Field overview
- 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.
You can add new fields in Adobe Workfront Planning that reflect your organization’s lifecycle. Fields are attributes of record types.
Considerations about Adobe Workfront Planning fields
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You can create fields only from the table view of a record type page. Fields display as columns in the table view. All fields associated with a record type also display in the record page.
For information about managing table columns (or record fields), see Manage the table view.
For information about managing fields, also see the following articles:
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The fields associated with a record type are available to be associated with all the records of that type.
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Fields associated with a record type cannot be added to another record type.
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You can create fields manually or automatically in the following ways:
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Manually:
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By adding columns in the table view of a record type page. The columns of the table are the fields associated with the record type. They are the same fields that display on a record’s page.
You cannot create fields from the record’s page.
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By connecting record types. You can create linked record fields when you add a new connection between two record types, or a record type and an object types from other applications.
For more information about connecting record types, see Connect record types.
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Automatically:
The following are standard fields created by default for each new record type:
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Name
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Description
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Start Date
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End Date
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Status. The default values for record statuses are:
- Development
- Planned
- Active
- Completed
- On Hold
You can add more values or rename the existing ones.
Workfront Planning creates fields for record types when you create a workspace from a template. For information, see Create workspaces.
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Workfront Planning fields are not accessible from Workfront.
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Workfront fields are accessible from Workfront Planning only when you connect record types with Workfront object types and add linked or lookup fields from Workfront objects. For information, see Connect record types.
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You can view and update the settings for the fields that you or any other user created, if you have Manage permissions to the workspace that the field belongs to.
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You can have up to 500 fields for one record type.
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Field names can have up to 250 characters.
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When deleting a record type or workspace, all fields associated with them and the fields’ values are also deleted and cannot be recovered.