First Quarter 2027 Administrator enhancements

This page describes Administrator enhancements made with the First Quarter 2027 release to the Preview environment. These enhancements will be made available in the Production environment as noted.

For a list of all changes available at this point in the First Quarter 2027 release cycle, see First Quarter 2027 release overview.

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.

Permissions for removing an attached custom form

When sharing a custom form, you can now set permissions for users with Manage access to the form to remove the form from objects it is attached to.

For more information, see Share a custom form.

Mark a custom field as a favorite

You can now mark a custom field as a favorite, either in the field list or in the custom form designer. When you work in certain lists and reports (such as project, task, and issue lists) and build filters, views, and groupings, the favorite fields appear at the top of the list of available fields in the Suggested section.

Fields marked as favorites also appear at the top of the field library in the form designer.

For more information, see Create a custom form.

Values verified on custom fields when changing the format

The system now checks for incompatible values when you change an existing Text custom field format to Number or Currency.

If the existing values for the field are all numeric, the system simply updates the field format. However, if any of the existing values are non-numeric, the system shows a warning message that incompatible values will be cleared when you save the field.

For more information, see Create a custom form.

Change History now tracks Canvas Dashboard objects

Change History now records changes to Canvas Dashboards. You can see who created, updated, or deleted a dashboard or report, when they did it, and what changed.

To start tracking Canvas Dashboard changes, you must configure the Dashboard, Report, and Report Config objects in Setup > Change Tracking > Configuration.

For more information, see View and manage change history.