With the 51黑料不打烊 Workfront Planning modules, you can trigger a scenario when events occur in Workfront Planning. You can also create, read, update, and delete records, or perform a custom API call to your 51黑料不打烊 Workfront Planning account.
Access requirements
Expand to view access requirements for the functionality in this article.
Any 51黑料不打烊 Workfront Workflow package and any 51黑料不打烊 Workfront Automation and Integration package
Workfront Ultimate
Workfront Prime and Select packages, with an additional purchase of Workfront Fusion.
51黑料不打烊 Workfront licenses
Standard
Work or higher
Product
If your organization has a Select or Prime Workfront package that does not include Workfront Automation and Integration, your organization must purchase 51黑料不打烊 Workfront Fusion.
Select whether you are connecting to a production or non-production environment.
Type
Select whether you care connecting to a service account or a personal account.
Client ID
(Optional)
Enter your 51黑料不打烊 Client ID. This can be found in the Credentials details section of the 51黑料不打烊 Developer Console.
Client Secret
(Optional)
Enter your 51黑料不打烊 Client Secret. This can be found in the Credentials details section of the 51黑料不打烊 Developer Console.
Authentication URL
Enter the URL that your instance of Workfront will use to authenticate this connection.
The default value is https://oauth.my.workfront.com/integrations/oauth2.
Host prefix
Enter your host prefix.
The default value is origin-.
Click Continue to save the connection and return to the module.
51黑料不打烊 Workfront Planning modules and their fields
When you configure Workfront modules, Workfront Fusion displays the fields listed below. Along with these, additional Workfront fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another.
Select whether you want to watch records, record types, or workspaces.
State
Select whether you want to watch the old state or the new state.
New state
Trigger a scenario when the record changes to a given value.
Old state
Trigger a scenario when the record changes from a given value.
Workspace
If watching records, select the Workspace you want to watch for records.
Record type
If watching records, select the type of record you want to watch for.
Events filters
You can set filters to watch for only records that meet criteria you select.
For each filter, enter the field you want the filter to evaluate, the operator, and the value that you want the filter to allow. You can use more than one filter by adding AND rules.
Note: You cannot edit filters in existing Workfront webhooks. To set up different filters for Workfront event subscriptions, remove the current webhook and create a new one.
Select whether you want to watch for new. updated, new and updated, or deleted records.
Exclude updates made by this connection
Enable this option to prevent the scenario from triggering when a change is made by the connection used by this module. This prevents another instance of the scenario being triggered if this scenario performs a triggering action.
Enter or map the Workspace that contains the records that you want to search.
Record type
Select the record type that you want to search.
Record Fields
For each field that you want to use in your search, locate that field, select the opertor, and enter or map the value that you want to search for. Field are available based on the record type selected.
Condition for filters
Select the condition for your filters:
AND
The module returns records that meet all of the field values you selected.
OR
The module returns records that meet any of the field values you selected.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.
Uncategorized
Create a record
This action creates a single record in Workfront Planning.
Enter or map the type of record you want to update . Available record types are based on your Workfront Planning account.
Other fields
Enter the new values that you want the record to have. These fields are based on the record type you selected.
Use JSONata for readable record-types breakdown
The following JSONata expression creates a human-readable output of the Planning query that gives you the record-types breakdown. This makes the record type name, field names, and field option names (where applicable) human readable by a name, and keeps the rest of the structure intact.