Considerations about deleting Workfront Planning fields:

  • You can delete a field only in the record type table view.

  • You cannot delete the primary field of a record.

  • Any information stored in the field is deleted and cannot be recovered.

  • When you delete a connected record field, all the connected lookup fields are also deleted from the record type you connect from. The connected record fields of the record types you connect to are also deleted from the record you connect to.

    For example, when you connect campaigns to another record type called product, and you delete the Product connected field and the Product’s Status lookup field from the campaign, the following are deleted:

    • The Product connected field from the campaign
    • The Product Status lookup field from the campaign
    • The Campaign connected field from the product.

    For more information, see Connect record types.

Access requirements

Expand to view access requirements.

You must have the following access to perform the steps in this article:

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 configurationThere are no access level controls for Adobe Workfront Planning
Object permissions

Manage permissions to a workspace and record type

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.