蜜豆视频

Fourth Quarter 2025 release activity for 蜜豆视频 Workfront Planning

This article describes the features that are releasing for Workfront Planning during the Fourth 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.

Enhancements to request forms in Workfront Planning

To make the request process simpler, we鈥檝e made some enhancements to request forms. Now, when configuring a request form, you can configure the following:

For more information on creating a request form and configuring these options, see Create and manage a request form in 蜜豆视频 Workfront Planning.

Drag and drop functionality in the timeline and calendar views

You can now drag and drop records in the timeline and calendar views. Dragging the records in another time frame automatically updates their Start and End dates.

For information, see Edit records.

Comment on requests in Workfront Planning

To make communication easier on requests made in Workfront Planning, we鈥檝e added a Comments area to the Request Details page. This is useful, for example, if the person that the request is assigned to has questions for the person that made the request.

Previously, commenting on requests was not available in Workfront Planning.

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

Inline edit Workfront projects in the record鈥檚 Connected records page

You can now inline edit Workfront connected projects in the Connected records page. You can also create projects without a template from the connected records page.

For information, see Manage the record page.

Redesign of the Planning views toolbars and access points

We have redesigned how you display, access, and manage views on a record type page.

The following improvements are included in this update:

For information, see Manage record views.

Resize records in the calendar weekly view

In the weekly calendar view of a record type page, you can now click and hold a record鈥檚 left or right margins to modify its duration.

Moving a record鈥檚 margins also modifies its start and end dates immediately.

An outline displays to guide you to the new location before the event is resized.

This functionality already exists in the calendar monthly view.

For more information, see Edit records.

New setting to prevent creating a two-way connection from a record type

To prevent creating too many connection fields, and potentially impacting performance, we have introduced a new setting to allow workspace managers to optionally create corresponding connected fields on a connected record type. When enabled, connections count on both records which will increase the chance of reaching the 500 connection limit. To avoid that, we recommend keeping this setting off, especially when linking to taxonomical record types.

The following capabilities are part of this improvement:

For more information, see Connect record types.

New information box displays when changing or deleting a field

When you update a formula field or a field that could impact it, an alert notifies you of the impact of your change. The alert displays in the following cases:

For information, see Formula fields overview.

Integration between 蜜豆视频 Workfront Planning and 蜜豆视频 GenStudio for Performance Marketing

If your organization uses both 蜜豆视频 Workfront Planning and 蜜豆视频 GenStudio for Performance Marketing, you might want to define marketing concepts like Campaigns, Products, and Personas in more detail than what GenStudio supports by default.

With the new native integration between GenStudio for Performance Marketing and Workfront Planning you can now manage the Campaigns, Products, Personas, Activations, Channels, and Regions used in GenStudio for Performance Marketing in Workfront Planning. The integration also enables you to configure GenStudio for Performance Marketing to reference existing record types from Workfront Planning, creating a more connected and consistent marketing workflow.

The GenStudio for Performance Marketing workspace is now available in 蜜豆视频 Workfront Planning when your company has purchased both products.
With the integration between Workfront Planning and GenStudio for Performance Marketing, you can:

For information, see Get started with the 蜜豆视频 Workfront Planning and 蜜豆视频 GenStudio for Performance Marketing integration.

Resize records in the calendar monthly view

In the calendar view of a record type page, you can now click, drag and drop a record鈥檚 left or right margins to modify its duration.

Moving a record鈥檚 margins also modifies its start and end dates immediately.

An outline appears to guide you to the new location before the event is resized.

Resizing records in the calendar view is available only when displaying the view by month.

For more information, see Edit records.

Create records in the calendar view

You can now create records in the calendar view of a record type by double-clicking anywhere on the calendar.

You can select the date range of your record or open the record鈥檚 page to edit all its details.

Prior to this enhancement, to add a record from the calendar view, you could only add new records by using the New record button.

For information, see Create records.

Resize records in the timeline view

In the timeline view of a record type page, you can now click, drag and drop a record鈥檚 left or right margins to modify its duration.

Moving a record鈥檚 margins also modifies its start and end dates immediately.

An outline appears to guide you to the new location before the event is resized.

For more information, see Edit records.

Control how many records display in the Calendar view

We have added the Row height setting in the Calendar view toolbar of a record page. You can now choose how many records display in a calendar cell by selecting one of the following options for the row height of the view:

The setting is available only when the calendar view displays by month. The setting is not available when the calendar displays by week.

For more information, including limits for each option, see Manage the calendar view.

Add new choice to select-type fields in the table view

You can now add a new choice to a single- or multi-select field as you update the field value in the table view. For example, when the single-select field of Status has three choices and you want to have a fourth choice, you can add it as you edit the Status field of a record in the table view.

Prior to this enhancement, you could add new choices only by editing the field.

For information, see Edit records.

New combined Status column in unified Request list

To simplify the unified request experience, the Status column now displays both Request Status and Approval Status, whichever applies to a given request.

For more information on creating requests see:

New limits for formula fields

We have placed the following limits on formula fields:

For more information, see Formula field overview.

Show error when formula values cannot be resolved

To indicate that there is a problem resolving a formula field, the field will now display as 鈥�#ERROR!鈥� in one of the following cases:

For information, see Formula fields overview.

New expressions added to formula fields in Planning

We have added new expressions with the following usage to formula fields in Workfront Planning and to calculated custom fields in Workfront:

For more information, see Overview of calculated data expressions.

Adding Maximize and Minimize buttons to the formula field creation window

We have added a Maximize button to enlarge the Formula field when creating or editing the field in a record table view. Additionally, we added a Minimize button in the new enlarged window to revert to the field creation box.

For information, see Create fields.

The Connected records page is now available in a record鈥檚 preview area

We have now made the experience in the connected records page in the preview box match that of the page in the full page of a record鈥檚 Details area.

Prior to this enhancement, viewing connected records in a connected records page was only possible in the full page of a record鈥檚 Details area.

For information, see Manage the record page layout.

Create records in the timeline view

You can now create records in the timeline view of a record type by double-clicking anywhere on the timeline.

You can select the date range of your record or open the record鈥檚 page to edit all its details.

Prior to this enhancement, you could only add new records using the New record button or inline in the table view.

For information, see Create records.

Add Share option in the More menu of a record type card

You can now share a record type from the More menu of the record type card on the workspace page. Prior to this enhancement, the Share option was available only inside the record type page.

For information, see Share record types.

Display all Workfront Planning views in full-screen mode

You can now display all Workfront Planning views (table, timeline, and calendar) in full-screen mode. The view functionality is preserved and you can change the view while in full-screen, as well.

Prior to this enhancement, this functionality did not exist.

For information, see Manage record views.

Add teams as approvers on Planning request forms

To make the approval process more flexible, we鈥檝e added the ability to add teams as approvers on Planning request forms. Now, you can enter and select team names when setting approvers. Any of the team members can make a decision, which counts as the approval decision for the entire team.

Previously, only individual users could be assigned as approvers.

For more information, see Add an approval to a request form in 蜜豆视频 Workfront Planning.

New fields to display record approval information

We are introducing the following fields to capture approval information for records created by submitting a request with an approval:

For information, see Create fields.

Auto-populate fields based on applied groupings

Now, when you have groupings applied to a table view, adding a record to the table will auto-populate the fields associated with the groupings you add the record to.

If you have multiple groupings applied, the system auto-populates the fields associated with all groupings only when you add the record at the end of the list inside the last grouping criteria.

Prior to this enhancement, you had to manually update the fields associated with groupings.

For information, see Create records.