DocumentationWorkfrontAdobe Workfront Fusion

Adobe Workfront Planning modules

Last update: Wed Jan 14 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

With the Adobe Workfront Planning modules, you can trigger a scenario when events occur in Workfront Planning. You can also create, read, update, and delete records, or perform a custom API call to your Adobe Workfront Planning account.

Access requirements

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

Any Adobe Workfront Workflow package and any Adobe Workfront Automation and Integration package

Workfront Ultimate

Workfront Prime and Select packages, with an additional purchase of Workfront Fusion.
Adobe Workfront licenses

Standard

Work or higher
Product If your organization has a Select or Prime Workfront package that does not include Workfront Automation and Integration, your organization must purchase Adobe Workfront Fusion.

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

s## Prerequisites

You must have the following to access Workfront Planning:

  • A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
  • A Workfront Planning package.
  • Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.

Adobe Workfront Planning API information

The Adobe Workfront Planning connector uses the following:

Base URL
https://{{connection.host}}/maestro/api/{{common.maestroApiVersion}}/
API tag
v1.13.7

Connect Workfront Planning to Workfront Fusion

The Workfront Planning connector uses OAuth 2.0 to connect to Workfront Planning.

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

Connect to Workfront Planning using Client ID and Client secret

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

  2. Fill in the following fields:

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    Connection type Select Adobe Workfront auth connection.
    Connection name Enter a name for the new connection.
    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.

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

    If you are not logged in to Workfront Planning, 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.

Connect to Workfront Planning using a Server-to-Server connection

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

  2. Fill in the following fields:

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    Connection type Select Adobe Workfront Server-to-Server connection.
    Connection name Enter a name for the new connection.
    Instance name

    Enter the name of your instance, also known as your domain.

    Example: if your URL is https://example.my.workfront.com, enter example.
    Instance lane

    Enter the environment type that this connection will connect to.

    Example: if your URL is https://example.my.workfront.com, enter my.
    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.
    Scopes Enter any applicable scopes for this connection.
    Host prefix In most cases, this value should be origin.

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

    If you are not logged in to Workfront Planning, 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.

Adobe Workfront Planning 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

Triggers

Watch Events

This trigger module starts a scenario when a record, record type, or workspace is created, updated, or deleted in Workfront Planning.

Webhook
Select the webhook that you want to use, or click Add to create a new one.
Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
Object type
Select whether you want to watch records, record types, or workspaces.
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.

  • Old state

    Trigger a scenario when the record changes from a given value.

Workspace
If watching records, select the Workspace you want to watch for records.
Record type
If watching records, select the type of record you want to watch for.
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 the Workfront modules article.

Objects to watch
Select whether you want to watch for new. updated, new and updated, or deleted records.
Exclude updates made by this connection
Enable this option to prevent the scenario from triggering when a change is made by the connection used by this module. This prevents another instance of the scenario being triggered if this scenario performs a triggering action.

Actions

Delete a record type

This action module deletes a single record type in Workfront Planning by its ID.

WARNING
Deleting a record type in Workfront Planning also deletes all records in the record type table.
Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
Record type ID
Enter or map the ID of the record type you want to delete.

Make a custom API call

This module makes a custom API call to the Adobe Workfront Planning API.

Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
URL
Enter a path relative to https://(YOUR_WORKFRONT_DOMAIN)/maestro/api/
Method
Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods.
Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers automatically.

Query String
For each key/value pair that you want to add to the query string, click Add item and enter the key and value.
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.

Searches

Search records

This action module retrieves a list of records based on criteria you specify.

Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
Workspace
Enter or map the Workspace that contains the records that you want to search.
Record type
Select the record type that you want to search.
Record Fields
For each field that you want to use in your search, locate that field, select the opertor, and enter or map the value that you want to search for. Field are available based on the record type selected.
Condition for filters

Select the condition for your filters:

  • AND

    The module returns records that meet all of the field values you selected.

  • OR

    The module returns records that meet any of the field values you selected.

Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Uncategorized

Create a record

This action creates a single record in Workfront Planning.

Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
Record type ID
Enter or map the type of record you want to create. Available record types are based on your Workfront Planning account.
Other fields
Enter the values that you want the new record to have. These fields are based on the record type you selected.

Delete a record

This action module deletes the specified record in Workfront Planning.

Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
Record ID
Enter or map the ID of the record you want to delete.

Get a record

This action module retrieves a single record from Adobe Workfront Planning, specified by its ID.

Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
Record ID
Enter or map the ID of the record you want to retrieve.

Get records by record type

This action module retrieves all records of the specified type.

Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
Workspace
Select or map the workspace that contains the records you want to retrieve.
Record type
Select the type of record that you want to retrieve.

Get record types

This action module retrieves a list of record types in an Adobe Workfront Planning account.

Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
Workspace
Select or map the workspace that contains the record types you want to retrieve.

Update record

This action updates a single record in Workfront Planning.

Connection
For instructions on creating a connection to Adobe Workfront Planning, see Create a connection to Adobe Workfront Planning in this article.
Record ID
Enter or map the type of record you want to update . Available record types are based on your Workfront Planning account.
Other fields
Enter the new values that you want the record to have. These fields are based on the record type you selected.

Use JSONata for readable record-types breakdown

The following JSONata expression creates a human-readable output of the Planning query that gives you the record-types breakdown. This makes the record type name, field names, and field option names (where applicable) human readable by a name, and keeps the rest of the structure intact.

(
    $s0 := ({"data":$ ~> | fields | {"options":(options){name:$}} |});
    $s1 := ({"data":$s0.data ~> | **.fields | {"options_name":(options.*){displayName:$}} | });
    $s2 := $s1 ~> | data | {"fields":(fields){displayName:$}} |;
    $s2.data{displayName:$}
)

For information on using JSONata modules, see JSONata modules.

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