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Configure a module’s settings in ÃÛ¶¹ÊÓƵ Workfront Fusion

Last update: Tue Mar 19 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You must configure settings for every module you create.

For example, the Dropbox modules modules require you to specify the target folder where you want to upload files. For the Email modules modules, you need to enter the email address where emails should be sent.

NOTE
Besides the module settings, you can also adjust settings for a scenario. You can rename your scenario, change its schedule, and specify additional settings, among other actions.

Access requirements

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

ÃÛ¶¹ÊÓƵ Workfront plan*
Pro or higher
ÃÛ¶¹ÊÓƵ Workfront license*
Plan, Work
ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ Workfront Plan, your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.

Configure a module’s settings

  1. Add a new module to a scenario.

    Or

    Click the icon of the module in the scenario editor, as described in Create a scenario in ÃÛ¶¹ÊÓƵ Workfront Fusion.

  2. If required for the module, create a Connection to your registered user account for that given service, as described in Connections overview.

  3. In each field, type the appropriate text.

    Or

    Click Map if it appears to the right of the field, then map an item from another module in your scenario.

    Bolded parameters are required.

    For information about the different item data types Workfront Fusion can recognize (such as date, number, and text), see Item data types in ÃÛ¶¹ÊÓƵ Workfront Fusion.

  4. (Conditional) If the module has advanced options you want to display and use, select Show advanced settings.

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