Submit Adobe Workfront Planning requests to create records
- A new Workfront plan and license. Workfront Planning is not available for legacy Workfront plans or licenses.
- An additional license for Workfront Planning.
- Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.
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
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| Adobe Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| Adobe Workfront Planning plan* |
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:
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The following must exist in Workfront Planning:
- A workspace
- A record type associated with a request form. For information, see Create a request form in Adobe Workfront Planning.
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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 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.
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The link to the form must not be expired.
Considerations about submitting requests to Workfront Planning
- You cannot access the request forms for Workfront Planning requests without a specific link to the forms.
- You cannot edit a request after you submit it to Workfront Planning.
- Each submitted request creates a record for the record type associated with the form you use.
- Records created by submitting request forms cannot be differentiated from records added through any other method. For information, see Create records.
Submit a request to Workfront Planning
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Go to the link shared with you from a Workfront Planning record type.
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Update the fields available in the form. Fields with an asterisk are required.
note tip TIP If the Workfront Subject field is available, it might not be visible in Workfront Planning. 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. -
Click Submit.
Your form is submitted and a new record is added to the record type associated with the form.