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Adobe Workfront Boards modules

Last update: Mon Aug 26 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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NOTE
The Boards Fusion connector is in a beta status. As a result, support for this connector is limited and may change due to future development of Boards. In addition, there may be changes to the GraphQL API without notice that could impact your Fusion connector process.

Adobe Workfront Boards are flexible tools that allow team collaboration by providing access to a shared board that contains columns and cards.

You can use the Adobe Workfront Boards modules to read or update records, make an API call to the Workfront Boards API, or trigger a scenario when an action occurs on a board.

For general information on Workfront Boards, see Boards overview.

Access requirements

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

Adobe Workfront plan
Any
Adobe Workfront license

New: Standard

Or

Current: Plan, Work

Adobe Workfront Fusion license

Current license requirement: No Workfront Fusion license requirement.

Or

Legacy license requirement: Workfront Fusion for Work Automation and Integration, Workfront Fusion for Work Automation

Product

Current product requirement: If you have the Select or Prime Adobe Workfront Plan, your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Or

Legacy product requirement: Your organization must purchase Adobe Workfront Fusion as well as Adobe Workfront to use functionality described in this article.

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

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

Prerequisites

You must have configured a board in Adobe Workfront before you can connect to it.

Create a connection to Workfront Boards

NOTE
You can use a Workfront connection to connect to Workfront Boards, or you can create a separate Workfront Boards connection.

To create a Workfront Boards connection:

  1. In any Adobe Workfront Boards module, click Add next to the Connection box.

  2. Fill in the following fields:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 layout-auto html-authored no-header
    Connection name Enter a name for this connection.
    Environment Select whether you are connecting to a production or non-production environment.
    Type Select whether you care connecting to a service account or a personal account.

    Client ID

    (Optional)

    		 Enter your Adobe Client ID. This can be found in the Credentials details section of the Adobe Developer Console.

    Client Secret

    (Optional)

    		 Enter your Adobe Client Secret. This can be found in the Credentials details section of the Adobe Developer Console.

    Authentication URL

    (Optional)

    Enter the URL that your instance of Workfront will use to authenticate this connection.

    The default value is https://oauth.my.workfront.com/integrations/oauth2.
    Host prefix

    Enter your host prefix.

    The default value is origin-.

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

Adobe Workfront Boards modules and their fields

When you configure Workfront Boards modules, Workfront Fusion displays the fields listed below. Along with these, additional Workfront Boards 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 in Adobe Workfront Fusion.

Cards

Add checklist item

This action module adds a checklist item to the specified card.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Card ID

Enter or map the ID of the card you want to add a checklist item to.

You can find the card ID in the URL when viewing the card in Workfront.

Checklist items
For each checklist item you want to add, click Add item, enter the checklist item's name, and select whether the item has been completed.

Add subtask

This action module adds a subtask to a card in Boards. The card must be a connected card. The subtask is also added to the Workfront task that the card represents.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Parent card ID

Enter or map the ID of the card you want to add a subtask to.

You can find the card ID in the URL when viewing the card in Workfront.

Board ID

Enter or map the ID of the board that contains the card you want to add a subtask to.

You can find the board ID in the URL when viewing the board in Workfront.

Name
Enter or map a name for the new subtask.

Create a card

This action module creates a new card on a Workfront board.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Board ID

Enter or map the ID of the board that you want to add a card to.

You can find the board ID in the URL when viewing the board in Workfront.

Column ID

Enter or map the ID of the column you want to add a subtask to.

You can find the column ID in the information that is returned from the Read a board module.

Name
Enter or map a name for the new card.

Move a card

This action module move a card to a different column on the same board.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Card ID

Enter or map the ID of the card you want to move.

You can find the card ID in the URL when viewing the card in Workfront.

Board ID

Enter or map the ID of the board that contains the card you want to move.

You can find the card ID in the URL when viewing the card in Workfront.

Destination column ID

Enter or map the ID of the column you want to move the card to.

You can find the column ID in the information that is returned from the Read a board module.

To index

Enter or map the position that you want the card to have in the new column.

The top position in the column in index 0.

Read a card

This action module retrieves information about a specific card.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Card ID

Enter or map the ID of the card you want to read.

You can find the card ID in the URL when viewing the card in Workfront.

Update a card

This action module updates information for a card you specify.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Card ID

Enter or map the ID of the card you want to update.

You can find the card ID in the URL when viewing the card in Workfront.

Board ID

Enter or map the ID of the board that contains the card you want to update.

You can find the card ID in the URL when viewing the card in Workfront.

Name
Enter or map a new name for the card.
Card ID
Enter or map a new description for the card.

Boards

Create a board

This action module creates a board in Workfront. You can specify the type of board you want to create.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Board name
Enter or map a name for the new board.
Type
Select the type of board you want to create.

Read a board

This action module returns information about a single board, such as the board’s cards, columns, tags, and members.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Board ID

Enter or map the ID of the board that you want to retrieve information for.

You can find the board ID in the URL when viewing the board in Workfront.

Columns

Create a column

This action module creates a new column on the specified board.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Board ID

Enter or map the ID of the board that you want to add a column to.

You can find the board ID in the URL when viewing the board in Workfront.

Column ID

Enter or map the ID of the column you want to update.

You can find the column ID in the information that is returned from the Read a board module.

Column name
Enter or map a new name for the column.
WIP Limit
Enter or map a new WIP limit for the column.

Search for a column

This search module returns information about the column with the specified name.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Board ID

Enter or map the ID of the board that contains the column you want to retrieve.

You can find the board ID in the URL when viewing the board in Workfront.

Column Name
Enter or map the name of the column you want to retrieve.

Update a column

This action module updates the name or WIP limit of the specified column.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Board ID

Enter or map the ID of the board that contains the column you want to retrieve.

You can find the board ID in the URL when viewing the board in Workfront.

Column Name
Enter or map the name of the column you want to retrieve.

Tags

Add a tag to a card

This action module adds a tag to a card.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Card ID

Enter or map the ID of the card you want to add a tag to.

You can find the card ID in the URL when viewing the card in Workfront.

Board ID

Enter or map the ID of the board that contains the card you want to add a tag to.

You can find the board ID in the URL when viewing the board in Workfront.

Tag ID

Enter or map the ID of the tag you want to add.

You can find the tag ID in the information that is returned from the Read a board module.

Create a tag

This action module creates a new tag and assigns it a color.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Board ID

Enter or map the ID of the board that you want to create a tag for.

You can find the board ID in the URL when viewing the board in Workfront.

Tag name
Enter or map the a name for the new tag.
Tag Color
Select the color for this tag.

Comments

Create a comment

This action module created a comment on the specified card.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Card ID

Enter or map the ID of the card you want to add a comment to.

You can find the card ID in the URL when viewing the card in Workfront.

Comment
Enter or map the text of the comment that you want to add.

Read card comments

This action module retrieves the comments from the specified card.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

Card ID

Enter or map the ID of the card you want to retrieve the comments for.

You can find the card ID in the URL when viewing the card in Workfront.

Limit
Enter the maximum number of comments that you want the module to return in one execution cycle.

Other

Make a custom API call

This action module makes a custom call to the Workfront Boards API.

Connection

You can use an existing Workfront connection to connect to Workfront Boards, or you can use a specific Workfront Boards connection.

For instructions about connecting your Workfront app to Workfront Fusion, see Create a connection to Workfront Boards in this article.

URL
Enter a path relative to https://<WORKFRONT_DOMAIN>/boards-service/graphql?.
Method

Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in Adobe Workfront Fusion.

For most boards calls the method is POST.

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-stringify()"}

Query String

Add the query for the API call in the form of a standard JSON object.

For Workfront Boards, this section is usually left empty.

Body

Add the body content for the API call in the form of a JSON embedded Graphql

Example:

This example updates a column name. You can include the boardId and columnId as GUIDs either hard coded or mapped from a previous module.

{


“query”: “mutation { updateColumn(boardId: "", columnId: "", updateColumnInput: { name: "" }) { id name }}”




}

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

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