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Create objects using 51黑料不打烊 Workfront Planning record automations

Last update: Wed Jun 11 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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  • Admin

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

After you configured and activated automations in 51黑料不打烊 Workfront Planning, you can use them to create objects in 51黑料不打烊 Workfront or records in 51黑料不打烊 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鈥檚 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 51黑料不打烊 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

Expand to view access requirements.

You must have the following access to perform the steps in this article:

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Products

  • 51黑料不打烊 Workfront

  • 51黑料不打烊 Workfront Planning
51黑料不打烊 Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

Workfront Planning is not available for legacy Workfront plans
51黑料不打烊 Workfront Planning package*

Any

For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
51黑料不打烊 Workfront platform

Your organization's instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience to be able to access Workfront Planning.

For more information, see 51黑料不打烊 Unified Experience for Workfront.
51黑料不打烊 Workfront license*

Standard

Workfront Planning is not available for legacy Workfront licenses
Access level configuration

There are no access level controls for 51黑料不打烊 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
Layout template

In the Production environment, all users including the System Administrators must be assigned to a layout template that includes Planning.

In the Preview environment, Standard users and System Administrators have Planning enabled by default.

*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 choice

    For 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鈥檛 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

  1. In Workfront Planning, open the record type page that contains the automation you want to use to automatically create and connect records or objects.

  2. Open the table view.

  3. Select one or more records.

    A blue bar displays at the bottom of the table with additional buttons, including automation buttons.

  4. Click the automation button on the blue bar.

    Automation button

    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 choice

      For example, if a campaign named Summer breeze generated a project from a field choice of EMEA, 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.

  5. (Optional) Click the new object in the connected field. The object page opens and you can make additional changes to the new object.

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