Import fields from Adobe Workfront

Last update: January 16, 2025

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 import copies of existing Workfront fields. Importing fields from Workfront creates a copy of each field for a Workfront Planning record type.

Access requirements

Expand to view access requirements for Workfront Planning.

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

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 importing fields from Workfront

  • You can import native or custom Workfront fields to a record type in Workfront Planning.
  • Importing Workfront fields creates copies of the same fields and it preserves the field name in Workfront Planning. After they are copied to Workfront Planning, the fields are independent from the original Workfront fields and they do not share information.

  • You can add native or custom fields from the following Workfront objects:

    • Portfolio
    • Program
    • Project
    • Task
    • Issue
    • Document
    • Company
    • Group
    • User
    • Job Role
    • Assignment
    • Hour
    • Billing Record
    • Expense
    • Iteration

  • Workfront fields might not preserve their field type, after they are imported in Workfront Planning.

    The table below shows Workfront field types and their corresponding Workfront Planning field type.

    Workfront field typeWorkfront Planning field type
    Text-formatted single-line textSingle-line text
    Number-formatted single-line textNumber
    Currency-formatted single-line textCurrency
    ParagraphParagraph
    Text with formattingParagraph
    Single-select dropdownSingle-select
    Multi-select dropdownMulti-select
    User typeahead Filters are not supportedPeople
    Calculated*Formula
    DateDate
    Checkbox groupMulti-select
    Radio buttonMulti-select

    *Calculated fields will be available at a later date.
    All other Workfront field types are not supported in Workfront Planning.

Import fields from Workfront

  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 types you want to create fields for.

    The workspace opens and the record types display.

  4. Click the card of a record type.

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

    TIP
    Some fields might be hidden. Click Fields and enable the toggle for the fields you want to view as columns in the table view.

  5. Click the + icon in the upper-right corner of the table view

    Or

    Hover over the header of any column, click the downward-pointing arrow after the field name, then click Insert left or Insert right to add the new field.

  6. Click Add existing in the lower-right corner of the New field tab.

  7. Start typing the name of an existing Workfront field in the search area, then click + when it displays in the list.

  8. (Optional) Type another field, then click + when it displays in the list.

  9. (Optional) Click the Filters icon , then update one or both of the following fields:

    • Object type: Select a Workfront object type whose fields you want to import.
    • Custom form: Select one or several custom forms from Workfront. You may select a custom form without selecting an object type first.

  10. Click +, then Add fields.
    The fields are added to the table view and to the records’ details pages.

    IMPORTANT
    There is a limit of 500 fields for any record type. The existing fields together with the imported fields contribute to this limit.

    The added fields are copies of the Workfront fields and no longer connect to the original fields in Workfront.

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