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Configure cross-workspace capabilities for record types

Last update: Thu Mar 12 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin
IMPORTANT
The information in this article refers to Adobe Workfront Planning, an additional capability from Adobe Workfront.
For a list of requirements to access Workfront Planning, see Adobe Workfront Planning access overview.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.

The information highlighted on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

You can configure record types to work across multiple workspaces in Adobe Workfront Planning.

You can designate a record type as one of the following:

  • A global record type: users can add global record types to other workspaces they can manage.
  • A connectable record type: users can connect to this record type from other workspaces.

You must first define the cross-workspace capabilities of a record type before workspace managers can either add it to or connect it from other workspaces.

You define the cross-workspace capabilities of a record type when you create or edit a record type.

For information, see one of the following articles:

Access requirements

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

To configure connectable record types:

  • Any Workfront package and any Planning package

  • Or

    Any Workflow and a Planning Prime or Ultimate package

To configure global record types:

  • Any Workfront package and a Planning Plus package

  • Or

    Any Workflow and a Planning Prime or Ultimate package

For more information about what is included in each Workfront Planning package, contact your Workfront account representative.
Adobe Workfront license

In the Production environment:

To make a record global:

  • Standard or higher

To make a record connectable:

  • System Administrator

In the Preview environment:

To make a record global:

  • Standard or higher

To make a record connectable:

  • Standard to make a record connectable from specific workspaces
  • System Administrator to make a record connectable from all workspaces
Object permissions

Manage permissions to a workspace

System Administrators have permissions to all workspaces, including the ones they did not create

For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Configure global record types

As a workspace manager, you can configure a record type to be a global record type. A global record type can be added to other workspaces.

A workspace manager can add a global record type to a workspace they manage. The record type’s original fields are also added to the secondary workspace.

Users can add records to a global record type from any workspace where they have Contribute permissions and where the global record type is added, including its original workspace. They can view records from workspaces they have only View permissions to from the primary workspace of the global record type.

For more information, see Cross-workspace record types overview.

To configure a record type as global:

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

    • My workspaces: Displays workspaces you created.
    • Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

    For all other users, all workspaces you created or are shared with you display in the Workspaces area.

  3. Click the workspace whose record types you want to configure as global.

    The workspace page opens and the record types display.

  4. Do one of the following:

    • Hover over the card of a record type and click the More menu More menu in the upper-right corner of the record type card.

      More menu options from record type card

    • Click a record type card to open the record type page, then click the More menu More menu to the right of the record type name.

  5. Click Edit or Settings.

    note tip
    TIP
    When a record type is added to another workspace, it displays as a global record type in that workspace. In this case, the Edit and Settings options are removed.

  6. (Conditional) If you clicked Edit, in the Edit record type box, click the Cross-workspace settings tab

    Or, if you clicked Settings, click the Cross-workspace settings section in the left panel.

  7. Enable the Allow adding this record type to other workspaces setting.

    Edit record type Cross-workspace settings with Add to other workspaces enabled

    note tip
    TIP
    After you add a global record type to another workspace, this setting can no longer be disabled.

  8. In the Select who can add this record type to workspaces they manage field, add entities that you want to allow to add this record type to workspaces they manage.

    Your name is automatically added in the field.

    You can add individual users, groups, teams, job roles, or companies whose users you want to allow to add this record type to the workspaces they manage.

    You can edit this field, after you save the record type.

  9. (Optional) Remove your name from the Select who can add this record type to workspaces they manage field.

    note tip
    TIP
    You must designate at least one entity (user, team, group, role, or company) to be able to enable this setting.

  10. (Conditional) Click Save in the Edit record type box, or click the back arrow to the left of Settings section in the page header to save your changes.

    The following things occur:

    • The record type and its fields are now available to be added to another workspace by the people you designated.
    note note
    NOTE
    You can edit the record type’s appearance and settings and its original fields only from its original workspace.

    • The record type card displays a global record type icon Global record type icon primary workspace to indicate that the record type is available to be added to other workspaces.

    • A system-generated Workspace field is added to the table view of the record type and its records’ details.

      The Workspace field displays the workspace from where each record is created.

      This field is read-only and cannot be deleted.

      note tip
      TIP
      If the field value for the Workspace field is empty, the record was created from a secondary workspace where the global record type was deleted after the record was created.

  11. (Optional) Go to another workspace and create a record type by using an existing record type. Select the record type you enabled in the steps above.

    For information, see Add existing record types from another workspace.

    The record type added from a global record type in the secondary workspace displays a similar global record type icon Global record type icon on secondary workspace that includes an arrow, indicating that the record type was imported from another workspace. When you hover over the secondary workspace global icon, you can learn the name of the original workspace.

  12. (Optional) Go back to the original workspace where you created the global record type and edit the record type by following steps 1-4 above

  13. (Optional) Review the list of workspaces where the global record has been added in the Workspaces where this record type is used section. The workspace owner is also listed next to the workspace name.

    Workspaces where this record type is used

  14. (Optional) Click the name of one of workspaces listed in the Workspaces where this record type is used section to open that workspace.

Configure connectable record types

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

    • My workspaces: Displays workspaces you created.
    • Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

    For all other users, all workspaces you created or are shared with you display in the Workspaces area.

  3. Click the workspace whose record types you want to configure as connectable.

    The workspace page opens and the record types display.

  4. Do one of the following:

    • Hover over the card of a record type and click the More menu More menu in the upper-right corner of the record type card

      More menu options from record type card with Settings

    • Click a record type card to open the record type page, then click the More menu More menu to the right of the record type name.

  5. Click Edit or Settings.

  6. (Conditional) If you clicked Edit, in the Edit record type box, click the Cross-workspace settings tab

    Or, if you clicked Settings, click the Cross-workspace settings section in the left panel.

  7. Enable the Allow connecting to this record type in other workspaces setting.

    Edit record type Cross-workspace settings tab with connect from other workspaces enabled

    When enabled, the record type is accessible and can be connected to from other workspaces.

  8. (Conditional) Depending on which license you have, choose from which workspaces the record type can be accessed. Choose from the following options:

    • All workspaces: Users can connect to this record type from all workspaces where they have Manage permissions. This option is dimmed for workspace managers with a Standard license. Only System Administrators can turn on connecting record types from all workspaces.
    • Specific workspaces: From the drop-down menu, add the names of the workspaces where workspace managers can connect to this record type.

  9. (Conditional) Click Save in the Edit record type box, or click the back arrow to the left of Settings in the page header to save your changes.

    The following things occur:

    • The record type and its fields are now available to connect to from the workspaces you designated.
    • The record type card displays a connectable record type icon Connectable record type icon to indicate that the record type is available to be connected to from any workspace you designated in your configuration.

  10. (Optional) Go to another workspace and add a connection to the record type you enabled for cross-workspace connectability in the steps above.

    For information, see Connect record types.

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