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NicholeVargas
Adobe Employee
NicholeVargasAdobe Employee
Adobe Employee
May 7, 2026

[Event Follow-Up] Mastering Business Rules & Validation Logic in Adobe Workfront - May 7, 2026

  • May 7, 2026
  • 7 replies
  • 166 views

Thanks to everyone who joined today’s workshop on Mastering Business Rules and Validation Logic in Adobe Workfront! The session was led by Adobe Workfront’s Tina Craig, Principal Business Consultant, Content Supply Chain, who shared several examples and best practices for using these new features to help with governance (and reduce the redundant reminders from admins)! 

Workshop Summary:

  • Validation logic prevents form submission when criteria are met; business rules prevent object creation, deletion, and editing across system.
  • Validation logic uses if-then statements on custom form fields; business rules are configured in the Setup area with broader scope (only available to customers on the Workflow Ultimate package).
  • Practical examples like special character restrictions, character limits, date constraints, SLA enforcement, and multi-option selections were demo’ed. 
  • Remember! Always test in Sandbox before production deployment to prevent workflow disruption. 

If you weren’t able to join live, no worries - download a copy of the slide deck and watch the on-demand recording below: 

YOUR TURN: Post an example of validation logic you’ve successfully used in this thread. We’re looking at turning this post into a new Customer Cookbook!  

    7 replies

    _Manish_Singh
    _Manish_Singh
    Level 9
    May 8, 2026

    Hi ​@NicholeVargas - At 33:10, Tina mentioned that Business Rules are limited to three rules per object (create, edit, delete). She also suggested using stacking if we need multiple rules for a single trigger, like create. Could you clarify how stacking works and maybe share an example? Did she mean using multiple if-else conditions?

    TCraig
    Adobe Employee
    TCraigAdobe Employee
    Adobe Employee
    May 8, 2026

    ​

    Hello  ​@_Manish_Singh,

    Yes, you can use multiple IF statements to account for different logic on the same Object/Trigger combination. An example would be on Project (object) Delete (trigger), if you want to prevent the deletion of projects that have a status of complete AND prevent request queues from being deleted, you would add the formula for all of those to one rule, rather than creating multiple rules:

     

    IF({status}='QUE',"Cannot delete a project with status of Request Queue",
    IF({programID}='676603250014bd6ac8a2533b59acdc71',"Cannot delete a project in the Request Queues program",
    IF({queueDef}.{isPublic}!='0',"Cannot delete a request queue project",

    IF({status}='CPL',"Cannot delete a project with status of Complete"

    ))))

     

    _Manish_Singh
    _Manish_Singh
    Level 9
    May 8, 2026

    Thanks for the confirmation, Tina. I was just wondering how manageable the code will be in the long run. Even if there aren’t a many business rules, it’s still something to think about. But as long as the rules are small in number, it is manageable.

    AutumnE
    Adobe Champion
    AutumnEAdobe Champion
    Adobe Champion
    May 8, 2026

    HATE I missed this webinar as I had a client call but so excited to watch the recording! These aer such great use cases!!

    Autumn Earle
      MorganHatcher
      MorganHatcher
      Level 4
      May 8, 2026

      This was a super helpful webinar. I learned a trick that has been causing my validation logic to always give an error. Thank you all for putting it together! 

        ninoskuflic
        ninoskuflic
        Level 4
        May 8, 2026

        Hi ​@TCraig, first of all, thank you for a great webinar. 😄

        Regarding the “!$$ISAP” option - I assume that works in the validation logic as well and not just the business rules? Also, does Workfront automatically know whenver any action performed with Fusion is counted as “!$$ISAP”? Thank you!

        If this solved your issue, please mark it as solved so others can find the solution faster.
        Lyndsy-Denk
        Community Advisor
        Lyndsy-DenkCommunity Advisor
        Community Advisor
        May 11, 2026

        Thanks to this webinar and Custom Form field Validation that prevents access except from specific group | Community, I was able to restrict the selection of a field value to only certain job roles. All other values in the field can be selected by anyone.

        IF({DE:Email | Recipients}="See creative brief"&&$$USER.{roleID}!="xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx","This option can only be selected by a content PM. Choose another option.")

        • To get the job role ID, click into the job role and copy the long number between jobrole/ and /details.
        • From my testing so far, this validation works both when the user is creating a project from a template that has the custom form attached AND if they’re trying to submit a request.
          MarkTEvans
          MarkTEvans
          Level 3
          May 12, 2026

          I added an earliest possible date for a request queue, when Marketing is submitting the request. Still some nuance with the time component of way WF stores dates, but I made it work.

           

          Rules are if the request is after 4 PM, a 72 hour clock start the next business day. If request if before 4 PM, 72 hour clock starts that day. All dates only include business days (WEEKDAYS).

           

          Also added the ISBLANK != true so a blank cell doesn’t trigger the rule.

           

          IF(
              HOUR($$NOW)<16 && {DE:Requesting department}="Marketing" && ISBLANK({DE:Requested delivery date})!="true" && {DE:Requested delivery date} < ADDWEEKDAYS({entryDate}, "2"),

              CONCAT("The earliest possible delivery date is: ", ADDWEEKDAYS({entryDate},"3")),

              IF(
                  {DE:Requesting department}="Marketing" && ISBLANK({DE:Requested delivery date})!="true" && {DE:Requested delivery date} < ADDWEEKDAYS({entryDate}, "3"),

                  CONCAT("The earliest possible delivery date is: ", ADDWEEKDAYS({entryDate},"4"))
              )
          )

           

            NicholeVargas
            Adobe Employee
            NicholeVargasAdobe EmployeeAuthor
            Adobe Employee
            May 13, 2026

            There were questions during this webinar asking about validation logic in Workfront Planning and I promised to follow-up with the Product team. While there is no date yet on a release, the answer is YES - we have plans to bring newly release advanced logics that we have in Workfront Workflow forms to Planning forms as well, including:

            • validation logic
            • advanced display logic
            • field value formatting logic
            • field editability logic
            • advanced default value logic
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