Example of connecting record types and records

Open the table view for the Campaign record type in a workspace.

Click the + icon in the upper-right corner of the table view to add a new field, then click New connection, then click Product in the selected workspace section.

Add the following information, for example:

• Record type: Product

• Name: Give the new field a name. For example, “Product information.” This is the name of the linked record field.

• Description: Add a description for the new field. For example, “These are the Products that I want my Campaigns associated with.” The description of the field displays when hovering over the field in the column header.

• Connection type: Select from the following options:

  • Many to many: Users can connect one campaign to several products and one product to several campaigns.
  • One to many: Users can connect one campaign to several products, and one product to one campaign.
  • Many to one: Users can connect one campaign to one product, and one product to many campaigns.
  • One to one: Users can connect one campaign to one product, and one product to one campaign.

  note note
  NOTE
  The Connection type option is not available when connecting records from different workspaces or when connecting Experience Manager assets. For more information, see Connected record types overview.

• Record appearance: Choose from the following options:

  • Name and image: Displays the name and the thumbnail or the icon of the connected records. This is selected by default.
  • Name: Displays only the name of the connected records.
  • Image: Displays only the thumbnail or the icon of the connected records.

• Select lookup fields: If you leave this option selected, the Add lookup fields box opens next, to allow you to link Product fields with the Campaign record type. You can click Skip to skip this step and add Product fields later.

  

(Conditional) If you selected the Select lookup fields option in the previous step, from the list of fields associated with the Product record type, click the + icon for the Budget field, then click Add fields. This creates a field called Budget (from Product information), which is the name of the linked field. Any information for the Product Budget displays in this field for the Campaign records.

This generates the following fields:

• In the Campaign record table view and in the Campaign record page of a campaign:

  • Product information (the linked record field): This displays the name or names of the Products when you add them.
  • Budget (from Product information) (the linked field): This will display the Budgets of the Products selected in the Product information field.

• In the Product record table view and in the Product record page of a product:

  • Campaign: This indicates that the Product record type is linked from the Campaign record type.

  

note tip
TIP
Linked record fields are preceded by the relationship icon .

From the Campaign record type table view, create a campaign by adding a new row in the Campaign record type page’s table.

Double-click inside the Product information column of the new campaign.

Do one of the following:

• Click a connected product’s name from the list to add it to the selected record. The product is added automatically.
• Start typing the name of a product and click it when it displays in the list. The product is added automatically.
• Click See all to display all products.

(Conditional) If you clicked See all in the previous step, the Connect objects box displays.

Start typing the name of a product in the search box, then select it when it displays in the list

Or

Select the Product records that you want to connect with the Campaign records, then click Connect objects.

The following columns are populated in the Campaign record type table:

• The Product information field populates for the Campaign record with the selected Products.
• The Budget (from Product information) field populates with the Budget value for each selected Product, or with a total of all budgets of the selected products (if you selected SUM for your aggregator).

To populate the Campaign field from the Product table view, repeat steps 5-7 starting from the Product record type table view and selecting campaign information. This will also update the Product information field in the Campaign record type page’s table.

Go to a Workspace where you want to connect the Campaign record type with Workfront projects.

Open the table view for the Campaign record type in the selected workspace.

Click the + icon in the upper-right corner of the table view to add a new field, then click New connection, then click Project in the Workfront object types section.

Add the following information, for example:

• Record type: Project (from the Workfront sub-section)

• Name: Give the new field a name, for example “Project information.”

• Description: Add a description for the new field. For example, “These are the Projects that I want my Campaigns associated with.” The description displays in the table view, as you hover over the field name in the column header.

• Connection type: Select from the following options:

  • Many to many: Users can connect one campaign to several products and one product to several campaigns.
  • One to many: Users can connect one campaign to several products, and one product to one campaign.
  • Many to one: Users can connect one campaign to one product, and one product to many campaigns.
  • One to one: Users can connect one campaign to one product, and one product to one campaign.

• Link only objects that match this criteria: Select a custom form from the Custom form drop-down menu. Only projects that are associated with the specified forms are available to be connected to campaigns. You can select multiple forms.

• Select lookup fields: If you leave this option selected, the Add lookup fields box opens next, to allow you to link Project fields with the Campaign record type. You can click Skip to skip this step and add Project fields later.

(Conditional) If you selected the Select lookup fields option in the previous step, from the list of fields associated with the Project object type, click the + icon for the Planned Revenue field, then click Add fields. This creates a field called Planned Revenue (from Project information), which is the name of the linked field. Any information from the Project Planned Revenue field will automatically display in this field for the Campaign records.

This generates the following fields:

• In the Campaign record table view and in the Campaign record page:

  • Project information (the linked object field): This displays the name or names of the Projects.
  • Planned Revenue (from Project information) (the linked field): This will display the Planned Revenues of the Projects selected in the Project information field.

note tip
TIP
Linked object fields are preceded by the relationship icon .

From the Campaign record type table view, create a campaign by adding a new row in the table.

Double-click inside the Project information** column of the new campaign.

Do one of the following:

• Click a project’s name from the list to add it to the selected record. The project is added automatically.
• Start typing the name of a project and click it when it displays in the list. The project is added automatically.
• Click See all to display all projects.

(Conditional) If you clicked See all in the previous step, the Connect objects box displays.

Start typing the name of a project in the search box, then select it when it displays in the list

Or

Select the Project records that you want to connect with the Campaign records, then click Connect objects.

This adds the following to the selected workspace:

• In the Campaign record type table:

  • The Project information field populates for the Campaign record with the selected projects.
  • The Planned Revenue (from Product information) field populates with the Budget value for each selected Product. This is a read-only field.

Click the name of a project in the connected record field.

This opens the project in Workfront, if you have at least View permissions to the project.

(Optional) Update information about the project in Workfront, if you have permissions to do so.

(Optional) From the Campaign table view, hover over the Project information field header, and click the downward-pointing arrow, then click Edit lookup fields.

Click the + icon for any project fields that you want to add to the Project’s Workfront Planning record in the Unselected fields section.

Click the - icon for any project fields that you want to remove from the Workfront Project Planning record in the Selected fields section.

Click Save.

Additional linked fields are added to the Campaign record type.