DocumentationWorkfrontWorkfront Guide

Edit record types

Last update: April 1, 2026

CREATED FOR:

  • User
  • Admin

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the release to Preview, the same features are also available monthly 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 which your organization can purchase either as an Adobe Workfront package or a standalone product.
Not all capabilities included in the Planning package are available to Workfront Planning when it is purchased as a standalone product.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.
For information about Workfront Planning as a standalone product, see Get started with Adobe Workfront Planning as a standalone product.

Record types are the object types of Adobe Workfront Planning. You can edit the appearance of record types that you or anyone else created. For information about creating Workfront Planning record types, see Create record types.

Access requirements

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

Any Workfront or Workflow with a Planning package

Any Planning package when purchased as a standalone product

NOTE

To configure connectable record types:

  • Any Workfront package and any Planning package

  • Or

    Any Workflow and a Planning Prime or Ultimate package

  • Or Any Planning Prime and Ultimate package

To configure global record types:

  • Any Workfront package with a Planning Plus package

  • Or

    Any Workflow and a Planning Prime or Ultimate package

  • Or Any Planning package when purchased as a standalone product
Adobe Workfront and Planning licenses Any
Access level configuration You must add both a Workflow and a Planning license type to the access level when you have both a Workflow and a Planning package
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.

Edit record types

  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. Click the workspace whose record types you want to edit.

    The workspace page opens and the record types display.

  3. 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 Edit or Settings
      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 Edit or Settings.

    More menu options from record type card with Settings

  4. In the Edit record type box, the Appearance tab opens by default.

    Edit record type box appearance tab

    Update the following information in the Appearance tab:

    • Edit the record type name, if needed.

    • Description: Edit or add a description for the record type with more information about it.

    • Edit the color and shape of the icon associated with the record type. Do the following:

      • Select a color to identify the record type. This is the color of the record type icon.
      • 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.

  5. (Optional and conditional) If you are a system administrator, click the Cross-workspace settings tab and update information about the cross-workspace capabilities of the record type.

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

    Edit record type box with cross-workspace settings tab

  6. Click Save.

    If you selected to connect this record from other workspaces, the Connectable record icon Connect from other spaces icon displays on the record card.

    If you selected to allow adding this record to other workspaces, the Global record icon Global record type icon displays on the record card.

  7. (Optional) Click the record type card from the workspace area to open the record type’s page, then rename the record type in the header.

  8. (Optional) To edit another record type, from the record type page, expand the downward-pointing arrow to the right of a record type name, search for a record type, then select it when it displays in the list.

    Record type drop-down on record type page with search box

    note tip
    TIP
    You can use the following keyboard combination to open the global search box from any Workfront Planning page and search for record types :
    • CTRL+K for Windows
    • ⌘+K for Mac
    Global search box

  9. (Optional) To add, edit, deactivate or delete record type business rules, go to the record type page and click the More menu to the right of the record type name, then click Business rules.

    Business rules are conditions set on the record type that define when records of that type can be edited or deleted.

    For information, see Create record types business rules.

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