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Unpublish a request form in Adobe Workfront Planning

Last update: April 1, 2026

CREATED FOR:

  • User
  • Admin
IMPORTANT
The information in this article refers to Adobe Workfront Planning which your organization can purchase either as an Adobe Workfront package or a standalone product.
Not all capabilities included in the Planning package are available to Workfront Planning when it is purchased as a standalone product.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.
For information about Workfront Planning as a standalone product, see Get started with Adobe Workfront Planning as a standalone product.

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.
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Adobe Workfront package

  • Any Workfront or Workflow with a Planning package

  • Or

    Any Planning package when purchased as a standalone product
Adobe Workfront license Workflow Standard
Adobe Planning license Planning Standard
Access level configuration You must add both a Workflow and a Planning license type to the access level when you have both a Workflow and a Planning package
Object permissions

Manage permissions to a workspace and record type

System Administrators have permissions to all workspaces, including the ones they did not create

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-left corner of Adobe Workfront, then click Planning.

    The Workfront Planning landing page opens.

  2. Click the workspace where you want to share a form.

    The workspace opens and the record types display as cards.

  3. 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.

  4. Click the More menu More menu to the right of the record type name in the page header, then click Manage request forms.

    All request forms associated with the record type display in a table view.

  5. Hover over the name of a request form, then click the More menu More menu to the right of its name, then click Share.

  6. Update the sharing choices by selecting one of the following:

    • Anyone with view or higher access to the workspace
    • Anyone with contribute or higher access to the workspace
    • Anyone with the link

    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-left corner of Adobe Workfront, then click Planning.

    The Workfront Planning landing page opens.

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

    The workspace opens and the record types display as cards.

  3. 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.

  4. Click the More menu More menu to the right of the record type name in the page header, then click Manage request forms.

    All request forms associated with the record type display in a table view.

  5. Hover over the name of a request form, then click the More menu More menu to the right of its name, then click Unpublish

Or

Click the name of the request form to open it, then click Unpublish in the upper-right corner of the request form.

Unpublish button highlighted

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

The Unpublish link or button changes to Publish.

  1. (Conditional) Click Save, if you unpublished the form after opening it.

    Users can no longer access the request form from a link or from the request queue in the Requests area of Workfront.

    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.

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