DocumentationWorkfrontWorkfront Guide

Duplicate records

Last update: April 1, 2026

CREATED FOR:

  • User
IMPORTANT
The information in this article refers to Adobe Workfront Planning which your organization can purchase either as an Adobe Workfront package or a standalone product.
Not all capabilities included in the Planning package are available to Workfront Planning when it is purchased as a standalone product.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.
For information about Workfront Planning as a standalone product, see Get started with Adobe Workfront Planning as a standalone product.

In Adobe Workfront Planning, a record is an instance of a record type.

You can duplicate an existing record in the table view. An identical copy of the existing record is added to the record type page.

Access requirements

Expand to view the access requirements for the functionality in this article.
table 0-row-0 1-row-0 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header
Adobe Workfront package

Any Workfront and any Planning package

Any Workflow and any Planning package

For more information about what is included in each Workfront Planning package, contact your Workfront account representative.
Adobe Workfront license Standard
Object permissions

Contribute or higher permissions to a workspace, record type, and manage permissions to a record

System Administrators have permissions to all workspaces, including the ones they did not create

For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Duplicate a record

You can create records in the table view of a record type page by duplicating an existing one. A record identical to the existing one is created and added under the original record.

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Planning.

    The Workfront Planning landing page opens.

  2. Click the workspace where you want to add records.

    The workspace opens and the record types display as cards.

  3. Click a record type card. For information about creating a record type, see Create record types.

    The record type page opens in the view that you last accessed. By default, a record type page opens in the table view.
    All the records of the selected type display in the view.

  4. (Conditional) Select a table view.

  5. Do one of the following:

    • Hover over the name of a record then click the More menu inline with the record name, then click the Duplicate icon Duplicate icon gray .

      More menu from record in table view

    • Select a record, then click the Duplicate icon Duplicate icon white and blue in the toolbar at the bottom of the page.

      Duplicate icon in toolbar in table view

    An identical record with an identical name is created underneath the original record. All fields of the new record are populated with the same information as in the original record.

  6. (Optional) Start updating information about the new record in the fields available in the table view, or click the record and update information in the record preview or page.

    note
    NOTE

    • There are no mandatory fields for records. However, we recommend that you add information for the primary field of a record, as it is helpful to identify records when linking records to one another. For more information about primary fields, see Manage the table view and Primary field overview.

    • Fields that refer to other record types or calculated fields are read-only fields.

    For more information about editing records, see Edit records.

  7. (Optional) Use the following keyboard shortcuts to undo or redo adding new records or their information, when adding them in the table view:

    • CTRL + Z (⌘ + Z for Mac) to undo a change
    • CTRL + Shift + Z (⌘ + Shift + Z for Mac) to redo a change.
recommendation-more-help
workfront-help-quicksilver