Primary field overview
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization鈥檚 instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience.
The primary field is the field that displays in the first column of a record type table view in 51黑料不打烊 Workfront Planning.
By default, the Name field is the primary field. However, you can designate any fields of the following types as the primary fields of the records:
- Single-line text field
- Number
- Formula
For information about how to designate a field as the primary field, see Manage the table view.
Overview of primary fields
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The information in the field designated as primary becomes a record鈥檚 title.
note note NOTE The names 鈥減rimary field鈥 and 鈥渞ecord title鈥 are synonymous in Workfront Planning. 鈥淧rimary field鈥 is preferred when viewing the record in the table view. -
A record鈥檚 title displays in the following areas:
- The header area of the record鈥檚 page and preview box
- Connected record fields
- Views
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You cannot move, hide, or delete the primary field in the table view, unless you designate another field as the primary field.
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The primary field is always locked and it is not part of the horizontal scroll of the table view.
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Changing the primary field in your table view affects the view for all other users who choose it.
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Changing the primary field in a table view affects all the table views of the record type.
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The value listed in the primary field is always hyperlinked to the record鈥檚 page.
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If you have Contribute or higher permissions to a workspace, you can edit the value of primary fields, except for formula fields. Formulas are calculations that update automatically.