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Manage the record page layout

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.

You can edit the layout of the record preview and page in Adobe Workfront Planning.

The record preview is a smaller view of the record page that displays in the view of a record type.

When you change the layout of a record preview and page, the changes affect the preview boxes and details pages of all records of the same type.

This article describes how you can change the layout and appearance of a record preview box or a record page. For information about editing records, see Edit records.

You must create record types and records before you can start editing record pages.

For information, 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
Object permissions

Manage permissions to a workspace

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

All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu and the Planning area for projects, portfolios, and programs.

For more information, see Adobe Planning access overview.

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

Considerations about editing record pages

  • By default, the details and the preview pages of a record display all the fields associated with the record.

  • You cannot add new fields for a record in the preview or details page. You must add new fields in the table view to display them in the preview and details pages.

  • You can add sections to a record preview or details page, to organize the information by common criteria and make it easier to find.

  • The following changes affect all the records of the same type and are visible to all users accessing those records:

    • Rearranging fields
    • Adding or removing sections

  • Display changes that you make in the record preview are immediately visible in the record details page. Changes made in the record page are also visible in the record preview box.

  • Adding a cover image or a thumbnail to a record is not part of the overall layout of the record preview or page. You can add unique cover images or thumbnails to each record. For information, see Add a cover image to a record and Add a thumbnail to a record.

Add sections to a record preview or page

Consider the following when adding sections to a record page:

  • There is no limit to how many sections you can have on a page.
  • You cannot have an empty section. You must have at least one field in a section.
  • You can drag and drop fields from one section to another. For more information, see the section Rearrange fields in the record preview or details page in this article.
  • When you remove all the fields from a section, the section is automatically deleted and cannot be recovered.

To add a section to a record preview or page:

  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 as cards.

  4. Click a record type card.

    The record type page opens.

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

    Or

    From the table table view, click the Open details icon in the first column.

    The record’s preview opens in the view.

  6. (Optional) Click the Open in new tab icon in the upper-right corner of the record preview to open the record’s page in a new tab.

    The record page opens. The Details tab opens by default.

  7. In the Details tab of the record preview or page, hover over the white space to the left of the fields, then click the Add section icon to add a section.

  8. Click inside the section’s name and replace Untitled section with a name, then click Enter. The fields displayed under the section are automatically part of the new section.

  9. Start dragging and dropping fields to the new section, as described in the section Rearrange fields in the record preview or details page in this article.

  10. (Optional) Hover over the name of a section and click the More menu .

  11. (Optional) Do one of the following to edit the section:

    • Click Rename to rename the section

      note tip
      TIP
      You can rename a section inline, by clicking the name.

    • Click Move up to move the section up one position

      Or

      Click Move down to move the section down one position.
      All fields in the section move with the section.

    • Click Delete to delete the section. The section is deleted and it cannot be recovered. All users accessing the records of this type will no longer view the deleted section.

  12. Click the downward-pointing arrow to the left of a section name to collapse it, or the right-pointing arrow to expand it.
    All sections are expanded by default.

  13. (Optional) Click the grab icon to the left of a section name, then drag and drop it in a desired spot.

    The new position of the section updates in both the preview and the page of all records of the same type for all users viewing the records.

    All changes to sections and field order are saved automatically.

  14. (Optional) Click the Export menu to export the Details tab to a Word or a PDF file. For more information, see Export a record’s details.

  15. (Optional) Click the Connections tab next to the Details tab. You might have to click More before clicking the Connections tab.

    All records or objects that are connected to the selected record display under the names of the record type, or the application they belong to.

  16. (Optional) Select the Show all records setting in the upper-right corner of the Connections tab. All connected record types display, including the ones that don’t have any connected records yet. BY default, the toggle is deselected and record types with no connected records are hidden.

  17. (Optional) Click Connect to add more records to the connected record types. For more information, see Connect records.

  18. (Optional) Hover over a record card, then click the disconnect record icon -, then click Disconnect.
    The following things occur:

    • The record is no longer connected to the Workfront object.
    • The Workfront object is also removed from the record’s connected field from Workfront Planning.
    • The values for the Workfront lookup fields connected to the Planning record are also deleted.

Rearrange fields in the record’s Details tab

  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 as cards.

  4. Click a record type card.

    The record type page opens.

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

    Or

    From the table table view, click the Open details icon in the first column.

    The record’s preview opens in the view.

  6. (Optional) Click the Open in new tab icon in the upper-right corner of the record preview to open the record’s page in a new tab.

    The Details tab of the record opens by default.

  7. In the record Details tab, click the grab icon to the left of a field name, then drag and drop it in a desired spot.

    The new position of the field is updated in both the preview and the page of all records of the same type for all users viewing the records.

    All changes to the layout of the record preview or page save automatically.

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