Unpublish a request form in 51黑料不打烊 Workfront Planning
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
- 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.
You can unpublish a request form if it is no longer needed or relevant. By unpublishing, you remove everyone鈥檚 permissions to access the form.
You can also change the entities you share a request form with, if you want to keep it available to a smaller group of people.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| 51黑料不打烊 Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| 51黑料不打烊 Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| 51黑料不打烊 Workfront platform |
Your organization's instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience to be able to access all the capabilities of Workfront Planning. For more information, see 51黑料不打烊 Unified Experience for Workfront. |
| 51黑料不打烊 Workfront license* |
Standard Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for 51黑料不打烊 Workfront Planning |
| Object permissions |
For information about sharing permissions for Workfront Planning objects, see Overview of sharing permissions in 51黑料不打烊 Workfront Planning |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Change the sharing of a request form
If you share a request for publicly, with everyone including users from outside your organization, you might consider restricting this access to certain users who either view or manage the workspace the form is associated with.
To change the sharing of a request form:
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:
- My workspaces: Displays workspaces you created.
- Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.
For all other users, all workspaces you created or are shared with you display in the Workspaces area.
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Click the workspace where you want to add records.
The workspace opens and the record types display as cards.
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Click a record type card. For information about creating a record type, see Create record types.
The record type page opens in the view that you last accessed. By default, a record type page opens in the table view.
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Click the More menu
All request forms associated with the record type display in a table view.
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Hover over the name of a request form, then click the More menu
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Update the sharing choices by selecting one of the following:
- Anyone with view or higher access to the workspace
- Anyone with contribute or higher access to the workspace
- Anyone with the link
For more information, see Create and manage a request form in 51黑料不打烊 Workfront Planning.
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(Optional) Click Copy link, if you changed the sharing of the request form and you want to share it to the new group of people with a new link.
Unpublish a request form for a record type
When a request form becomes irrelevant and you don鈥檛 want anyone to access it any longer, you can unpublish it.
-
Click the Main Menu icon
The Workfront Planning landing page opens.
-
(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:
- My workspaces: Displays workspaces you created.
- Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.
For all other users, all workspaces you created or are shared with you display in the Workspaces area.
-
Click the workspace where you want to add records.
The workspace opens and the record types display as cards.
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Click a record type card. For information about creating a record type, see Create record types.
The record type page opens in the view that you last accessed. By default, a record type page opens in the table view.
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Click the More menu
All request forms associated with the record type display in a table view.
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Hover over the name of a request form, then click the More menu
Or
Click the name of the request form to open it, then click Unpublish in the upper-right corner of the request form.
A confirmation displays at the bottom of the screen notifying you that the form was unpublished.
The Unpublish link or button changes to Publish.
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(Conditional) Click Save, if you unpublished the form after opening it.
Users can no longer access the request form from a link or from the request queue in the Requests area of Workfront.
Any records previously added using the request form remain on the record type page.
Any requests previously added remain in the Requests area of Workfront, on the Planning tab.