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Create or edit Planning records from Ideation space briefs

Last update: November 9, 2026

CREATED FOR:

  • User
  • Admin

The information on this page refers to functionality not yet generally available. It is available only as part of the Ideation space Beta program.

For more information, see Get started with Ideation space for Adobe Workfront Planning.

IMPORTANT
The information in this article refers to functionality available only for Workfront customers who also have Adobe Workfront Planning. Your company must purchase an additional Planning package.
The functionality described here is not available if your organization purchased Workfront Planning as a standalone product.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.

Using the Ideation Space, a new capability from Adobe Workfront Planning, you can turn briefs into Planning records. Exported briefs create new records or update existing ones.

This article describes how you can create or edit exiting Planning records using the Ideation space.

Access requirements

Expand to view the access requirements for the functionality in this article.
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Cloud provider requirements

AWS

NOTE:

No other cloud providers are supported
Adobe Workfront package

  • Any Workflow with a Planning package
System requirements Coworker & MCP preferences settings in your System Preferences in the Setup area must be turned on
Adobe Workflow license Standard
Adobe Planning license Standard
Access level configuration

  • You must add both a Workflow and a Planning license type to the access level

  • The Disable Ideation space setting in your access level must be deselected

  • The Disable the CX Coworker panel in Workfront setting in your access level must be deselected
Object permissions

Contribute or higher permissions to the workspace and record type where you want to add records

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

Editor permissions on the Ideation space to create briefs

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

Considerations about using the Ideation space to create or edit Planning records

  • You must launch the Ideation space from Workfront Planning to be able to create or edit a Planning record. Accessing the ideation space from the Workfront Main menu does not connect an ideation brief to a Planning record.

  • To use the Ideation space to create or edit records, you must have a workspace and a record type in Workfront Planning.

  • New records always start with placeholder content, regardless of how you create them.

  • When you delete a Planning record linked to an Ideation brief, the brief remains in the Ideation space, and its associated space is not deleted.

  • Synchronization of information happens only from the Ideation space to Workfront Planning. There is no reverse or automatic sync from a Planning record to the Ideation space brief.

  • The following scenarios exist when fields are created, edited or removed in Workfront Planning:

    • New fields created on records linked to Ideation briefs are added daily to the brief. New fields appear empty in the Ideation brief.
    • Removed fields remain on the brief and keep their prior values.
    • Renamed fields update their names in the brief.

  • You can add documents as cards in the Ideation space. This also includes images.

    You can add the following file types: PDF, Excel, CSV, PNG (and other image formats), Word, PowerPoint. Videos are not supported.

    All uploaded documents are converted to PDF on the backend for processing.

  • You can drag and drop records directly from Workfront Planning onto the space, and they appear the same way as manually uploaded files.

Create records using the Ideation space

  1. From the Workfront Planning landing page, click the card for a workspace that you can manage.

  2. Click the card for a record type you can add records to.

  3. Do one of the following to create a record:

    • From any view of the record type page, click New record in the upper-right corner of the page and in the Choose a way to add your records box, click Open the Ideation space, then click Continue.

    • Scroll to the bottom of the record table and click New row, then click Open the Ideation space.

      note tip
      TIP
      Selecting Don’t show permanently dismisses the future prompt. Clicking the Close icon X closes this box, but it will reappear next time you add a record inline.

    New record box with Open Ideation space button

    The Ideation space opens in a new tab.

    Coworker opens in the right panel.

    The record is created immediately with a placeholder name.

  4. Add a prompt in the Coworker dialog box, then press Enter.

    The more details you share, the more useful the information provided by the ideation space will be. For example, type a description of the campaign you’re planning: “back to school campaign for a marketing agency”.

  5. Continue creating the ideation brief as described in the article Create briefs in the Ideation space.

  6. (Conditional) When the brief is completed, click the preview image in the lower-left corner, then click Export to Workfront Planning to create a Planning record.

    This finishes creating the record with the additional information and it adds it to the record type you originally selected.

Edit existing records using the Ideation space

You can open the Ideation space from existing records to update them.

You cannot bulk-edit records in the Ideation space.

  1. Go to an existing record in Workfront Planning and open its details page.

  2. Click Open in Ideation space . This opens the Ideation space in a new tab.

    If an ideation for the record already exists, it opens that space.

    If no ideation exists, it creates an ideation space and a brief.

    note tip
    TIP
    You cannot bulk-edit records using the Ideation space.

  3. Continue editing the brief as described in the section Create records using the ideation space in this article.

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