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adobe/workfront
Adobe Workfront skills for AI agents. Includes Workfront Planning (WFP/Maestro) solution architecture: workspace design, record connections, formula fixes, tier limits, the Planning API, and a Fusion scenario optimizer.
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docs-index.jsonskills/workfront-planning-advisory/scripts/
[
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/set-default-record-permissions",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/set-default-record-permissions",
"title": "Set default permissions for records",
"section": "access",
"description": "Open or Restricted defaults for newly created records. Restricted limits editing, not viewing; creators and explicitly added people edit, administrators and workspace managers retain Manage.",
"headings": ["Default record permissions", "Open", "Restricted"]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-records",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-records",
"title": "Share records",
"section": "access",
"description": "View or Manage record permissions, including bulk sharing. Record permissions cannot exceed record-type access; documented individual view access cannot be removed.",
"headings": ["Record permissions", "Share records in bulk"]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-fields",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-fields",
"title": "Share Workfront Planning fields",
"section": "access",
"description": "Field sharing (No Access, View, Manage) is enforced in views, record details, connections, lookups, Canvas dashboards, the API, MCP tools, and exports/imports, but not request forms or public views. This page is newer than the Q4 2026 release note, which lists request forms as enforced. Formula fields need separate restriction. Check rollout availability.",
"headings": ["Field permissions", "Share fields"]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/configure-business-rules",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/configure-business-rules",
"title": "Configure record type business rules",
"section": "architecture",
"description": "Workspace managers configure conditional editing and deleting rules. Not available on global record types; Formula, Lookup, and Reference conditions are excluded. Rules don't block creation and apply to existing records at the next edit or delete.",
"headings": ["Business rules", "Edit records", "Delete records", "Conditions"]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/manage-dependent-connections",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/manage-dependent-connections",
"title": "Manage dependent connections",
"section": "architecture",
"description": "Dependencies between connected Planning record types clear dependent values when source values change. Up to 3 direct controlling fields and 6 dependency connections; excludes Workfront and AEM objects.",
"headings": ["Dependent connections", "Controlling fields", "Connection dependencies"]
},
{
"path": "/en/docs/workfront/using/basics/coworker-in-workfront/coworker-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/basics/coworker-in-workfront/coworker-overview",
"title": "CX Enterprise Coworker overview",
"section": "ai-assistant",
"description": "Coworker replaces AI Assistant for migrated tenants, with phased availability and industry exclusions. Read-only by default; administrators grant write access. Separate from Planning Designer.",
"headings": ["Coworker", "Availability", "Write access"]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/planning-standalone/planning-sta-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/planning-standalone/planning-sta-overview",
"title": "Get started with Adobe Workfront Planning as a standalone product",
"section": "general",
"description": "Standalone Planning has no Workflow features, Workflow object connections or creation automations. Sharing supports users and teams, not groups, roles, or companies.",
"headings": ["Standalone Planning", "Packages", "Unavailable capabilities"]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/planning-standalone/access-needed-for-planning-sta",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/planning-standalone/access-needed-for-planning-sta",
"title": "Access needed for Adobe Workfront Planning as a standalone product",
"section": "access",
"description": "Planning Administrator is assigned through Admin Console; Planning Standard is available for all standalone Planning packages. No Workflow package is required.",
"headings": ["Planning Administrator", "Planning Standard", "Access requirements"]
},
{
"path": "/en/docs/workfront-fusion/using/references/apps-and-their-modules/adobe-connectors/workfront-planning-modules",
"url": "https://experienceleague.adobe.com/en/docs/workfront-fusion/using/references/apps-and-their-modules/adobe-connectors/workfront-planning-modules",
"title": "Adobe Workfront Planning modules for Workfront Fusion",
"section": "fusion",
"description": "Base URL: https://{{connection.host}}/maestro/api/{{common.maestroApiVersion}}/",
"headings": [
"Connector facts",
"Access requirements",
"Module catalog",
"Trigger: Watch Events",
"Action: Create a record",
"Action: Get a record",
"Action: Get records by record type",
"Action: Get record types",
"Action: Update record",
"Action: Delete a record",
"Action: Delete a record type",
"Search: Search records",
"Action: Make a custom API call",
"JSONata recipe: human-readable record-types breakdown",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/access-information",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/access-information",
"title": "Access information article index",
"section": "access",
"description": "Articles:",
"headings": []
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/access-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/access-overview",
"title": "Adobe Workfront Planning access overview",
"section": "access",
"description": "Any Workfront and Planning package, OR any Workflow and Planning package",
"headings": [
"Access requirements",
"Adobe Workfront package",
"Adobe Workfront platform",
"Adobe Workfront license",
"Access level configurations",
"Object permissions",
"Layout template",
"Share Planning area via layout template",
"Assign licenses",
"Configure access level",
"Grant permissions"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/license-type-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/license-type-overview",
"title": "License type overview when using Adobe Workfront Planning",
"section": "access",
"description": "License type sets the CEILING of permissions a user can be granted.",
"headings": [
"Standard license",
"Light or Contributor license",
"Workspace & record type permission ceilings",
"Views permission ceilings",
"Record type permission inheritance rules",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/request-permissions",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/request-permissions",
"title": "Request permissions to a view or a workspace",
"section": "access",
"description": "When clicking a shared link without access, user gets \"You have no access\" page with two paths:",
"headings": [
"Permissions that can be granted via request",
"Layout template prerequisite",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-record-types",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-record-types",
"title": "Share record types",
"section": "access",
"description": "Workspace permissions automatically grant the same level on record types (\"Inherited permissions\" on by default).",
"headings": [
"Key principles",
"Workspace manager protection",
"What sharing a record type lets you do",
"What you CANNOT do",
"Where sharing happens",
"Inherited permissions toggle",
"Permission options on share",
"Sysadmin behavior",
"Global record types",
"Notifications",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-views",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-views",
"title": "Share views",
"section": "access",
"description": "Granting workspace permissions does NOT grant view permissions.",
"headings": [
"Key constraints",
"Share modes",
"Internal sharing details",
"Who has access modes",
"IMS requirement",
"System Administrators on views",
"Permissions levels",
"Notifications",
"Public sharing details",
"Public sharing restriction",
"Permission request approval flow",
"Removing permissions",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-workspaces",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/share-workspaces",
"title": "Share workspaces",
"section": "access",
"description": "Standard license",
"headings": [
"Access requirements",
"Key facts",
"Share modes (depending on access level)",
"System Administrator options",
"Standard workspace manager",
"Sharing flow",
"Permission request approval",
"Removing permissions",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/sharing-permissions-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-access/sharing-permissions-overview",
"title": "Overview of sharing permissions in Adobe Workfront Planning",
"section": "access",
"description": "Workspaces : sharing also shares all record types, records, fields. Views are NOT included.",
"headings": [
"What can be shared manually",
"What inherits automatically (no manual sharing)",
"Critical constraint: Adobe Admin Console",
"Internal sharing entities",
"Sharing links",
"Permission matrix",
"Workspace",
"Record type (inherited from workspace, can be reduced)",
"Records (inherited from record type)",
"Record fields (inherited from record type)",
"Views",
"License interaction",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/add-existing-record-types-from-another-workspace",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/add-existing-record-types-from-another-workspace",
"title": "Add existing record types from another workspace",
"section": "architecture",
"description": "Lets a workspace manager add a record type from another workspace, IF that type has been designated global.",
"headings": [
"Package requirements",
"License",
"What gets added",
"What you canNOT see/do from secondary",
"What gets added that's new",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/architecture-information",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/architecture-information",
"title": "Architecture: article index",
"section": "architecture",
"description": "Articles in this section:",
"headings": []
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/configure-record-type-cross-workspace-capabilities",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/configure-record-type-cross-workspace-capabilities",
"title": "Configure cross-workspace capabilities for record types",
"section": "architecture",
"description": "Standard or higher",
"headings": [
"License requirements (Production)",
"To make a record GLOBAL",
"To make a record CONNECTABLE",
"Configure global record type",
"Effects",
"Secondary workspace appearance",
"Configure connectable record type",
"Effects",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/configure-record-type-settings",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/configure-record-type-settings",
"title": "Configure the Settings area of a record type",
"section": "architecture",
"description": "Settings page is an alternative entry point for record type configuration (same scope as Edit's Cross workspace settings tab). Currently houses:",
"headings": []
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/connect-record-types",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/connect-record-types",
"title": "Connect record types",
"section": "architecture",
"description": "Same workspace: Any Workfront + any Planning, OR any Workflow + any Planning",
"headings": [
"Access requirements",
"Connection setup options",
"From the same workspace",
"From other workspaces",
"Workfront Object Types section",
"Adobe Applications section",
"Connection field properties",
"\"Create corresponding field on linked record type\"",
"Workfront object connection filter",
"AEM Assets connection",
"Record appearance options",
"Lookup fields",
"Aggregator example",
"SA notes / warnings",
"Editing post-creation"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/connect-record-types-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/connect-record-types-overview",
"title": "Connected record types overview",
"section": "architecture",
"description": "Up to 30 connected fields per record type.",
"headings": [
"Key limits",
"What you can connect",
"Ways connections get created",
"Connection semantics",
"Two WFP record types",
"Record type ↔ object from another app",
"Lookup fields",
"Hierarchies require connections",
"Connection cardinality types",
"When corresponding field DISABLED",
"When corresponding field ENABLED",
"Important: NOT available when connecting",
"Cardinality migration rules (after save)",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/create-record-types",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/create-record-types",
"title": "Create record types",
"section": "architecture",
"description": "Package: Any Workfront + Planning, OR any Workflow + Planning",
"headings": [
"Access requirements",
"Creation paths",
"Constraints",
"Default operational record type fields",
"Cross-workspace settings (sysadmin only)",
"Workflow notes for SA"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/create-workspace-hierarchies",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/create-workspace-hierarchies",
"title": "Create workspace hierarchies",
"section": "architecture",
"description": "1. Open Workspace → Settings → Hierarchies section.",
"headings": [
"Workflow",
"Required precondition",
"Notes",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/create-workspaces",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/create-workspaces",
"title": "Create workspaces",
"section": "architecture",
"description": "Workspaces are centralized locations for teams to plan work. A workspace is a collection of record types representing a team's work lifecycle.",
"headings": [
"Access requirements",
"Creating a workspace"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/cross-workspace-record-types-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/cross-workspace-record-types-overview",
"title": "Cross-workspace record types overview",
"section": "architecture",
"description": "Any Workfront + any Planning, OR",
"headings": [
"Package requirements",
"Connectable record types",
"Global record types",
"Two cross-workspace capabilities",
"Global record types — primary (original) workspace properties",
"Global record types — secondary workspace properties",
"Permissions inherited from secondary workspace",
"Cannot from secondary",
"Delete behavior in secondary",
"Record visibility cross-workspace",
"API behavior for global record types",
"Connectable record types",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/delete-record-types",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/delete-record-types",
"title": "Delete record types",
"section": "architecture",
"description": "Manage on workspace",
"headings": [
"Permissions",
"What gets deleted",
"Recovery",
"Global record type rules",
"Original workspace deletion",
"Secondary workspace deletion",
"Deletion path quirks",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/delete-workspaces",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/delete-workspaces",
"title": "Delete workspaces",
"section": "architecture",
"description": "Deleting a workspace deletes ALL record types, records, fields, and views.",
"headings": [
"Critical considerations",
"Permissions",
"Confirmation",
"Keyboard shortcut for global search"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/edit-record-types",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/edit-record-types",
"title": "Edit record types",
"section": "architecture",
"description": "Editable on the Edit record type box:",
"headings": []
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/edit-workspaces",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/edit-workspaces",
"title": "Edit workspaces",
"section": "architecture",
"description": "Workspace name, description, icon",
"headings": [
"What you can edit",
"Section deletion",
"Notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/example-connect-record-types-and-records",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/example-connect-record-types-and-records",
"title": "Example of connecting record types and records",
"section": "architecture",
"description": "This article walks two examples that reinforce the concepts captured in connect record types.md and connect record types overview.md.",
"headings": [
"Example 1: WFP-to-WFP (Campaign ↔ Product)",
"Example 2: WFP-to-Workfront Project (Campaign ↔ Project)",
"Key reinforced points"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/hierarchy-and-breadcrumb-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/hierarchy-and-breadcrumb-overview",
"title": "Hierarchy and breadcrumb overview",
"section": "architecture",
"description": "Hierarchies are structured parent child relationships between connected record types (and optionally a Workfront project at the leaf).",
"headings": [
"Hard limits",
"What can participate",
"What CANNOT participate",
"Pre-conditions",
"Topology rules",
"Breadcrumbs",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/import-file-to-create-record-types",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/import-file-to-create-record-types",
"title": "Create record types by importing CSV/Excel",
"section": "architecture",
"description": "Each sheet of Excel = a record type. Sheet name = type name.",
"headings": [
"How import works",
"Import limits",
"Field types NOT supported in import",
"Mapping options on import",
"Notes for SA"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/overview-of-record-types",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/overview-of-record-types",
"title": "Record types overview",
"section": "architecture",
"description": "WFP object types are called \"record types\". Building blocks of workspaces.",
"headings": [
"Key points",
"Cross-workspace capabilities"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/workspace-templates",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/workspace-templates",
"title": "List of workspace templates",
"section": "architecture",
"description": "WFP ships with templates organized in two sections: Operational Record Types and Taxonomies.",
"headings": [
"Basic: Marketing Management",
"Advanced: Marketing Management",
"Enterprise: Marketing Management",
"Sales management",
"Product management"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/workspaces-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-architecture/workspaces-overview",
"title": "Workspaces overview",
"section": "architecture",
"description": "A workspace is a collection of record types used by an organizational unit, representing its work lifecycle and processes. Fully customizable.",
"headings": [
"Considerations"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/30-day-launchpad",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/30-day-launchpad",
"title": "Roll out your strategic home: a 30-day launchpad",
"section": "best-practices",
"description": "Requires Planning Prime or higher. Aimed at admins.",
"headings": [
"Philosophy: team-first adoption",
"\"Guided autonomy\" model",
"Two pilot paths (first 15 days)",
"30-day timeline",
"Days 1-10 — Team foundation",
"Day 15 — First breakthrough",
"Days 16-30 — Toward enterprise scale",
"Success markers",
"Dos",
"Don'ts"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/best-practices-article-index",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/best-practices-article-index",
"title": "Best practices article index",
"section": "best-practices",
"description": "Requires Planning Prime or higher.",
"headings": []
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/marketing-calendar",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/marketing-calendar",
"title": "Build your marketing calendar: no decks, just clarity",
"section": "best-practices",
"description": "Requires Planning Prime or higher.",
"headings": [
"Core thesis",
"Stats cited (Adobe-sourced)",
"Three pillars of live visibility",
"Dos",
"Don'ts",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/model-campaign-hierarchy",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/model-campaign-hierarchy",
"title": "Architect your success: modeling your campaign hierarchy",
"section": "best-practices",
"description": "Requires Planning Prime or higher. Aimed at admins and power users.",
"headings": [
"Core 3-tier model (recommended starting point)",
"Level 1 — Campaigns (WFP)",
"Level 2 — Channel Tactics (WFP)",
"Level 3 — Projects (Planning ↔ Workfront)",
"Strategic expansion (optional layers)",
"Channel Plans",
"Activities",
"IMPORTANT volume threshold",
"Hub-and-spoke architecture",
"Taxonomy hub",
"Strategic Planning workspace (executive center)",
"Functional spokes",
"Noun-based governance",
"Handling existing Portfolios and Programs",
"Recommendation",
"Reporting bridge strategy",
"Dos",
"Cautions",
"Don'ts",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/playbook-how-to-scale",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/playbook-how-to-scale",
"title": "Turn your first win into sustainable momentum: a playbook for managed scaling",
"section": "best-practices",
"description": "Requires Planning Prime or higher.",
"headings": [
"The success trap",
"Core philosophy: WFP as reconciliation engine",
"Key insights",
"Guided autonomy governance model",
"Global lanes",
"Local playgrounds (spokes)",
"Two-way street model",
"Persona priorities",
"Service-led observation phase",
"Governance as a service",
"Field maturity path",
"Retiring fields (soft retirement)",
"Avoiding WFP drift",
"Read-only access visibility model",
"Workshop ideas",
"\"Necessary mess\" discovery",
"\"Strategic visibility\" alignment",
"\"Spoke-to-global\" showcase",
"\"Ongoing support\" office hours",
"Roles & responsibilities",
"Enterprise Architect (CoE / Marketing Ops)",
"Spoke Champion (Team Process Owner)",
"Executive Sponsor (Marketing Leadership)",
"Enablement Lead (Change Management)",
"Onboarding-new-team checklist",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/the-bridge-connect-strategy-with-projects",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-best-practices/the-bridge-connect-strategy-with-projects",
"title": "Build the bridge: connecting strategic intent to projects",
"section": "best-practices",
"description": "Requires Planning Prime or higher.",
"headings": [
"Core thesis",
"Two layers",
"Activating the bridge (table-led path)",
"Manual activation",
"Native WFP automation",
"Activating the bridge (automated path)",
"Submission triggers",
"Field-value triggers",
"Lookup fields for visibility",
"Strategic questions WFP can answer post-bridge",
"Dos",
"Don'ts",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/create-fields",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/create-fields",
"title": "Create fields",
"section": "fields",
"description": "Any Workfront + any Planning (or any Workflow + any Planning)",
"headings": [
"Access requirements",
"Six paths to create fields",
"CRITICAL constraint",
"Field types (16 total)",
"Single-line text",
"Paragraph",
"Multi-select / Single-select",
"Date",
"Number",
"Percentage",
"Currency",
"Checkbox",
"Formula",
"People",
"Created by / Last modified by (read-only)",
"Created date / Last modified date (read-only)",
"Record ID (read-only)",
"SA notes / irreversibility gotchas"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/delete-fields",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/delete-fields",
"title": "Delete fields",
"section": "fields",
"description": "Standard license",
"headings": [
"Access requirements",
"Where deletion happens",
"Cannot delete",
"Recovery",
"Cascading deletion behavior",
"Regular field",
"Connection field",
"Lookup field",
"Field on a global record type (primary workspace)",
"Example",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/edit-fields",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/edit-fields",
"title": "Edit field settings",
"section": "fields",
"description": "ONLY from the table view of the record type.",
"headings": [
"Where editing happens",
"What CAN be edited after save",
"What CANNOT be changed after save",
"CRITICAL warnings about edits",
"Data loss with no warning",
"Real-time value updates with no audit log",
"Inline new-choice creation (table view only)",
"SA notes / governance implications"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/fields-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/fields-overview",
"title": "Field overview",
"section": "fields",
"description": "Fields are attributes of record types in WFP.",
"headings": [
"Where fields can be created",
"Creation paths",
"Manual",
"Automatic",
"Field scope",
"Limits",
"Deletion behavior",
"Permissions",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/formula-fields",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/formula-fields",
"title": "Formula fields overview",
"section": "fields",
"description": "Formula fields generate values by combining other fields + functions.",
"headings": [
"Core mechanics",
"Format options",
"Update propagation",
"Limits",
"#ERROR! conditions",
"Workfront expressions NOT supported in WFP",
"WFP-only expressions (NOT available in standard Workfront calculated fields)",
"ARRAYJOIN",
"ARRAYUNIQUE",
"ID",
"JSONELEMENT",
"SETTIMEZONE",
"WEEKOFYEAR",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/import-fields-from-workfront",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/import-fields-from-workfront",
"title": "Import fields from Adobe Workfront",
"section": "fields",
"description": "Creates COPIES of existing Workfront fields on a WFP record type.",
"headings": [
"What it does",
"Compatible source objects",
"Field type translation",
"Filter options on import",
"Limits",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/primary-field-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-fields/primary-field-overview",
"title": "Primary field overview",
"section": "fields",
"description": "The primary field is the field displayed in the first column of a record type's table view. Its value also serves as the record's title.",
"headings": [
"Core concept",
"Eligibility",
"Where the record title displays",
"Behaviors and constraints",
"Reassignment procedure",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/limitations-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/limitations-overview",
"title": "Adobe Workfront Planning object limitations overview",
"section": "general",
"description": "Adobe Workfront Planning has limits on how many objects you can create. Limits are subject to change.",
"headings": []
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-ai-assistant-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-ai-assistant-overview",
"title": "Adobe Workfront Planning AI Assistant overview",
"section": "ai-assistant",
"description": "A natural language interface to Workfront Planning. Read, create, update, delete records via prompts. Page context aware. Distinct from Workfront AI Assistant (broader Workfront product) but accessed ",
"headings": [
"What it is",
"Access requirements",
"Available pages",
"Available actions",
"Behavioral rules",
"Entry points",
"Prompt-keyword discipline (system-wide AI Assistant)",
"Object types accessible to AI Assistant (org-wide)",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-ai-designer",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-ai-designer",
"title": "Get started with the Adobe Workfront Planning Designer",
"section": "general",
"description": "Available to all Planning customers in Beta since July 16, 2026. Accepted Beta agreement required since July 20; distinct from the AI agreement and CX Enterprise Coworker.",
"headings": [
"What it does",
"Prerequisites",
"Designer vs AI Assistant",
"How it works",
"Functionality available via prompt",
"Prompt examples (from docs)",
"Entry points",
"Disabling Planning Designer org-wide",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-api-basics",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-api-basics",
"title": "Adobe Workfront Planning API basics",
"section": "api",
"description": "REST ful over HTTP, JSON responses.",
"headings": [
"Architecture",
"Identity model",
"HTTP method semantics",
"Search modifier syntax (filters)",
"Field-type → modifier matrix (canonical)",
"Boolean composition",
"Field projection",
"Sorting",
"Pagination & limits",
"Search request shape (canonical)",
"External lookup field bridge",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-best-practices",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-best-practices",
"title": "Adobe Workfront Planning implementation recommendations (FAQ-style best practices)",
"section": "best-practices",
"description": "This is the FAQ style best practices reference (separate from the formal best practices section).",
"headings": [
"Workspaces",
"How to start",
"When to create new vs modify existing",
"How to use Workspace sections",
"Record types",
"Defining record types",
"Single/multi-select field vs linked record type",
"Labeling",
"Fields",
"Primary field",
"Formulas",
"URLs",
"Hide vs delete",
"Views",
"Filters and groupings",
"Timeline view requires 2 date fields",
"Timeline settings (bar style, color)",
"Permissions",
"Workspaces",
"Record types",
"Views",
"How license types interact",
"Workspace ownership",
"Request forms",
"When to create",
"Who can create",
"Who can submit (internal options)",
"Public form sharing",
"Form management best practices",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-general-article-index",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-general-article-index",
"title": "General information article index",
"section": "general",
"description": "Articles in general info section:",
"headings": []
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-general-information/planning-overview",
"title": "Get started with Adobe Workfront Planning",
"section": "general",
"description": "Adobe Workfront Planning is an additional capability from Adobe Workfront. The purpose of Workfront Planning is to unlock comprehensive visibility into the operational details of an organization, and ",
"headings": [
"Enabling WFP for users",
"Terminology",
"Workspaces",
"Record Types",
"Records",
"Workspace templates",
"Fields",
"Connected record types, records, fields",
"Lookup fields",
"Hierarchies",
"Views",
"Automations",
"Request forms",
"Locating WFP",
"Additional features (linked from this page)"
]
},
{
"path": "/en/docs/workfront/using/administration-and-setup/set-up-wf/configure-system-defaults/enable-custom-quarters-projects",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/administration-and-setup/set-up-wf/configure-system-defaults/enable-custom-quarters-projects",
"title": "Enable custom quarters and custom weeks",
"section": "general",
"description": "Admin setup (Setup > Custom Quarters) for fiscal quarters and Planning custom weeks. With Planning (bundled or standalone): up to 100 quarters, no gaps or overlaps, and custom weeks per quarter shown only in Planning timeline views, not in Workfront reports or lists. Custom weeks: Preview Sept 3, 2026; production for everyone Oct 15, 2026.",
"headings": [
"Access requirements (system administrator; Planning administrator for standalone)",
"Custom quarter limits: 8 for Workfront only, 100 with Planning",
"No gaps or overlaps when Planning is purchased",
"Custom weeks for the Planning timeline view",
"Starts a new custom week sequence",
"Week label format (Week 1 or custom, such as Fiscal week)",
"Set up custom quarters"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/configure-automations-to-create-records",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/configure-automations-to-create-records",
"title": "Configure Adobe Workfront Planning automations",
"section": "records",
"description": "Standard license",
"headings": [
"Access requirements",
"Where automations live",
"Two trigger types",
"Button click",
"Field value change",
"Six action types",
"Create a single project",
"Create multiple projects",
"Create portfolio",
"Create program",
"Create group",
"Create record (WFP record)",
"\"Add connected field\" (when none exists)",
"Important constraints",
"Disable vs Delete",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/connect-records",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/connect-records",
"title": "Connect records",
"section": "records",
"description": "WFP records to WFP records",
"headings": [
"What you can connect",
"Access requirements",
"Prerequisites",
"Where you can connect (UI areas)",
"Mechanics",
"Click to connect",
"One-to-one / One-to-many warning",
"Create on the fly",
"\"See all\" / Connect objects box",
"Workfront object connections",
"AEM Assets connection",
"Lookup field editing post-connection",
"Disconnect",
"Connection from Workfront side (via Planning section)",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/create-records",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/create-records",
"title": "Create records",
"section": "records",
"description": "Standard license",
"headings": [
"Access requirements",
"10 ways to create a record",
"Global record type visibility on create",
"Permission gates",
"Field constraints when creating",
"Table view inline creation",
"Timeline view creation",
"Calendar view creation",
"Copy/paste from external",
"Connect-and-create",
"Request form (View users)",
"CSV/Excel import",
"Automations",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/create-wf-objects-using-planning-automations",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/create-wf-objects-using-planning-automations",
"title": "Create objects using Workfront Planning record automations",
"section": "records",
"description": "Workfront Planning record",
"headings": [
"What can be created via automation",
"Access requirements",
"Naming patterns",
"Single object creation",
"Multi-project creation",
"Trigger behavior",
"Usage flow (Button click automation)",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/delete-records",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/delete-records",
"title": "Delete records",
"section": "records",
"description": "Companion: https://experienceleague.adobe.com/en/docs/workfront/using/adobe workfront planning/adobe workfront planning records/restore deleted records",
"headings": [
"Where deletion can happen",
"Recoverable for 30 days",
"Linked-record impact",
"Undo",
"Restore flow",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/edit-records",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/edit-records",
"title": "Edit records",
"section": "records",
"description": "Standard license",
"headings": [
"Access requirements",
"Six places to edit",
"Read-only field types (NOT editable)",
"Real-time sync",
"Bulk edit",
"URL behavior",
"Records connected across workspaces",
"Timeline / Calendar date editing",
"Copy/paste mechanics in table view",
"Where copy/paste DOESN'T work",
"Paragraph field formatting",
"Cover image and thumbnail",
"Inline adding of single/multi-select choices",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/import-file-to-create-records",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/import-file-to-create-records",
"title": "Create records by importing information from a CSV or Excel file",
"section": "records",
"description": "Standard license",
"headings": [
"Access requirements",
"File constraints",
"Mapping mechanics",
"Field types NOT supported in import (cannot be mapped)",
"\"Create missing options\" toggle",
"Outcome",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/manage-records-in-planning-section",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-records/manage-records-in-planning-section",
"title": "Manage record connections from Workfront objects",
"section": "records",
"description": "1. Planning section of a Workfront object: shows ALL connected record types and their connected records (Project, Portfolio, Program only)",
"headings": [
"Two areas to view WFP records from Workfront",
"Access requirements",
"Prerequisites",
"Planning section behavior",
"Planning connection field type behavior",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/add-approval-to-request-form",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/add-approval-to-request-form",
"title": "Add an approval to a request form in Adobe Workfront Planning",
"section": "requests",
"description": "Any Workfront/Planning or Workflow/Planning package.",
"headings": [
"Access requirements",
"What it does",
"Approval mechanics",
"Default rule",
"Custom rules (conditional)",
"Rule resolution order",
"Team-as-approver semantics",
"Multi-approver outcomes",
"Captured fields on resulting record",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/approve-request",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/approve-request",
"title": "Approve a request in Adobe Workfront Planning",
"section": "requests",
"description": "Any Workfront/Planning or Workflow/Planning package.",
"headings": [
"Access requirements",
"Request status state machine",
"Approval entry points",
"Important UX gates",
"Reject = single veto",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/create-request-form",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/create-request-form",
"title": "Create and manage a request form",
"section": "requests",
"description": "Associated with a record type.",
"headings": [
"What request forms do",
"Access requirements",
"Field type limitations on request forms",
"Cannot be added to forms",
"Field display differences in form builder vs after submission",
"Building a form",
"Default form contents",
"Subject field behavior",
"Field configuration in form",
"Content elements",
"Preview",
"Approval configuration",
"Production environment (Configuration tab)",
"Preview environment (Settings tab — coming to Production)",
"Request completion options",
"Publishing",
"Sharing",
"Internal sharing",
"Public sharing",
"Managing existing forms",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/share-requests",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/share-requests",
"title": "Share Planning requests",
"section": "requests",
"description": "Share a submitted Planning request from the Requests area (new request experience) with users, teams, job roles, groups, or companies. Permission levels: View, Contribute (view, edit, comment), Manage (also delete). Requesters get Manage by default unless the form sets another default. Preview Sept 25, 2026; production for everyone Oct 15, 2026.",
"headings": [
"Request permission levels: View, Contribute, Manage",
"Requester default permissions",
"Workfront administrators manage all requests",
"Record type Manage access inherits Manage on its intake form and requests",
"Contribute users cannot grant Manage",
"Inherited permissions from workspace and record type cannot be removed or edited",
"Share a request"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/submit-requests",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/submit-requests",
"title": "Submit Workfront Planning requests to create records",
"section": "requests",
"description": "Workfront Requests area (Workfront users only)",
"headings": [
"Three submission paths",
"Access requirements",
"Prerequisites",
"Critical behavior",
"Edit a submitted request before its record is created (creator, workspace managers, system administrators)",
"Request ↔ Record relationship",
"Visibility/notifications",
"Approval flow",
"Requests list (Workfront Requests area) fields",
"Filters available",
"\"Untitled\" record naming",
"Copy & draft",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/unpublish-request-form",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-requests/unpublish-request-form",
"title": "Unpublish a request form in Adobe Workfront Planning",
"section": "requests",
"description": "Workfront/Planning or Workflow/Planning package.",
"headings": [
"Access requirements",
"Two operations covered",
"Change form sharing (narrow access without unpublishing)",
"Unpublish (revoke all access)",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/manage-work/requests/create-requests/autofill-from-prompt-document",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/manage-work/requests/create-requests/autofill-from-prompt-document",
"title": "Use Form Fill powered by AI to fill in a request using prompts or documents",
"section": "requests",
"description": "AI Form Fill (autofill) suggests request form field values for Workfront and Planning requests from a prompt, pasted email, uploaded documents, Workfront project/task/issue links, or Planning record URLs (since Sept 22, 2026). Needs Select/Prime/Ultimate package, a signed Adobe Gen AI agreement, and AI Assistant enabled.",
"headings": [
"Access requirements and prerequisites (Gen AI agreement, AI Assistant enabled)",
"Form fill from a prompt",
"Form fill from previous requests (needs one month of request data)",
"Upload a document to auto-fill a request (100 MB per file, 50 files or pages)",
"Planning record links as context",
"Supported field types (including Planning embedded fields)",
"Accept or reject suggestions; unreviewed suggestions are auto-accepted on submit",
"Limits: does not overwrite filled fields; calculated or dependent fields not supported"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-record-views",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-record-views",
"title": "Manage record views",
"section": "views",
"description": "Table — structured columns + rows, default",
"headings": [
"Four view types",
"Access requirements",
"Key principles",
"What's tied to each view (not the record type)",
"View capability matrix (key feature differences)",
"Creating a view",
"Prerequisites",
"Start/End date selection for timeline/calendar",
"View name auto-format",
"Renaming and reordering",
"Full screen",
"Real-time presence",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-the-calendar-view",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-the-calendar-view",
"title": "Manage the calendar view",
"section": "views",
"description": "Record type must have at least 2 date fields. Otherwise Calendar option is dimmed.",
"headings": [
"Prerequisites",
"Records that DON'T display",
"Time frames",
"Month",
"Week",
"Row height (Month view only)",
"Edit operations",
"Filters",
"Settings panel",
"Date and time",
"Bar style",
"Color",
"What calendar DOESN'T have (compared to timeline)",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-the-list-view",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-the-list-view",
"title": "Manage the list view",
"section": "views",
"description": "Connected records page for projects in a record's details area",
"headings": [
"Where list view is used",
"Connected records page list view",
"Request forms list view",
"List view feature set",
"View management",
"Filters",
"Columns",
"Conditional formatting (Format cells)",
"Grouping",
"Row height",
"Editing inline",
"Action bar (multi-select)",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-the-table-view",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-the-table-view",
"title": "Manage the table view",
"section": "views",
"description": "Main view for inline editing of any field. Timeline and Calendar also edit dates by dragging or resizing bars, and record details pages allow edits too.",
"headings": [
"Why the table view matters",
"Row height options",
"Limits",
"Adding/removing columns",
"Primary field",
"Search",
"Rows (records)",
"Filters",
"Operators per field type",
"Filter scope",
"Sort",
"Grouping",
"Row colors",
"Real-time presence",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-the-timeline-view",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/adobe-workfront-planning-views/manage-the-timeline-view",
"title": "Manage the timeline view",
"section": "views",
"description": "Record type must have at least 2 date fields. Otherwise Timeline option is dimmed.",
"headings": [
"Prerequisites",
"Records that DON'T display in timeline",
"Time frames",
"Modes",
"Standard (default)",
"Compact",
"Custom quarters",
"Edit operations on timeline",
"Filters",
"Grouping",
"Settings panel",
"Date and time",
"Bar style",
"Color",
"Breakdown feature",
"Search",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/planning-and-genstudio-integration/get-started-with-workfront-planning-and-genstudio-integration",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/planning-and-genstudio-integration/get-started-with-workfront-planning-and-genstudio-integration",
"title": "Workfront Planning + GenStudio for Performance Marketing integration overview",
"section": "genstudio",
"description": "A native bidirectional integration that exposes a \"GenStudio workspace\" inside Workfront Planning. GenStudio's marketing domain objects (Campaigns, Products, Activations, Personas, Channels, Regions, ",
"headings": [
"What it is",
"Requirements (ALL must apply)",
"Access requirements",
"Permission defaults",
"Multi-instance behavior",
"Standard GenStudio record types in the workspace",
"What you CAN do from Planning",
"What you CAN'T do from Planning",
"Brand connections (special)",
"Created by / Approved by",
"Preview environment behavior",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/planning-and-genstudio-integration/manage-gen-studio-workspace-in-planning",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/planning-and-genstudio-integration/manage-gen-studio-workspace-in-planning",
"title": "Manage the GenStudio workspace in Adobe Workfront Planning",
"section": "genstudio",
"description": "This is the operational counterpart to the integration overview. Covers the actual permission scoping rules and edit constraints when working in the GenStudio workspace.",
"headings": [
"Permission scoping summary",
"Sharing the GenStudio workspace",
"What \"Manage record types\" surfaces in GenStudio workspace",
"Fields in GenStudio record types",
"Adding Planning-side fields",
"Editing existing GenStudio fields",
"Hiding fields",
"Record CRUD constraints",
"Connection capabilities (from this page)",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/adobe-workfront-planning/planning-and-genstudio-integration/planning-and-genstudio-integration-article-index",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/adobe-workfront-planning/planning-and-genstudio-integration/planning-and-genstudio-integration-article-index",
"title": "GenStudio integration — article index",
"section": "genstudio",
"description": "1. Get started with the Workfront Planning + GenStudio integration → genstudio integration overview.md",
"headings": [
"Articles in this section",
"Scope"
]
},
{
"path": "/en/docs/workfront/using/basics/ai-assistant/ai-assistant-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/basics/ai-assistant/ai-assistant-overview",
"title": "AI Assistant in Workfront (parent product)",
"section": "ai-assistant",
"description": "This is the broader Workfront AI Assistant (not Planning specific). Same icon, different scope per page context. Documented here because the SA conversation often spans both.",
"headings": [
"Capabilities",
"Access requirements",
"Org-level prerequisites (ALL must apply)",
"Gen AI agreement workflow",
"Object types accessible",
"Sub-features and their separate docs",
"Keyword routing",
"Constraints",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/reporting/canvas-dashboards/add-reports/build-table-report",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/reporting/canvas-dashboards/add-reports/build-table-report",
"title": "Build a table report in a Canvas Dashboard",
"section": "canvas-dashboards",
"description": "The Canvas Dashboard report type most relevant to Planning customers. Table reports are the closest equivalent to a legacy Workfront report and are the primary way to surface Planning records in a cro",
"headings": [
"Access requirements",
"Report build structure",
"1. Details",
"2. Build table (columns)",
"3. Filter",
"4. Drilldown Group Settings",
"Sections drop-down (field-selector scoping)",
"Children-object reporting rules",
"Notable lookups",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/reporting/canvas-dashboards/canvas-dashboards-overview",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/reporting/canvas-dashboards/canvas-dashboards-overview",
"title": "Canvas Dashboards overview",
"section": "canvas-dashboards",
"description": "STATUS: BETA. Required reading for any customer who wants to \"report on Workfront Planning data\" — Canvas Dashboards is the ONLY documented Workfront native path for this.",
"headings": [
"What it is",
"Prerequisites",
"Beta enrollment",
"Report types",
"Workfront Planning data access pattern",
"Currently shipping features (this beta wave)",
"In development",
"Roadmap (priorities subject to change)",
"Financial data caveat",
"SA notes"
]
},
{
"path": "/en/docs/workfront/using/reporting/canvas-dashboards/create-dashboards/create-dashboards",
"url": "https://experienceleague.adobe.com/en/docs/workfront/using/reporting/canvas-dashboards/create-dashboards/create-dashboards",
"title": "Create a Canvas Dashboard and add reports",
"section": "canvas-dashboards",
"description": "Also covers the parallel KPI and Chart report types (cross referenced from build table report.md ).",
"headings": [
"Access requirements",
"Prerequisite layout-template gate",
"Dashboard creation fields",
"Three report-build types",
"Adding an existing legacy Workfront report",
"SA notes"
]
}
]