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MaryMc13
Level 1
March 4, 2026
Question

Workfront Planning - Connecting Project Record

  • March 4, 2026
  • 1 reply
  • 20 views

Hello,

I’ve recently created an automation in Workfront Planning to create a project in Workfront which seems to be working as a project is created, but I’ve noticed that in the Workfront Project>Planning menu, the connection isn’t automatically populating. Is there a step I’m missing? I can show all connections in the Workfront Project>Planning page and manually select the Planning Workspace but I thought it would populate since the relationship is reflected in Planning. Any insights appreciated!
Mary

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1 reply

Patrick-antegma
Patrick-antegma
Level 4
March 4, 2026

Hi ​@MaryMc13,

 

you need to activate the following checkbox during the creation of connection below Connection Type:

Create corresponding field on linked record type: true

 

Then you should select how you relationship: Many to many, One to many….

 

Without the creation of the linked recorded, only planning knows about the relationship. In this case, Workfront can’t display the connection.

 

Hope this helps.

 

 

 

    M
    MaryMc13Author
    Level 1
    March 5, 2026

    Hi ​@Patrick-antegma,

    Ah, got it! I guess I’ll have to make that my first step if I think I’m going to connect Workfront objects to Planning. You would think that connection would happen if you have a Workfront Project Name in the Connected project column in a Planning record. 

     

    Question, do you know if you can edit a connection after it’s made? For example, I see you can add fields from WF you want to appear in Planning but what if you don’t select a field during initial connection set up, can you edit the connection and add more fields? 

     

    And do you know if there’s a way when you’re making a connection to only show the fields in the form you designated when setting up the connection?

     

    Thank you!
    Mary

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