Add a Connected records page to a record

Click the name of the record to open it from any view of a record type page.

Click Add page from one of the following areas:

• The record’s preview window
• The record’s details page, after clicking the Open in new tab icon in the upper-right corner of the preview page.

The Create page box opens.

Add the Page name, click Connected records page for the Page type, then click Create.

(Optional) Click the name of a connected record or object type in the list, or search for it, then click it when it displays in the list to create the page for that record or object type.

(Optional and conditional) If more than one connected field of the record or object type you are building the page for displays, click the field whose records or objects you want to display in the connected records page from the Select reference field list.

One of the following pages is added to the connected records page:

• The table view of a record type
• The list view of a project object type

The records or projects that are connected to the current record display in the table or list view.

The first five fields of the connected records display by default. No lookup fields display by default.

(Conditional) Depending on what type of records you display in the connected record page, do one of the following:

• Manage Planning records
  For information, see the section Manage the connected records page for Planning records in this article.
• Manage Workfront projects
  For information, see the section Manage the connected records page for Workfront projects in this article.

(Optional) Double-click the name of the Connected records page tab

Or

Hover over the name of the tab, then click More , then click Rename to rename to new connected records page tab.

(Optional) Hover over the name of the connected records page tab, click More , then click Delete to remove to tab.

Go to a record type page and click the name of a record. This opens the record’s preview page.

Click the tab for a connected records page that display Planning records.
The records connected to the record you selected display in the table view.

Click Connect records in the upper-right corner of the connected record page, to connect existing records, select them from the connection box, then click outside the box to close it. The records are automatically added to the table and connected to the record you selected. The records must exist before you can add them.

For more information, see Connect records.

Click New row at the bottom of the table to add new records. The new records are automatically connected to the records you selected.

Edit any information from the connected records inline in the table view.

Hover over a connected record’s name, then click the More menu

Or

Select one of the records, then click one of the following options in the blue bar at the bottom of the list:

• View to open the record page in a new tab

• Copy link to copy a link to the record page

• Edit thumbnail to open the Record thumbnail box and edit the record’s thumbnail image

• Duplicate to duplicate the connected record. The duplicated record is also connected to the current record.

• Insert record above or below to add new records to the connected record type. New records added here are also connected to the current record. This option is not available in the blue bar when selecting a record in the table.

• Delete to delete the record. Deleting a connected record deletes it from its record type and from everywhere where the record is connected. The deleted records move to the Recently deleted bin of their record type.

  For information about editing records in the table view, see Edit records.

  note tip
  TIP
  You can select more than one record or object to delete them.

Inline edit any of the records in the table on the connected records page.

Use any of the following view elements in the toolbar of a connected record page to manage the table view:

• Filters
• Sort
• Grouping
• Fields, to display, hide, or rearrange fields
• Row height
• Search

For information, see Manage the table view.

Click the views dropdown menu in the upper-right corner of the connected records page, and click New view to add a new view for the page, then do the following:

1. Add a View name.

2. From the View type area, select one of the following types of views:

   • Table
     For information, see Manage the table view

   • Timeline
     For information, see Manage the timeline view.

   • Calendar
     For information, see Manage the calendar view.

     For more information, see the section Manage multiple views from the connected records page in this article.

3. Click Create.
   A new view is added to the views dropdown menu.

4. (Optional) Hover over the name of a view you created, click the More menu , then click one of the following options:

   • Rename, to add a new name for the view.

   • Share

     For more information, see Share views.

   • Export

   • Delete
     For information, see Delete record views.

     

     note note
     NOTE
     You cannot delete a System view that was created by Workfront.

Go to a record type page and click the name of a record. This opens the record’s preview page.

Click the tab for a connected records page that display Workfront projects.
The projects connected to the record you selected display in the list view.

Click Connect records in the upper-right corner of the connected record page to connect existing projects.

For information, see Connect records.

Inline edit project information in the table.

Click New row to create a project without a template. The new project is automatically connected to the current record.

For more information, see Create Workfront objects from Workfront Planning as you connect them to records.

Hover over a project name in the list and click the More menu More menu

Or

Select one or more projects, and notice the blue bar at the bottom of the list, then click one of the following:

• Delete to delete the project. Deleting a project disconnects it from the record and moves it to the Workfront’s Recycle Bin. Workfront administrators can recover deleted projects up to 30 days after they were deleted.

• Disconnect to disconnect the project from the record. Disconnecting a project removes it and all the values of its lookup fields from the current record.

  note tip
  TIP
  You can select more than one project to disconnect or delete them.

Click the views dropdown menu, and click New view to add a new view for the page, then do the following:

1. Add a View name.

2. Select List from the View type area.

3. Click Create.
   A new list view is added to the views dropdown menu in the My Views area.

   For more information, see the section Manage multiple views from the connected records page in this article.

4. (Optional) Hover over the name of a view you created, click the More menu , then click one of the following options:

   • Rename, to add a new name for the view.

   • Share

     For more information, see Share views.

   • Delete
     For information, see Delete record views.

     

     note note
     NOTE
     You cannot rename, share, or delete a System view that was created by Workfront.

5. Click the Filter icon , and use the filter to display specific projects.

   note tip
   TIP
   For people-type fields, like Owner, or Sponsor, you can use a wildcard to show projects where the logged in user is assigned to these roles.

6. Click the Columns icon to hide or show columns in the list.

7. Click the + icon in the upper-right corner of the table view to add existing fields to the table. Fields must exist before you can add them.

   The Column manager box opens. Do the following:

   1. Search for an existing object field in the Available column, then click + to the right of the field name it to add it to the Selected column.

      The fields you select are added to the table view in the connected records page.

   2. Click - to the right of a field in the Selected column to remove it from the table view.

   3. Click Save to save the connected record page table view.