Summoning Success: Unlocking the Latest in Workfront Planning

Transcript

Hey everybody. Good morning. Good afternoon. Good evening.

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Hi David.

Okay, we’ve got everybody through. Yeah, we have. So welcome. This is our summoning success unlocking the latest in work front planning. I’m just going to go ahead and do a little bit of housekeeping really quickly. So first of all, this session is being recorded. You get the recording and the slide deck and any resources that we share and the Q&A later today. So promise you’re going to get that later this afternoon.

This session is you know, here’s your work front scale team. If you need us, you can get a hold of us at csatscaleatadobe.com. But we are not the main show today. The main show today is our work front planning product team. So I’m just going to jump right in. We’re going to do the latest features and they’re going to do some sneak peeks into what’s coming on the road map. So this is very exciting. We don’t always get that. I’m very happy that we’re going to get that opportunity. Now if you just started looking into planning, if you’re not really sure what it is, really quickly we’re going to do an overview video of what planning is. Now I all know that I’m a former sysadmin. I’ve been with Adobe for about five years now and the thing about planning that’s very exciting to me is back in the day having to forecast and plan like figure out how to get users in and get them out of their spreadsheets and try to get them into work front from an adoption standpoint to like really think about their year or the next quarter or whatever.

You know that was always a little bit of a challenge. So one of the things that excites me specifically about work front planning is to have this piece that is special like get those activities, get those conversations happening in planning and then you have workflow, work front what used to be work front core where you can have actual projects in flight projects. So sort of having those pieces together and again getting people on a spreadsheet. So really quickly I’m going to stop sharing because I want to show this video.

One second, so I’m gonna have to stop sharing and then share so you guys can hear the sound. So one second.

Okay, stop sharing.

Okay, then I’m gonna share with sound.

Perfect.

Okay, hopefully you’ll have sound. Tell me in the chat once we get this started.

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AI transforms your data, moving your plans from static to dynamic. Customize your workspace views, adjust to changing conditions and share and collaborate in real time. Adobe work front planning is here to connect your marketing lifecycle, create flexible records with metadata modeled to your needs and connect to any application including Adobe Experience Manager assets.

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Yay, I’m glad that worked. Okay, so really quickly, hold on, let’s put it in presentation mode. So our special guest stars today are Lillit and Andrea. They are gonna go through their slides. They’re gonna go through the sneak peeks. You will get that video. So if you would like to share it with your internal users, with your execs, whoever, you’ll get a link to that video as well. So with that, I’m going to stop sharing my screen and Lillit, I think you’re going first. Yeah.

I’m trying to unmute myself. Hey everyone. Thanks for being here. Just give me a second.

I hope you can see my screen.

Yeah, perfect. So let’s go ahead and see like what exciting new things we are planning to deliver very soon. So the first one I want to cover today is about the record type permission controls. So far what we have been planning is that whenever you are added to a workspace, you inherit the same access across all record types, even if you only need to manage records in one or two record types, right? So this means that the data governance is not very flexible in this case and there is a lot of anxiety that people may by mistake manage or delete items that they are not supposed to touch. So we are going to introduce a lot of different granular permission controls and we are starting from record types. Right now this is already in preview and you may have already like noticed this or had a chance to work around like play with this. And with this first iteration, we are introducing the capability to make a record type view only by disabling the inherited permissions, which will basically make the record type view only for all of the workspace contributors. And also you have the chance to add some specific people back to the record type sharing and still keep their contribute access.

So very quickly, let’s see how this works. So here in the record type sharing, I have several people added. So, for example, Anna is added with contribute permission.

So what that means is that she gets access to manage any record in any of the record types in my workspace. However, I only need her to manage, let’s say, campaigns or programs. Right. Let’s say only these two operational record types. Now I want to make sure that Anna cannot change anything within my products list. So if I go to the products table, I will see this share button here.

Clicking on it by default, we see that now we have the inherited permissions and it is enabled by default. So this means that everyone from the workspace is inheriting access to this record type the way that it is configured on the workspace. I can disable the inherited permissions. And at this point, we also have one wildcard option, which says that everyone in the workspace can view this record type. At this point, I cannot disable this wildcard. And due to this, everyone in the workspace keeps their view access to this record type. So if I save this in this state, everyone in the workspace, except the workspace managers, of course, get to only view the records. So Anna, even if she comes into this table, she will not be able to manage and like manage or delete any of these records. Now, let’s say I want Anna to be able to manage so I can basically add her back. She will be added by default with the workspace permission, which is contribute. And now if I save it in this state, it will mean that everyone in the workspace can view. And on top of that, Anna can contribute. So with this option, we basically allow to fine tune access to specific record types. And yeah, we are going to enhance this with a lot of more flexible capabilities in the future. So as I mentioned, this is already in preview, so you can go and check it out there.

The next capability that I want to talk about is the ability to inline edit the connected records page. And if you remember from past webinars, we have introduced the ability to create a specific separate page for connection field within a planning record. And in this case, you are able to view all the connected records in a table format, in a table view. Right. So you can not only see the name of the connected record, but also all of the details that you want. So previously, this was only like a view. So you could only view this list. Now we have also added the ability to actually manage these records in line from the connection page. And at this point, it only applies to planning connections and work on object editability will come a bit later. So again, let’s go back to our workspace. So I’m going to open one of my campaigns. And I know that with my campaign record type, I have a connection with the programs, with the programs record type from the same workspace. So I can create a new connection connected records page.

And at this point, I can select which connection I want to display. I’m selecting programs and I can see what program is linked to this campaign. At this point, there is only one. On this page, I can also select more items here.

I will need to refresh the screen for now.

Yeah, and I can see all of the programs now and the important changes, I can even update the programs right from the context of the campaign. So let’s say if I am assigned to this campaign, I don’t really have to go back to the programs list to manage the programs, come back to the campaign. I can basically open my campaign, create a separate tab for programs and work directly from this context without having to switch back and forth.

Yeah, this is it. And the other capability that I want to talk about is related to planning intake requests. So if you remember, we have added the ability to view all of your planning requests on the work from the request page. And on this screen, we are now adding the ability to also filter or like filter or just columns within the submitted requests so that you can manage them better.

So let me go to my requests area.

So if you see like we have two sections here, work front and planning, and at this point, I have only two items available. And as I was saying, now we have the filters, so I can say filter by the workspace or whatever field I have here available. I can add multiple rules, combine them with enter or just similar to other filters within planning. And also I can adjust like which fields I want to view on this screen. So like I will just remove this filter for now. And another update here is that now you can also see who has submitted the request. So we have added this entered by column as well. So these are the updates related to requests. So I’m going to ask Andrea to continue with the rest of the updates.

OK, let me go to the presentation.

So I’m going to start with some new features that we have for the table view. So the first one is about the exported table view to a CSV or Excel file. So it was previously before we didn’t have this functionality and it was making it harder to share some information right outside of the platform. So what we added is to have this ability to export the table view data to a CSV or Excel format. And whenever we are exporting the data, we are respecting all the filters, the groupings and all the sources that have been applied to the table view. And also only the visible fields that you have defined in the setting will be exported. As a note, I want to clarify that we are not exporting the thumbnails or the custom roll colors that I’ll share with you as well. So this is the first one. This is in preview and also in production, past release since June 12th, and it will go to production on July the 17th.

So another one, and I will do the demos, condensing all the table view functionality. So the next one related to the table view is related to the import functionality. So we were already supporting the import of the CSV or Excel when you want to create a new record type or when you want to add new records to an existing record type. But what we added now is to support planning connection fields. And so basically when you are importing, you will be able to select these field types as well. And as a note, I want to clarify that the external connection fields, like for example, workflow connections are not supported right now. But this is something that we will support in the future as well. And the last one related to the table view is about this row level color formatting. Previously, it was harder to spot some critical information right at a glance. So we want to add this functionality to define some conditions and apply some row colors to highlight key data. So let me stop sharing the presentation. I’ll jump to the demo.

Okay, so I’m here in this table view in the campaign record type. So I’m going to export this view as it is. So you can see that I have only 10 records. So whenever you click in the three dot menu, you have the option here to export to the CSV or Excel file. Let’s try with the Excel format. You can see that it is immediately exported. And you can see that we are respecting the orders, everything that we have defined here. So we have these 10 rows. Let me come back to this table view. So now let’s go on. Let’s try to import, right. So we say that we are now supporting new connections, the planning connections. So whenever we go to the upload from file, when we click to create new records, so let’s continue select the file. I have here an option.

Let’s click preview and edit. So as this record type is already created, right, we are importing additional records. You need to do the mapping of the fields that you have in planning with the column headers that you have in the Excel file. So you can see that we have and this was already available. But the new thing is that we have the option also to import these connection fields, these planning connection fields. So I’m going to select, for example, primary programs and target audience.

Here. So let’s click to import.

Okay, so I have 10, right. So right now we can see that we have imported only the fields that I have mapped. So the campaign overview and we will also have here the primary programs and the target audience. So all these connections, planning connections fields are also important. And the last one is about the row colors, right. So we have this new setting here, as you can see. And we can quickly define, I don’t know, for example, let’s, I don’t know, highlight that all the different campaigns that I have with the status completed, like, let’s do that. And you have two options. You have the option to only to highlight the entire row or only the left side of the row. So you can see that we can quickly see all the different records that have the status completed highlighted in green. Okay, let’s jump now back to the presentation. And I’m going to present some, sorry, I’m sorry.

I’m going to present, sorry.

It’s always that way when you do a demo. So yeah, it’s okay. Yeah, I know. Yeah, thank you.

Okay, so now I have some updates related to the timeline view. The first one, I think it is like a one that has been requested a lot is about adding custom quarters now in work from planning timeline view, right. So right now, if you have like a different fiscal quarter than the classic calendar that you have, it was difficult to represent that information in the in the timeline view. So what we are adding is to add to support this custom quarters in the timeline view for planning. So you can configure the custom quarters in the project preference area of the setup. So this setting, maybe you are familiar with this setting in Workfront workflow. And because it is the same setting that we have. So whenever you are defining the setting in workflow, it will work for both for workflow and also for the timeline in plan. Okay, so in the past, we had a limitation of eight to define only eight quarters and we have increased this to support 100 custom quarters. And also, one difference that we have in the behavior is that when you are using this functionality for planning, we are not allowing to have gaps and overlaps when you are defining the custom quarter, you will get an error if you have any of those. Okay, I’ll show you in a moment. The next one is related also to the timeline view. And it is about a new experience that we have with the breakdown experience. So we know that there was some confusion when sometimes you were like using the compact mode in the timeline view, and you wanted to define some breakdown. So the functionality, the setting was disabled, and some users were like confused about the experience. So we have changed a little bit. So right now, if you have the compact mode, you will see a prompt that will give you an information to switch to the standard view. And also we have made the standard view as default option to make the setup easier.

So I’ll show you this in a second. And also related to these settings in the standard timeline view, we are adding the option to true K detect. Basically, right now when you have some records, right, that sometimes the time is very short, and there was some limitation in the visibility into key details. So we got feedback about the option to get to be able to expand the information, because previously it was only possible to see all these details when you hover the record. So right now, by default, all the names are fully expanded. But we have the setting in the bar style section to define what is the behavior that you want to have.

Also a new setting, and it’s for the breakdown. So previously, you could only customize the appearance of the main break of bar that you have in the timeline view. So we are adding the same functionality for the breakdown records. So basically, you will be able to customize the bar style and also the colors for all these breakdowns for all these connected records. So I know it is too much. So I’m going to stop sharing the presentation and I’ll go to the demo to show you how it works. Sorry, again, how it works in real life.

Okay, so let’s jump to the timeline view. So as you can see here, we are in the compact mode. How do I know that? Because I have here the option to switch to a standard view. So I know that I’m in a compact mode. Okay, so let’s start defining this breakdown. So in the past, this option was disabled when you were in the compact mode. And so customers didn’t know if this was a bug, if there was an issue, how do I set up this? So right now, you can start defining the breakdown. So let’s get these programs. Let’s find the start date and the end date. And as you can see, there is this prompt that tells me that, okay, like it’s asking me if I want to switch to a standard view so I can see this breakdown information in the view. So let’s go to switch. And as you can see, I’ve switched to the standard view. I know it because I have here the switch to compact view. And I was able to define my breakdowns here. Okay, so now let’s go to the settings. So to show you all these updates that I was explaining before. So the first one is about the custom quarters. So we didn’t want to have a setting for the custom quarters different than the one that we have for workflow, right? So we are using the same settings. What we added here is to add this information, this box that it is telling me that you can define these custom quarters right in the setting area. If you are an admin, you will see this message and you will also have this call to action button to go to the setup area in workflow.

So you can see here in project preferences project, and then if you scroll down, you have here the 16 settings that we had before. But with the improvements that I mentioned that you have now up to 100 custom quarters. And also, we are not enabling these gaps and overlaps. So imagine that I change here, I don’t know, this is the March 2nd. So I have one day of gap, right? So if I try to save, I will have this error and it will inform me that I have this gap between the two dates. So if I save it correctly again, yeah, it is saving correctly and I will be able to define the quarters in timeline. So let me go back to the timeline. So I can show you that here. So you can see, I can see at the top header, the fiscal quarters that I have defined based on the quarters that I have in my company. Okay, let me go back to the settings. Let’s go back. Let’s go to the bar style. So as I said, we have this new Truncate bar details option. So you have the option to get Truncate or yeah, and Truncate the details. So I don’t know if you realize, but I have this record that it is too small, right? To see. So as you can see, now it is an untrunked. So basically, you can see the information, I don’t need to hover. But if I go to the settings and I can, yeah, I can come back to the previous experience that you had. And basically, yeah, you don’t see the information, you need to hover to see it again. But, and the last one related to the settings was about the settings for the breakdowns, right? So I have my campaign, I have breakdown the information by program as well. So now you can add additional details. For example, you cannot, I don’t know, like the program type, you cannot, I don’t know, the region, so different information. So the same behavior and experience that you have for the main record, you can also define these settings for the breakdown records. And the same with the colors. You were able to define all the campaigns and now you can also be able to get the, find the programs here with the different colors that we have, the different color options that we have. So let’s click on none and save it. So you will see that, yeah, the colors and the all the information that I have defined, and it is already in the breakdown records as well.

Okay, so I think that’s it. Let me come back to the presentation. I have a final feature to review with you.

And it is about this planning icon right there that it is visible by the phone in the main menu. So previously, all the users needed to have a customized layout template to access planning area in the menu, right? And so what we have changed in the behavior is that all the standard, all system administration that they have for the customers who have a work from planning provision, they now see directly work from planning area in the menu, right? This is something that they can also disable via the layout. So we are only changing the default behavior that it is now by default is visible, okay? And the rest of the users are still required to have a layout template with Play. Okay, so that’s it for all the features. I think everything that we have that Lili and I that we have shared with you, they have different releases to preview different dates, but for production to all customers, everything will be available on July 17.

And now, we don’t have demos for this, but we want to share some sneak peeks today. And the first one, it is about having a smarter view management. So we will give you the ability to organize, to personalize and to search your views more efficiently. We have received feedback that I don’t know, some customers, some users have up to 50 views. So it was really difficult for them to find these views, right, to work with the views that they have for its record type. So what we are going to do is to have a new popover with a quick access to be all to see all the different views, a search option, right, if we want to search for a specific one, and also the ability to reorder the different views to have the drag and drop functionality to have this reordering functionality. And we will also make sure that we will have a clear indicator so you know which viewer are yours versus the ones that have been shared. So this is something that we are working on it during Q3 and will be available soon.

And the next one is about the calendar and the timeline. We want them to be more interactive, right? We are investing a lot during Q3 in these two views. And basically, what we are going to add for both of them, it is the ability to add records directly by double clicking directly on a date or a time loss, right? So this is something that will become available for both views, and also the functionality, the option to drag and drop move records to new dates times with a simple drag, and also the ability to resize, to change the record duration by dragging the edges of the record. So again, this is, we are working on this in Q3. So yeah, will be available soon.

And now I will pass it over to Lily to share with you more sneak peeks.

Thanks, Andrea. Just a second.

Let’s get on there.

I hope you can see the screen now.

Good to see you. Yeah, perfect. So the next like upcoming enhancement that I want to talk about is the rule based automations that we are going to release very soon. And what this means is that like if you know up to now we had a manual triggered automation, which means that you could create a button that would appear on the record toolbar, and people had to click on the button to initiate the creation of a connected record. And we are also allowing to do this automatically based on some trigger rules that you will be able to define yourself.

So at this point, I have a quick like demo for this, but it is like in the testing environment that it is not working fully, but I can at least demo how this is going to behave, right. So let’s say I want to, I will go to automations for my campaigns and they’re in the new automation. So let’s say automatic program creation. I will create a new automation for this. Now in my triggers, I have not only button click, but also feel the value change. And when you select this one, you can decide at what conditions some actions should happen. Let’s say I want to say whenever the status becomes like the status of the campaign becomes active, I want a record to be created and I want it to be created like in the programs connection that I have in my system. So I have a connection between campaigns and programs, and I’m telling the system whenever a campaign becomes active, I want the program to be created. And also I can map some fields between like from campaign to program. So let’s say I want the campaign name to carry over to the program name, right. So basically this is the whole flow that we are implementing right now.

So I think the actual trigger at this point does not work in this environment. Just wanted to let you know like what this is going to look like very soon. So I don’t know, this is taking a bit longer to save than I expected. But OK, basically if we go back to our campaigns list, what this means is that eventually whenever let’s say I come and change the status to active for one of my campaigns, you would instantly see a corresponding program created and linked to the campaign without having to do any additional actions from your side. So this is one of the enhancements that a lot of people have been asking for. So hopefully you will get to optimize your processes using this one.

And last but definitely not the least is the ability to have standardized record types that can be used across workspaces. And we have been working towards this for a while now. And the first MVP scope is coming out very soon. So basically what this means is we want to solve a problem that we have seen like with different of our customers that they want to standardize the key record types across teams, but they also want to make sure that teams stay independent. Teams can work in their own workspaces and also collaborate together. And on the other hand, they want cross team data to be reportable together for leadership to review and make business decisions. So what we are doing here is we are allowing the operations admins to create standardized key record types and enable it for use by multiple team workspaces. Then the team workspaces are able to pull it into their workspace and start adding their records and working on it basically just like any other record type that they would use in their workspace. The specific things with these type of record types is that all of the records that team workspaces create are automatically rolled up to the main workspace. So this provides automatic visibility for leadership across every team’s work. And let’s just go ahead and have a very quick review. Again, I’m in the testing environment. Hopefully it’s going to work well this time. So at this point, I’m logged in as the operations admin. I have created this global marketing workspace. I have defined my campaign’s record type, and this is something that we want all of our teams to use and entice all of the important fields that we want to track and report on. Right. So at this point, I want to tell the system that this record type can also be used in other workspaces. And if I go to the advanced settings for the record type, you can see here a new toggle which says allow adding this record type to other workspaces. When I enable this, I can then go ahead and select some people or groups or teams who should be able to actually add this record type to the workspaces that they manage. So at this point, I’m going to add Anne Smith. And I know that Anne is the team workspace manager for our social and PR workspaces. So this is Anne’s view. Let’s just in any case refresh the screen.

And before moving on, so as soon as I mark like enable the setting for campaigns, you will see that there is this icon on it so that you can easily differentiate that this type of like cross workspace record type. And it is it may be like accumulating data from different workspaces. If we go into the workspace, I can still use it just regularly. I can create new records here. But one difference that you can notice is that now we have this workspace column, which is added automatically so that you can identify which workspace the record is created from. So this is the owner workspace for each record. At this point, I only have the current workspace. This is not added anywhere else. So all of the records are marked for global marketing workspace.

So now let’s go to the other users view. So I’m logged in as Anne here. And you remember, I added her in the record type settings and I allowed her to actually pull this record type. So now Anne wants to create a new record type. But instead of just creating it manually from scratch, she selects add existing because she knows like there are some like record types that are available for reuse. So I’m going to go ahead and select the campaigns that we were just looking at. So as soon as I click add, it’s automatically added to my workspace. I can go into it. And it has all the same color columns, all the fields that the global admin has defined and including the workspace field. But you can see that I did not automatically get access to the records from the global space. So I am also only limited to the records that originate from workspaces where I am a member.

What I can do here. First of all, as an admin, like for this PR workspace, I cannot delete or edit the fields that the global admin has created. So this way, the global admin has a way to control the structure and standardize it across teams. All teams have to use the same field. They cannot delete these ones.

So now I can go ahead and create.

So I can just create my records here. I can assign some dates to it. Start and end dates. Let’s just do a couple.

I’m just going to copy over.

And again, if I go to the workspace, you can see that it is now marked with PR workspace. So this one’s originate from PR. As I mentioned, whenever a new record is created within Campaigns record type in one of the lower level or the team workspaces that reuse the record type, all of these records are automatically rolled up on the top level.

By top level, I mean the source workspace where the record type is created and shared from. So now if I scroll down and even without having to refresh, you can see that I have all of the PR campaigns now here, the dates available. And basically I need to refresh maybe this time.

But this is going to be fixed for sure. So I can on the global level as the global admin, I can see what this is coming from PR workspace. Maybe just make it shorter. So similarly, I can like as a team workspace admin, I can go to another workspace I’m managing and again with the same flow, I can add campaigns there. And this time if I go to the campaigns, I actually do see the PR campaigns because I have access to those. But I can just go in and filter it and say, okay, I don’t want to see PR. I only want to see the records from social. So the workspace column is available to sort, filter, group, basically just use it like any regular field. And it is just not it is not in line editable. This is system generated.

Okay.

So basically now I also have a couple of social campaigns. If we go back to the global level somehow I have to refresh, but this is going to be fixed. I will also see the social items reflected on this screen. I can go ahead to my timeline view. I can see everything together across teams. I can group my timeline and see which team each campaign is originating from. And like basically this gives me a very nice overview of cross team work and whoever. Let’s say if I have some executive or a VP or someone like in leadership role who wants to have this cross team visibility into all of the campaigns that our teams are doing, you can simply add them to this global workspace with view access and they will automatically get to view all of this cross team records. They don’t have to be added to each team workspace one by one. You don’t have to go and create like some manual slides or manually stitch the data together. And also you don’t have to just bring all of your teams into one workspace just to accomplish this unified view. This is the first stage as I mentioned. We are going to add a lot of enhancements here. At this point the team workspaces don’t have the ability to create new fields or manage some automations or intake forms for their own use. But moving forward they will be able to do all of these administrative actions which will only be scoped to the workspaces that they manage. For example, if I’m in a social workspace I create a field here. It’s not going to appear on the global level or in some other team workspace. It’s only for the social workspaces use. Similarly if I create some intake form, automation, or adjust the sharing controls, this is only going to affect the current workspace where I’m looking at the campaigns.

So this way as I was mentioning will accomplish the team independence, team autonomy where they can implement their own metadata. And at the same time they will not mess up any global or key metadata that system admin or the ops person has implemented for all of the teams. So this is the enhancement. Just let me know if you have any questions related to this.

Okay. All right. Are we ready to open it up for questions? Okay. I’m going to turn on everybody’s mics. Hold on one second.

Make it easier for people to just come off mute.

Mic and cameras for attendees.

I see some questions in the chat. Go for it.

Just let me cross over here first. Glad to see so much interest.

Most of the questions in the Q&A pod. Yeah, go ahead. Yeah, I think it’s about timing. So as you see, we already have it working in some internal environment. The engineering team is finalizing some updates here, and we hope to have this in preview in two to three weeks. And yeah, hopefully we will have this capability shipped with August release.

Realistically, it will be in August production release.

Amazing. That’s great. So I’m going to hit a couple of the questions that haven’t been answered in the Q&A pod.

The first one I know we get a lot. I don’t know how we want to address it, but it’s in terms of reporting. And Madeleine, I don’t know if you wanted to ask it directly, but I can also read your question.

It’s up to you.

Okay. Sorry. Yeah, I’m fine. Yeah, like I’ve I’ve gotten some questions around trying to report.

In canvas from multiple workspaces, and I know this isn’t a call around canvas, but obviously it’s related and, you know, right now you can really just target a one workspace basically, but with this roll up feature.

Would they be able to it sounds like they would be able to do that and you would just target the workspace that everything rolls up to. So like the campaigns workspace that you were showing, Lillit, if that’s pulling in records from other workspaces and you have that connection, then yes, you could theoretically report across these multiple workspaces because you have them set up to roll up into this one. Does that make sense? Like that it seems like the answer to them would be like, yeah, you can do that if they are connected in that way. Yes. So like you need to basically you need to once a record type is published as this like cross workspace enabled, you need to go and pull it into your workspace and start adding records there. Whatever you add into this record type in your workspace is going to be rolled up to the main source workspace with view permission. So we are granting view permission by default. So like the other like the main workspace members will not be able to change anything with your records, but they can view them. We can potentially have some other controls later on, like you could define some other default permissions, but for now it’s just like view only and then we’ll just see what this involves into.

Okay.

So I’m getting questions in the chat and Q&A, so I’m trying to manage.

Do you want to and I’m not sure the question from Alyssa, they’re having a ton of issues with sharing the workspace and the records. Is that fix intended for July 17th? So I just want to make sure I understand. Alyssa, are you asking like is the workspace sharing, is that for July 17th? I’m assuming that’s what the question is. Yeah. Is there like bug fixes going in for July 17th? I can’t share with people. It just says there’s an error.

It’s been really difficult to use.

Sorry, can you clarify, was that the workspace sharing or the record type sharing? Well, they can’t see the record types because they can’t see the workspace. Oh, okay. They cannot see. There’s multiple layers. I shared it originally with a group. They were able to see it with the group being a part of the group. Then one day they just were not able to do so. Then when I try to add people individually, it just freezes and just says like no. Just an error, try again later.

Do you mind submitting a support case for this? Like this is not supposed to happen, so we’ll just get into it. Yeah, I did already. I just figured that this might be a place to see if there’s already like an understood. Okay. Okay, thanks. Thank you.

There’s a request for an image record column type. I don’t know if that’s on y’all’s roadmap or not anywhere.

On the list, perhaps? Everybody loves an image.

Right now we have the thumbnail option, right? But you cannot add an image as a thumbnail. But I guess this is more about uploading an image. That’s what I’m assuming. Yeah, uploading an image.

Yeah, the use case would be for campaign management, adding swipe for reference for specific asset requests.

Some reference images from other places.

To get the look and feel of what you want the asset tab looks like.

Okay.

Okay.

Perhaps I can jump in and take that one. Yeah, go ahead. Hi, Amanda. I’m one of the product managers here as well. We have a couple things that can support what you’re talking about. The first thing that we have available in production now is we have a connection field to AEM assets. So Adobe Experience Manager assets. So if you are in the AEM assets cloud, then you can link to assets in the dam and you could label that connection however you like. So you could call it like inspiration assets and then you could attach those to your planning records.

And by attach, I guess I just mean you create a reference to the image and it continues to live in the dam. The second thing we’re doing that will be able to support you in that use case is adding files or like documents as a field type and planning.

You didn’t get a sneak peek for that yet today, but that’s something that we’re hoping to target for Q4 of this year to release the ability to add documents to planning record types. So I suspect as we have webinars throughout the remainder of the year, we’ll be talking about that one in more detail. How about also I just thought of this, like I also wish there was a record column type for a formula so you could do like a concatenated image URL.

Ah, well, good news is that we have formulas today so that there is a formula. We do. Yeah, you’ve got to scroll. It’s kind of below the fold, so you’ve got to scroll to it when you’re creating a new field.

And there is some experience documentation about which functions you can use. There are some functions you can use that are unique to planning, and you can use most of the calculated fields functions that you have in the workflow module, also known as Workfront Core, today. So you can use again most of the existing functions and some that are unique to planning. And the cherry on top would be to have it render as an asset, but I don’t know if that’s too cool.

Noted.

Not something we can do today, but that’s a great note. So we appreciate you sharing that.

Just keeping up with the Q&A, Will and Andrea, just your rock stars. Thank you so much.

Does anyone want to come off? We just have a few minutes left to ask your question.

OK, with a few minutes, I’m going to share just a couple updates, and then again, you can keep talking in the Q&A pod and the chat. Can I get in there quickly? Yeah, go ahead. I just want to tell what Lalit and I think it was Andrea.

Just great job. Thank you very much.

Thanks, Chris. Thank you, Chris. It’s great to have you here.

Chris is a great guy. And I think, Sarah, did you have your hand up as well? Can you hear me now? Yes. Perfect. Thank you so much. We just had a quick question. If we want to, we might have missed this during the demo. We kind of saw where you can connect the record types via template. But if we just want a universal template for team members to use in planning tool, kind of how you were demoing, but it doesn’t go back to a record type, is there a way to best do that? Or is that part of the process and roadmap? So if we just want a template that we can easily apply to a record type each time that we know we’re going to use every year, but we need different records, workspaces for, is there a possibility to do that? I was actually typing a reply to you in the chat. Do you want a template for a workspace or a record type? Just to clarify.

Probably a record type.

So are you saying that you want, let’s say, when I create a campaign, I want, let’s say, 10 programs to be created with their respective work front projects or some other records connected to them, right? Is this what you mean? No, actually, hi. I’m sitting here with Sarah as well. Just to clarify, it’s more of a, we know what columns we always need, or like, you know, what columns we need in that workspace.

And so being able to clone that and go, hey, for this next event we’re doing, these are the same columns to preserve, not necessarily, and maybe, I guess, the record items. Yes, actually, to your point, exactly how you described it.

Yeah, basically, I’m just, I think that this capability that I was just demoing may somehow cover it. I mean, it is going to share the structure of your record, but it doesn’t include also some default values. I assume you want also some default values to be included. Is this what you say? Yeah, it might just be more of like the default, like the name of the specific deliverables that event, but the rest of the columns was still going to be like eventually filled out manually because as the event takes place. And I think what you described earlier might work. I think the challenge was we don’t necessarily need it. If like Sarah cloned that record type for her workspace, we don’t need it to come back to the master workspace, unless I guess we treat the master workspace as a template workspace. Yeah. Okay. So basically, you don’t want it to roll out. You just want to use the structure and manage it on your own, right? Yeah. Yeah. This is something that like I believe we will at some point make it configurable. And we have also heard like, even if it is like this master and like the global and local version of the record type, in some cases, like I just want to apply some rule that only records are rolled up, not everything is like ready, right? So we may have some like rules that you can apply whether you want it to roll up or not. So in some future iterations, I believe we will have such a capability.

Awesome. Thank you. Thank you so much. We’re getting close to Destiny is next. Go for it.

Hi, this is a great presentation. Really excited about all of the sneak peeks. I have a question about rules and automations.

Will the will we be able to send automatic email in Slack notifications? Is that part of the upcoming release? So if I change a status field to like a needs review value, and then that’s automatically triggers an email to the person who needs to review it. Yeah, so this specific feature I demoed it doesn’t include the like, this capability that you’re describing. And that would be a separate like, something that we will kind of work through in upcoming quarters.

Thank you. Charlie, can you Sorry, there you are.

Just wanted to double check whether it’s possible to get access to a demo environment where you can configure and test to try to sell in as a solution to your team. Kind of proof of concept.

So I know like, not at this point. So I would say like this. I know that there.

I just I cannot really remember. I remember there was some talks to provide some like, Some sort of demo, like, yeah, yes, there is there is talks. So and I can tell you that as soon as we know if that’s available, we will absolutely share it, Charlie. And we are doing these events monthly. So if there’s that capability, we will absolutely share it. I think I think that would be great. Thanks. And thanks for keeping that in mind. Yeah, no worries. All right. So super fast. I’m just going to go through. We do. We have a survey. Thank you so much, Leslie, for dropping that in.

Okay, really quickly, if you are in the New York City area, I just want to throw this out there. This isn’t planning related. But since we just heard about this a couple of days ago, there is a skill up in person skill up if you have fusion right now. So it’s not like perspective. But if you have fusion, we’ll give you the registration link in the follow up email, but they’re doing sort of an all day lab, hands on lab in New York. So just wanted to throw that out there for our East Coasters. If you could get out there. The next planning session is July 31st. We’ll send you that link in the follow up as well. So it’s going to be how to build that base implementation. So it’s a lot of the stuff we were talking about today, but in practice. And then we have several other events in July. So just wanted to share those with you. Okay.

Last thing, I’m going to stop sharing. Lillit, Andrea, Andy, thank you so much for coming. Thank you for sharing this. This was such good information. I personally am excited about the being able to do global workspace. That’s going to be amazing. As a former sysadmin, that’s you’re speaking my love language. So thank you, everybody. I know we’re one minute over, but we will absolutely have this on experiencely. I’ll put the Q&A so you’ll be able to reference that whenever you need it. Thanks, everybody. And have a great rest of your week. Thank you. Thank you.