Skip to main content
CynthiaBoon
Adobe Employee
CynthiaBoonAdobe Employee
Adobe Employee
May 28, 2026

[Event Follow-Up] Workfront Planning Global Record Types Explained: When, Why, and How to Use Them – May 28, 2026

  • May 28, 2026
  • 1 reply
  • 14 views

Join Senior Product Manager, @Lilit Mkrtchyan for this deep dive into one of the most impactful innovations in Workfront Planning: Global Record Types. This session walks through how global record types enable you to standardize key data structures across workspaces while still supporting the unique needs of individual teams. 

If you weren’t able to attend live — or want to revisit any part of the session — you can access everything below: 

One of the requests we discussed was gaining access to the companion spreadsheets that support the Adobe Summit - Marketing Planning and Metadata Strategy Lab. We’ve attached them as links below:

As Lilit mentioned during the session, we’d love to keep the conversation going here in the community. 

  • What questions do you still have? 
  • Are there any use cases you'd like to explore further? 
  • What features are you most excited about? 

Drop your thoughts, follow-up questions, or takeaways below and feel free to connect with others who attended! 

Thank you for being part of the community and be sure to register for more upcoming events!  

 

    1 reply

    skyehansen
    Community Advisor and Adobe Champion
    skyehansenCommunity Advisor and Adobe Champion
    May 29, 2026

    In Lilit’s slides, on page 12, can you go into a little more detail about what the expected behavior of the records in each workspace is/are, please? (I am also trying to test it myself and having a terrible time as I’m an admin.) I will first go ahead and speak to an admin’s experience.

    1. I can see all records in all workspaces
    2. I can edit all records in all workspaces

    You can see the same behavior on minute 19:50 as Lilit demonstrates in the Media and PR space… my guess is that Jane is also an admin so ends up being able to see all records in the secondary workspace. 

    I’ll be testing tomorrow morning in a sandbox where I can assign some lower access level users to my test workspaces, but would love to have a list of expected behavior so I know what to… expect! 

    • in each secondary workspace, can users not SEE any other records because they cannot see any other workspaces? So if I am a member of the social team and the media PR team, can I expect to see both sets of records no matter what workspace I am in?
    • if bullet 1 is yes -- in each secondary workspace, if I see other records, is my ability to edit them based on my permissions of the workspace I am in? So if I have write permissions in the social space and view permissions in the media space, it means I can only edit social records even though I can see both sets of records?
    • in the primary workspace, is the expectation that the records I see are read only, meaning cannot be edited? If yes, are they read only because I don’t have access to the secondary workspaces? Or are they read only because I am not an admin?

     

     

    Terms & ConditionsAccessibility statement

    Loading footer...