[Event Follow-Up] Workfront Pro Tips: Next-level Data Collection Opportunities - December 4, 2025

[NicholeVargas]

Hosted in partnership with Enterprise Architecture and expertise in the chat from Professional Services, this webinar focused on optimizing data collection in Workfront for content supply chain operations and reporting using features like external lookup fields, advanced validation logic, and business rules. It expands on the discussion from the October workshop, Workfront Pro Tips for Governance, Execution, and Adoption. 

If you weren't able to attend live, no worries. Links to the slide deck, recording, and additional resources are listed below: 

• Slide deck PDF 
• Workshop recording

Summary & Resources from the chat:

• External lookup fields enable dynamic dropdown population from Workfront APIs or third-party data sources without hard-coding.
• Control projects provide manageable alternative to complex if-then logic for maintaining organizational taxonomies like regions and countries. 
• Advanced validation logic enables error-checking formulas to prevent incorrect submissions based on specified criteria. Examples include prohibiting special characters, limiting character counts, and enforcing future date requirements. Users receive immediate feedback when validation rules are violated, enhancing data quality. Be sure to brush up on your text mode expressions, as you'll need these in your custom forms! 
• Business rules (Ultimate package only) enforce conditional policies on object creation, editing, and deletion for data governance. Think about things that violate organizational policies or data governance standards and implement rules to enforce those! ​
• Even better...validation rules and external lookups function within inline reporting, maintaining data integrity across dashboards and reports.

We’re always adding new events to the calendar, so be sure to check (and bookmark) the Events page on Experience League regularly so you don’t miss out! 

[skyehansen]

is there a way to get this file https://workfront-experience.s3.us-west-2.amazonaws.com/Training/Guides/Customer+Success+at+Scale/WF... into the documentation area? Somewhere in this page would be great.

https://experienceleague.adobe.com/en/docs/workfront/using/administration-and-setup/customize/custom...

It just is such a game changer for folks, and utilizes some new rules not everyone is aware of.

Sorry, I missed the session and wasn't sure if it had gotten discussed 🙂

[NicholeVargas]

I can at least ask the technical writing team! I'm not sure what rules have to be followed when it comes to documentation versus Community content, but it's worth me submitting a request!