ÃÛ¶¹ÊÓƵ

DocumentationWorkfrontWorkfront Guide

Edit records

Last update: Wed Nov 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

IMPORTANT
The information in this article refers to ÃÛ¶¹ÊÓƵ Workfront Planning, an additional capability from ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ Unified Experience.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see ÃÛ¶¹ÊÓƵ Workfront Planning overview.

You can edit record information in ÃÛ¶¹ÊÓƵ Workfront Planning by editing the values of the fields associated with the records.

You must create record types before you can start creating and editing records.

For information, see Create record types.

For information about creating records, see Create records.

Access requirements

Expand to view access requirements for Workfront Planning.

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

table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header
Products

  • ÃÛ¶¹ÊÓƵ Workfront

  • ÃÛ¶¹ÊÓƵ Workfront Planning
ÃÛ¶¹ÊÓƵ Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
ÃÛ¶¹ÊÓƵ Workfront Planning package*

Any

For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
ÃÛ¶¹ÊÓƵ Workfront platform

Your organization's instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience to be able to access all the capabilities of Workfront Planning.

For more information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront.
ÃÛ¶¹ÊÓƵ Workfront license*

Standard

Workfront Planning is not available for legacy Workfront licenses
Access level configuration There are no access level controls for ÃÛ¶¹ÊÓƵ Workfront Planning
Object permissions

Contribute or higher permissions to a workspace

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

Considerations about editing records

  • You can edit records that you created or records created by others, if you were given permissions to the workspace.

  • You can edit record fields from the following areas:

    • The record’s preview in a record view
    • The record’s page
    • Inline, in a table view.

  • When a user edits a record in a view, the changes are visible immediately in all views and the record pages to all other users.

  • The following types of fields are automatically updated, and you cannot edit their values manually:

    • Linked fields from other records
    • Formula-type fields
    • System fields (Created by, Created date, Last modified by, Last modified date)

  • If the records you display are linked to other records, the new information of the records that you are editing reflects on the linked records.

  • You cannot edit records in bulk.

  • URLs are recognized as links in single-line text field types only when they start with the following: http://, https://, ftp://, or www. .

  • You can add a cover image to each record. The image is unique for each record, and it does not apply to all records of the same time.

  • You can edit the order of the fields in a record page and add a cover image for a record. For more information, see Manage the record page layout.

Edit records

You can edit a record from the following areas:

Edit a record inline in the table view of a record type

When you edit records from the table view, there is an indication which field is being edited by other users at the time you are viewing the record.

For more information, see Manage record views.

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ 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 records you want to edit

    The workspace opens and the record types display as cards.

  4. Click a record type card.

    The record type page opens.

  5. (Conditional) Click the tab of a table view or click + View to create a table view. The table view should be the default view, unless you viewed the record type in another type of view when you accessed it last.

    The records associated with the selected record type display in the table view.

  6. Click inside the row of a record to start editing information about the record inline.

    note tip
    TIP
    You cannot edit information for the following fields, as they are read-only and Workfront updates them automatically:
    • Linked fields that are created by connecting record types. For more information, see Connect record types.
    • Fields of the following types: Created by, Created date, Last modified by, Last Modified date, Formula fields.

  7. (Optional and conditional) When you edit a Paragraph-type field, use the following Rich Text formatting options:

    • Bold
    • Italic
    • Underline
    • Add a link
    • Add a bulleted list
    • Add a numbered list

  8. (Optional) Double-click a connected record field to add connected records or objects to another record. For more information, see Connect records.

  9. Press Enter on your keyboard or click outside of a row to save your changes. The changes are saved automatically. A Saved indicator displays briefly in the upper-right corner of the table view to show that the changes were saved.

  10. (Optional) To copy and paste information from one field to another, do one of the following:

    • Copy one or multiple existing values of one field, then paste them into a field of the same type on another record

    • Click the column header of a column to select it and copy it, then click the column header of another column and paste the contents of the copied column. The columns must contain similar field types.

    • With your Shift key pressed, click to select several rows in a table, copy the information in the selected rows, then click a different row and paste the selected information in the new row and the following rows after that.

    • Copy the information from one cell, then select multiple cells and paste the same information in multiple cells. You can select multiple cells and paste the same information in multiple cells from adjacent rows and columns.

    • Select the lower-right corner of an existing cell that contains the information you want to copy, then drag and drop it across the adjacent cells where you want to paste the same information. All cells must contain the same type of information.

    note note
    NOTE
    Consider the following:

    • Use the following keyboard shortcuts for copying and pasting information:

    • Copy: CTRL + C (⌘ + C for Mac)

    • Paste: CTRL + V (⌘ + V for Mac)

    • You cannot copy and paste field values in the record page. This functionality is supported only in the table view of a record type.

    • You cannot copy and paste field values for the following field types:

    • Linked fields (or lookup fields) that are created by connecting record types. You can copy and paste linked record fields. For more information, see Connect record types.

    • Fields of the following types: Created by, Created date, Last modified by, Last Modified date

  11. (Optional) Use the following keyboard shortcuts to undo or redo editing or copying and pasting record information:

    • CTRL + Z (⌘ + Z for Mac) to undo a change
    • CTRL + Shift + Z (⌘ + Shift + Z for Mac) to redo a change
    note tip
    TIP
    You can use the keyboard shortcuts multiple times in a row to undo multiple changes.

  12. (Optional) Add a thumbnail to a record. For information, see Add a thumbnail to a record.

Edit a record from the record’s preview in a view

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ 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 records you want to edit

    The workspace opens and the record types display as cards.

  4. Click a record type card.

    The record type page opens.

  5. From a view of any type, click the record

    Or

    From the table view, click the Open details icon in the first column. The record’s preview opens in the view.

  6. (Optional) Click the More menu to the right of the record’s title, then click Rename. This updates the field that displays as the record’s title.

    The record’s title is the primary field of the record when viewed in a table view. For information, see Primary field overview.

  7. Start editing the field information in the record’s preview.

    note tip
    TIP
    You cannot edit information for the following fields, as they are read-only and Workfront updates them automatically:
    • Lookup fields from other records that are created by connecting record types. For more information, see Connect record types.
    • Fields of the following types: Created by, Created date, Last modified by, Last Modified date, Formula fields.

  8. (Optional) Click Add cover to add a cover image to the record. For more information, see Add a cover image to a record.

  9. (Optional) Hover over the thumbnail icon, then click More > Edit thumbnail to add a thumbnail image. For information, see Add a thumbnail to a record.

    Workfront automatically saves your changes.

  10. (Optional) Click the Export menu to export the record’s details. For information, see Export a record’s details.

  11. (Optional) Click the Open in new tab icon in the upper-right corner of the record’s preview to open the record’s page in a new tab. Continue editing the record as described in Edit a record from the record’s page section in this article.

Edit a record from the record’s page

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ 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 records you want to edit

    The workspace opens and the record types display as cards.

  4. Click a record type card.

    The record type page opens.

  5. Do one of the following:

    • From any view, access the record’s preview, as described in the Edit a record from the record’s preview in a view section in this article, then click the Open in new tab icon in the upper-right corner of the record preview to open the record’s page in a new tab.

    • From the Table view, hover over the name of a record, then click the More menu , then click View

      The record page opens.

  6. (Optional) Click the More menu to the right of the record’s title, then click Rename. This updates the field that displays as the record’s title.

    The record’s title is the primary field of the record when viewed in a table view. For information, see Manage the table view.

  7. Click any editable field on the record page to edit it.

    note tip
    TIP
    You cannot edit information for the following fields, as they are read-only and Workfront updates them automatically:
    • Linked fields that are created by connecting record types. For more information, see Connect record types.
    • Fields of the following types: Created by, Created date, Last modified by, Last Modified date, Formula fields.

  8. (Optional) Click the information icon to the right of any field that displays it to view the description of a field.

  9. (Optional) Click Add cover to add a cover image to the record

    Or

    Hover over the existing cover image, then click the More menu > Upload to add a new cover image for the record.

    For more information, see Add a cover image to a record.

  10. (Optional) Hover over an existing thumbnail, or the thumbnail icon , then click the More menu > Edit thumbnail to add a thumbnail for the record.

    For more information, see Add a thumbnail to a record.

    Workfront automatically saves your changes.

  11. (Optional) Click the Export menu to export the record’s details. For information, see Export a record’s details.

Edit a record from a Workfront object in the Planning section

After you connect records with Workfront objects, you can edit Workfront Planning records in Workfront from the object’s Planning section.

For more information, see Manage records in the Planning section of ÃÛ¶¹ÊÓƵ Workfront objects.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43