Field overview

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:

• Edit field settings
• Delete fields

The fields associated with a record type are available to be associated with all the records of that type.

Fields associated with a record type cannot be added to another record type.

You can create fields manually or automatically in the following ways:

• Manually:

  • When you add 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.

  • When you connect 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.

  • When you import existing fields from Workfront.

    For information, see Import fields from Adobe Workfront.

• Automatically:

  • When you create a record type:

    • Name

    • Description

    • Start Date

    • End Date

    • Status. The default values for record statuses are:

      • Development
      • Planned
      • Active
      • Completed
      • On Hold

    You can add more values or rename the existing ones.

  • When you create a workspace from a template.

    For information, see Create workspaces.

  • When you import record types using an Excel or CSV file.

    For more information, see Create record types.

Workfront Planning fields are not accessible from Workfront.

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.

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 and record type that the field belongs to.

You can have up to 500 fields for one record type.

Field names can have up to 250 characters.

When deleting a record type or workspace, all fields associated with them and the fields’ values are also deleted and cannot be recovered.