[Event Follow-Up] Nathan's Five Faves: Basic APIs for the Workfront World – June 23, 2026

Our Workfront instance serves 34 of our business sites around the world.  We would like to maintain a table of golden record customer names, which would be between 50,000 and 75, 000 records, using a daily API call to create new records or apply any changes to existing ones.  What is the best object to use to capture the following information for each customer record: name, golden record ID, city, state, country?  My first instinct is to use the Company object and then offer users a typeahead field in which to enter the customer name for each project within their portfolios. I would appreciate any feedback on best practices or recommendations.

Great session.  I definitely want to put in a vote for a follow-up session on OAuth 2.0, and I have a use case for which I need some assistance.

I was able to follow the instructions in the slide link (https://developer.adobe.com/workfront-apis/guides/gaining-access/) to create API credentials and give Admin access to the Technical Account created.  I’m a little stuck on what comes next.

Currently I use Session ID to authenticate Workfront API calls in Power BI; side note: the session mentioned that the API Basics documentation indicates the Session ID is no longer supported, but the documentation actually still lists it as the preferred method:

I have a Fusion scenario that generates the Session ID on demand (after selecting the ‘Run’ dropdown value in a custom field I have in a report).  I treat the Session ID in Power BI as a parameter that can be updated prior to refreshing the dataset, but I’d love if the OAuth 2.0 method could allow me to skip manual steps in the refresh.

In Power BI I use a GetData function and a separate query that invokes the function and handles possible pagination for larger data pulls.  Here’s an example of both I use for pulling User data:

(index as number)=>

let

Source = Json.Document(Web.Contents("https://MYORGNAME.my.workfront.com/attask/api/", 

[RelativePath = "v21.0/user/search", 

Headers=[sessionID=WFSessionID],

Query =

[

//ResourceTeam not blank
#"DE:ETResourceTeam_Mod"=Text.From("notblank"),

#"$$FIRST"=Text.From(index),

#"$$LIMIT"="2000",

fields="name, scheduleID, timeZone, role:name, DE:ETResourceTeam, DE:ETResourceSubteam, DE:ETResourceTeamManager, DE:ETResourceTarget"

]

]

))
in
    Source

let

Source = List.Generate(

()=> [Result = try GetData(0) otherwise null, Offset = 0],

each List.IsEmpty([Result][data]) <> true,

each [Result = try GetData([Offset]+2000) otherwise null, Offset = [Offset]+2000],

each [Result])

in

Source

Does anyone have pointers for modifying the M code for OAuth 2.0 use (and any additional settings guidance that should be followed)?

Thanks!