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Edit record types

Last update: Wed Nov 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
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IMPORTANT
The information in this article refers to Adobe Workfront Planning, an additional capability from Adobe Workfront.
You must have the following to access Workfront Planning:
  • A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
  • A Workfront Planning package.
  • Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see Adobe Workfront Planning overview.

Record types are the object types of Adobe Workfront Planning. You can edit the appearance of record types that you or anyone else created. For information about creating Workfront Planning record types, see Create record types.

Access requirements

Expand to view access requirements for Workfront Planning.

You must have the following access to perform the steps in this article:

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Products

  • Adobe Workfront

  • Adobe Workfront Planning
Adobe Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
Adobe Workfront Planning package*

Any

For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
Adobe Workfront platform

Your organization's instance of Workfront must be onboarded to the Adobe Unified Experience to be able to access all the capabilities of Workfront Planning.

For more information, see Adobe Unified Experience for Workfront.
Adobe Workfront license*

Standard

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for Adobe Workfront Planning
Object permissions

Manage permissions to a workspace

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

Only system administrators can enable record types to connect from other workspaces
Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

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

Edit record types

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

    • My workspaces: Displays workspaces you created.
    • Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

    For all other users, all workspaces you created or are shared with you display in the Workspaces area.

  3. Click the workspace whose record types you want to edit,

    The workspace page opens and the record types display.

  4. Do one of the following:

    • Hover over the card of a record type and click the More menu in the upper-right corner of the record type card, then click Edit
      Or
    • Click a record type card to open the record type page, click the More menu to the right of the record type name, then click Edit.

  5. In the Edit record type box, the Appearance tab opens by default.

    Update the following information in the Appearance tab:

    • Edit the record type name, if needed.

    • Description: Edit or add a description for the record type with more information about it.

    • Edit the color and shape of the icon associated with the record type. Do the following:

      • Select a color to identify the record type. This is the color of the record type icon.
      • Select an icon from the list, or start typing the name of an icon to describe what it represents, then select it when it displays. This is the icon of the record type. A file icon is selected by default.

  6. (Conditional) If you are a system administrator, click the Advanced settings tab in the Edit record type box.

  7. (Conditional) As a system administrator, update the following information in the Advanced settings tab:

    • Connect from other workspaces: Select this toggle to allow users to connect to this record type from other workspaces. This is deselected by default.
    • System wide: Select this option to allow users to connect to this record from all workspaces in the system.
    • Specific workspaces: Select this option to restrict the workspaces from which users can connect to this record type, then expand the drop down menu and select the workspaces you want users to connect to this record type from. You can start typing the name of a workspace, and select it when it displays in the list.

  8. Click Save.

    The record type card on the workspace displays a connectivity icon in the upper-right corner to indicate that the record is now accessible from other workspaces.

  9. (Optional) Click the record type card from the workspace area to open the record type’s page, then rename the record type in the header.

  10. (Optional) To edit another record type, from the record type page, expand the downward-pointing arrow to the right of a record type name, search for a record type, then select it when it displays in the list.

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