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Create records

Last update: Wed Nov 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin
IMPORTANT
The information in this article refers to Adobe Workfront Planning, an additional capability from Adobe Workfront.
You must have the following to access Workfront Planning:
  • 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.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see Adobe Workfront Planning overview.

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

You can create records by doing one of the following:

For information about managing records in the table or timeline views, see the following articles:

Access requirements

Expand to view access requirements for Workfront Planning.

You must have the following access to perform the steps in this article:

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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 package*

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

Edit access in Workfront for the object types that you want to create (projects and portfolios) as you connect the records to them.
Object permissions

Manage permissions to the workspace you want to add records to.

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

Manage permissions to Workfront objects (portfolios) to add children objects (projects).
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.

Create records by adding them to a record type in a record type table

You can create records in the table view of a record type page.

For information about editing record information, see Edit records.

  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 one of 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 where you want to add records.

    The workspace opens and the record types display as cards.

  4. 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.

  5. (Conditional) Depending on which view you display, do one of the following:

    • From the table view:

      • Click New record in the last row of the table

      • Click Shift + Enter on your keyboard from any column or row of the table. This adds an empty row under the record you start from.

      • Hover over a record’s primary field, click the More menu to the right of the field, then click Insert record above or Insert record below.

    • From any view:

      • Click New record in the upper-right corner of the page. The record preview box opens.

      Workfront automatically uploads a thumbnail and a cover image to each new record. You can later modify these images. For information, see the following articles:

  6. Start typing information about the new record in the fields you see in the preview box.

    note 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.

  7. (Conditional) When adding records in the table, continue adding information on each row, then click Enter on your keyboard to save your changes.

    Or

    Click the new record’s name or the Open details icon to the left of the record name. A preview with the record’s detailed information opens in the table.

    note tip
    TIP
    You can access the Open Details icon only from the name field of the record when the Name field is a primary field.

  8. Start editing the record’s information in the record’s preview. Workfront automatically saves your changes.

  9. (Optional) Click the Open in new tab icon in the upper-right corner of the record’s preview to open the record’s page in a new tab. Continue editing the record on the record page. For information, see Edit records.

  10. (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

Create records by copying and pasting them from an external list

  1. Start creating records in the Table view, as described in the section Create records by manually adding them to a record type in this article.

    Ensure that the table view has the columns (or the fields) that you want to populate with the new record information.

  2. Click New < Record type name > in the last row of the table to add as many new rows to the table as you want your new records to be.

    For example, add 10 rows to the table view if you want to paste the information for 10 new records from another application.

  3. In another application, create a list of records that you want to import.

    For example, you can use an Excel spreadsheet to create your list.

    The list should contain information in a tabular format.

    note tip
    TIP
    The columns of the list should contain information for the existing fields you have in Workfront.
    Ensure you have the desired fields already created in Workfront and that the information in your sheet displays in the correct format that matches that of each field in Workfront.

  4. From another application, select several rows and columns, then paste the information in the record type table view, starting with the first new record.

    The following information is imported in the Workfront Planning area:

    • The rows contain the new records
    • The columns populate information for the fields of the records.

Create records by duplicating them

For information about duplicating records, see Duplicate records.

Create records as you connect them

You can create records or Workfront objects as you connect them from other records.

You must have the following before you can add new records or Workfront objects by connecting them from existing records:

NOTE
Creating Workfront projects and portfolios as you connect them to Workfront Planning records is similar to creating Planning records as you connect them from other records.

To create records as you are connecting them from other records:

  1. Start connecting Workfront Planning records, as described in the article Connect records.

  2. (Conditional) If you cannot find a record when trying to add it from the connected record field of another record, search for a record, then click + Add. The + Add button is followed by the name of the record type you are connecting from.

    The record is created and added to the connected record field.

    note important
    IMPORTANT

    • You can create only projects and portfolios in Workfront when connecting them from a record.

    • You cannot create programs, groups, or companies when connecting them from a record in Workfront Planning.

    • You cannot create a project from a template when when you create projects by connecting them from a record. You must manually add tasks and project information or a template to the new project after you add it to the record.

  3. (Optional) Go to the table view of the record type whose record you created. A new record displays in the last row of the view.

  4. (Optional) Start adding information for the new record in the table view
    Or
    Click its name to open the details page and add information there.

Create records by submitting a request form to a record type

After someone creates a request form for a record type and shares a link to it with you, you can submit a request which creates a record for that record type.

For information, see Create and manage a request form in Adobe Workfront Planning.

Both Workfront users and users external to your organization can submit requests to Planning record types and create records, if they have a link to the request form.

For information, see Submit Adobe Workfront Planning requests to create records.

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