Export a record’s details
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers, or in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
To collaborate more efficiently with others that might not have a Workfront account, you can export a record’s details page to a Microsoft Word file and share it with them.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| Adobe Workfront plan* |
Any of the following Workfront plans:
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 |
| Object permissions |
View or higher permissions to a workspace and record type System Administrators have permissions to all workspaces, including the ones they did not create |
| Layout template |
In the Production environment, all users including the System Administrators must be assigned to a layout template that includes Planning. In the Preview environment, Standard users and System Administrators have Planning enabled by default. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Considerations about exporting a record’s details:
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You can export a record’s details to the following file formats:
- .docx Word
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You can export only the Details tab of a record’s page or preview area.
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The exported file preserves the layout of the record page, including the thumbnail and the cover images.
Export a record’s details
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(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.
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Click the card of a workspace.
The workspace opens and the record types display on cards.
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Click a record type card.
The record type page opens and all records of that type display. -
From any view, click the name of a record.
The record’s preview box opens.
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(Optional) Click the Open in new tab icon
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Choose the Details tab. The Details tab should open by default.
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Click the Export menu
- Microsoft Word
- Adobe PDF
A Word (.docx) or a PDF file downloads and is saved to your computer.
The name of the exported file is the Primary field of the record.
note note NOTE Additional information that does not display on the page and is only visible after clicking Show more in the record details area does not display in the exported PDF file. Only the information visible on the page displays in the exported file. -
(Optional) Go to the downloaded file, open it and either edit it (if it is a Word file), or share it with others.