DocumentationWorkfrontWorkfront Guide

Export a record’s details

Last update: April 1, 2026

CREATED FOR:

  • User

Access requirements

Expand to view the access requirements for the functionality in this article.
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Adobe Workfront package

Any Workfront or Workflow with a Planning package

Or

Any Planning package when purchased as a standalone product
Adobe Workfront license Workflow Light or higher
Adobe Planning license

Planning Contributor or higher

NOTE

Not all customers have Planning Contributor licenses
Access level configuration You must add both a Workflow and a Planning license type to the access level when you have both a Workflow and a Planning package
Object permissions

View or higher permissions to a workspace, record type and 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.

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-left corner of Adobe Workfront, then click Planning.

    The Workfront Planning landing page opens.

  2. Click the card of a workspace.

    The workspace opens and the record types display on cards.

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

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

    The record’s preview box opens.

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

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

  7. 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
    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.

  8. (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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