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Submit Adobe Workfront Planning requests to create records

Last update: April 1, 2026

CREATED FOR:

  • User
  • Admin
IMPORTANT
The information in this article refers to Adobe Workfront Planning, an additional capability from Adobe Workfront.
For a list of requirements to access Workfront Planning, see Adobe Workfront Planning access overview.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.

After a workspace manager builds a request form for a record type in Adobe Workfront Planning, you can use the form to submit requests that will create records for the record type associated with the form.

You can submit a Workfront Planning request from the following areas:

  • From the Requests area of Workfront or from the My Requests widget in Home.
  • From a direct link to the request form that was shared.
  • From the record type page, when you add a new record by submitting a request. For information, see Create records.

This article describes how you can submit a request to add new records to a record type from the Requests area of Workfront, or from a shared link.

Workspace managers can create request forms which you can use, as user or an external person, to submit requests to Planning record types. The requests create records for the record type associated with the request form.

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.
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Adobe Workfront packages

Any Workfront or Workflow package

Any Workfront Planning package

For more information about what is included in each Workfront Planning package, contact your Workfront account representative.
Adobe Workfront license Any
Object permissions View or higher permissions to a workspace and record type, if you are a Workfront user

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 in a way you can access it. The following scenarios exist:

    • Internally, the form must be shared with users who have View or higher permissions to the workspace.

      Workfront users can either access the form from a link or find the request form in the Requests area of Workfront.

    • Externally, by sharing a link to the record form with external people that do not have a Workfront account.

      Workfront users can also access the link shared with external people.

  • If shared with a link, the link to the form must not be expired.

Considerations about submitting requests to Workfront Planning

  • You cannot edit a request in Workfront after you submit it.

  • 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 approvers.

  • Records created by submitting request forms are identical to records added through any other method in Workfront Planning.

    For information, see Create records.

  • Records created by submitting request forms are connected to the original request. This connection cannot be removed.

  • You can view both the records created and the requests used to create them in the following areas:

    • Requests area in Workfront.

    • In a connected field of a record type page in Workfront Planning when you add the request as a connected record.

    • In a connected field of a record’s Details area in Workfront Planning when you add the request as a connected record.

      note tip
      TIP
      You can view the request’s name in the Subject field in the Requests area of Workfront or the Original request connection field in Workfront Planning.

  • Submitted Planning requests are visible only in the new requesting experience. You cannot see Planning requests in the legacy request experience.

    For information, see Create and submit requests.

  • 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 in the Requests area of Workfront

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Requests.

  2. Turn on the Use new experience setting, in the upper-right corner of he screen.
    Turning this setting on makes the Workfront Planning request forms available in the Requests area of Workfront.

    note tip
    TIP
    To be able to submit Workfront Planning requests in this area, you must meet the following conditions:

    • Your company has purchased a Workfront Planning license.

    • You have access to view at least one workspace.

  3. Click into the What request do you want to submit? bar to open a list of request forms.

  4. Select a request form from the list, or begin typing the request form name, then select it when it appears in the list.

    A window opens with the request form name at the top.

    note tip
    TIP
    Workfront request queues contain the name of the queue and the name of the form in the list of requests. Planning requests forms display only the form name in he list of requests.

  5. Update the Subject field. This is the request name. This is a required field.

  6. Update the Name field. This is the name of the future record.

    note tip
    TIP
    The Name field is unique to your organization and it might display a different label in your Workfront instance. The field is the primary field of the record.

  7. Update the remaining fields in the request form. Fields with a red asterisk are required.

  8. (Conditional) If your organization allows Form Fill powered by AI, you can upload documents as prompts. AI uses these documents to fill in the form, and you can accept or reject the AI suggestions before you submit the request.

    For instructions, see Use Form Fill powered by AI to fill in a request using prompts or documents.

  9. 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 Requests list in the Workfront Requests area and My Requests widget in Home, and a new record is added to the record type associated with the form.

      The following fields display request and record information in the Requests area and the My Requests widget in Home:

      • Subject: The name of the original request as added in the Requests area. You cannot hide or remove the Subject field from the request list. The name has a link that opens the request page in Planning.
      • Created object: The name of the record that was created from the request as it displays in Planning. The Created object name has a link that opens the record created from the request.
      • Object type: The name of the workspace and record type where there records was created from the request in Planning.
      • Status: The status of the request object.
      • Request form: The name of the request form associated with the record type in Planning.
      • Created object status: The status of the created record.

    • If the request form was associated with an approval, the request is added to the Requests list in the Workfront Requests area and My Requests widget with a status of Pending review. A new record is added to the record type page only after the approvers have approved it.

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

    • You can add the Original request connection field to a record type in Planning to display the name of the original request that created a record. For information, see Connect record types.

    • The request is visible only to the owner, approver, and the people who have at least View permissions to the workspace. 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.

      There is a link to the request in the email confirmation or approval notification.

  10. (Optional) Click View your request in the confirmation message, to open the request, or click the X icon to close the confirmation.

  11. (Optional) To manage the way the information displays in the requests list, update the following view elements for the list:

    • View
    • Filter
    • Columns
    • Grouping
    • Format cells
    • Row height

    For information, see Use enhanced lists.

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