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Create record types

Last update: Wed Nov 27 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

The information 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.

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 for Workfront Planning.

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 an Excel or CSV file.

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

    • 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.

  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.

  8. (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.

  9. (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

  10. (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.

  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:

recommendation-more-help

Create record types by importing an Excel or CSV file

Consider the following when importing record types using an Excel or CSV file:

  • Each sheet of the Excel file becomes a record type. The name of the sheet becomes the name of the record type.

  • If there is only one sheet, or if you import a CSV file, the name of the file becomes the name of the record type.

  • The columns headers of each sheet become the fields associated with each record type.

  • Fields are unique for their respective record types.

  • Each row in each sheet becomes a unique record associated with its respective record type.

  • Each sheet of the Excel file should not exceed the following:

    • 10,000 rows
    • 500 columns

  • The Excel file should not be larger than 5MB.

  • Empty sheets are not supported.

To import record types using an Excel or CSV file:

  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 record types,

    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. Click Add record type.

  5. Click From file.

  6. Drag and drop an Excel or CSV file previously saved on your computer, or click Select a CSV or Excel file to browse for one.

  7. Click Preview and edit.

    The Preview and edit box displays with the following information:

    • The names of the sheets or of the future record types display in the left panel. Workfront Planning selects an icon and a color for each new record type by default.
    • The first sheet or record type is selected and the names of the fields associated with it display as the column headers. The type of each field is selected by default.
    • Each row represents a new record. Only the first 10 records display in the Preview and edit box.

  8. (Optional) Click the name of each sheet in the left panel to review the information it contains.

    note note
    NOTE
    Sheets that are empty are not supported and are dimmed.

  9. (Optional) Deselect the sheets that you don’t want to import from the left panel.

    Sheets you deselected display with a gray background.

  10. (Optional) Click the downward-pointing arrow to the right of the column header to do one of the following:

    • Rename one of the fields
    • Change the Field type
    • Update the field Description

  11. (Conditional) After updating information about the field, click Save.

  12. Click Import when you are ready to import your file.

    The following information imports in to Workfront Planning:

    • New record types
    • New fields associated with each record type
    • New records associated with each record type

    You can start managing fields and records on the record types pages.

    Everyone with access to Workfront Planning can now view and edit the imported record types and their information.

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