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Create record types

Last update: Mon Mar 10 2025 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.
You must have the following to access Workfront Planning:
  • A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
  • A Workfront Planning package.
  • Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see Adobe Workfront Planning overview.

Record types are the object types of Adobe Workfront Planning. In Workfront Planning, you can create custom record types which illustrate the work-related items needed in your organization’s lifecycle.

For more information about record types, see Record types overview.

Access requirements

Expand to view access requirements..

You must have the following access to perform the steps in this article:

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Products

  • Adobe Workfront

  • Adobe Workfront Planning
Adobe Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
Adobe Workfront Planning package*

Any

For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
Adobe Workfront platform

Your organization's instance of Workfront must be onboarded to the Adobe Unified Experience to be able to access all the capabilities of Workfront Planning.

For more information, see Adobe Unified Experience for Workfront.
Adobe Workfront license*

Standard

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for Adobe Workfront Planning
Object permissions

Manage permissions to a workspace

System Administrators have permissions to all workspaces, including the ones they did not create
Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

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

Considerations about creating record types

  • You can create record types in a workspace in the following ways:

    • Automatically:

      • When you create a workspace using a template.

        For information, see Create workspaces.

      • When you import them using a CSV or Excel file.

      note tip
      TIP
      When you import a record type from a CSV or Excel file, you can also import records and fields.

    • Manually:

      • From scratch.

        This article describes how you create record types from scratch.

  • You can move record types within a section and from one section of a workspace to another. You cannot move record types from one workspace to another workspace.

Create record types using a workspace template

You can create record types automatically when you create a workspace using a Workfront Planning template. Each template contains sample record types.

When you create a workspace from a template, the record types are grouped in the following sections:

  • Operational record types
  • Taxonomies

You can manually add record types in both the Operational Record Types and Taxonomies sections.

For information about creating workspaces, see Create workspaces.

For information about what record types are included with each template, see List of workspace templates.

Create a record type from scratch

  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 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.

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

  5. Click Add record type, then New.

    The Add record type box opens.

    Add record type box with appearance options

  6. Update the following information:

    • 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.

  7. 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.

    Record type card with description

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

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

    Operational record type blank

    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

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

    Or

    Click the More icon More menu 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.

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

  12. (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.

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

  14. (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 record types by importing information from a CSV or Excel file

You can import the following when importing information from a CSV or Excel file:

  • Record types
  • Records
  • Record fields

For more information, see Create Record Types by importing information from a CSV or Excel file.

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