Submit ÃÛ¶¹ÊÓƵ Workfront Planning requests to create records
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.
- 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.
After someone shares a link to a request form with you from a record type page in ÃÛ¶¹ÊÓƵ Workfront Planning, you can add a request to create records for the record type associated with the request form.
Workfront users and external users can submit requests to Planning record types and create records.
This article describes how you can submit a request to add new records to a record type.
For information about how a workspace manager can create a request form and associate it with a record type, see Create and manage a request form in ÃÛ¶¹ÊÓƵ Workfront Planning.
Access requirements
You must have the following access to perform the steps in this article:
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|---|---|
| Products |
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| ÃÛ¶¹ÊÓƵ Workfront plan* |
Any of the following Workfront plans:
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* |
External, Contributor, Light, or Standard license 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 | View or higher permissions to a workspace, if you are a Workfront user |
| Layout template |
To access the Planning area in Workfront, you must be assigned a layout template that includes the Planning area in the Main Menu. However, accessing the Planning area is not required to submit requests to Workfront Planning. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Prerequisites
The following must be in place before you can submit a request to a Workfront Planning request form:
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The following must exist in Workfront Planning:
- A workspace
- A record type associated with a request form. For information, see Create a request form in ÃÛ¶¹ÊÓƵ Workfront Planning.
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The request form must be shared with a link in a way you can access it. The following scenarios exist:
- If you have a Workfront account, the link has been shared only with internal people and you have contribute or higher access to the workspace. People outside Workfront cannot access a link shared internally.
- If you don’t have a Workfront account, the link has been shared with external people. Workfront users can also access a link shared with external people.
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The link to the form must not be expired.
Considerations about submitting requests to Workfront Planning
- You can access a request form for Workfront Planning requests only from a specific link to the form.
- You cannot edit a request after you submit it to Workfront Planning.
- Each submitted request creates a record for the record type associated with the form you use if the form is not associated with an approval, or if the approval has been granted by all of the approvers.
- Records created by submitting request forms cannot be differentiated from records added through any other method. For information, see Create records.
- Submitted requests display in the Planning tab of the Submitted section in the Requests area of Workfront.
Submit a request to Workfront Planning
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Go to the link shared with you from a Workfront Planning record type.
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Update the fields available in the form. Fields with an asterisk are required.
note tip TIP If the Subject field is available, it will not be visible in Workfront Planning, after the request is submitted. We recommend that you update as many fields in your request as possible to make the new record identifiable when it is added to the record type in Workfront Planning. -
Click Submit.
Your form is submitted and the following things occur:
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If the request form was not associated with an approval, or if the approval was granted by all approvers, a new record is added to the record type associated with the form.
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If the request form was not associated with an approval, the request is added to the Planning tab of the Submitted section of the Workfront Requests area and a new record is added to the record type page.
note important IMPORTANT All users who have access to at least one workspace can view the Planning tab in the Requests area. You can view only the requests submitted by you or anyone else to the workspaces that you have at least permissions to View. Workfront administrators can view all requests submitted to any workspace in the system. -
If the request form was associated with an approval, the request is temporarily saved to the Planning tab in the Submitted section of the Workfront Requests area. No record is created for the record type associated with the request form.
For information, see Add an approval to a request form.
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You receive an in-app and an email notification that the request has either been submitted successfully or has been sent for review.
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If the request form was associated with an approval, the approvers receive an in-app and an email notification to review and approve the request.
note note NOTE The email and in-app notifications are visible only when your organization’s instance of Workfront is onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience.
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