Share records

Last update: November 20, 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.

To collaborate with other users, you can share records with others.

You can share an Adobe Workfront Planning record in the following ways:

  • Copy the link of the record page from your browser when the page is open.

  • Copy a link to the record’s page when viewing records in the record type’s table view.

  • You can share all records in a workspace with other users by sharing the workspace. For more information, see Share a workspace.

This article describes how you can copy a link to a record’s page from the table view of a record type.

Access requirements

Expand to view access requirements for Workfront Planning.

You must have the following access to perform the steps in this article:

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*

Contributor, Light, or Standard

Workfront Planning is not available for legacy Workfront licenses

Access level configurationThere are no access level controls for Adobe Workfront Planning
Object permissions

View or higher permissions to a workspace to share a record using a link

Manage permissions to a workspace to share records while sharing the workspace the record belongs to

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

Layout templateAll users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

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

  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.

    The workspace that you accessed last opens.

  3. Click a record type card.

    The record type page opens.

  4. (Conditional) From the View drop-down menu in the upper-right corner of the table, select a table view. This should be the default view, unless you viewed the record type in the timeline view when you accessed it last.

    The records associated with the selected record type display in the table view.

  5. Right-click a record row

    Or

    Hover over a record’s name, click the More menu , then click Copy link.

    The link is copied to your clipboard.

  6. Paste the link into an email, or chat window, to share with other users. When users receive the link, it opens the record page.

    TIP
    The fields in the record page are the same fields available in the Table view of the record.

Share all records in a workspace by sharing the workspace

You can share all records in a workspace when you share the workspace with others.

Only users with Manage permissions to a workspace can share it with others.

For more information, see Share a workspace.

Previous pageRestore deleted records
Next pageDuplicate records

Workfront


Learn: Automating Workflows with Workfront Fusion - Unique Use Cases in Action

Workfront

Tuesday, Mar 4, 6:00 PM UTC

Looking for creative ways to use Workfront Fusion to solve business challenges? Join Pan Shahbazian of Starbucks as she shares three unique use cases that can transform your workflows.

Register

The Perfect Blend: A New Era of Collaboration with AEM and Workfront

Adobe Customer Success Webinars

Wednesday, Apr 2, 5:00 PM UTC

Explore how Adobe Experience Manager and Workfront integrate to help teams move from ideation to delivery without the usual bottlenecks, ensuring content is organized, on-brand, and ready to go live faster.

Register

Connect with Experience League at Summit!

Get front-row access to top sessions, hands-on activities, and networking—wherever you are!

Learn more

Register now

Register to learn something new

WORKFRONT

Join Adobe product experts in live events where you will learn Adobe Workfront best practices, tips and tricks, and hear about the latest product features and updates.

Register