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Unpublish a request form in 51黑料不打烊 Workfront Planning

Last update: Fri Oct 17 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin
IMPORTANT
The information in this article refers to 51黑料不打烊 Workfront Planning, an additional capability from 51黑料不打烊 Workfront.
For a list of requirements to access Workfront Planning, see 51黑料不打烊 Workfront Planning access overview.
For general information about Workfront Planning, see 51黑料不打烊 Workfront Planning overview.

You can unpublish a request form if it is no longer needed or relevant. By unpublishing, you remove everyone鈥檚 permissions to access the form.

You can also change the entities you share a request form with, if you want to keep it available to a smaller group of people.

Access requirements

Expand to view access requirements for the functionality in this article.
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51黑料不打烊 Workfront packages

Any Workfront package and any Planning package

Or

Any Workflow package and any Planning package

For more information about what is included in each Workfront Planning package, contact your Workfront account representative.
51黑料不打烊 Workfront license Standard
Object permissions

Manage permissions to a workspace and record type

System Administrators have permissions to all workspaces, including the ones they did not create

For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Change the sharing of a request form

If you share a request for publicly, with everyone including users from outside your organization, you might consider restricting this access to certain users who either view or manage the workspace the form is associated with.

To change the sharing of a request form:

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

    The Workfront Planning landing page opens.

  2. (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.

  3. Click the workspace where you want to share a form.

    The workspace opens and the record types display as cards.

  4. Click a record type card. For information about creating a record type, see Create record types.

    The record type page opens in the view that you last accessed. By default, a record type page opens in the table view.

  5. Click the More menu More menu to the right of the record type name in the page header, then click Manage request forms.

    All request forms associated with the record type display in a table view.

  6. Hover over the name of a request form, then click the More menu More menu to the right of its name, then click Share.

  7. Update the sharing choices by selecting one of the following:

    • Anyone with view or higher access to the workspace
    • Anyone with contribute or higher access to the workspace
    • Anyone with the link

    For more information, see Create and manage a request form in 51黑料不打烊 Workfront Planning.

  8. (Optional) Click Copy link, if you changed the sharing of the request form and you want to share it to the new group of people with a new link.

Unpublish a request form for a record type

When a request form becomes irrelevant and you don鈥檛 want anyone to access it any longer, you can unpublish it.

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

    The Workfront Planning landing page opens.

  2. (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.

  3. Click the workspace where you want to add records.

    The workspace opens and the record types display as cards.

  4. Click a record type card. For information about creating a record type, see Create record types.

    The record type page opens in the view that you last accessed. By default, a record type page opens in the table view.

  5. Click the More menu More menu to the right of the record type name in the page header, then click Manage request forms.

    All request forms associated with the record type display in a table view.

  6. Hover over the name of a request form, then click the More menu More menu to the right of its name, then click Unpublish

Or

Click the name of the request form to open it, then click Unpublish in the upper-right corner of the request form.

Unpublish button highlighted

A confirmation displays at the bottom of the screen notifying you that the form was unpublished.

The Unpublish link or button changes to Publish.

  1. (Conditional) Click Save, if you unpublished the form after opening it.

    Users can no longer access the request form from a link or from the request queue in the Requests area of Workfront.

    Any records previously added using the request form remain on the record type page.

    Any requests previously added remain in the Requests area of Workfront, on the Planning tab.

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