Documentation Workfront Adobe Workfront Fusion

Adobe Workfront modules

Last update: April 1, 2025

You can use the Adobe Workfront Fusion Adobe Workfront connector to automate your processes within Workfront. You can also connect Workfront to other applications and services.

For instructions on creating a scenario, see the articles under Create scenarios: article index. For information about modules, see the articles under Modules: article index.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to use the functionality in this article:

Adobe Workfront package	Any
Adobe Workfront license	New: Standard Or Current: Work or higher
Adobe Workfront Fusion license**	Current: No Workfront Fusion license requirement Or Legacy: Any
Product	New: Select or Prime Workfront package: Your organization must purchase Adobe Workfront Fusion. Ultimate Workfront package: Workfront Fusion is included. Or Current: Your organization must purchase Adobe Workfront Fusion.

For more detail about the information in this table, see Access requirements in documentation.

For information on Adobe Workfront Fusion licenses, see Adobe Workfront Fusion licenses.

NOTE

If your organization uses the legacy licensing package (based on connectors), it must have a Workfront Fusion for Work Automation and Integration license to connect to third-party apps and services. The Workfront connector does not count against the number of active apps available to your organization. All scenarios, even if they use only the Workfront app, do count against your organization’s total scenario count.

Connect Workfront to Workfront Fusion

The Workfront connector uses OAuth 2.0 to connect to Workfront.

You can create a connection to your Workfront account directly from inside a Workfront Fusion module.

In any Adobe Workfront module, click Add next to the Connection field.

Fill in the following fields:

Connection name	Enter a name for the new connection.
Environment	Select whether are connecting to a production or non-production environment.
Connection type	Select whether you are connecting to a service account or a personal account.
Client ID	Enter your Workfront Client ID. This can be found in the OAuth2 Applications area of the Setup area in Workfront. Open the specific application you are connecting to to see the Client ID.
Client Secret	Enter your Workfront Client secret. This can be found in the OAuth2 Applications area of the Setup area in Workfront. If you do not have a Client Secret for your OAuth2 application in Workfront, you can generate another. For instructions, see the Workfront documentation.
Authentication URL	This can remain the default value, or you can enter the URL of your Workfront instance, followed by `/integrations/oauth2`. Example: `https://mydomain.my.workfront.com/integrations/oauth2`
Host prefix	In most cases, this value should be `origin`.

Click Continue to save the connection and return to the module.

If you are not logged in to Workfront, you are directed to a login screen. After you log in, you can allow the connection.

NOTE

OAuth 2.0 connections to the Workfront API no longer rely on API keys.
To create a connection to a Workfront Sandbox environment, you must create an OAuth2 application in that environment, and then use the Client ID and Client Secret generated by that application in your connection.

Workfront modules and their fields

When you configure Workfront modules, Workfront Fusion displays the fields listed below. Along with these, additional Workfront fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another.

Map toggle

NOTE

If you do not see the most up-to-date fields in a Workfront module, this may be because of caching issues. Wait one hour and try again.
HTTP 429 status codes from Adobe Workfront should not cause deactivations, but instead trigger a short execution pause in the scenario.

Triggers
Actions
Searches

Triggers

Watch Events

This trigger module executes a scenario in real time when objects of a specific type are added, updated, or deleted in Workfront

The module returns any standard fields associated with the record, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

Click Add to the right of the Webhook box.

Configure the webhook in the Add a hook box that displays.

Webhook name	Enter a name for the webhook
Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Record Type	Select the type of Workfront record that you want the module to watch.
State	Select whether you want to watch the old state or the new state. New state Trigger a scenario when the record changes to a given value. For example, if the state is set to New State and the filter is set to Status Equals In Progress, the webhook triggers a scenario when the Status changes to In Progress, regardless of what the status was before. Old state Trigger a scenario when the record changes from a given value. For example, if the state is set to Old State and the filter is set to Status Equals In Progress, the webhook triggers a scenario when a Status that is currently In Progress changes to another status.
Events filters	You can set filters to watch for only records that meet criteria you select. For each filter, enter the field you want the filter to evaluate, the operator, and the value that you want the filter to allow. You can use more than one filter by adding AND rules. NOTE: You cannot edit filters in existing Workfront webhooks. To set up different filters for Workfront event subscriptions, remove the current webhook and create a new one. For more information on event filters, see Event subscription filters in the Workfront > Watch Events modules in this article.
Exclude events made by this connection	Enable this option to exclude events created or updated using the same connector that this trigger module uses. This can prevent situations where a scenario might trigger itself, causing it to repeat in an endless loop. NOTE: The Assignment record type does not include this option.
Record Origin	Choose whether you want the scenario to watch New Records Only, Updated Records Only, New and Updated Records, or Deleted Records Only. NOTE: If you choose New and Updated Records, the webhook creation creates 2 event subscriptions (for the same webhook address).

After the webhook is created, you can view the address of the endpoint that events are sent to.

For more information, see the section Examples of Event Payloads in the article Event Subscription API in the Workfront documentation.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Watch Field

This trigger module executes a scenario when a field that you specify is updated. The module returns both the old and the new value of the specified field. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Record Type	Select the type of Workfront record that you want the module to watch. For example, select Task if you want to start executing the scenario each time a record field is updated in a task.
Field	Select the field that you want the module to watch for updates. These fields reflect the fields that your Workfront administrator has set up for tracking.
Outputs	Select the object fields that you want included in the output bundle for this module.
Limit	Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Watch Record

This trigger module executes a scenario when objects of a specific type are added, updated, or both. The module returns all standard fields associated with the record or records, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

In the output, the module indicates whether each record is new or updated.

Records that were both added and updated since the last time the scenario ran are returned as new records.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Filter	Choose whether you want the scenario to watch New Records Only, Updated Records Only, or New and Updated Records.
Record Type	Select the type of Workfront record that you want the module to watch. For example, if you want to start the scenario each time a new Project is created, select Project
Outputs	Select the fields that you want included in the output bundle for this module.
Reference	Select the reference fields that you want included in the output bundle for this module.
Outputs	Select the collection fields that you want included in the output bundle for this module.
Optional Filter	(Advanced) Type an API code string to define any additional parameters or code that will refine your criteria.
Limit	Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Actions

Convert object

This action module makes one of the following conversions:

Convert Issue to Project
Convert Issue to Task
Convert Task to Project

NOTE

As of July 2024, custom forms can be included when converting an object.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Object type	Select the type of object that you want to convert. This is the type that the object has before the conversion.
Convert to	Select the object that you want to convert it to. This is the type that the object has after the conversion.
<Object> ID	Enter the object's ID. Note: When entering the ID of an object, you can begin typing the name of the object, then select it from the list. The module then enters the appropriate ID into the field.
Template ID	If you are converting to a project, select the Template ID that you want to use for the project. Note: When entering the ID of an object, you can begin typing the name of the object, then select it from the list. The module then enters the appropriate ID into the field.
Custom forms	Select any custom forms that you want to add to the newly converted object, then enter values for the custom form's fields.
Options	Enable any options you want when converting the object. Options are available depending on which object you are converting to or from.
Copy native fields	Enable this option to copy any native fields from the original object to the new object.
Copy custom forms	Enable this option to copy any native fields from the original object to the new object.

Create a record

This action module creates an object, such as a project, task, or issue in Workfront, and allows you to add a custom form to the new object. The module allows you to select which of the object’s fields are available in the module.

You specify the ID of the record.

The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

Make sure you provide the minimum number of input fields. For example, if you want to create an issue, you need to provide a valid parent project ID in the Project ID field to indicate where the issue should live in Workfront. You can use the mapping panel to map this information from another module in your scenario, or you can enter it manually by typing in the name and then selecting it from the list.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Record Type	Select the type of Workfront record that you want the module to create. For example, if you want to create a Project, select Project from the dropdown list.
Select fields to map	Select the fields that you want available for data input. This allows you to use these fields without having to scroll through the ones you don't need. You can then enter or map data into these fields. For fields in custom forms, use the Attach Custom Form field.
Attach Custom Form	Select any custom forms that you want to add to the new object, then enter or map values for those fields.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

NOTE

When entering the ID of an object, you can begin typing the name of the object, then select it from the list. The module then enters the appropriate ID into the field.
When entering the text for a custom field or a Note object (Comment or reply), you can use HTML tags in the Note Text field to create rich text, such as bold or italic text.

Create Record (Legacy)

IMPORTANT

This module has been replaced with the Create a record module. We recommend using that module in new scenarios.
Existing scenarios that use this module will continue to function as expected. This module will be removed from the module selector in May 2025.

This action module creates an object, such as a project, task, or issue in Workfront. The module allows you to select which of the object’s fields are available in the module.

You specify the ID of the record.

The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

Make sure you provide the minimum number of input fields. For example, if you want to create an issue, you need to provide a valid parent project ID in the Project ID field to indicate where the issue should live in Workfront. You can use the mapping panel to map this information from another module in your scenario, or you can enter it manually by typing in the name and then selecting it from the list.

This module does not attach custom forms when creating the object. To attach custom forms while creating an object, use the Create a record (attaching custom forms) module.

When you are configuring this module, the following fields display.

Connection

For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.

Record Type

Select the type of Workfront record that you want the module to create.

For example, if you want to create a Project, select Project from the dropdown list.

Select fields to map

Select the fields that you want available for data input. This allows you to use these fields without having to scroll through the ones you don't need.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

NOTE

When entering the ID of an object, you can begin typing the name of the object, then select it from the list. The module then enters the appropriate ID into the field.
When entering the text for a custom field or a Note object (Comment or reply), you can use HTML tags in the Note Text field to create rich text, such as bold or italic text.

Custom API Call

This action module lets you make a custom authenticated call to the Workfront API. This way, you can create a data flow automation that can’t be accomplished by the other Workfront modules.

The module returns the following information:

Status Code (number): This indicates the success or failure of your HTTP request. These are standard codes that you can look up on the internet.
Headers (object): A more detailed context for the response/status code that doesn’t relate to the output body. Not all headers that appear in a response header are response headers, so some might not be useful to you.

The response headers depend on the HTTP request you chose when configuring the module.
Body (object): Depending on the HTTP request you chose when configuring the module, you may receive some data back. That data, such as the data from a GET request, is contained in this object.

You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
URL	Enter a path relative to `https://<WORKFRONT_DOMAIN>/attask/api/<API_VERSION>/`.
API Version	Select the version of the Workfront API that you want the module to use.
Method	Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in Adobe Workfront Fusion.
Headers	Add the headers of the request in the form of a standard JSON object. This determines the content type of the request. For example, `{"Content-type":"application/json"}` Note: If you're getting errors and it's difficult to determine their origin, consider modifying headers based on the Workfront documentation. If your Custom API Call returns a 422 HTTP Request Error, try using a `"Content-Type":"text/plain"` header.
Query String	Add the query for the API call in the form of a standard JSON object. For example: `{"name":"something-urgent"}` Tip: We recommend that you send information through the JSON body rather than as query parameters.
Body	Add the body content for the API call in the form of a standard JSON object. Note: When using conditional statements such as `if` in your JSON, put the quotation marks outside of the conditional statement.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Delete Record

This action module deletes an object, such as a project, task, or issue in Workfront.

You specify the ID of the record.

The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Force delete	Enable this option to ensure that the record is deleted, even if the Workfront UI would request confirmation of the deletion.
Async delete	Enable this option to allow the module to delete asynchronously.
ID	Enter the unique Workfront ID of the record that you want the module to delete. To get the ID, open the Workfront object in your browser and copy the text at the end of the URL after "ID=." For example: https://my.workfront.com/project/view?ID=5e43010c03286a2a555e1d0a75d6a86e
Record Type	Select the type of Workfront record that you want the module to delete.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

NOTE

We recommend the following scenario configuration to avoid the possibility of records not being deleted due to asynchronous operations.

Delete the record synchronously.
Add error handling to the Delete Record module to Ignore the error caused by the 40 second timeout.

Download Document

This action module downloads a document from Workfront.

You specify the ID of the record.

The module returns the document’s content, filename, file extension, and file size. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection

For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.

Document ID

Map or manually enter the unique Workfront ID of the document that you want the module to download.

To get the ID, open the Workfront object in your browser and copy the text at the end of the URL after "ID=." For example: https://my.workfront.com/project/view?ID=5e43010c03286a2a555e1d0a75d6a86e

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Misc Action

This action module lets you perform actions against the API.

NOTE

As of July 2024, the convertToProject action includes the field copyCategories. When set to TRUE, any custom forms will be included in the project that the issue is converted to.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Record Type	Select the type of Workfront record that you want the module to interact with.
Action	Select the action you want the module to perform. You may need to fill out additional fields, depending on the Record Type and Action you choose. Some combinations of these two settings may require only a record ID, while others (such as Project for the Record Type and Attach Template for the Action) require additional information (such as an Object ID and a Template ID). For options available to some actions, see Misc action options in this article. For details about individual fields, see the Workfront developer documentation. Note: The developer documentation site includes information only through API version 14, but still contains valuable information for API calls. Select the record type from the left navigation on the Workfront developer documentation page. The following types have their own pages: Projects Tasks Issues Users Documents For all other record types, select Other objects and endpoints, and locate the record type on the alphabetically sorted pages. On the page of the appropriate record type, search (Ctrl-F or Cmd-F) for the action. View descriptions for available fields under the selected action. Note: When creating a proof through the Workfront Misc Action module, best practice is to create a proof without any advanced options, then update the proof using the Workfront Proof SOAP API. For more information on creating a proof with the Workfront API (which this module uses), see Add advanced proofing options when creating a proof through the Adobe Workfront API
ID	Enter or map the unique Workfront ID of the record that you want the module to interact with. To get the ID, open the Workfront object in your browser and copy the text at the end of the URL after "ID=." For example: https://my.workfront.com/project/view?ID=5e43010c03286a2a555e1d0a75d6a86e

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Misc action options

Task

Action	Options
Copy	clearApprovers clearAssignments clearConstraints clearCustomData clearDocuments clearExpenses clearFinancials Clears financial data clearPermissions clearPredecessors clearProgress clearTimedNotifications Clears reminder notifications
Move	clearApprovers clearAssignments clearDocuments clearConstraints clearExpenses clearFinancials Clears financial data clearPermissions clearPredecessors clearProgress clearTimedNotifications Clears reminder notifications

Issue

Action	Options
Copy	clearApprovers clearAssignments clearCustomData clearDocuments clearPermissions clearProgress
Convert to task	preserveIssue Keep the original issue and tie its resolution to this task preservePrimaryContact Allow the issues's primary contact access to this task preserveCompletionDate Keep the Planned Completion Date of the issue
Convert to project	preserveIssue Keep the original issue and tie its resolution to this task preservePrimaryContact Allow the issues's primary contact access to this task

Project

Action	Options
Copy	clearApprovers clearAssignments clearCustomData clearDocuments clearExpenses clearFinancials Clears financial data clearPermissions clearPredecessors clearProgress clearTimedNotifications Clears reminder notifications
Attach template / Save as template	clearApprovers clearAssignments clearBillingRates clearConstraints clearDeliverables Clears goals clearDocuments clearExpenses clearFinancials Clears financial data clearHourTypes clearIssueSetup Clears queue propterties and issues setup clearPredecessors clearRisks clearSharingOptions clearTimedNotifications Clears reminder notifications

Read a Record

This action module retrieves data from a single record.

You specify the ID of the record. You can also specify which related records you want the module to read.

For example, if the record that the module is reading is a project, you can specify that you want the project’s tasks read.

The module returns an array of data from the output fields you specified.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Record Type	Choose the Workfront object type that you want the module to read.
Outputs	Select the information you want included in the output bundle for this module.
Output Custom Form	Select the custom forms that you want included in the output bundle for this module, then select the specific fields from those custom forms that you want included in the output.
References	Select any reference fields that you want to include in the output.
Collections	Select any reference fields that you want to include in the output.
ID	Enter the unique Workfront ID of the record that you want the module to read. To get the ID, open the Workfront object in your browser and copy the text at the end of the URL after "ID=." For example: https://my.workfront.com/project/view?ID=5e43010c03286a2a555e1d0a75d6a86e

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Read a Record (Legacy)

IMPORTANT

This module has been replaced with the Read a record module. We recommend using that module in new scenarios.
Existing scenarios that use this module will continue to function as expected. This module will be removed from the module selector in May 2025.

This action module retrieves data from a single record.

You specify the ID of the record. You can also specify which related records you want the module to read.

For example, if the record that the module is reading is a project, you can specify that you want the project’s tasks read.

The module returns an array of data from the output fields you specified.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Record Type	Choose the Workfront object type that you want the module to read.
Outputs	Select the information you want included in the output bundle for this module.
References	Select any reference fields that you want to include in the output.
Collections	Select any reference fields that you want to include in the output.
ID	Enter the unique Workfront ID of the record that you want the module to read. To get the ID, open the Workfront object in your browser and copy the text at the end of the URL after "ID=." For example: https://my.workfront.com/project/view?ID=5e43010c03286a2a555e1d0a75d6a86e

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Update Events Payload Version

Workfront recently released a new version of its event subscription service. The new version is not a change to the Workfront API, but rather a change to the event subscription functionality. This action module updates the event payload version used for this scenario.

For more information on the new event subscription version, see Event subscription versioning in the Workfront documentation

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Version	Select the version of the event subscription that you want to use for this payload.

Update a record

This action module updates an object, such as a project, task, or issue. The module allows you to select which of the object’s fields are available in the module.

You specify the ID of the record.

The module returns the ID of the object and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
ID	Enter the unique Workfront ID of the record that you want the module to update. To get the ID, open the Workfront object in your browser and copy the text at the end of the URL after "ID=." For example: https://my.workfront.com/project/view?ID=5e43010c03286a2a555e1d0a75d6a86e
Record Type	Select the type of Workfront record that you want the module to update.
Select fields to map	Select the fields that you want available for data input. This allows you to use these fields without having to scroll through the ones you don't need. You can then enter or map data into these fields.
Attach Custom Form	Select the custom forms that you want to attach to the new record. After you select the form, enter the data for the fields on that form.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

NOTE

When entering the text for a custom field or a Note object (Comment or reply), you can use HTML tags in the Note Text field to create rich text, such as bold or italic text.

Update Record (Legacy)

IMPORTANT

This module has been replaced with the Update a record module. We recommend using that module in new scenarios.
Existing scenarios that use this module will continue to function as expected. This module will be removed from the module selector in May 2025.

This action module updates an object, such as a project, task, or issue. The module allows you to select which of the object’s fields are available in the module.

You specify the ID of the record.

The module returns the ID of the object and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
ID	Enter the unique Workfront ID of the record that you want the module to update. To get the ID, open the Workfront object in your browser and copy the text at the end of the URL after "ID=." For example: https://my.workfront.com/project/view?ID=5e43010c03286a2a555e1d0a75d6a86e
Record Type	Select the type of Workfront record that you want the module to update.
Select fields to map	Select the fields that you want available for data input. This allows you to use these fields without having to scroll through the ones you don't need. You can then enter or map data into these fields.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

NOTE

When entering the ID of an object, you can begin typing the name of the object, then select it from the list. The module then enters the appropriate ID into the field.
When entering the text for a custom field or a Note object (Comment or reply), you can use HTML tags in the Note Text field to create rich text, such as bold or italic text.

Upload Document

This action module uploads a document to a Workfront object, such as a project, task, or issue. This module uploads the document in chunks, which makes the upload process smoother for Workfront.

This module can handle larger files than the legacy module, and is part of a phased rollout to organizations with an Ultimate Workfront package.

You specify the location for the document, the file you want to upload, and an optional new name for the file.

The module returns the ID of the document and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Related Record ID	Enter the unique Workfront ID of the record to which you want to upload the document.
Related Record Type	Select the type of Workfront record where you want the module to upload the document.
Folder ID	Depending on the type of related record, you may need to enter or map a folder ID.
Source file	Select a source file from a previous module, or map the source file's name and data.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Upload Document (Legacy)

This action module uploads a document to a Workfront object, such as a project, task, or issue. It uploads the entire document at once.

You specify the location for the document, the file you want to upload, and an optional new name for the file.

The module returns the ID of the document and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Related Record ID	Enter the unique Workfront ID of the record to which you want to upload the document.
Related Record Type	Select the type of Workfront record where you want the module to upload the document.
Folder ID	Depending on the type of related record, you may need to enter or map a folder ID.
Source file	Select a source file from a previous module, or map the source file's name and data.

See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module.

Searches

Read Related Records

This search module reads records that match the search query you specify, in a particular parent object.

You specify which fields you want included in the output. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Record Type	Select the type of the parent record (Workfront object) whose associated records you want to read. See a list of the Workfront object types for which you can use this module in Workfront object types available for each Workfront module in this article.
Parent Record ID	Enter or map the ID of the parent record whose associated records you want to read. To get the ID, open the Workfront object in your browser and copy the text at the end of the URL after "ID=." For example: https://my.workfront.com/project/view?ID=5e43010c03286a2a555e1d0a75d6a86e
Collections	Select or map the type of child record that you want the module to read.
Outputs	Select the information you want included in the output bundle for this module.

Search records

This search module looks for records in an object in Workfront that match the search query you specify.

You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Record Type	Select the type of Workfront record that you want the module to search for.
Custom forms list	Select at least one custom form. Fields from these custom forms will be available for the search query.
Result Set	Select an option to specify whether you want the module to get the first result that matches your search criteria or all the results that match it.
Maximal	Enter or map the maximum number of records you want the module to return during each scenario execution cycle.
Search criteria fields	Select the fields that you want to use for your search criteria. These fields will then be available in the Search criteria dropdown.
Search criteria	Enter the field that you want to search by, the operator you want to use in your query, and the value that you are searching for in the field. Note: Do not use `username` in your search criteria. Including `username` in an API query to Workfront logs the user into Workfront, and the search will not be successful. Note: `In` and `NotIn`work with arrays. The inputs should be in array format.
Outputs	Select the fields that you want to include in the output for this module.
References	Select any reference fields that you want to include in the search.
Collections	Select any collections that you want to add to the search.

Search (Legacy)

IMPORTANT

This module has been replaced with the Search records module. We recommend using that module in new scenarios.
Existing scenarios that use this module will continue to function as expected. This module will be removed from the module selector in May 2025.

This search module looks for records in an object in Workfront that match the search query you specify.

You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection	For instructions about connecting your Workfront app to Workfront Fusion, see Connect Workfront to Workfront Fusion in this article.
Record Type	Select the type of Workfront record that you want the module to search for.
Result Set	Select an option to specify whether you want the module to get the first result that matches your search criteria or all the results that match it.
Maximal	Enter or map the maximum number of records you want the module to return during each scenario execution cycle.
Search criteria fields	Select the fields that you want to use for your search criteria. These fields will then be available in the Search criteria dropdown.
Search criteria	Enter the field that you want to search by, the operator you want to use in your query, and the value that you are searching for in the field. Note: Do not use `username` in your search criteria. Including `username` in an API query to Workfront logs the user into Workfront, and the search will not be successful. Note: `In` and `NotIn`work with arrays. The inputs should be in array format.
Outputs	Select the fields that you want to include in the output for this module.
References	Select any reference fields that you want to include in the search.
Collections	Select any collections that you want to add to the search.

Workfront object types available for each Workfront module

Object types available for each Workfront trigger module

	Watch Record	Watch Field	Watch Events
Approval Process		✓
Assignment		✓	✓
Baseline	✓
Billing Record	✓
Billing Rate		✓
Company	✓	✓	✓
Dashboard			✓
Document	✓	✓	✓
Document Folder	✓	✓
Document Request	✓
Document Version	✓	✓
Expense	✓	✓	✓
Expense Type
Group	✓	✓
Hour		✓	✓
Hour Type		✓
Issue	✓	✓	✓
Iteration	✓	✓
Job Role	✓	✓
Journal Entry	✓
Milestone		✓
Milestone Path	✓	✓
Note	✓	✓	✓
Note Tag		✓
Portfolio	✓	✓	✓
Program	✓	✓	✓
Project	✓	✓	✓
Project User		✓
Proof Approval			✓
Reserved Time*		✓
Report			✓
Risk
Risk Type
Step Approver		✓
Task	✓	✓	✓
Team		✓
Template	✓	✓	✓
Template Task	✓	✓
Timesheet	✓	✓	✓
User	✓	✓	✓
Update

Object types available for each Workfront action module

NOTE

The Download Document module is not included in this table because Workfront object types are not part of its configuration.

	Create a record	Update a record	Delete a record	Upload Document	Read a record	Custom API Call	Misc Action
Approval Process	✓	✓	✓	✓	✓	✓	✓
Assignment	✓	✓	✓		✓	✓	✓
Baseline	✓	✓	✓		✓
Billing Record	✓	✓	✓		✓
Billing Rate	✓	✓	✓	✓	✓
Company	✓	✓	✓	✓	✓	✓	✓
Document	✓	✓	✓	✓	✓	✓	✓
Document Folder	✓	✓	✓	✓	✓	✓	✓
Document Version	✓	✓		✓	✓	✓	✓
Exchange rate	✓	✓	✓		✓
Expense	✓	✓	✓	✓	✓	✓	✓
Expense Type	✓	✓	✓		✓
External Document							✓
Group	✓	✓	✓	✓	✓	✓	✓
Hour	✓	✓	✓	✓	✓
Hour Type	✓	✓	✓		✓
Issue	✓	✓	✓	✓	✓	✓	✓
Iteration	✓	✓	✓	✓	✓
Job Role	✓	✓	✓	✓	✓
Journal Entry	✓	✓	✓		✓	✓	✓
Milestone	✓	✓	✓	✓	✓
Milestone Path	✓	✓	✓	✓	✓
Note	✓	✓	✓	✓	✓	✓	✓
Note Tag	✓	✓	✓	✓	✓
Portfolio	✓	✓	✓	✓	✓	✓	✓
Program	✓	✓	✓	✓	✓	✓	✓
Project	✓	✓	✓	✓	✓	✓	✓
Project User	✓	✓	✓	✓	✓
Reserved Time*	✓	✓	✓	✓	✓
Risk	✓	✓	✓	✓	✓
Risk Type	✓	✓	✓		✓
Step Approver	✓	✓	✓	✓	✓
Task	✓	✓	✓	✓	✓	✓	✓
Team	✓	✓	✓		✓
Template	✓	✓	✓	✓	✓
Template Task	✓	✓	✓	✓	✓	✓	✓
Timesheet	✓	✓	✓	✓	✓
User	✓	✓	✓	✓	✓	✓	✓
Update		✓

Object types available for each Workfront search module

	Search	Read Related Records
Approval Process	✓	✓
Assignment	✓	✓
Billing Record	✓
Billing Rate	✓
Company	✓	✓
Document	✓	✓
Document Folder	✓	✓
Document Version	✓
Expense	✓
Expense Type	✓
Group	✓	✓
Hour	✓
Hour Type	✓
Issue	✓	✓
Iteration	✓
Job Role	✓
Journal Entry	✓
Milestone	✓
Milestone Path	✓
Note	✓
Note Tag	✓
Portfolio	✓	✓
Program	✓
Project	✓	✓
Project User	✓
Reserved Time*	✓
Risk	✓
Risk Type	✓
Step Approver	✓
Task	✓	✓
Team	✓
Template	✓
Template Task	✓
Timesheet	✓	✓
User	✓	✓
User Delegation	✓

We recommend that you double check to ensure this works the way you would expect it to.

Event subscription filters in the Workfront > Watch Events modules

NOTE

We highly recommend using event subscription filters in your Watch Events modules.

The Workfront Watch Events module triggers scenarios based on a webhook that creates an event subscription in the Workfront API. The event subscription is a set of data that determines which events are sent to the webhook. For example, if you set up a Watch Events module that is watching for issues, then the event subscription sends only events related to issues.

By using event subscription filters, Fusion users can create event subscriptions that are a better fit for their use cases. For example, you can set up an event subscription in the Workfront API to send only issues that are in a specific project to the webhook, ensuring that the Watch Events module will only trigger for issues in that project. The ability to create narrower triggers improves scenario design by reducing the number of irrelevant triggers.

This is different from setting up a filter in the Workfront Fusion scenario. Without an event subscription filter, your webhook receives all events related to the object type you select. Most of these events would be irrelevant to the scenario, and must be filtered out before the scenario can continue.

The following operators are available in the Workfront > Watch events filter:

Equals
Not equals
Greater than
Less than
Greater than or equal to
Less than or equal to
Contains
Exists
- This operator does not require a value, and the value field is absent.
Does not exist
- This operator does not require a value, and the value field is absent.
Changed
- This operator does not require a value, and the value field is absent.
- This operator ignores the State field.
- When using Changed, select Updated Events Only in the Record Origin field.

IMPORTANT

You cannot edit filters in existing Workfront webhooks. To set up different filters for Workfront event subscriptions, remove the current webhook and create a new one.

INFO

Example: Consider a scenario that processes new issues that are assigned to a specific user, Ana.

Filter events by using an event subscription filter (recommended)

Using the event filter, you can set up the webhook to trigger the scenario when an issue is assigned to Ana when the issue is created. Ana has the userID b378489d8f7cd3cee0539260720a84b7.

If 100 issues are created in a day, but only two of them are assigned to Ana, the scenario would execute twice.

Filter events inside the scenario (not recommended)

To filter events so that only issues assigned to Ana are processed, you could create a filter after the Watch Events module.

If 100 issues are created in a day, but only two of them are assigned to Ana, the scenario would execute 100 times. 98 of the executions would stop at the filter, but the trigger module is still consuming data and performing operations in all of the executions.

For more information on Workfront event subscriptions, see FAQs - Event Subscriptions.

For more information on webhooks, see Instant triggers (webhooks) in Adobe Workfront Fusion

For more information on filters in scenarios, see Add a filter to a scenario.

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