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Add a thumbnail to a record

Last update: Wed Sep 04 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
IMPORTANT
The information in this article refers to Adobe Workfront Planning, a new offering from Adobe Workfront.
You must have the following to access Workfront Planning:
  • A new Workfront plan and license. Workfront Planning is not available for legacy Workfront plans or licenses.
  • An additional license for Workfront Planning.
  • 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 associate records with unique thumbnails in Adobe Workfront Planning, to make them easily recognizable.

You must create record types before you can start creating and editing records.
For information, see Create record types.

Access requirements

Expand to view access requirements for Workfront Planning.

You must have the following to be able to access Workfront Planning:

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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 plan*

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 record thumbnails

To visually distinguish between records in a table view, you can associate a unique thumbnail image with each record.

Consider the following:

  • A thumbnail is unique to one record, and it does not apply to all records of the same type.

  • You can add only image files as thumbnails.

  • You can add a thumbnail image to individual records in the table view or from the record’s page or preview box.

  • Workfront automatically uploads a thumbnail image every time you create a record. You can later modify this image.

  • Thumbnails belong to the record information and they display in areas where records display. For example, thumbnails display alongside record information in the following areas:

    • The primary field of a record in the table view
    • The record bar in the timeline view.
    • The record’s details preview and page.

Add a thumbnail to a record

You can add a thumbnail in the following ways:

Add a thumbnail to a record from the table view

  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 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 for whose records you want to add thumbnails, then click the record type card.

    This opens the record type page.

  4. Select a table view from the View drop-down menu. All records of the type you selected display in a table.

  5. Hover over the primary field information, click the More menu , then click Thumbnail.

    note tip
    TIP
    The primary field is the field that displays in the first column of a table view. The primary field is always frozen and cannot be hidden or relocated. The Thumbnail option is not available in the More menu when the primary field is a formula field.

    The Upload tab opens by default in the Record thumbnail box.

    For more information about uploading the thumbnail, see the section Add a thumbnail to a record from the details page in this article, starting with Step 6.

Add a thumbnail to a record from the details page

  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 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 for whose records you want to add thumbnails, then click the record type card.

    This opens the record type page.

  4. From any view, click a record to open it.

    The details preview box displays.

  5. (Optional) Click the Open in new tab icon in the upper-right corner.

    The record’s details page opens.

  6. Hover over the thumbnail image or icon , then click the More menu > Edit thumbnail.

    The Upload tab opens by default in the Record thumbnail box.

  7. Drag and drop a file to add as a thumbnail

    Or

    Click Browse images, then browse for an image file to add. The file must be saved on your computer.

  8. (Optional) After the image uploads in the Record thumbnail box, use the sizing tool to crop and resize the image.

  9. (Optional) Click the Upload new image icon to upload another image.

  10. (Optional) Click the Gallery tab, then click an image. The gallery of images cannot be modified.

  11. (Optional) To remove the thumbnail before it is saved, click the Remove icon to the right of the image.

  12. Click Use image to add the image as a thumbnail.
    This closes the Record thumbnail box.
    The thumbnail displays in areas of Workfront Planning where the record displays.

    note tip
    TIP
    You must enable the Thumbnail field in the table view to display thumbnails in this view. It is disabled by default.

  13. (Optional) To remove the thumbnail after it is saved, click a record in any view to open the details page, then hover over the thumbnail image and click the More menu > Remove icon . The thumbnail image is removed.

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