Edit field settings

April 23, 2025

CREATED FOR:

  • User
  • Admin

The highlighted 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.

You can edit the settings of existing fields 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..

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 templateAll 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 field settings only from 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.
    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.

  • You can edit existing lookup fields from connected records.