Manage the GenStudio workspace in Adobe Workfront Planning

Log in to Workfront as a user who also has access to GenStudio.

Click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning main page opens.

Click Other workspaces and find a workspace that has an indication that was created by the System and has the GenStudio tag on its card.

Click the GenStudio workspace card to open the GenStudio workspace in Workfront Planning.

By default, the following GenStudio record types are created and visible from Workfront Planning:

• Campaigns
• Products
• Personas
• Activations
• Channels
• Regions

There is an indication on the GenStudio record type card that they were originally created in GenStudio.

Click the More menu to the right of the workspace name, then click one of the following:

• Edit

  For information, see Edit workspaces.

Click Share in the upper-right corner to share the workspace with others.

For information, see Share workspaces

Click any of the record type cards to view records for that type.

To manage the record type, views, and fields, see the section Manage GenStudio record types from Workfront Planning in this article.

Go to the GenStudio workspace in Workfront Planning and open a record type page, as described in the section Manage the GenStudio workspace from Workfront Planning in this article.

Click the More menu to the right of a record type name, then click one of the following:

• Edit

  For information, see Edit record types.

• Manage automations

  For information, see Configure Adobe Workfront Planning automations.

• Manage request forms

  You can create multiple request forms. The request forms will be available in the Requests area of Workfront and you can also share them publicly, or with a link.

  For information, see Create and manage a request form in Adobe Workfront Planning.

To share a view or the record type, do the following:

• Click Share in the upper-right corner of the record type page, then click one of the following:

  • Share the record type
    For information, see Share record types.
  • Share the current view
    For information, see Share views.
  • Copy the view link
    A link to the view is copied to your clipboard.
  • Export the current view
    For information, see Export records from the table view.

To manage the record type views, do the following:

• Click + View to create a view for the GenStudio record type.

  For information, see Manage record views.

• Click the Full screen icon to open any view in full-screen mode.

• Manage a view’s elements from any views.

  For example, you can change the filter, groupings, sort, settings of a view, where available.

  For information, see Manage record views.

To add records, do one of the following:

• Click New record from any view to create records from scratch

• Import records using an Excel or CSV file in the table view

• Click anywhere in the timeline or calendar views to add records.

  For information, see Create records.

  Records are visible from both Workfront and GenStudio.

  note note
  NOTE
  You cannot add records for the Activations record type.

To edit records, do one of the following:

• Edit records inline from the table view

• Click a record from any view to open its details page.

  For information, see Edit records.

  The changes you make from the GenStudio workspace in Planning are immediately visible from GenStudio.

Select a record in the table view, then click Delete.

For information, see Delete records.

Deleted records are immediately removed from GenStudio.

For information, see Restore deleted records

Click the + icon in the upper-right corner of the table view to create the following:

• Record fields

  For information, see Create fields

• Record connections

  For information, see Connect record types

  Fields created from the GenStudio workspace are visible in the following areas:

  • Workfront Planning views
  • Workfront Planning record details
  • GenStudio record details

  note tip
  TIP
  Fields created in Workfront Planning are not visible in the list view in GenStudio.

Hover over a field in the table view, then click the drop-down menu to do one of the following:

• Sort by it
• Hide it
• Edit its settings