Connect records

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.

(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.

Click the workspace whose records you want to connect

The workspace opens and the record types display as cards.

Click the card of a record type to open the record type page.

Click the name of a table view to open it.

(Optional) Add records to the record type that you selected by adding a new row to the table. For information, see Create records.

(Conditional) After you connected the selected record type with another record type, go to the linked record column and double-click the cell corresponding to the record that you want to link with other records.

Do one of the following:

• Click a connected record’s name from the list to add it to the selected record. The record is added automatically.
• Start typing the name of a record and click it when it displays in the list. The record is added automatically.

(Optional) If you cannot find a record or an object to connect, and you want to add it, click + Add to add a new record. For more information, see the “Create records as you connect them” in the article Create records.

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You can open a record’s page and connect other records by doing the following in the table view:
Click the name of the record in the view. Find the linked record field and double-click the field (if there are records already connected) Or Click Connect records (if the field is empty) to add records from the connected record or object type.

(Optional) Click See all to display all records.

(Conditional) If you clicked See all in the previous step, the Connect objects box displays.

Start typing the name of a record in the search box, then select it when it displays in the list

Or

Select the name of one or multiple records in the box, then click Connect objects.

The following are added:

• The linked records display in the linked record field of the record that you selected in a previous step.
• The linked fields are populated with the information from the linked records, if you added linked lookup fields when you connected the record types.

Updating the linked records updates the linked fields for the records that you are linking from automatically. You cannot manually edit linked fields.

(Optional) Close the record type page and go to the workspace you selected.

Click the card for the record type that you linked to.

For example, if you connected the Campaign record with the Product record, click the Product card.

The record type card should open in the table view. If not, select a table view.

Notice that the Campaign linked record field displays the names of the campaigns you linked to products in the Product record type page. Updating the Campaign information automatically updates the Campaign linked record field for the Product record type.

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.

(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.

Click the workspace whose records you want to connect.

The workspace opens and the record types display as cards.

Click the card of a record type to open the record type page.

Select a Table view from the View drop-down menu.

Click New record to add individual records to the record type that you selected. For information, see Create records.

(Conditional) After you connected the selected record type with a Workfront object type, go to the linked object column and double-click the cell corresponding to the record that you want to link with objects from Workfront.

Do one of the following:

• Click an object from the list to add it to the selected record. Objects are listed alphabetically. The object is added automatically.
• Start typing the name of an object and click it when it displays in the list. The object is added automatically.

(Optional) If you cannot find an object to connect, and you want to add it, click + Add to create and add a new project or portfolio.

You can only add projects without a template or portfolios when connecting them to Planning records. You cannot add new programs, users, or companies.

(Optional) Click See all to display all objects you have at least permissions to view.

(Conditional) If you clicked See all in the previous step, the Connect objects box displays.

Start typing the name of a Workfront object in the search box, then select it when it displays in the list

Or

Select the name of one or multiple objects in the box, then click Connect objects.

The following are added:

• The selected Workfront objects are added to the linked record field.
• If you added them when you connected the record type with Workfront, the linked fields (or the lookup fields) of the Workfront objects are automatically populated with information from Workfront.

For more information about connecting record types with objects from another application, see Connect record types.

(Optional) Click the name of a Workfront object connected to a Workfront Planning record either in the linked field of a table view or from the linked field in the record page.

This opens the Workfront object in Workfront, if you have at least View permissions to the object.

(Optional) From the table view of the record type, hover over the column header of the linked Workfront object, and click the drop-down menu, then click Edit lookup fields.

Add Workfront object fields from the Unselected fields area

Or

Remove Workfront object fields fro the Selected fields area.

This adds or removes linked fields from the Workfront Planning records. The information associated with the removed fields remains in Workfront.

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.

(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.

Click the workspace whose records you want to connect.

The workspace opens and the record types display.

Click the card of a record type to open the record type page.

Select a Table view from the View drop-down menu in the upper-right corner of the record type page.

(Optional) Click New record to add new records to the record type that you selected. For information, see Create records.

(Conditional) After you connected the selected record type with Experience Manager Assets, go to the linked object column and hover over the cell corresponding to the record that you want to link with other objects from Experience Manager, then click the + icon.

The Select Assets box displays.

Click to select some of the following types of assets:

• Images
• Folders

You can select multiple assets.

Click Select.

The following are added:

• The selected Experience Manager assets are added to the linked record field.

• The linked fields (or lookup fields) populate with information from the Experience Manager connected assets.

  Any existing information from the fields of the Experience Manager assets displays in the linked or lookup fields automatically.

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  When you select to connect multiple records when connecting the record types, the values of the multiple objects display either separated by commas or aggregated according to the aggregator you choose. A linked record field to the Workfront Planning linked records is not created for the linked Experience Manager assets in the Experience Manager Assets application.

(Optional) Go to the record type you linked to Experience Manager Assets from and click the name of an asset in the linked record field. The Experience Manager details of the asset display in a pop-up window.

The following fields display for an image file:

• A thumbnail of the image
• The image file name
• Dimensions
• Size
• Description
• The file path in Experience Manager
• The asset type
• Date created
• Date modified

(Optional) To open the Experience Manager assets record page in Experience Manager, go to the record type page of the record you are linking from, click the name of an asset in the linked record field to open the pop-up window, then click the Open in AEM icon to open the asset.

This opens the Experience Manager asset in Adobe Experience Manager Assets.

(Optional) From the table view of the record type, hover over the column header of the linked Experience Manager asset, and click the drop-down menu, then click Edit lookup fields.

Add Experience Manager Assets object fields from the Unselected fields area

Or

Remove Workfront object fields fro the Selected fields area.

This adds or removes linked fields from the records. The information associated with the removed fields remains in Adobe Experience Assets.

Go to any view of a record type that has been connected to other Planning record types or object types from other applications.

Follow the steps described in the previous subsections to find a record in the view that you want to connect with other records or objects.

Click the name of a record.

The preview page opens.

(Optional) Click the Open in new tab icon to open the record’s page.

Click the Connections tab in the record’s preview or page.

All record or object types that are linked to the selected record type display as sections. Connected records or objects display under their record or object type names on cards.

(Optional) Click Show all connections to show all connected record types, including the ones without connected records.

(Optional) Click the downward-pointing arrow to the left of a section to collapse it.

(Conditional) Click Connect to add more records or objects of the same type.

Follow the steps described in the previous sections to connect records from Workfront Planning or objects from Workfront or Experience Manager Assets.
The records and objects are added immediately.

(Optional) Hover over the connected card of a record or object, then click the Disconnect record icon - to disconnect it from the selected record.

The record is immediately disconnected from all areas of Workfront Planning or from other applications where it might show as connected. Any lookup field values are also removed.