First Quarter 2027 release activity for Adobe Workfront Planning

This article describes the features that are releasing for Workfront Planning during the First Quarter 2027 release.

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

Share a Planning automation

New Workfront Planning automations are now available only to their owner by default, instead of being shared automatically with everyone in the workspace. Owners can choose who gets access by sharing the automation with others. You can give other users a Manage, Edit, or Run access level. Existing automations stay shared with their workspace users, so current access isn’t affected.

For information, see Configure Workfront Planning automations.

Environment Promotion available for Workfront Planning

Workfront administrators can now promote Workfront Planning workspaces and their objects from one environment to another, so you no longer need to rebuild configurations manually. This saves time and reduces the errors that come with manual setup.

Records, automations, and fields that don’t belong to the exported workspaces cannot be promoted.

This capability requires Prime or Ultimate Workflow and Planning packages, a Standard license, and Workfront administrator access.

For information, see Use Environment Promotion for Workfront Planning.

Ideation space for Workfront Planning now available in Open Beta

Workfront Planning now includes Ideation space, a collaborative area where teams can capture, organize, refine, and evaluate ideas before turning them into actionable work. Ideation space helps stakeholders centralize brainstorming, align on priorities, and seamlessly move approved concepts into planning workflows.

Using the CX Enterprise Coworker, you can now create ideation briefs which you can export to files or to Workfront Planning records.

With Ideation space, you can:

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

Improved conflict detection in dependent fields when submitting requests

When you submit a request where a dependent connected field has a dependency conflict, the system displays an error and prevents you from submitting the request until the conflict is resolved. Requests that have not been approved yet also display any conflicts caused by later changes to dependent fields in rule setup, both when you view and when you edit a request.

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

Better visibility of quick search findings in the table view

When you use quick search in the table view to find an item, the view eliminates all records that don’t match the search and displays only the items that match.

Prior to this enhancement, all records were displayed with the ones that match the search results highlighted.

For information, see Manage the table view.

Allow connecting records of connected global record types in secondary workspaces when cross-workspace connectivity is off

When two connected global record types are added to a secondary workspace, you can turn off cross-workspace connectivity and still link records locally.

Each secondary record type displays only its own records for both record types and can connect them to each other. Records from the global workspace and other secondary workspaces are no longer shown.

Prior to this enhancement, if cross-workspace connectivity was turned off for connected global record types, secondary workspaces couldn’t link their own records to each other. If it was turned on, users could see and link records from the global workspace and all other secondary workspaces.

For more information, see Cross-workspace record type overview.

View the total record count in the table, timeline and list views

The table, timeline and list views now show the total number of records and the count updates automatically as you apply filters, search, or change the view. The record count always reflects your full filtered results and respects your permissions.

The record count displays to the left of the quick search box, in the upper-right corner of the table, timeline, or the list view.

For more information, see Manage the table view.

Lookup field number limitations

We are introducing limits on how many lookup fields you can add to a record type:

You receive an error when you try to create or edit a lookup field beyond the first two limits. Record types that already exceed these limits are not affected with this change. You can edit them, but you cannot add more lookup fields or values until you are under the limit.

For information, see Adobe Workfront Planning object limitations overview.

New fields now appear only in the view where you create them

When you add a new field to a record type, it is now shown only in the view you’re working in and hidden in all other existing views. Other views stay as configured, and you can unhide the new field in them, if needed.

Prior to this enhancement, new fields were added unhidden to every view, sometimes causing confusion for users unfamiliar with the new fields.

For information, see Create fields.

Export record details from any view

You can now export a record’s details from any detail view, without having to switch to the All fields view.

Previously, the export option was available only when the All fields view was selected.

For information, see Export a record’s details.

Improved performance with incremental data loading in the table and timeline views

To improve performance on a large number of records, we have made the following improvements to the table and timeline views:

For information, see Manage the table view and Manage the timeline view.

Manual grouping reordering in timeline view

You can now drag and drop groupings, sub-groupings, and records to create a custom order in timeline view. Your manual arrangement is preserved across sessions, and you can switch seamlessly between manual ordering and field-based sorting as planning needs change.

The drag and drop functionality is available for both swimlanes and stacked versions of the timeline view.

For information, see Manage the timeline view.

Business rules for global record types

Workspace managers can now configure business rules on global record types both in the primary and the secondary workspaces. Rules apply to all records of the same type in all workspaces where they are added.

Business rules added in global workspaces display as read-only in secondary workspaces where the record types were imported. Business rules added in secondary workspaces display as read-only in primary workspaces where the record types were originally created. Rules are editable only in the workspaces where they are created.

For information, see Configure record type business rules.

Set up default prompt settings for Fill form functionality in Planning requests

You can now customize the prompt that users see when using the AI-powered Fill form capability when submitting a Planning request.

You can create a default prompt when creating a request form for Planning requests.

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