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

The Workfront Planning landing page opens.

(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.

Click a record type card, then click the name of a record.

The record type page opens.

Click the More menu to the right of the record type name, then click Manage automations.

The list of available automations for the selected record type opens.

Click New automation in the upper-right corner of the screen. The New automation box opens.

Update the following fields:

• Replace Untitled automation with the text that you want to appear on the automation button. Users will click this button when using the automation to create a Workfront object or a Planning record.
• Description: Add a description to identify the purpose of the automation.

Click Save.
The automation details page opens.

On the automation’s details page, update the following fields in the Triggers section:

• Trigger: Select the action that will trigger the automation. For example, select Button click.

Update the following fields in the Actions section:

• Actions: Select the action that you want Workfront to perform when triggering the automation. This is a required field.
  Select one of the following actions:

  • Create multiple projects
  • Create a single project
  • Create project
  • Create record
  • Create program
  • Create portfolio
  • Create group

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  After you saved the automation, you can no longer change the action selected in this field.

(Conditional) Depending on what action you selected, update the following fields:

• Create a single project:

  • Connected field where the project is created: This is the connected field where the new project will display. This is a required field.

  • Project template: Select a project template that Workfront will use to create the project.

• Create multiple projects:

  • Connected field where the project is created: This is the connected field where the new project will display. This is a required field.
  • Field whose choices will create the records: Choose a multi- or single-select field from the selected record type. Workfront creates a project for each field choice that is currently selected on the record from where you trigger the automation.

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  A project is created only for the options that are currently selected on the multi- or single-select field of the record you are running the automation from, and not for all possible choices for that field.

  • Use the same template: Select this option to use the same template for each new project. If the option is deselected, select a Project template for each field choice.

  • Project template: If you selected the Use the same template option, select a project template that Workfront will use to create the projects.

• Create portfolio:

  • Connected field where the portfolio is created: This is the connected field where the new portfolio will display. This is a required field.
  • Custom form to attach to the new portfolio: Select a custom form to attach to the new portfolio. You must create a portfolio custom form before you can select it.

• Create program:

  • Connected field where the program is created: This is the connected field where the new program will display. This is a required field.
  • Program portfolio: Select a portfolio where the new program will be added. This is a required field.
  • Custom form to attach to the new program: Select a custom form to attach to the new program. You must create a program custom form before you can select it.

• Create group:

  • Connected field where the group is created: This is the connected field where the new group will display. This is a required field.
  • Custom form to attach to the new group: Select a custom form to attach to the new program. You must create a program custom form before you can select it.

• Create record:

  • Record type: Select the record type you want to create.

    The Settings sub-section displays. Update the following fields in the Settings sub-section:

    • Field on the connected record type where the current record will show: This is the connected field on the record type selected for the action where the current record will display.

    For example, if you are creating an automation for campaigns to connect Product records from, this is the connected field on the Product record type where the campaigns will display, after the products are created using the automation.

    This is a required field.

    In the Map fields area, update the following information:

    • Transfer from: Select fields from the record type the automation is created for to map them to the fields of the connected record type.
    • Transfer to: Select fields from the newly created record that will populate with information from the record you are running the automation from.

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    The field types from the original record type must match the field types from the newly created record type. If you choose no fields, the names of the new records will be Untitled record.

(Optional and conditional) If you selected to create a record, click Add fields to map additional lookup fields from one record to another.

(Conditional) If there are no connection fields between the original record type and the record type selected in the Record type field, click Add connected field.

The following two fields are created:

• A new connection field named Connected record is created for the record type you indicated in the Record type field.

• A new connection field with the same name as the one indicated in the Record type field is created for the record type you are configuring the automation for.

  For example, if you are configuring an automation for Campaigns to automatically create another record type called Brands and you click Add connected field, the following fields are created:

  • The Connected record connection field is created for the Brands record type.
  • The Brands connection field is created for the Campaigns record type.

(Optional) If there are no connection fields between the original record type and the Workfront object selected in the Actions area, click Add connected field.

The following are created:

• A new connection field named Connected < name of Workfront object > is created for the record type you build the automation for. For example, a Connected project field is created for the record type you’re building the automation for, when you choose to automatically create projects.
• A new record type card is added to the Planning section of a Workfront project, in Workfront with the name of the record type you are configuring the automation for.

Click Save in the upper-right corner of the automation details page.

The automation displays on the list of automations, and is available to use in records.

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

The Workfront Planning landing page opens.

(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.

Click a record type card, then click the name of a record.

The record type page opens.

Click the More menu to the right of the record type name, then click Manage automations.

The list of available automations for the selected record type opens.

(Optional) To edit, disable, or delete an automation, do one of the following:

1. From the list of automations, hover over the name of a saved automation, then click the More menu .

2. Click Edit to update the following information:

   • Click the More menu to the right of the automation name, then click Edit to change the name of the automation.

   • Any fields in the automation, except for the Actions field.

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     You cannot change the action you originally selected for an automation.

3. Click Disable to remove the automation from the record’s table view and prevent users from using it to create records or objects.

   Records that have been created using a disabled automation remain connected to the record originally selected.

   To make it available again, click the More menu again, then click Activate.

4. Click Delete to delete the automation. A deleted automation cannot be recovered.

   Records that have been created using a deleted automation remain connected to the record originally selected.

In Workfront Planning, open the record type page that contains the automation you want to use to automatically create and connect records or objects.

Open the table view.

Select one or more records.

A blue bar displays at the bottom of the table with additional buttons, including automation buttons.

Click the automation button near the lower-right corner of the screen.

The following things occur:

• A confirmation message displays at the bottom of the screen, if the automation successfully created an object or a record.

• The new object displays in the connected field indicated in the setup of the automation button. You might need to refresh your page before viewing the new object. The new object has the same name as the original record.

• If multiple projects were created based on the choices of multi- or single-select fields, the projects are automatically named according to the following pattern:

  [ Name of the record ] Name of the field choice

  For example, if a campaign named Summer breeze generated a project from a field choice of EMEA, the project is named [ Summer breeze ] EMEA.

• The record you are triggering the automation from is added to the connected field of the new record.

(Optional) Click the new object in the connected field. The object page opens and you can make additional changes to the new object.