Workfront Planning Automation

Question

In Workfront Workflow, we currently use several multi-select fields to define our project types.

When someone submits a Campaign Request form, they first choose an overall element type—such as Digital, Social, or Email—and then select a more specific option tied to that category (e.g., Digital Type, Social Type, Email Type).

I’m trying to determine how to replicate this setup in Planning for automation without resorting to one long, combined list of all element types. If we go that route, users would have to scroll through an extensive list just to find the correct option when generating a project.

Any suggestions?

Madalyn_Destafney · Answer

Hi there, if you add a request/intakeform on your record type as a way to add new records, you can apply display logic on those record fields in your planning form, so you could have different Qs show only if other values in other fields are selected to help guide the user thru record data.If you don’t want to use a form, the notion of cascading fields or dependent picklists is in the works, where based on the value you select in one field, the values offered in other fields change/narrow instead of showing all options. I think this is more what you’re after, and I think it’s likely coming in late Aug/early Sept.

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