Connect record types

Transcript

Smarter work management begins with stronger, more connected information. In work from planning, connecting records isn’t just about organization. It’s about creating a powerful, dynamic structure that brings clarity and momentum to the work you do. For example, you’re more than likely managing multiple campaigns or projects across global regions that may share assets, target audiences, deliverables, and or strategic goals. Connecting record types boosts team visibility and accountability by ensuring everyone knows what’s needed and when, without the hassle of continually rebuilding fields. So, what does it mean to connect a record type? Let’s use an example to help illustrate. You’ve created a workspace with several record types and taxonomies. When you click into the campaign record type, you see a list of the planned work for the next year in a table view that has fields already built in. However, you’d also like to see what company goals, which audiences and channels each will contribute to and use. This way you can determine if there’s too much or too little planned. You could create a view for this record type by adding those fields as columns. But they would only exist and be visible within that specific record type. However, we know there’s another workspace that already has record types and taxonomies created for channels, audiences, and goals. Instead of recreating the same information as new fields, you can connect those record types to this view, displaying their data as fields or columns to access exactly what you need. In addition, you can expand your options to include Workfront Workflow objects to your Workfront Planning workspace, allowing you to view and manage related information seamlessly. Let’s go ahead and create a new connection. In your workspace, click on a record type. In the table view, click the column header plus sign. From the menu that appears, click New Connection. A list of workspaces with their record types and taxonomies appears. At the bottom of the list, you’ll also see the connections you can make with some of the Workfront Workflow objects. To connect, click on the record type you would like to add. Or, use the search option. Record types may come from either the workspace you’re currently in, or another workspace where record types have the connectivity setting configured. In this example, let’s select a record type from another workspace. First, decide if you’d like to rename the record type for your view, and add a description if it’s needed. Next, decide how you’d like the record to appear in the view. Then, choose if you want to select the lookup fields to be included. When you connect one record type to another, you can pull information from the connected record in your current view. For example, the channel’s record type includes fields like description and channel type in its table view. By selecting the lookup fields, you can add those fields from channels’ table view to the campaign’s table view. This makes it easy to display relevant information without needing to duplicate data or switch between record types. If you uncheck the Select Lookup Fields option, click Create, and the page refreshes to show the new connection. If you do check Select Lookup Fields, when you click Create, the Add Lookup Fields box appears. The fields you can bring over into this record type are listed on the left. Click on the plus sign to move them to the selected fields section. When done, click Add Fields, and the screen will refresh to show the table view. And, in addition to seeing the record type as a field in the view, you’ll also see the additional lookup fields as columns in the view, and can start adding information. In Workfront Planning, connecting record types isn’t just about organization. It creates a dynamic structure that boosts clarity, accountability, and team momentum.