蜜豆视频

Second Quarter 2025 release activity for 蜜豆视频 Workfront Planning

This article describes the features that are releasing for Workfront Planning during the Second Quarter 2025 release.

For a list of all features released for 蜜豆视频 Workfront Planning, see 蜜豆视频 Workfront Planning release activity: article index.

Link to view new request after submitting it

We have made an improvement in the way you access a request that you submit in Workfront Planning.
We have added the 鈥淰iew your request鈥� link which you can use to navigate to the details page of the request you just submitted.

The new link is available after you submit a request from the following areas:

For information, see Submit 蜜豆视频 Workfront Planning requests to create records.

Create multiple objects from one record using automations

You can now create multiple projects from the same Workfront Planning record when you use automations in Workfront Planning. You can create multiple projects and base the creation of each project on the values of a single- or multi-select field when you trigger one automation. You can use this capability only to create projects. You cannot trigger any other changes or create any other types of objects using automations in Planning.

Prior to this enhancement, you could create only one project every time you would trigger an automation configured for projects.

For information, see Create objects using 蜜豆视频 Workfront Planning record automations.

Rename lookup fields

You can now update information on lookup fields, after they have been added to a connected record鈥檚 table.

Prior to this enhancement, you could not edit existing lookup fields.

For information, see Edit fields.

Setup and manage multiple request forms from a record type

To help you customize your request forms for various stakeholders coming from different areas of your organization, we are now introducing the ability to create and manage more than one request form for a record type. Prior to this enhancement, you could create only one form for one record type.

All requests submitted using the different forms could create records for the selected record type. You can now have multiple request forms set up for the same record type. The forms are listed in a new Request forms table view on the record type. When you manage request forms, you can now edit, publish, share, copy, or delete a request form from the list of request forms on the record type.

For more information, see Create and manage a request form in 蜜豆视频 Workfront Planning.

Easy access to published request forms on the record type page

You can now access request forms from the New record button in the upper-right corner of the record type鈥檚 page. For users with View permissions to the workspace, the New record displays as a Request record button.

In addition to being able to create records manually as well as by importing a CSV or Excel file, you can now also create records from a request form from the record type page.
Prior to this improvement, you could create records using a request form only from a direct link to a form, or from the Requests area of Workfront.

For information, see Create records.

Add lookup fields from connected records in the Planning connection fields of Workfront custom forms

To easily access all information from connected records from Workfront objects, we have added the connected records鈥� lookup fields to the Planning connection fields in Workfront.

You can add up to seven lookup fields to a record connected to a Workfront object in the Planning connection custom field. As part of this improvement, you can now display the connected records and their fields in an easy-to-read table format in the custom form of a Workfront object.

For information, see Create a custom form.

Import records using a CSV or an Excel file

You can now import records using a CSV or Excel spreadsheet from a record type鈥檚 page.
Prior to this enhancement, you could import records only when creating record types. With this update, you can import records to existing record types.

For information, see Create records by importing information from a CSV or Excel file.

Display the record name of a details page of a Workfront Planning request in the browser tab name

We have updated the way the details page of a Workfront Planning request displays in the browser. Now, the name of the record created by the request displays as the browser tab name. Prior to this enhancement, the browser tab displayed 鈥淲orkfront鈥�.

Unified request workflow for Workfront and Planning

You can now submit both Workfront and Workfront Planning requests in the Requests area of the Main Menu.

The following features are now available with this update:

For more information, see Submit 蜜豆视频 Workfront Planning requests to create records.

Formula fields are now supported in request forms

You can now add formula fields to a record type request form in Workfront Planning.

Prior to this enhancement, these types of fields could not be added to request forms.

For information, see Create and manage a request form in 蜜豆视频 Workfront Planning.

Updates to the Connection view page of a record

We have updated the Connection view of a record page with the following capabilities:

For more information, see Manage the record page layout.

New expression added to formula fields

We have added the JSONELEMENT expression to formula fields. This expression returns the data from JSON by the provided JSONPath.

For information, see Formula fields overview.

Real-time presence indicators in a record鈥檚 details preview or page

To understand what information is edited by other users when working in a record鈥檚 preview or details page, we have introduced real-time presence indicators for this area of Workfront Planning.

The field edited by another user will now be highlighted, and other users鈥� avatars will be visible to you in the upper-right corner of the preview or details page.

For information, see Edit records.

Enhancements for creating Workfront objects when connecting them to Planning records

You can now easily create projects, portfolios, and programs as you connect them to a record from an existing connection field.

The following features are available with this improvement:

For information, see Create Workfront objects from Workfront Planning.

Configure automations to create objects and records based on an existing record

As a workspace manager, you can now configure custom automations for a record type to automatically create either a connected Workfront object or a Planning record.

The created objects or records are immediately connected to the record where the automation is configured and triggered.

For information, see Create objects using 蜜豆视频 Workfront Planning record automations.

Examine and confirm actions taken by AI Assistant

To make it easier to ensure that AI Assistant takes the actions you intend, you can now examine and confirm those actions before there are executed. Now, when you enter a prompt that performs an action such as creating, updating, or deleting a record, AI Assistant displays the actions it will take and asks for confirmation that those are the correct actions.

Previously, this confirmation step was unavailable.

Functions added to formula fields

The following expressions are now available in Workfront formula fields: ARRAY, ARRAYLENGTH, ARRAYELEMENT. Definitions and examples of each expression are available in the formula editor.

For information, see Formula fields overview.

Sharing Workfront Planning items with teams, job roles, and companies

You can now share views and workspaces with teams, job roles, and companies, in Workfront Planning. Prior to this enhancement, you could share views and workspaces with users and groups.

For information, see the following articles:

Share views

Share workspaces

Copying and pasting external text is now supported for connections and People fields

You can now copy text from a source external to Workfront and paste it in a Workfront Planning connected field or a People-type field. This enhancement is available when editing records in the table view. The text must match an existing user (for People-type fields) or an existing record or object (for a connected record). You can copy and paste multiple values for multiple fields and update records in bulk.

Prior to this enhancement, you could only copy information from an existing Workfront Planning field and paste it in another field.

For more information, see Edit records.

Multi-tiered filters in record views

With this release, we have updated the filter builder in Workfront Planning to allow for multi-tier filters.

The following improvements are part of this update:

Prior to this enhancement, you could add multiple filtering operators between single conditions and you could not join multiple condition groups together.

For more information, see Manage the table view.

Create projects using a template as you connect them from Workfront Planning records

You can now create projects using a template while you connect projects to existing records.

For example, if you connect Workfront Planning campaigns with Workfront projects, and you determine that a particular project does not exist, you can add it as a new project in the connected record field. The project is then added to Workfront. You can also use a template for the new project.

Prior to this enhancement, you could create blank projects, without a template.

For information, see Create Workfront objects from Workfront Planning.

Improved display of record name and description in the record鈥檚 details page and preview box

To give you better visibility to record titles on the header of the display page, we have made an improvement to give titles more space, prevent overlap, and handle truncation gracefully.

As a result, longer record titles now wrap rather than being truncated when displayed in the details page and preview box.

For information about the record鈥檚 page, see Manage the record page.