Third Quarter 2025 release activity for Adobe Workfront Planning

This article describes the features that are releasing for Workfront Planning during the Third Quarter 2025 release.

For a list of all features released for Adobe Workfront Planning, see Adobe Workfront Planning release activity: article index.

Add notifications for team users when the team is added to a record comment

Preview: July 10, 2025
Production for everyone: July 10, 2025

Now, when you add a team to a record comment in Workfront Planning, all members of the team receive both an in-app and an email notification about the comment. Prior to this enhancement, only users added to comments individually were notified .

For information, see Manage record comments Manage record comments.

Auto-populate fields based on applied groupings

Preview: July 10, 2025
Production fast release: August 14, 2025
Production for everyone: October 16, 2025

Now, when you have groupings applied to a table view, adding a record to the table will auto-populate the fields associated with the groupings you add the record to.

If you have multiple groupings applied, the system auto-populates the fields associated with all groupings only when you add the record at the end of the list inside the last grouping criteria.

Prior to this enhancement, you had to manually update the fields associated with groupings.

For information, see Create records.

Common sharing button for views and record types

You can now share a view as well as a record type from the same button on the record type’s page. Prior to this enhancement, you could only share the record type from the Share button on the record type page and a view from the view’s tab.

For more information, see the following articles:

Updated experience when sharing a request form

To make the experience when sharing a request form in Workfront Planning more secure and simple, we’ve made the following changes:

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

Expand and collapse all groupings in the table view

You can now collapse and expand the groupings in a table view using the following areas:

You can collapse or expand either one grouping or all groupings at the same time.

Prior to this enhancement, you could only collapse or expand one grouping at a time, from each grouping header.

For information, see Manage the table view.

New aggregating functionality for formula fields

Now, when you connect record types and bring in a formula field as a lookup, you can apply the aggregate functions (SUM, AVERAGE, MIN, MAX, etc) depending on the formula field’s format. For example, if the formula field is numeric, you can use functions like SUM or AVG; if the formula field is formatted as text, aggregate functions like SUM will not apply.

Previously, when connecting record types and bringing in lookup fields from the connected records, you could apply aggregate functions only to regular fields, but not to formula fields.

For information, see Formula field overview.

Custom quarters availability for the Workfront Planning timeline view

With this update, when you configure custom quarters in the Project Preferences area of Setup, the custom quarters are available for the Timeline view in Workfront Planning.

Prior to this update, the custom quarters were only available for Workfront’s reporting capabilities.

With this improvement, customers who have purchased Workfront Planning will view an updated experience for defining custom quarters. This update includes the following improvements:

Gaps and overlaps between the quarters are no longer accepted.

You can set up to 100 custom quarters. Prior to this update you could set up only 8 custom quarters

There are no changes in the custom quarter experience for customers who have not purchased Workfront Planning.

For more information, see Enable custom quarters for projects.

Calculate all dependent formulas at the same time

We have introduced an improvement that updates all formula fields dependent upon each other at the same time after a referenced field is updated manually. Formula fields that are 2, 3, or 4 fields away from the field whose value is manually changed and that reference each other will now automatically update at the same time.

Prior to this improvement, only the directly dependent formula fields were updated when the value of a references field was manually updated.

For information, see Formula fields overview.

New expressions added to formula fields

We have added the following expressions to formula fields:

Prior to this enhancement, these expressions were supported only in Workfront calculated custom fields.

For information, see Formula fields overview.

Filters, columns and additional fields added to the Planning tab in the Requests area

We have added the following functionality to a list of requests in the Planning tab of the Requests area:

For information, see Submit Adobe Workfront Planning requests to create records.

New experience when breaking down records in Compact mode in the timeline view

We have changed the experience when breaking down records in the timeline view and you have the Compact view applied.
With the new update, when you define your breakdown objects while you display the timeline in the Compact mode, you are prompted to switch the view to Standard after you finish configuring the breakdown conditions.

Prior to this enhancement, defining the breakdown conditions was not possible when displaying the timeline view in Compact mode.

With this upgrade, the Standard option is the default choice. Prior to this, the Compact mode was the default.

For information, see Manage the timeline view.

Update the timeline view settings to define the look and feel of the connected records’ bars when using the Breakdown option

You can now format the look and feel of the record bars in the timeline view for the records in the breakdown. You can update the following settings for the bars of these records:

Prior to this enhancement, you could only format the bars of the main records as they display in the timeline view, and you could not format the bars of the connected records.

For information, see Manage the timeline view.

Export the table view to a CSV or Excel file

We have added a new capability to Workfront Planning where you can export information visible in the table view to a CSV or an Excel file.

Consider the following when exporting information from the table view:

For more information, see Manage the table view.

Workfront Planning connected fields are now supported when importing records using a CSV or Excel file

You can now populate the values of connected fields when you add records to a record type using a CSV or Excel file. Only connected Planning record fields are supported. Fields displaying connections to other applications are not supported.

This change is supported when importing a CSV and Excel file to create both a record type and records for an existing record type.

Prior to this enhancement, connection fields could not be populated when you imported records.

For information, see the following articles:

Inline editing in the Connected records page of a record

You can now edit records in the Connected records page of a record. With this update, we have introduced the following:

Prior to this enhancement, the table of the Connection view page was read-only for record connections.

For information, see Manage the record page layout.

Planning area visible by default in the Main Menu for Standard-license users

Standard and System Administrator users can now find the Planning area in the Main Menu by default, without being assigned to a layout template that includes it. All other users must have a layout template that includes the Planning area assigned to them in order to access it.

Prior to this enhancement, users with all license levels had to be assigned to layout template modified to include the Planning area in the Main Menu in order to access this area.

For information, see Adobe Workfront Planning overview.

Row-level color formatting in the table view

For better visibility of the important information of your records, we have introduced row-level color formatting for the table view. You can now choose a color for each row after you define conditions for each choice. This is a new capability that did not exist before this update.

For information, see Manage the table view.

New setting to truncate long record names in the Standard timeline view

You can now enable a setting in the Bar style tab of the Settings box of a timeline view to truncate longer record names, when displaying them in the Standard view. The setting is disabled by default and can be enabled only when you display the timeline view in the Standard mode. As this setting is disabled, information on the record bars displays expanded, by default. Prior to this enhancement, information on the record bars was truncated by default.

For information, see Manage the timeline view.

Sharing permissions for record types

To better control who can view or manage records in each record type and ensure that only authorized people can manage each record type’s information based on their roles and responsibilities, we have introduced permissions at the record type level.

Prior to this enhancement, you could share only workspaces with others and the permission they were granted to a workspace applied to all the record types in the workspace.

We have introduced the following updates:

For more information, see Share record types.