Adobe Workfront Planning modules

Last update: Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Workfront Fusion

CREATED FOR:

User

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

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

Adobe Workfront plan*

Pro or higher

Adobe Workfront license*

Plan, Work

Adobe Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Legacy license requirement: Workfront Fusion for Work Automation and Integration

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.

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

To find out what plan, license type, or access you have, contact your Workfront administrator.

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

Create a connection to Adobe Workfront Planning

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

In any Workfront Planning app module, click Add next to the Connection box.
Enter a name for this connection.
Select whether you want to connect to a production environment, or a non-production environment.
Select whether you are connecting to a service account or a personal account.
Click SAML log in to create the connection and go back to the module.

Adobe Workfront Planning modules and their fields

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.

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.

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 field 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.

Path

Enter a path relative to https://<WORKFRONT_DOMAIN>/attask/api/<API_VERSION>/

API version

Select the API version that you want to use. If you do not select a version, the most recent version will be used by default.

API Path override

Enter a path relative to https://<WORKFRONT_DOMAIN>/attask/api/<API_VERSION>/

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.

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.

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

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.

Maximum number of returned records

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

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.

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

These fields are based on the record type you selected.

Search records

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

NOTE

This module is under construction.

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