Delete record types
- 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.
You can delete record types when they are no longer relevant.
However, deleting record types also deletes all information associated with the record types. For more information, see the Considerations when deleting record types section in this article.
For information about record types, see Record types overview.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| Adobe Workfront plan* |
Any of the following Workfront plans:
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 when deleting record types
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You can delete only record types from workspaces to which you have Manage permissions.
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Deleting record types removes the following information associated with them:
- All records of that type.
- All fields associated with the record type.
- All views (including filters, groupings, and sorting criteria) of the record type.
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The record type is removed from all users accessing the workspace.
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You cannot recover deleted record types or their information.
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We recommend recreating the fields and the records associated with the record type that you want to delete on another record type before deleting them.
Delete record types
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(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.
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Click the workspace whose record types you want to delete,
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.
The workspace opens and the record types display.
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Do one of the following:
- Hover over the record type card, click the More menu, then Delete.
- Click the card for the record type that you want to delete, and from the record type page, click the More menu
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Type delete in the confirmation box, then click Permanently delete. This is not case sensitive.
The selected record type, along with their fields, associated records, and views are deleted and cannot be recovered.