Formula fields overview

Last update: May 1, 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 create custom fields in Adobe Workfront Planning by referring to existing fields and connecting them in a Formula-type field.

Formula fields generate a new value using existing values from other fields in a record type and a function that indicates how the existing values should be calculated.

For information, see the “Formula” section in the article Create fields.

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 template

In the Production environment, all users including the System Administrators must be assigned to a layout template that includes Planning.

In the Preview environment, Standard users and System Administrators have Planning enabled by default.

*For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Considerations about formula fields

  • Formula fields reference fields that belong to the same record type.

  • You can reference fields from other record types only when you connect another record type to the one you’re creating a formula field for.

  • You cannot change the Field type of a Formula field after you save it.

  • You can update the calculation of a formula field after you save it, and the results of the calculation update automatically for all the records of the same type.

  • You must add the fields you reference in formulas as they display in the Workfront Planning interface.

  • You can reference only fields that display in the table view of a record type or on the record details page.

  • You can define the format for the value of a formula calculation by choosing from the following format options:

    • Text
    • Number
    • Percent
    • Currency
    • Tags
    • Date

    For more information, see the “Formula” section in the article Create fields.

Supported formulas

Adobe Workfront Planning formula fields support most of the expressions from the Workfront calculated fields.

NOTE
The following Workfront expressions are not supported for Workfront Planning formula fields:
  • SORTASCARRAY
  • SORTDESCARRAY
  • ADDHOUR
  • SWITCH
  • FORMAT

For a complete list of Workfront expressions, see Overview of calculated data expressions.

In addition, we support the following expressions for Workfront Planning formula fields. The following expressions are not supported for Workfront expressions:

ExpressionExplanation and example
ARRAYJOIN

Returns concatenated string by delimiter.

The expression is formatted as follows:

ARRAYJOIN(delimiter,array)

ARRAYUNIQUE

Returns array with unique values.

The expression is formatted as follows:

ARRAYUNIQUE(array)

ID

Returns the ID of a record. Each record has a unique ID.

The expression is formatted as follows:

{ID}

JSONELEMENT

Returns the data from JSON by the provided JSONPath. If the JSONPath doesn't exist in the JSON, an empty result will be returned.

The expression is formatted as follows: JSONELEMENT(JSONString, JSONPathString)

SETTIMEZONE

Sets the timezone of a date and time to a specific timezone.

The expression is formatted as follows:

SETTIMEZONE(date,‘America/Los_Angeles’)

WEEKOFYEAR

Returns the week number in a year. Optionally, you can indicate which day the week starts on (use 1 for Sunday, or 2 for Monday). If omitted, weeks start on Sunday, by default.

The expression is formatted as follows:

WEEKOFYEAR(date,2)
or
WEEKOFYEAR(date)

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