History section overview

Last update: August 27, 2024

CREATED FOR:

  • User
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.

You can collaborate on Adobe Workfront Planning records, by adding comments or replies in the right panel of a record. You can also view other changes made to the record and recorded by the system in this area.

The right panel of a record displays the following sections:

  • Comments: Displays comments and replies users add to records. For more information about managing comments in Workfront Planning records, see Manage record comments.
  • History: Displays system-recorded changes that users make to the record fields.

Locate the History section of a record

  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 page opens. The Comments area opens by default in the right panel.

  6. Click the Show History icon . All changes made to the record’s fields display in the right panel, starting with the most recent one.

  7. (Optional) Click the Hide History icon to close the right panel.

Considerations about the History section

You can review the changes made to record fields in the History section of the right panel of a record’s page.

  • Workfront Planning records the following information in the History section:

    • Any field changes

    • The old and the new values of fields, when the values change. The old values display in strikethrough format.

    • The full name of the user who made the change

    • A date and time stamp of when the change occurred.

  • Fields of the following types always display the old value (in strikethrough format) and the new value:

    • Text
    • Paragraph
    • Currency
    • Date
    • Number
    • Percentage
    • Single-select

  • Fields of the following types show the old value in strikethrough format only if at least one of the multiple values was removed:

    • Multi-select
    • Linked record fields
    • People

    If the change only added values to the field, the old value does not display and only the new field value displays.

  • Checkbox-type fields never display the old value in strikethrough format. If the field is edited, only the current state at the moment the change was made displays.

    For more information about Workfront Planning fields, see Create fields.

  • Changes to fields of the following types do not display in the History section:

    • Linked (lookup) fields
    • Formula
    • Created by
    • Created on date
    • Last modified by
    • Last modified date

  • If a field is removed from the system, the updates made on that field remain in the History section. There is no indication that the field was removed in the History section of a record.

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