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Submit Adobe Workfront Planning requests to create records

Last update: Thu Feb 27 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

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.

After someone shares a link to a request form with you from a record type page in Adobe Workfront Planning, you can add a request to create records for the record type associated with the request form.

Workfront users and external users can submit requests to Planning record types and create records.

This article describes how you can submit a request to add new records to a record type.

For information about how a workspace manager can create a request form and associate it with a record type, see Create and manage a request form in Adobe Workfront Planning.

Access requirements

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

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*

External, Contributor, Light, or Standard license

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for Adobe Workfront Planning
Object permissions View or higher permissions to a workspace, if you are a Workfront user
Layout template

To access the Planning area in Workfront, you must be assigned a layout template that includes the Planning area in the Main Menu.

However, accessing the Planning area is not required to submit requests to Workfront Planning.

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

Prerequisites

The following must be in place before you can submit a request to a Workfront Planning request form:

  • The following must exist in Workfront Planning:

  • The request form must be shared with a link in a way you can access it. The following scenarios exist:

    • If you have a Workfront account, the link has been shared only with internal people and you have contribute or higher access to the workspace. People outside Workfront cannot access a link shared internally.
    • If you don’t have a Workfront account, the link has been shared with external people. Workfront users can also access a link shared with external people.

  • The link to the form must not be expired.

Considerations about submitting requests to Workfront Planning

  • You can access a request form for Workfront Planning requests only from a specific link to the form.
  • You cannot edit a request in Workfront after you submit it to Workfront Planning.
  • Each submitted request creates a record for the record type associated with the form you use, if the form is not associated with an approval, or if the approval has been granted by all of the approvers.
  • Records created by submitting request forms cannot be differentiated from records added through any other method. For information, see Create records.
  • Submitted requests display in the Planning tab of the Submitted section in the Requests area of Workfront.
  • There are limitations in how certain field types display in a request form, or the request details page after a form is submitted. For information, see Create and manage a request form in Adobe Workfront Planning.

Submit a request to Workfront Planning

Submitting requests to Workfront Planning differs depending on what environment you use.

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Submit a request to Workfront Planning in the Preview Environment

NOTE
After the monthly releases to Production, the features described in this section are also available in the Production environment for customers who enabled fast releases.

  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 Requests.

  2. Enable the Switch to a new experience setting, in the upper-right corner of he screen.
    Enabling this setting makes the Workfront Planning request forms available in the Requests area of Workfront.

    note tip
    TIP
    This setting is available only when the following are in place:
    • Your company has purchased a Workfront Planning package.
    • Your Workfront instance is onboarded to the Adobe Unified Experience.
    • You have access to view at least one workspace.

  3. Click New request.

    New request box with unified Workfront and Planning cards

    The New request box opens with the following information:

    • The 6 most recently accessed Workfront request queues and Planning request forms display in the Recent section.
    • 50 additional Workfront request queues and Planning request forms display in alphabetical order in the All request forms section. You can search for a request queue that does not display by default.

  4. Do one of the following:

    • Click the card for one of the Planning request forms in the Recent or All request forms sections
    • Start typing the name of a Planning request form in the search box, then click the card when it displays in the list.

    The request form opens.

  5. Update the fields available in the request form. Fields with a red asterisk are required.

  6. Click Submit.

    The request form closes and you return to the Requests area.

    Your form is submitted and the following things occur:

    • If the request form was not associated with an approval, the request is added to the Planning tab of the Submitted section of the Workfront Requests area and a new record is added to the record type associated with the form.

    • If the request form was associated with an approval, the request is added to the Planning tab of the Submitted section of the Workfront Requests area. A new record is added to the record type page only after all the approvers have approved it.

      For information, see Add an approval to a request form.

      Requests area with toggle for unified workflow planning tab

      note important
      IMPORTANT
      All users who have access to at least one workspace can view the Planning tab in the Requests area. You can view only the requests submitted by you or anyone else to the workspaces that you have at least permissions to View. Workfront administrators can view all requests submitted to any workspace in the system.

    • You receive an in-app and an email notification that the request has either been submitted successfully or has been sent for review.

    • If the request form was associated with an approval, the approvers receive an in-app and an email notification to review and approve the request.

      note note
      NOTE
      The email and in-app notifications are visible only when your organization’s instance of Workfront is onboarded to the Adobe Unified Experience.

  7. (Optional) Click the Planning tab in the Requests area to view your request, then click the name of the request.

    The request details page opens.

    Request details page

  8. (Conditional) If the request form is not associated with an approval, or if the request has been approved, click the name of the request, then click the name of the record in the Record field.

    The record’s page opens in Workfront Planning.

    note tip
    TIP

    • If the record name was not added to the request form, the name of the record in the Record field of the request displays as Untitled.

    • If the request form is associated with an approval, the approval must be granted before you can access the record from the request page.

  9. (Optional) Click the name of the Record type.

    The record type page opens in Workfront Planning.

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highlighted

Submit a request to Workfront Planning in the Production environment

  1. Go to the link shared with you from a Workfront Planning record type.

  2. Update the fields available in the form. Fields with an asterisk are required.

    note tip
    TIP
    If the Subject field is available, it will not be visible in Workfront Planning, after the request is submitted.
    We recommend that you update as many fields in your request as possible to make the new record identifiable when it is added to the record type in Workfront Planning.

  3. Click Submit.

    Your form is submitted and the following things occur:

    • If the request form was not associated with an approval, the request is added to the Planning tab of the Submitted section of the Workfront Requests area and a new record is added to the record type associated with the form.

    • If the request form was associated with an approval, the request is added to the Planning tab of the Submitted section of the Workfront Requests area. A new record is added to the record type page only after all the approvers have approved it.

      For information, see Add an approval to a request form.

      Planning tab in Requests

      note important
      IMPORTANT
      All users who have access to at least one workspace can view the Planning tab in the Requests area. You can view only the requests submitted by you or anyone else to the workspaces that you have at least permissions to View. Workfront administrators can view all requests submitted to any workspace in the system.

    • You receive an in-app and an email notification that the request has either been submitted successfully or has been sent for review.

    • If the request form was associated with an approval, the approvers receive an in-app and an email notification to review and approve the request.

      note note
      NOTE
      The email and in-app notifications are visible only when your organization’s instance of Workfront is onboarded to the Adobe Unified Experience.

  4. (Optional) Click the Planning tab in the Requests area to view your request, then click the name of the request.

    The request details page opens.

    Request details page

  5. (Conditional) If the request form is not associated with an approval, or if the request has been approved, click the name of the request, then click the name of the record in the Record field.

    The record’s page opens in Workfront Planning.

    note tip
    TIP

    • If the record name was not added to the request form, the name of the record in the Record field of the request displays as Untitled.

    • If the request form is associated with an approval, the approval must be granted before you can access the record from the request page.

  6. (Optional) Click the name of the Record type.

    The record type page opens in Workfront Planning.

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