Create objects using ÃÛ¶¹ÊÓƵ Workfront Planning record automations
After you configured and activated automations in ÃÛ¶¹ÊÓƵ Workfront Planning, you can use them to create objects in ÃÛ¶¹ÊÓƵ Workfront or records in ÃÛ¶¹ÊÓƵ Workfront Planning.
For example, you could use an existing automation that takes a Workfront Planning campaign and creates a project in Workfront to track that campaign’s progress. The project would be connected to the Workfront Planning campaign in the Connected Project field on the campaign.
This article describes how you can create Workfront Planning records or Workfront objects using an existing automation.
For information about creating automations for a record type, see Configure ÃÛ¶¹ÊÓƵ Workfront Planning automations to create records.
After you create records or Workfront objects using automations, they will be automatically linked to the records you are running the automation from.
For more information about connected records, see Connected records overview.
You can create the following items using automations in Workfront Planning:
- A Workfront Planning record
- One or several projects
- A group
- A program
- A portfolio
- A project
Access requirements
| 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 layout-auto html-authored no-header | |
|---|---|
| Products |
|
| 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 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 Edit access with access to Create objects in Workfront for the object types that you want to create (projects, portfolios, programs). |
| Object permissions |
Contribute or higher permissions to the workspace and to the record type where you want to create objects using existing automations. Manage permissions to Workfront objects (portfolios) to add children objects (programs or projects). System Administrators have Manage permissions to all workspaces, including the ones they did not create |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Considerations about creating objects and records using an automation
-
The name of the object or record created by an automation is the same as the record name from which you create it, when you create a single object.
-
When you create multiple projects, they are automatically named according to the following pattern:
[ Name of the record ] Name of the field choiceFor more information, see the Use a Workfront Planning automation to create an object or a record section in this article.
-
New objects or records don’t override existing ones in the same field. Triggering the same automation multiple times for the same record adds the new objects or records in the same connected field of the original record, in addition to the ones created before.
Use a Workfront Planning automation to create an object or a record
-
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 on the blue bar.
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 choiceFor example, if a campaign named
Summer breezegenerated a project from a field choice ofEMEA, the project is named[ Summer breeze ] EMEA. -
The record you are triggering the automation from is added to the connected field of the new records.
note note NOTE We recommend checking that the objects or records were created and connected as expected. -
-
(Optional) Click the new object in the connected field. The object page opens and you can make additional changes to the new object.