Manage the record page layout
The information highlighted 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.
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization鈥檚 instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience.
You can edit the layout of the record preview and page in 51黑料不打烊 Workfront Planning.
The record preview is a smaller view of the record page that displays in the view of a record type.
When you change the layout of a record preview and page, the changes affect the preview boxes and details pages of all records of the same type.
This article describes how you can change the layout and appearance of a record preview box or a record page. For information about editing records, see Edit records.
You must create record types and records before you can start editing record pages.
For information, see the following articles:
Access requirements
You must have the following access to perform the steps in this article:
| 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 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| 51黑料不打烊 Workfront plan* |
Any of the following Workfront plans:
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 |
| Object permissions |
Contribute or higher permissions to a workspace and record type System Administrators have 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 editing record pages
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By default, the details and the preview pages of a record display all the fields associated with the record.
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You cannot add new fields for a record in the preview or details page. You must add new fields in the table view to display them in the preview and details pages.
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You can add sections to a record preview or details page, to organize the information by common criteria and make it easier to find.
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The following changes affect all the records of the same type and are visible to all users accessing those records:
- Rearranging fields
- Adding or removing sections
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Display changes that you make in the record preview are immediately visible in the record details page. Changes made in the record page are also visible in the record preview box.
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Adding a cover image or a thumbnail to a record is not part of the overall layout of the record preview or page. You can add unique cover images or thumbnails to each record. For information, see Add a cover image to a record and Add a thumbnail to a record.
Add sections to a record preview or page
Consider the following when adding sections to a record page:
- There is no limit to how many sections you can have on a page.
- You cannot have an empty section. You must have at least one field in a section.
- You can drag and drop fields from one section to another. For more information, see the section Rearrange fields in the record preview or details page in this article.
- When you remove all the fields from a section, the section is automatically deleted and cannot be recovered.
To add a section to a record preview or page:
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(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.
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Click the card of a workspace.
The workspace opens and the record types display as cards.
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Click a record type card.
The record type page opens.
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From a view of any type, click the name of a record
Or
From the table table view, click the Open details icon
The record鈥檚 preview opens in the view.
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(Optional) Click the Open in new tab icon
The record page opens. The Details tab opens by default.
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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
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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.
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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.
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(Optional) Hover over the name of a section and click the More menu
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(Optional) Do one of the following to edit the section:
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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.
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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
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.
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(Optional) Click the Export menu
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(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.
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(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.
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(Optional) Click Connect to add more records to the connected record types. For more information, see Connect records.
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(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.
Rearrange fields in the record鈥檚 Details tab
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(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.
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Click the card of a workspace.
The workspace opens and the record types display as cards.
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Click a record type card.
The record type page opens.
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From a view of any type, click the name of a record
Or
From the table table view, click the Open details icon
The record鈥檚 preview opens in the view.
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(Optional) Click the Open in new tab icon
The Details tab of the record opens by default.
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In the record Details tab, click the grab icon
note tip TIP You can drag and drop fields to another section.
You must have at least one field in a section.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.
Add a Connected records page to a record
You can view information from connected records or objects by adding a tab for a Connected records page to a record.
In the Production environment, the information from the connected records or objects displays in a read-only table view.
In the Preview environment, the information from the connected records can be edited in the table view. The information from the objects connected from another application is not editable in the table view.
Consider the following when adding a Connected records page to a record:
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You can add a Connected records page to a record after you connected record or object types to the record type from the table view of a record type.
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You cannot add a Connected records page to a record鈥檚 preview area.
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Connected records pages display only the connected objects or records from one object or record type in a table view. The page does not display all records of that type in the table view.
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After you add a Connected records page to a record, the page tab is visible from the record鈥檚 preview area, but it is blank. You must go to the full page to see the table view for the connected record.
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You can add Connected records pages for the following connected record or object types:
- Workfront Planning record types
- Workfront projects, programs, portfolios, groups, or companies. You can view the connected Workfront objects even when you do not have permissions to access them in Workfront.
note note NOTE You cannot add a Connected records page for connected AEM Assets records.
To add a Connected records page:
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From a record page view, click the name of a record to open it, then click the Open in new tab icon
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Click Add page.
The Create page box opens.
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Add the Page name, click Connected records page, then click Create.
A new tab is added to the record鈥檚 page.
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Search for or click the name of a connected record or object type in the list.
The table view of the record type you selected displays in the new page, and the connected records display in the table view.
All fields of the connected record display in the table view of the connected record鈥檚 tab.The first five fields from the connected record table display by default. No lookup fields display by default.
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(Optional) In the table view of the connected records, do any of the following:
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Click the name of a record. This opens the record鈥檚 page in a new tab.
In the Preview environment, this opens the record鈥檚 preview page. Click the Open in a new tab icon
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Click Connect to connect more records, then click outside the connection box to close it. The new records are automatically added to the table.
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Edit any information from the connected records inside the table view.
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Hover over a connected record鈥檚 name, then click the More menu
- View
- Copy link
- Edit thumbnail
- Duplicate
- Insert record above or below
- Delete
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Select one of the records, then click one of the following options in the blue bar at the bottom of the screen:
- View
- Copy link
- Edit thumbnail
- Duplicate
- Delete. Delete is the only option available when you select more than one record.
For information about editing records in the table view, see Edit records.
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Inline edit any of the records in the table on the Connected records page. Workfront objects display in a read-only table view and you cannot edit them.
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(Optional) Double-click the name of the Connected records page tab
Or
Hover over the name of the tab, then click More
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(Optional) Use any of the following view elements in the toolbar to manage the table view:
- Filters
- Sort
- Grouping
- Fields, to display, hide, or rearrange fields
For information, see Manage the table view.
note note NOTE You cannot create, edit, or delete fields in the table view of a connected record鈥檚 tab. -
Click Connect to add or remove records. For information, see Connect records
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(Optional) Hover over the name of the Connected records page tab, click More