Submit Adobe Workfront Planning requests to create records

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 Requests.

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.

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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.

Click New request.

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.

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.

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

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.

  

  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.

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

• 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

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

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

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

(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.

(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.

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• If the record’s primary field was not updated in 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.

(Optional) Click the name of the Record type.

The record type page opens in Workfront Planning.