Configure system preferences
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the release to Preview, the same features are also available monthly in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
As an Adobe Workfront administrator, you can configure preferences for your Workfront system, including:
- Access to Workfront from mobile apps and other integrated applications
- Rules for embedding Workfront in an iframe
Changes that you make in the system preferences impact all users in your system, and their experience in Workfront.
We recommend that you configure your system preferences during the Workfront implementation and only occasionally revisit them after that.
Access requirements
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Plan |
| Access level configurations | You must be a Workfront administrator. |
For information, see Access requirements in Workfront documentation.
Configure your system preferences
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Click the Main Menu icon
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In the left panel, click System > Preferences.
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Select any of the following fields to establish the settings for your organization:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2 11-row-2 12-row-2 13-row-2 14-row-2 15-row-2 16-row-2 17-row-2 18-row-2 19-row-2 layout-auto html-authored no-header Enable fast release process Lets you enable monthly Workfront releases for your organization instead of quarterly releases.
For more information about the fast release process, see Enable or disable fast releases for your organization.
Allow embedding of Workfront in an iframe Lets you embed Workfront in an iframe.
This option is disabled by default.
IMPORTANT: Displaying a web-based application in an iframe makes the application susceptible to a click-jacking security vulnerability.
Allow SAML 2.0 authentication in Office 365 add-ins Lets you embed Workfront in an iframe only for Office 365 add-ins when Workfront is integrated with a SAML 2.0 single sign-on solution.
This option is enabled by default.
NOTE: If you enable the option above, Allow embedding of Workfront in an iframe, the option Allow SAML 2.0 authentication in Office 365 add-ins is enabled and dimmed.
Enable the use of session information when creating External Page URLs Allows users to use the Session ID information of a site when adding an External Page to a Dashboard.
This option is insecure and off by default. It is recommended to use OAuth for integrations instead.
For more information about adding External Pages to a Dashboard, see Embed an external web page in a dashboard.
Let people use Workfront's mobile applications Allows users to access the mobile apps (Workfront View for iPad and mobile phone apps)
This option is enabled by default.
For information about Workfront View, see Use Adobe Workfront View. For more information about the mobile apps, see Use the Adobe Workfront mobile app: article index.
Collaborate with people without Workfront accounts by using email addresses Allows Workfront users to share certain items with people without a Workfront account by including their email address instead of their name. Users can share the following items with external users by using their email address:
- Document
- Document request
- Document approval
- Calendar
This option is enabled by default.
IMPORTANT: The External User access level is unavailable in your Workfront instance if this option is disabled. For more information, see Built-in access levels.
Custom Help URL Lets you define an internal custom help site for the Main Menu help icon to go to. For more information, see Configure a custom help URL. Disable auto-upgrade within Access Levels You can disable the auto-upgrade process for Contributor access levels. When this setting is checked, Contributor-license users who have exceeded their approval decision limit must be manually upgraded to a new license by the administrator. Enable the Priorities worklist Lets you choose to enable or disable the Priorities worklist experience for your users. Users will still see the Priorities icons in Workfront, but they will not have access to the functionality. For more information about Priorities, see Get started with Priorities. Always enforce required fields in bulk edit Lets you choose whether to force users to enter information in required fields when bulk editing objects.
When this option is selected, required fields must have values before saving in bulk edit mode. If the required field is missing a value for at least one bulk selected object, saving is not permitted.
When this option is not selected, required fields are only enforced when a user modifies the field. If a field is not modified, it is treated as optional and not validated.
Storage Preferences In this section you can enable the Adobe cloud preferences. Lets you choose to enable or disable Adobe cloud storage for your entire organization or for specific groups.
Update the following information:
- Default: Choose Legacy Workfront storage or Adobe cloud storage
- Allow users to select storage provider: This allows users to choose between the two storage types when creating Workfront objects.
- Applies to: Choose whether the default settings apply to the entire organization or to specific groups
- Select portfolios to convert to Adobe cloud storage: Select portfolios that you would like to convert automatically from Workfront legacy storage to Adobe cloud storage. The portfolios are converted when you save the System Preferences.
For more information about Adobe cloud storage, see Enable Adobe cloud storage for your organization.
Select portfolios to convert to Adobe cloud storage Lets you convert existing legacy Workfront storage portfolios to Adobe cloud storage. For more information, see Convert legacy portfolios to Adobe cloud storage. Enable AI By turning on the settings in the AI preferences area, you can enable AI, including AI Assistant.
NOTE: Your organization must meet specific requirements to enable AI. For more information about AI, including the requirements, see AI Assistant overview.
AI Form Fill Allow people to use Form Fill with AI to automatically fill a request form. For more information, see Use Form Fill powered by AI to fill in a request using prompts or documents. Intelligent Auto-complete in Request forms Lets you choose to enable the ability to auto-complete request forms based on previous request data. For more information about Form Auto-Complete, see Auto-fill a request from previous data. Planning Designer This is available only to customers who have purchased a Workfront Planning package. Turning on this setting allows your users to create and edit workspaces using the Planning Designer. For information, see Get started with the Adobe Workfront Planning Designer. Opt in to AI Betas Lets you choose to enable AI features that are currently in Beta. If you enable this option, you can then select which AI Beta features to enable. For more information about each AI Beta feature, click the information icon next to that feature. Read-only MCP tools Lets the Workfront MCP server perform read actions on Workfront data — for example, finding or listing projects, tasks, or other items. This option is enabled by default.
For more information about the Workfront MCP server, see Configure the Adobe Workfront MCP server.
Write MCP tools Lets the Workfront MCP server perform create, update, and delete actions on Workfront data. This option is disabled by default.
For more information about the Workfront MCP server, see Configure the Adobe Workfront MCP server.
Test Environments Lets you access your Workfront test environments. For more information, see The Adobe Workfront Preview Sandbox Environment. -
Click Save.
The changes that you saved here affect the experience of all the users in Workfront and anyone who interacts with the system as an external user.