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Create record types by importing information from a CSV or Excel file

Last update: Wed Jun 11 2025 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 items needed in your organization’s lifecycle by importing information from a CSV or Excel file.

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 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

In the Production environment, all users including the System Administrators must be assigned to a layout template that includes Planning.

In the Preview environment, Standard users and System Administrators have Planning enabled by default.

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

Considerations about 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 in 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:

    • 25,000 rows
    • 500 columns

  • The file should not be larger than 5MB.

  • Empty sheets are not supported.

  • Fields of the following types are not supported and cannot be mapped to fields on the import sheet:

    • Connection fields, depending on the environment you use:

      • In the Production environment, connection fields to Planning records or Workfront and AEM Assets objects cannot be mapped

      • In the Preview environment, you can map and import connection fields to Planning records. You cannot map fields to Workfront and AEM Assets.

    • Lookup fields from connected Planning records or Workfront and AEM Assets objects

    • Formula fields

    • Created date, Created by

    • Last modified date, Last modified by

    • People

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 Upload 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, then select it.

  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.

    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.

    Select sheets to import drop down with unselected

    Sheets you deselected display with a gray background.

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

    Field tab on the record type mapping import box

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

  11. (Optional) Click the Connection tab to map the information in the column to a connected field from other record types.

    Connection tab on the record type import mapping box

    note tip
    TIP
    You can only map to fields from Workfront Planning connected records. You cannot map to fields from Workfront or AEM Assets connections. For more information, see the section Considerations about importing record types using an Excel or CSV file in this article.

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

  13. 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 and the workspace can now view and edit the imported record types and their information.

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