Unpublish a request form in Adobe Workfront Planning

Last update: January 16, 2025

CREATED FOR:

  • User
  • Admin
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.

You can unpublish a request form if it is no longer needed or relevant. By unpublishing, you remove everyone’s permissions to access the form.

You can also change the entities you share a request form with, if you want to keep it available to a smaller group of people.

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:

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*

Standard

Workfront Planning is not available for legacy Workfront licenses

Access level configurationThere are no access level controls for Adobe Workfront Planning
Object permissions

  • Manage permissions to a workspace

  • System Administrators can manage workspaces they did not create.

For information about sharing permissions for Workfront Planning objects, see Overview of sharing permissions in Adobe Workfront Planning

Layout templateAll users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

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

Change the sharing of a request form

If you share a request for publicly, with everyone including users from outside your organization, you might consider restricting this access to certain users who either view or manage the workspace the form is associated with.

To change the sharing of a request form:

  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 Planning.

    The Workfront Planning landing page opens.

  2. (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.

  3. Click the workspace where you want to add records.

    The workspace opens and the record types display as cards.

  4. 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.

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

  6. Click Share in the upper-right corner of the screen, then update the sharing choices. For more information, see Create and manage a request form in Adobe Workfront Planning.

  7. (Optional) Click Copy link, if you changed the sharing of the request form and you want to share it to the new group of people with a new link.

Unpublish a request form for a record type

When a request form becomes irrelevant and you don’t want anyone to access it any longer, you can unpublish it.

  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 Planning.

    The Workfront Planning landing page opens.

  2. (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.

  3. Click the workspace where you want to add records.

    The workspace opens and the record types display as cards.

  4. 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.

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

  6. Click Unpublish in the upper-right corner.

    A confirmation displays at the bottom of the screen notifying you that the form was unpublished.

    The Unpublish button changes to Publish.

  7. Click Save.

    The form cannot be accessed from a link any longer.

    Any records previously added using the request form remain on the record type page.

    Any requests previously added remain in the Requests area of Workfront, on the Planning tab.

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