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Edit field settings

Last update: Wed Nov 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin
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.

You can edit the field settings for fields that are already created in Adobe Workfront Planning.

For information about creating Adobe Workfront Planning fields, see Create fields.

This article describes how you can edit the settings for Workfront Planning fields. For information about editing field values for records, see Edit records.

Access requirements

Expand to view access requirements for Workfront Planning.

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 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.

Considerations about editing field settings

You must consider the following before making changes to a field’s configuration:

  • You can edit fields that you created or fields created by other users, if you have Manage permissions to the workspace that the fields belong to.

  • You can edit a field in the record type table.

  • You cannot edit a field on the record page or in any other view, outside of the table view.

  • You cannot edit the Field type, after the field is saved.

  • You cannot deselect the Allow negative numbers setting that was previously selected, for a Number, Percentage, or Currency field if there are already negative values stored on the records it is attached to.

  • You can edit the configuration of the following field elements, after you save the field:

    • The Name or the Description of any field
    • The Options of a Single-select or a Multi-select field.
    • The expression of a Formula field.
    note warning
    WARNING
    When formula expressions change, or options are added or removed from a select-type field, there will be loss of data for the records that already have information stored in the fields whose configuration is modified.
    There is no warning or indication that this data loss could happen when you change the configuration of fields.
    There is no notification to other users that the field configuration has changed.

Edit field settings

  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 whose record fields you want to edit.

    The workspace opens and all the record types in the workspace display on cards.

  4. Click the card of a record type.

    This opens the record type’s page.

  5. (Conditional) Click the tab of a Table view.

    All existing records associated with the record type display in the rows of the table view.

  6. Hover over the column header of a field you want to edit, then click the downward-pointing arrow after the field name, then click Edit field

    Or

    Double-click the column header for the field.

  7. Update information about the field and click Save.

    note tip
    TIP

    • You cannot update the field type after the field is saved.

    • When you modify field configurations (field options or formula expressions), records that already contain information in the modified fields will update their values in real-time. There is no warning and no audit log for the value changes triggered by field configuration changes. All users who view the fields will immediately see the new values with the modifications.

    The field information updates for everyone with access to view the workspace.

  8. (Conditional) For linked record fields, click Edit lookup fields and add or remove any of the fields from the linked record type.

    For more information, see Connect record types.

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