Delete fields
- A new Workfront plan and license. Workfront Planning is not available for legacy Workfront plans or licenses.
- An additional license for Workfront Planning.
- Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.
In Adobe Workfront Planning, you can create custom fields to store information about records.
For information about creating custom fields in Workfront Planning, see Create fields.
You can delete Workfront Planning fields that are no longer relevant.
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
You must have the following to be able to access Workfront Planning:
| 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 |
|
| Adobe Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| Adobe Workfront Planning plan* |
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.
Delete fields
-
Click the Main Menu icon
The Workfront Planning landing page opens.
-
(Optional and conditional) If you are a Workfront administrator, click 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.
-
Click the workspace whose record fields you want to delete.
The workspace opens and the record types display.
-
Click the card of a record type.
-
(Conditional) If not already selected, click the tab of a Table view on the record type page.
All existing records associated with the record type display in the rows of the table view.
-
Find the field that you want to delete in the column headers, and hover over the column header, then click the downward-pointing arrow after the field name.
-
Click Delete.
-
Click Delete to confirm.
The field is deleted, cannot be recovered, and can no longer be associated with any records.