Create and manage a request form in Adobe Workfront Planning

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.

(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.

Click the workspace where you want to add records.

The workspace opens and the record types display as cards.

Click a record type card. For information about creating a record type, see Create record types.

The record type page opens in the view that you last accessed. By default, a record type page opens in the table view.

Click the More menu to the right of the record type name in the page header, then click Create request form.

Update the name of the request form. By default, the name of the form is Untitled form.

(Optional) Add a Description for the request form.

Click Create. The request form for the selected record type opens in the Form tab.

The request form contains the following information, by default:

• Record fields available in the table view of the selected record type.

• Default section: This is the default section break that Workfront applies to the request form. All record fields display in the Default section area.

• Subject field: The field which will identify the request in Workfront. The configuration and the value of the Subject field are not editable.

  note tip
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  The Subject field requires a value when it is visible on the request form. However, you can remove the Subject field, if needed, and requestors will not see it on the form when they submit the request.

• All the fields associated with the record type.

  The fields contained in the request form will be visible to everyone submitting a request to this record type.

(Optional) Hover over any fields on the form that you want to remove, then click the x icon to remove them. They are added to the Fields tab to the left of the form.

For example, remove the Subject field, as this is not visible in Workfront Planning.

(Optional) To remove the Default section from the form, do the following:

1. Remove all fields from the Default Section.
2. Click Content elements and add a new section, then add a name for the section.
3. Add fields to the new section.
4. Click the x icon to remove the Default section.

Click any field, then use the controls in the right panel in the form to define their size, or any of the following information:

• Label: This is the name of the field as it will appear on the request form. This does not change the name of the record field.
• Instructions: Add more information about the field.
• Make a required field: When selected, the field must have a value. Otherwise, the form cannot be submitted.
• Add logic: Define what conditions must be met in order for the field to display or be hidden.

(Optional) Click the Content elements tab on the left side of the form, and add any of the following elements:

• Descriptive text
• Section break

For more information about building a custom form, see Create a custom form.

(Optional) Click Preview to view how the form will display for other users when they will use it to submit a new record.

(Optional) Click the Configuration tab, then add at least one user to the Approvers field to approve new requests for this record form.

• When you associate a request form with approvers, any new request must first be approved by all approvers before it generates a new record.

• You can add one or several approvers to a request form.

• If at least one approver rejects the request, the request is rejected and the record is not created.

• All approvers must make a decision before a request is either approved or rejected.

  For more information about adding approvals to request forms, see Add approval to a request form.

(Optional) Click the More menu to the right of the form’s name in the header, then click Edit to update the name of the form.

Click Publish to publish the form and obtain a unique link for it.

The following things occur:

• The Publish button is removed.
• The Unpublish button is added to the form. Clicking it will prevent the form from being accessible.
• A Share button is added to the form.

Click Share to share the form with others.

Select from the following options to indicate which types of users can access this form:

• Anyone with view or higher access to the workspace
• Anyone with contribute or higher access to the workspace
• Anyone with the link

(Conditional) If you selected Anyone with the link in the previous step, select the Link expiration date from the available calendar. People will receive an error after the link expires and you must update the link date and generate a new link to share before people can access the form again.

You can select future dates within 180 days from the current date.

(Optional) Click Save and copy link to save the sharing details for the form. If the form was previously saved, click Copy link.

The form sharing options are saved and the link is copied to your clipboard. You can now share it with others.

For information about creating records using a link to a request form, see Submit Adobe Workfront Planning requests.

Click Save in the lower-right corner of the Form tab to save the form.

Click the left-pointing arrow to the left of the form’s name in the header to close the form.

The record type page opens.

(Optional) Click the More menu to the right of the record type name in the header, then do one of the following:

• Click Update request form to make any changes to the request form.
• Click Copy link to request form to share the link to the form with others.
• Go to theRequestsarea in Workfront and find the shared form to submit a request. For information, see Submit Adobe Workfront Planning requests to create records.

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There is an indication that the link is publicly shared when this is the case.