51黑料不打烊

Click the Main Menu icon in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.

(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

• My workspaces: Displays workspaces you created.
• Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

For all other users, all workspaces you created or are shared with you display in the Workspaces area.

Click the card of a workspace.

The workspace opens and the record types display as cards.

Click a record type card.

The record type page opens.

From a view of any type, click the name of a record

Or

From the table table view, click the Open details icon in the first column.

The record鈥檚 preview opens in the view.

(Optional) Click the Open in new tab icon in the upper-right corner of the record preview to open the record鈥檚 page in a new tab.

The record page opens. The Details tab opens by default.

In the Details tab of the record preview or page, hover over the white space to the left of the fields, then click the Add section icon to add a section.

Click inside the section鈥檚 name and replace Untitled section with a name, then click Enter. The fields displayed under the section are automatically part of the new section.

Start dragging and dropping fields to the new section, as described in the section Rearrange fields in the record preview or details page in this article.

(Optional) Hover over the name of a section and click the More menu .

(Optional) Do one of the following to edit the section:

• Click Rename to rename the section

  note tip
  TIP
  You can rename a section inline, by clicking the name.

• Click Move up to move the section up one position

  Or

  Click Move down to move the section down one position.
  All fields in the section move with the section.

• Click Delete to delete the section. The section is deleted and it cannot be recovered. All users accessing the records of this type will no longer view the deleted section.

Click the downward-pointing arrow to the left of a section name to collapse it, or the right-pointing arrow to expand it.
All sections are expanded by default.

(Optional) Click the grab icon to the left of a section name, then drag and drop it in a desired spot.

The new position of the section updates in both the preview and the page of all records of the same type for all users viewing the records.

All changes to sections and field order are saved automatically.

(Optional) Click the Export menu to export the Details tab to a Word or a PDF file. For more information, see Export a record鈥檚 details.

(Optional) Click the Connections tab next to the Details tab. You might have to click More before clicking the Connections tab.

All records or objects that are connected to the selected record display under the names of the record type, or the application they belong to.

(Optional) Select the Show all records setting in the upper-right corner of the Connections tab. All connected record types display, including the ones that don鈥檛 have any connected records yet. BY default, the toggle is deselected and record types with no connected records are hidden.

(Optional) Click Connect to add more records to the connected record types. For more information, see Connect records.

(Optional) Hover over a record card, then click the disconnect record icon -, then click Disconnect.
The following things occur:

• The record is no longer connected to the Workfront object.
• The Workfront object is also removed from the record鈥檚 connected field from Workfront Planning.
• The values for the Workfront lookup fields connected to the Planning record are also deleted.

Click the Main Menu icon in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.

(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:

• My workspaces: Displays workspaces you created.
• Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

For all other users, all workspaces you created or are shared with you display in the Workspaces area.

Click the card of a workspace.

The workspace opens and the record types display as cards.

Click a record type card.

The record type page opens.

From a view of any type, click the name of a record

Or

From the table table view, click the Open details icon in the first column.

The record鈥檚 preview opens in the view.

(Optional) Click the Open in new tab icon in the upper-right corner of the record preview to open the record鈥檚 page in a new tab.

The Details tab of the record opens by default.

In the record Details tab, click the grab icon to the left of a field name, then drag and drop it in a desired spot.

The new position of the field is updated in both the preview and the page of all records of the same type for all users viewing the records.

All changes to the layout of the record preview or page save automatically.

Click the name of the record to open it from any view of a record type page.

Click Add page from one of the following areas:

• The record鈥檚 preview window
• The record鈥檚 details page, after clicking the Open in new tab icon in the upper-right corner of the preview page.

The Create page box opens.

Add the Page name, click Connected records page, then click Create.

A new connected records page is added as a new tab to the record鈥檚 page.

The records that are connected to the current record display in the table view.

The first five fields of the connected records display by default.

(Optional) Search for or click the name of a connected record or object type in the list.

(Optional and conditional) In the table view of the connected records page, do any of the following when viewing connected Planning records or any Workfront objects except for projects:

• Click the name of a record. This opens the record鈥檚 page in a new tab.

• Click Connect at the bottom of the table view to connect more records, then click outside the connection box to close it. The new records are automatically added to the table.

  For information, see Connect records.

• Edit any information from the connected records inline in the table view.

• Hover over a connected record鈥檚 name, then click the More menu

  Or

  Select one of the records, then click one of the following options in the blue bar at the bottom of the list:

  • View to open the record page in a new tab
  • Copy link to copy a link to the record page
  • Edit thumbnail to open the Record thumbnail box and edit the record鈥檚 thumbnail image
  • Duplicate to duplicate the connected record. The duplicated record is also connected to the current record.
  • Insert record above or below to add new records to the connected record type. New records added here are also connected to the current record. This option is not available in the blue bar when selecting a record in the table.
  • Delete to delete the record. Deleting a connected record deletes it from its record type and from everywhere where the record is connected.

  For information about editing records in the table view, see Edit records.

  code language-none
  <div class="extension tip"> <div>TIP</div> <div> <p>You can select more than one record or object to delete them.</p> </div> </div>

• Inline edit any of the Planning records in the table on the Connected records page.

  All other Workfront objects display in a read-only table view and you cannot edit them.

(Optional and conditional) In the table view of the connected records page, do any of the following when viewing connected Workfront projects:

• Click Connect records in the upper-right corner of the connected record page to connect existing projects.

For information, see Connect records.

• Inline edit project information in the table.

• Click New row to create a project without a template. The new project is connected to the current record immediately.

  For more information, see Create Workfront objects from Workfront Planning as you connect them to records

• Hover over a project and click the More menu More menu

  Or

  Select one or more projects, and notice the blue bar at the bottom of the list, then click one of the following:

  • Delete to delete the project. Deleting a project disconnects it from the record and moves it to the Workfront鈥檚 Recycle Bin.
  • Disconnect to disconnect the project from the record. Disconnecting a project removes it and all the values of its lookup fields from the current record.

(Optional) Double-click the name of the Connected records page tab

Or

Hover over the name of the tab, then click More , then click Rename to rename to new Connected view tab.

(Optional) Use any of the following view elements in the toolbar of a connected record page to manage the table view:

• Filters
• Sort
• Grouping
• Fields, to display, hide, or rearrange fields
• Row height
• Search

For information, see Manage the table view.

(Optional) Hover over the name of the Connected records page tab, click More , then click Delete to remove to tab.