Configure system updates
ÃÛ¶¹ÊÓƵ Workfront generates automatic system updates in an object’s Updates area to record the following events:
- Changes users make in an object field
- Actions users perform on an object
These system updates include the following type of information:
- The change that was made
- The name of the user who made the change
- The time and date of the change
For more information about system updates, see System-tracked updates.
As a Workfront administrator, you can configure which object fields and actions Workfront tracks to record system updates.
For example, you could have Workfront track all changes users make to the names of issues throughout the system. Any issue name change then appears as a system update on the issue’s Updates area.
Access requirements
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license* |
New: Standard Or Current: Plan |
| Access level configurations | System Administrator |
*For more detail about the information in this table, see Access requirements in Workfront documentation.
Determine which fields Workfront tracks for an object type
You can determine what information Workfront tracks when users change information associated with a certain object type throughout the entire Workfront interface. You do this by adding or removing the fields you want Workfront to track for that object type.
- Workfront can’t track and record updates about calculated custom fields.
- You can customize the system update for projects, tasks, issues, portfolios, programs, and users. You can’t customize the system update for templates, documents or timesheets, but Workfront does record system updates for these objects.
Add fields you want Workfront to track add-fields-you-want-workfront-to-track
You can add fields you want Workfront to track for a particular type of object throughout the Workfront interface. When users change information in that field, Workfront records information about the change as a system update in the Updates area for the object.
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Click the Main Menu icon
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In the panel on the left, click Interface, then Update Feeds.
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(Optional) In the Tracked fields tab, click one of the following subtabs, depending on which types of fields you want to track in the update feed:
- Built-in fields: Displays a list of built-in fields.
- Custom fields: Displays a list of custom fields. You must create the custom fields before they are available in the list.
- All fields: Displays a list of both built-in and custom fields.
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Click Add fields, then select the object that you want to be tracked from the drop-down.
Manually selecting fields is not available for all the objects that have an Updates area.
Select from fields for the following objects:
- Project
- Task
- Issue
- Portfolio
- Program
- User
The Add fields box opens, for each object selected.
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In the Add fields box, start typing either a built-in (standard) field or a custom field for the object, then select it when it appears in the list.
note note NOTE If Workfront is already tracking the field, you can’t add it a second time from the list. -
After adding all the fields you want Workfront to track, click Add.
The built-in fields that you added show under the Built-in fields subtab, and the custom fields show under the Custom fields subtab.
The All fields subtab shows both the built-in and the custom fields that Workfront tracks.
Remove fields you don’t want tracked remove-fields-you-don-t-want-tracked
You can remove fields you don’t want the system to track for a particular type of object throughout the Workfront interface.
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Click the Main Menu icon
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Click Interface, then Update Feeds.
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On the Tracked Fields tab, select the All fields subtab. Both the built-in and custom fields that are currently being tracked display.
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Select the field you want to stop tracking, then click the Remove icon
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In the Remove Field box that appears, click Yes, Remove It to confirm.
Any updates about the previously-tracked fields are preserved in the Updates area where they were recorded.
Determine which actions Workfront tracks for an object type
You can have Workfront track actions that users perform on objects in the Workfront interface.
For example, you can have Workfront record an update every time a user changes an assignment to a task or issue.
The change then appears as a system update in the Updates area for the task or issue.
The following table describes the actions you can track on objects in Workfront:
To configure which actions you want Workfront to track:
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Click the Main Menu icon
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Click Interface, then Update Feeds.
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Click the Actions tab.
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Select an action’s checkbox to enable it, or deselect it to disable it.
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Click Save.
When you disable an action, any previously-recorded update about that action is preserved in the Updates area where it was recorded. Workfront stops recording any new updates for the disabled action.