the connection, right? This is really what we’re here for.

I have records here with connected projects, as you see. I have some handy conditional formatting here to show me, hey, these are records that are not connected yet. You can have conditional formatting based on anything in here, not just that. It can be on the left side. It could be all the row across.

So you can also see that I have more than one record or more than one project connected with a record. When you set up this connection, you’ll be able to dictate, is this a one-to-one, many-to-many? So if you think about something like goals, right? If I have each of these as a goal or each of these as my campaign, what projects are supporting each one? So I have a couple lookup fields as well, which you can do. So I’ve chosen to bring in the percent complete and the status from those projects in here is lookup fields. Because they’re lookup fields, they’re static. You’re not updating them. It’s just automatically filling in based on the object. So just to show you how simple this is, this is like nothing related to Fusion or an automation. Let me just go into a different record type that doesn’t have this yet.

And like I mentioned earlier, I can add a connection here as a new field. So I’m gonna say, I want to add a project connection. You can rename it to what you want. I’m just gonna say connected project to make it clear.

And you’re gonna want this toggle on if you wanna see the record information in the project. And here are those different connection types that I talked about. We’re gonna leave it at many-to-many today. And here’s where you can select those lookup fields. If you want, you don’t even have to have lookup fields. You can skip this as you can see. But when I select that now, all of my project related fields are coming in here. So I can just, for the sake of today, I’ll say status and forgive me, we have an enormous amount of fields, but.

Do we wanna tell them how many? I’m just kidding. Here we go. I found it wasn’t too hard. So you know that it’s the standard or native field. Where is that standard field underneath? So I can add a couple of things. Maybe I wanna add project owner, any project related things, I can add it as a lookup. And then I’m clicking add fields.

And in a second, it will create my created or my connected project field. Very simple.

Of course, this is empty because I have no connected projects yet.

And I can easily, maybe I changed my mind. I wanna delete that. Okay, delete it. No big deal. You don’t have to create a custom form and to fill these fields in like, or create these fields. It’s very simple. So let’s go back to how do I get projects here? Couple of ways. If I have an existing project, and maybe I’m ready to add a project to this record, I can just click in here now and I can just type in my connection. I can search for any project that exists. And sorry, we have so many projects. I can just like start typing any project name and add it here.

Or if I don’t have one that exists yet, and I’m ready to move forward with this one, for example, sure, I could go over to projects, create a project, use the template, yada, yada, set it up, and then come back here and add it. But that’s cumbersome. Who has time for that? So instead, you can have automations that just say, okay, I’m ready for this, create my email project, or create my campaigns project. And I’ll show you really quickly how easy this was. I can have a number of automations and say, say you have a different automation for different template types, or like different project types where this record needs a certain project type, maybe this record needs a different project type. And I can just, for example, say, okay, I’m ready to create an email project from this record.

I’m clicking it here.

It’s taken the time to create it with the template I’ve defined. And now we have a new project. It’s called on default the name of the record.

And I can go click into that and see that it created my project with my template. So there’s no Fusion involved in here. These are headless automations. And you can say, here I have both of those, but okay, you call it what you want really quickly. I can say, when I click that button, do any of these things. I can create another project. I can even create a record from a record, maybe in a different record type or something. And then here’s that multiple projects. So I can say, create a project and then with X template. And then if you are on fast release for Q2, what is brand new today is you can just do this on a field value change. So not even just clicking things or clicking a record and then choosing which automation. I can say, if my campaign status now is active, then create a record or create a project. So there will be more automations coming for planning. This is a new one today, the field value change. So anyway, just to show you how easy it is to create an automation so that you can create a project like in seconds.

So that’s fun.

Let’s see.

So this is my Power Trio campaign for today. Let’s click into it. So now we see, okay, records, we see projects, we see that visibility there. Let’s go ahead and click into a project and see what we see from the workflow side.

Here’s our faked project for Cynthia and I. Guess when I’ll be marking this complete today.

Actually I should mark it complete so you can see how it’s 100% in the record now.

So from the start, remember the hierarchy I pointed out in the beginning. See how that persists here. And again, a hierarchy is optional. You don’t have to have this, but if you want, I can now see, okay, that project and then the campaign and then the program, and this is my workspace. I see that this has two programs tied to it. This is the name of my workspace. Or I can flip this to see within workflow, okay, what portfolio is this in, for example, or what program was this in? So you have that, the tie there persisting. And then on my left side here, planning, I can click this anytime and see what records are connected to this. So we just have one in this case, but I can see if there were five records connected to this, you can click into them anytime. So this doesn’t take you away from your project and now you’re back in planning. You’re just pulling up your record right here. I can make changes to this anytime I want. I can make comments on here. And so it’s really nice to be able to see this record with this project.

Another area of connectivity is within your custom forms. There is a planning connection field type within custom forms. And I have this with a couple other form fields just to show you, it can be part of a custom form. It’s not like you have to have a custom form separately just for this planning connection.

And don’t worry, we’ll hop into a custom form and I’ll actually show you. But you can have up to seven fields on your record populate here. And these are lookups again, I’m not editing it from here. I can click this from here also and open the record there.

But I can, maybe I have my top five or up to seven things that I just wanna see at a glance without even clicking into the record. So quickly on that, here’s just a random custom form I’m in.

We have this planning connection type. That’s what you wanna choose to add. And you’re gonna see a bunch of red at first and don’t let it scare you, but you can just start typing.

And the way to set this up is very easy. It’s showing project here. I’m in a project custom form. So of course, this is only gonna work with objects that you can connect from a record. So project, program, portfolio, those things that you saw. I can select my workspace here. I’ll just do a random one.

I wanna say this is obviously a project connection and then I can select up to seven. These are the fields on that record type that I’ve selected. And I can just go ahead and add up to seven here and you see it filling in. Very simple. I’m gonna click cancel, but just wanted to show you that optional thing that you can do.

Okay, so we’ve seen the connectivity and planning. We’ve seen it in workflow. How can I maybe see this data from afar or like zoomed out in dashboards, in Canvas dashboards? And just to point out like this, okay, I have 11 records in here. I don’t have too many record types. This isn’t a very data heavy workspace.

And so even still, you’ll see this reporting is very useful, but imagine if you have thousands of records, right? And I’ll show you an example of this, but Canvas really helps you.

Obviously it helps you at any reporting, you know the value of reporting, right? But if you haven’t dipped your toe in Canvas yet, it gives you the same value as any other report. But the key with Canvas is that you can only report on planning data from Canvas as I mentioned. You will not be able to pull in planning data in a classic report. You can also pull in workflow data in Canvas. So here I am in my Power Trio dashboard, and this is data all pulling from my workspace.

So this, you know, I had a record type about programs and campaigns, and I had some geo information in there, right? A couple of quick things about Canvas. There’s a few different report types. These are some what are called KPI reports where you just, hey, I want a quick number with a description. You can have charts, you can have pie chart, stacked charts. Here’s a chart for my connected projects in there and what status are they in. And by the way, it will pull in the colors you’ve already assigned in workflow. So in our instance, these are the actual colors for current, complete, whatever it’s pulling that in together, it will do the same for planning.

A couple things I love about Canvas too, for those who have been used to creating reports in classic reporting, how much have you hated not being able to change the access names or the access labels? Check it out, you can do that in Canvas. When this came out, I was so thrilled. So yeah, these are short and sweet updated by me to just like what makes sense for people. Doesn’t have to be the native long name if you have that.

And then a couple other things like this reference line is pretty cool. So maybe you have something where you wanna show a benchmark or a cap on things and then you can include that in your name. So this is just an example of like, okay, here’s the spend and then the budget limit. So I can say, here’s the spend with the limit. So you set that reference line and just like other reports, you can click into any of these wedges that you wanna view and you can dictate what shows in these columns here. And I can click into these records directly from here too.

But I think my favorite thing about Canvas is the filters.

These are dashboard filters. So how many times have you been in a dashboard and maybe you have 10 reports in that dashboard and it has a report default for your filter, but for whatever reason that day, you need to see a different filter on all of them. And now you’re going to every single report and you’re changing your filter. Or God forbid, you have to create a new report or a new filter and you have to do it for every single one.

Enter dashboard filters in Canvas. I can just dynamically have this and it update for all of them or where it applies. So if you have managed access on the dashboard, you can create these and other people can use these. So there’s no more making sure you’re sharing the filters with the right people just to be able to use them.

So for example, let’s say I had a record type about brands and I wanna say, okay, just show me everything with this Terra Trellis brand. And my reports have automatically just all updated to pull that, whatever’s connected to that piece in my record, which is lovely. And it gives you this visual feedback here that there were dashboard filters applied. Because you may have some reports that have nothing to do with some of these filters that you had. And it will show you if filters have not been applied at all or even if partially filtered or partially applied, if you have more than one, you can click and it will show you what was applied, what was not. So that’s cool. And I can even add another one if I just say, okay, what about that brand and this program filtered even more. So just a note that these act as and filters, okay? They’re not or.

So it really helps you drill down into like what you wanna see right away. And I mentioned earlier how I don’t even have very many records, but if you have thousands of records, so here’s another dashboard. This is actually a real one that I created for a team.

They have thousands of records, okay? This is a huge record type. They call offers records or their records are offers. And so, I mean, they have almost 6,000, right? I don’t care how many filters and groupings you have in your table and in planning, that’s a lot to sift through. So Canvas can help you just visualize very quickly what’s going on in your workspace.

And maybe I’m looking for, okay, show me anything that is in Spanish.

And how nice is it? Like it just took me straight to these 180. I can click into these and see what they are. So it is nice that you can pull things like you can find a needle in the haystack with these dashboard filters, or you can just look at it from a macro level. You can also disable filters. So on any report, if you’re like, hey, this particular report, don’t mess with it. I don’t ever want it to be changed by filters. You can disable filters on there and it will show you that anytime you’re running a filter, it’s ignoring it.

So I like that option too, because if you’re someone who wants people to view things in a certain way within your dashboard, that helps you do that. And then something else I wanted to point out in these filters too, is like, none of these reports talk about brand. These are all KPI, geo, media spend. I don’t have brand, like I’m not charting by brand, if you will. But because brand is something connected within my record types and how I’ve set up the connections, I can still pull from it because it’s all referencing each other and connected.

Okay, I think I’ve talked enough.

Okay, so one thing about Canvas, Cynthia, if we go back to your slides, I have a slide in here. Give me one second, I’m answering. Look at me, I’m trying to be Madeline and failing, but one second.

I’ll just preview it. I have a slide in here that’s like, how do I even get started with a Canvas report? Like literally what do I click? So we have these, step one, two, three, four, to just get you up and going in, how do I even begin to create a report in Canvas? So yeah, you’ll see just, obviously there’s some, there’s always a lot of documentation on Canvas in Experience League, but this will just kind of get you in the right direction. I told Madeline. So I hope I didn’t talk too fast. You did not, you did not. But I did tell her that everybody would be like, wait, Canvas, I was right, I was right, but you’ve inspired all the people, so this is great. And I wanted to show your, oh, if it’ll let me forward, there it is, your resources slide really quickly. So like she was not getting so many resources. So can I stop sharing? And these are specifically even around, I mentioned request forms, for example, there’s a link for it. I mentioned cross-workspace record types. So things that I just teased, you can find more in there. And in addition to some other things, like Planning has an API, just like Wordfriend does. And yeah, the Canvas beta information there. So yeah, maybe let’s get into some questions now. Okay, awesome. I’m gonna stop, let me close this and then stop sharing. I tried, so just like Leslie said, if we didn’t get to your question in the chat, I’ll bring up the Word doc that Leslie has been tracking. But also if you wanna come off mute and ask, go for it. We got a good amount of time.

Julia is number one. Oh yeah. Hey, how are you? It’s good to see you yesterday, Cynthia and Keri. Yeah. We had a good time. So I just have a question.

We have been using Planning not extensively, but we have like a couple of tables and then on a project level form, we have a planning field where we’re pointing to a table, like making a selection, right? My, you know, where I’m stuck is like, I haven’t find a way to make that planning field a multi-select field. You know, being able to select more than one record and you know, like what I had to do is like on the table, I added an option of multi and then, you know, we have like an open text field where they select, like type in the records because there is no way to multi-select or like I haven’t find a way to do the multi-select. I try to do it with an external lookup field, which an external lookup allows me to select more than one. But the problem is like, now I have, I need automation to bring all of the information from the table because of course an external lookup field is not the same than a planning field that, you know, you can select which columns that you want to show and automatically show up. And I think that’s a whole purpose of the planning field that, you know, you have a view over that table. How do you manage that? Or like, I’m not sure if you ever came across that need. Well, let me make sure I’m even understanding the question. You’re saying when you have records connected to projects, for example, how are you getting more than one, how are you having the ability to have more than one project connected to a record? More than one record connected to a project.

So like from the project, you can select more than one record.

Okay, so you’re in a workflow project and you want to add records to it? Right, yes.

From a planning field. You know, from a planning field. Oh wait, from planning? I mean, this might be, let me make sure you’re not talking about maybe the connection type. So in my connected project, this is where that connection type comes into play. If you have one to one, for example, one to one does not allow you, you know, it’s like, hey, you can only have one connected object for one record versus one to many I can have, these kind of can get confusing. I have to check myself. One to many is I can have one record connected to multiple projects or objects. Many to many is, you know, free for all. Like many, who cares? So it might be your connection type. If you’re not able to add more than one, then you may have had a many to one or a one to one connection.

Okay, so it is, I haven’t tried this. I haven’t checked this, but maybe, have you tried it? Like, do you have an example of like a planning field where it’s, you know, from the custom form in an object that you can select more than one record? Okay, so if I’m going into here. Right, yes. Yeah, I can, I can say, so I have, this is the one connected, but because of the connection type I have, I can say, what was another name there? You know, I can start typing and it’s now bringing in my other records. And now I can say, okay, we’ll also connect this one. So now I’ve selected that. Got it, okay. And I can add it here automatically. But again, I can only do that if I have the connection type that allows me to do that. You get it, that’s perfect. That’s what I needed. Okay, great.

Awesome.

Okay, number two. I think it’s me. Yeah, you got it. Hello, I have two questions, but I’ll start with the first one. We are looking maybe to move the briefing process from a typical request to planning, right? Especially with the forms and the, you know, multi-select based approval routing. I was wondering, since we have a conditional logic field, so to accommodate for display logics, we have a total of around, I would say 50 fields that just show if certain values are selected in a cascading logic. When you import those fields into a record type in planning, it is possible to apply a display logic when you create a form for that record creation. However, when you would, and you can certainly hide the fields from the table view. However, when you click on the record itself, the 50 fields, for example, would display, right? There’s no way to kind of hide the fields that are not, that are empty, essentially. Is this something I am missing or is this something coming or it’s a common thread among the feedback you’ve received? So you’re saying if I want to add records without a form and I’m just adding them into a table, how can I have kind of logic within the fields and what shows to me as options? So I’m actually looking to have a form in there to get approval, but the form allows for display logic, right? Yeah. The form itself. But when the record gets created, all the fields are there, even if they’re filled out or not. Yeah, I mean, so yes, for everyone on the call too, you can have display logic within your planning request forms just like you can in workflow request forms. But then once the record is then added to your table or your record type, right, you may have some fields that didn’t fill in because they weren’t asked in the record, but the fields are still present based on your view. So if I have a view that shows me 10 fields, you just may have some fields that have no value or are empty because they weren’t relevant when filling in that record. But based on your view, you would still see those because other records may have information in those.

So you just, I think that’s okay. The view is the key. Don’t you think, Madeline, and we had a customer, Carrie and I met with them, and their view game in planning was fire. And I would just say that’s another thing to experiment with is building out those views so that you’re seeing things sort of breaking out of what we all know as a work front core workflow.

There’s more flexibility. I meant, I’m actually glad you brought this up because I forgot to show how, like I have four views here, big deal. I can readjust these. We have some users that have 60 views or something. And so that’s why this search is helpful so that you can search for views instead of scrolling. I will say there is a limit. I think you can have like 100 views. I think one of my links in the back is a link that is very helpful around what are some numerical limits, like number of views, number of record types.

So maybe you want, if there’s a certain set of users that you have that are never gonna fill in three of those 10 fields, maybe their view doesn’t include those fields. But something that is coming that may help later and for other people, I don’t know a quarter on this, but I know it’s in the roadmap is to be able to kind of dictate that kind of display logic or cascading fields with directly like within your table.

So maybe you have a multi-select question and based on my answer to this other field, maybe I only want users to see certain options in that multi-select, that kind of what they call cascading, that is coming in the future too. Okay, thank you. Sure.

I think we have another. Hi. Yeah, go ahead. Hi, thank you, Madeline, for the demo. It was wonderful. I have two quick questions. So I was wondering what the object type of planning requests were in a Workfront workflow. And my second question is, I know that we have the native planning custom field in workflow, but I was wondering if there’s any like one-to-one mapping that we can have between planning and workflow fields where we can sort of have like a bi-directional, we can talk bi-directionally between planning and make edits in planning for those to be reflected in workflow projects vice versa.

So the first question, planning request form object, so they’re, if you have a planning request form and if you’re in the new request experience, they will be visible just like a workflow field based on obviously who you’ve shared it with. You’ll still only continue to see cues that you have access to just like workflow.

I’m not sure if I’m answering your question.

So I’m also integrating Fusion into this.

So we access issues or requests with like OP task or issue, but when I try to do that with the planning requests, I don’t see them on Fusion side. So I was wondering if it has like a specific object type and also if an approval is attached in planning, I was wondering what the status, how the status populates.

Okay, I can answer part of that. Maybe look at the API planning or the planning API link I have in the back that might answer your question in terms of like, how do you call a planning request form? I don’t know that off the top of my head, I’m sorry. In terms of how can you dictate the completion of a planning request form, that’s a great question. So in your request form area on a record type, this is letting me show you even more. So here I am in a request form.

When you edit this form, there is a configuration option here in settings.

Let’s see.

Okay, save.

I guess I wasn’t really using this, let’s see. Okay, so in settings, here’s where you can add approvals. So you can add individual users or teams. You can say only one decision is required if you need. In the request completion, you can say what is considered completion. So I can either say, okay, when the request is considered complete, when the object is created. Approve a planning request, it’s considered approved, and then it creates a record in your record type. Or I can just say, based on a certain field in my record type, like if I say campaign status, and this only brings in multi-select like optional fields. If I say, okay, if campaign status is complete, then say the request associated with it is complete. So you do have that option there. And then in the approvals as well, how I mentioned before, you can have it go to different people. So if I want, if anything region related to Georgia, go to Cynthia, and then you can add as many approval rules as you want. If something else equals this, go to Madeline. I know that wasn’t your question, but while I’m here.

I forget, and then what’s your other one? Yeah, so yeah, this, thank you. My other question is, can we make edits in planning records, and will those edits be reflected on the project custom field? And can we also make edits in reverse from workflow into planning? No, so, okay, let’s see here.

So I’m trying to go back to my, okay. If I’m in, here I am, let me go back.

It’s really pushing down. So if I have connected fields here from my workflow objects, like they will automatically, they will dynamically pull in the value. So if I even just say, okay, today, let’s go ahead and complete this.

I’m here in work, oop, not 1%.

I’m here in workflow, and I want to say, okay, hey, yay, this is done.

Now my project is 100%. If I refresh this, this should show now 100% and complete.

Let’s see, yeah, oh, wait, current and 100%. Maybe I think I have a manual completion mode on this.

But then even within the project, let’s see, where was I with that? It’s static down here too.

It’s pulling in information from the record. So you’re wanting to make sure you’re updating the record, which is why it’s so easy to pull up the record. And you can make changes live in here, and it will reflect in those lookup fields. So this is looking up planning fields, and it will update based on the planning field, whereas this is looking up workflow lookups, and it will update based on your workflow edits. Does that make sense? Yeah, yeah, it makes perfect sense. Okay. Thank you. Sure. Before we get to any other questions, I want to talk about philosophy in the last couple of minutes. Oh, yeah, we only have two minutes. Yeah, Leslie, thank you for putting that survey in. Y’all, if you loved what Madeline did today, and I know that you did, please, please, please go out to that survey and just tell her how much you loved it. But I want to talk about philosophies. We went through all these things, and I keep seeing questions about, can we push things back from workflow to planning? Y’all, I just want you to think, what is the purpose of work from planning? It was a hard thing for me to kind of, as a long-term work-runner, planning is pre-workflow, right? Planning is in the perfect world, and this is ideation. Things should start in planning before you’re even, it’s not really a project. Remember what Madeline said at the beginning.

And so things like, you build it out, but the whole idea is that you’re gonna be able to capture this information, all of these discussions, all of these decisions, all of this stuff. And then when you create that workflow project, yes, it’s connected to your planning record, but you’re sort of moving in that direction. So that is a very 20-second, we need to kind of rethink how we start, because we’ve always started with a work front request queue, put in an idea, put it in the right portfolio. Now we have something else. So just want you to, as you’re thinking through how to use it, I want you to consider those things. The other thing somebody put in, and Madeline said it, and there is a link, the API, the planning API is different. And so if y’all are like, oh, go to that link. And there’s so many questions, I know we didn’t get to about how many objects, what’s the number? Madeline also gave us that in her resources. So I just, so grateful to you, Madeline, for this. I know we’re right at time. We have the one person with the hand up, can it be fast? There’s five, oh my gosh. How do we handle it, Madeline? Do you wanna just- I can stay a little bit. Well, I can also, when I create the Experience League post, we can keep the conversation going. You wanna handle that? Because Madeline’s out there on Experience League, y’all. Do you need to go see all of the things? Yeah, maybe we can do a real quick one.

Okay, yeah, I promise this will be a quick one. So I really like how the breadcrumb that you show in your presentation show the connection between the workspace program and projects, because it’s really helped us I think it may be simple. Maybe I missed that piece of presentation, but how do you dictate that relationship in workspace? Or is it just a simple click in the breadcrumb to show that? It’s really quick. And I think I have a link for it too, but in your workspace, you go into Settings and you can just click New Hierarchy. And here’s where you can add your different record types. I mean, you can have up to three nested record types, but yeah, you’re just adding them and saying what order do you want? And then you can bring in a connected object within that hierarchy as well.

Okay. Yeah, super easy. Quick favor, can you go back to that breadcrumb so I can just take a screenshot of that just to show my manager? I know like right now, I don’t know if we, I don’t have that yet, so let me just track that. Okay. Okay. Yeah, sorry, if we missed the rest of your questions, Cynthia can start a thread and I’ll make sure to check it out. And I think, and again, like I know it’s at the last minute, but we’ve gotten so many questions about Canvas. I just want to remind everybody, Canvas Dashboards has been around a long time. It has nothing to do with planning and that you can just build your like report, your planning reports in Canvas Dashboards. So if you’re having a struggle, I know someone said they’re in trouble trying to get with Canvas Dashboards. So I’ll put links on how to access it, but also just see us at scale at adobe.com and we can help you. But you will get this recording, you’ll get the slides, and I will do my very best to summarize this fire chat.

And yeah, we have so many events in March, y’all, and there is a release webinar discussion, like what’s in the release. The release webinar is on the calendar. It’s on Experience League for April 9th. So you’ll get all of those things in the followup. But listen. Thank you for coming, everyone. And Madeline, thank you. I told you everybody would love this. Amazing. Amazing, you’re so good.

Well, thank you again and have a great rest of your week. And Mary, drop your question in the chat before you hang up and then we will. It’ll be in the followup. We’ll keep the- The Experience League, we’ll keep the conversation going.

Bye, everybody. All right. See you. Have a great day.