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Export a record’s details

Last update: Thu Oct 16 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

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

Expand to view the access requirements for the functionality in this article.
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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 Light or higher
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

Users with a Light or Contributor license must be assigned a layout template that includes Planning.

Standard users and System Administrators have the Planning areas enabled by default.

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

Considerations about exporting a record’s details:

  • You can export a record’s details to the following file formats:

    • .docx Word
    • .pdf

  • You can export only the Details tab of a record’s page or preview area.

  • The exported file preserves the layout of the record page, including the thumbnail and the cover images.

Export a record’s details

  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 card of a workspace.

    The workspace opens and the record types display on cards.

  4. Click a record type card.
    The record type page opens and all records of that type display.

  5. From any view, click the name of a record.

    The record’s preview box opens.

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

  7. Choose the Details tab. The Details tab should open by default.

  8. Click the Export menu Export icon in record details page either in the preview or the record’s page, then click one of the following:

    • 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.

    Exported word file

    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.

  9. (Optional) Go to the downloaded file, open it and either edit it (if it is a Word file), or share it with others.

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