Configure Adobe Workfront
- Topics:
- Authoring
CREATED FOR:
- Experienced
- Admin
Adobe Workfront is a cloud-based work management solution that helps teams and organizations plan, track and manage their work efficiently. The integration between Experience Manager Guides and Adobe Workfront gives you access to robust project management features on top of Experience Manager Guides core CCMS capabilities, allowing you to plan, allocate, and track tasks efficiently.
Learn more about Adobe Workfront integration in Experience Manager Guides.
Prerequisites
Before getting started, ensure that:
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You have standard access to Adobe Workfront and administrator access to Experience Manager Guides.
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You create a new custom form in Adobe Workfront required for Experience Manager Guides by specifically using the below fields:
Field type Label Name Choices (Show values enabled) Single-select dropdown Task Type task-type Authoring (value = AUTHOR), Publishing (value = PUBLISH), Translation (value = TRANSLATION), Review (value = REVIEW) Single-select dropdown Task State task-state Authoring (value = AUTHOR), Review (value = REVIEW) Text with formatting Author List author-list - Text with formatting Reviewer List reviewer-list - Single line text Review URL review-url - Single line text Task URL task-url - Single Line Text Email subject email-subject -
- In the above table, the choices represent the options available under the Task type field. For each option, you would require to provide the task name and task value. The name and values for each task type must be exactly same as mentioned in the above table. For example, for task type Author, provide Authoring as name and AUTHOR as its corresponding value.
- When working with on-prem services, always ensure that
localhost
is replaced with the correct server address in the Day CQ Link Externalizer configuration to properly receive the resolved task link in the email notifications.
Get started
Perform the following steps to configure Adobe Workfront in Experience Manager Guides.
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Open the Tools panel and select Guides.
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Select Configure Workfront.
The Workfront configuration page is displayed.
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On the Workfront configuration page, enter the full URL of your organization’s Workfront domain, Client ID, and Client Secret key.
To access the Client ID and Client Secret key configured in your Adobe Workfront setup, navigate to
Setup >> Systems>> oAuth2 Applications
.For more details about configuring your Adobe Workfront domain, view the Authorization code flow section in Create OAuth2 applications for Workfront integrations.
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Select Login and verify.
You are redirected to the Adobe Workfront Sign in page.
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Sign in using your Adobe Workfront email address, and then select Allow access to let the Oauth2 application access your respective Adobe Workfront account.
You are automatically redirected to the Workfront configuration page on Experience Manager Guides.
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In the custom form dropdown list, select the Adobe Workfront custom form that you created for Experience Manager Guides. View Prerequisites.
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Select Save and close to apply and save the Workfront configuration changes.
Once configured, add users to Adobe Workfront using the same email addresses they have in Experience Manager Guides.