Import fields from Adobe Workfront
The 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.
- 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.
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
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| Adobe Workfront plan* |
Any of the following Workfront plans:
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 configuration | There 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 template | All 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.
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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
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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.
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 9-row-2 10-row-2 11-row-2 12-row-2 Workfront field type Workfront Planning field type Text-formatted single-line text Single-line text Number-formatted single-line text Number Currency-formatted single-line text Currency Paragraph Paragraph Text with formatting Paragraph Single-select dropdown Single-select Multi-select dropdown Multi-select User typeahead Filters are not supported People Calculated* Formula Date Date Checkbox group Multi-select Radio button Multi-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
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(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.
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Click the workspace whose record types you want to create fields for.
The workspace opens and the record types display.
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Click the card of a record type.
All existing records associated with the record type display in the rows of the table view.
note tip 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. -
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.
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Click Add existing in the lower-right corner of the New field tab.
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Start typing the name of an existing Workfront field in the search area, then click + when it displays in the list.
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(Optional) Type another field, then click + when it displays in the list.
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(Optional) Click the Filters icon
- 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.
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Click +, then Add fields.
The fields are added to the table view and to the records’ details pages.