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Create a connection to ۶Ƶ Workfront Fusion - Basic instructions

Access requirements

You must have the following access to use the functionality in this article:

۶Ƶ Workfront plan*
Pro or higher
۶Ƶ Workfront license*
Plan, Work
۶Ƶ Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Or

Legacy license requirement: Workfront Fusion for Work Automation and Integration

Product

Current product requirement: If you have the Select or Prime ۶Ƶ Workfront Plan, your organization must purchase ۶Ƶ Workfront Fusion as well as ۶Ƶ Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Or

Legacy product requirement: Your organization must purchase ۶Ƶ Workfront Fusion as well as ۶Ƶ Workfront to use functionality described in this article.

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on ۶Ƶ Workfront Fusion licenses, see ۶Ƶ Workfront Fusion licenses.

Create a connection

To create a connection inside a Workfront Fusion module:

  1. Click Add next to the Connection box to open the Create a connection panel.

  2. (Optional) Change the default Connection name.

  3. (Conditional) If the app requires advanced connection settings, such as an ID, key, or secret, enter that information.

    You might need to click Show advanced settings to display the fields where you can enter this kind of information.

  4. Click Continue.

  5. In the sign-in window that displays, enter your credentials to log in to the app if you haven’t already done so.

  6. (Conditional) If an Allow button displays, examine the actions that the connector will be able to take, then click the button to connect the app to Workfront Fusion.

    note note
    NOTE
    Some Microsoft apps use the same connection, which is tied to individual user permissions. Therefore, when creating a connection, the permissions consent screen displays any permissions that were previously granted to this user’s connection, in addition to any new permissions needed for the current application.
    For example, if a user has “Read table” permissions granted via the Excel connector and then creates a connection in the Outlook connector to read emails, the permissions consent screen will show both the already granted “Read table” permission and the newly required “Write email” permission.
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