Create record types

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

The Workfront Planning landing page opens.

(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.

Click the workspace where you want to create a record type,

Or

From a workspace, expand the downward-pointing arrow to the right of an existing workspace name, search for a workspace, then select it when it displays in the list.

(Optional) Click Add section to add a new section to the workspace.

Click Add record type, then Add manually.

The Add record type box opens.

Update the following information on the Appearance tab:

• Replace “Untitled record type” with the name of your future record type.

• Description: Add more information about the record type.

• Select a color and shape for the icon associated with the record type. Do the following:

  • Select a color to identify your new record type. This is the color of the record type icon. Gray is selected by default.
  • Select an icon from the list, or start typing the name of an icon to describe what it represents, then select it when it displays. This is the icon of the record type. A file icon is selected by default.

(Optional and conditional) If you are a system administrator, click Advanced settings and update the following information in the Connectivity scope section:

• Enable the Connect from other workspace setting. When enabled, the record type is accessible and can be connected from other workspaces.

• Choose from which workspaces the record type can be accessed. Choose from the following options:

  • System wide: Users can connect to this record type from all workspaces where they have manage permissions.
  • Specific workspaces: Add the names of the workspaces where workspace managers can connect to this record type.

Click Create.

The record type card is added to the section and the workspace you selected.
The Description of the record type displays on the card.

(Optional) Hover over the record type card, click the More icon in the upper-right corner, then click Edit to modify information about the record type.

(Optional) Click the record type card to open the record type page.

The record type page displays in the table view by default. The columns of the table are fields associated with the new record type. Each row is a unique record that you must add.

By default, the following fields display in the table view columns of an operational record type:

• Name
• Description
• Start Date
• End Date
• Status

(Optional) Update the record type name in the header of the page

Or

Click the More icon to the right of the record type name and click Edit to rename it or change the information about it. For more information, see Edit record types.

(Optional) Click + New record to add records of the selected record type. For more information, see Create records.

(Optional) Click the + icon in the upper-right corner of the table to add more fields to the record type.

For more information about creating fields, see Create fields.

(Optional) Click the left-pointing arrow to the left of the record type name, in the header, to go back to the selected workspace.

(Optional) From the workspace, click and hold a record type card to drag and drop the record type in a desired spot, or to move it to another section.

The changes are saved automatically.

For additional information about adding records, deleting or editing record types, or updating the view in the record type page, see the following articles:

• Create records
• Delete record types
• Edit record types
• Manage record views