Connected records overview
The highlighted 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 connect Adobe Workfront Planning records to one another or to objects from other applications.
This article describes considerations that you must take into account when connecting records in Adobe Workfront Planning.
For information about how you can connect records to one another or to another object, see Connect records.
Considerations about connecting records
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After you connect record types, the connected record types display as linked record fields in the table of the record types they are linked from and on the records’ pages.
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You can browse and add records and objects of the linked record and object types from the linked record fields.
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You can add fields (lookup fields) of the linked record types in the table of the record type you are linking from.
Also, you can add fields (lookup fields) of the record types you are linking from in the table of the record type you are linking to.
For example, if you link the record type of Product from the record type of Campaign, you can display product fields for campaigns, as well as campaign fields for products.
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You cannot manually update the values of lookup fields on the records you are linking from.
The values of the lookup fields populate the Workfront Planning record that you are linking from automatically after they are updated on the original record or object.
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Everyone with access to Workfront Planning and View or higher permissions to the workspace can see the connections that you make between records or between records and other applications’ objects. They can view connected records and objects regardless of their permissions in the applications you are connecting to.
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You can view and edit everyone else’s connections, if you have Manage permissions to the workspace where the connected records are.
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You can connect one record to one or multiple objects from another application., depending on the type of connection you selected when connecting the record types. For more information, see the “Connections types” section in the article Connected record types overview.
Areas where you can connect records
You can connect records to other records or to objects from another application in the following areas:
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You can connect records from Workfront Planning to Workfront objects or Experience Manager Assets objects in the following areas of a Planning record:
- The connected record fields in the table view of a record type in Planning.
- The record’s preview or page in the connected record fields on the Details tab.
- The record’s preview or page on the Connections tab.
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You can connect Workfront objects to Workfront Planning records in the following areas:
- From the Planning section of a Workfront object.
- From a Planning connection field on a Workfront object’s custom form.
For information, see Manage record connections from Workfront objects