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Configure the Settings area of a record type

Last update: April 1, 2026

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.

You can configure additional settings for a record type after they have been saved in Adobe Workfront Planning.

Depending on what capabilities you want to define for a record type, you can configure additional settings by doing one of the following:

  • Editing them

    For information, see Edit record types.

  • Configuring the Settings page of a record type.

    This article describes how you can edit a record type by configuring its Settings page.

Access requirements

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

Any Workfront and Planning package

Any Workflow and Planning package

NOTE

To configure connectable record types:

  • Any Workfront and Planning package

  • Or

    Any Workflow package and a Planning Prime or Ultimate package

To configure global record types:

  • Any Workfront package and a Planning Plus package

  • Or

    Any Workflow package 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 Standard
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 record type information in the Settings page

You can define cross-workspace capabilities for a record type by configuring information in its Settings page.

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, 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 edit,

    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, then click Settings

      More menu options from record type card

      Or

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

    Cross-workspace settings on Settings page

  5. The Cross-workspace settings section is selected by default.

  6. Turn on or off one of the following settings:

    • Allow adding this record type to other workspaces to indicate that this is a global record type
    • Allow connecting to this record type in other workspaces to indicate that this is a connectable record type.

    The settings are turned off by default.

    For more information, see Configure cross-workspace capabilities for record types

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