Workfront - Actions

Workfront actions allow you to pull or push data into Workfront during a recipe.

The Workfront connector supports the following user actions:

• Create object
• Update object
• Search objects

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Create object

This action allows you to create objects in Workfront. You can also select custom forms to create objects with custom forms attached to them.

Create an object in Workfront

Input field	Description
Object	The object you want to create.
Custom form	The custom forms you want to attach to the object you create in Workfront. This must be configured to work with custom fields. New input fields and output datapills will be generated based on your selection.
Object-specific input fields	The possible input fields based on the object you have selected as well as the custom fields you have selected.

Output datapills	Description
Object-specific output datapills	The possible datapills based on the object you have selected as well as the custom fields you have selected.

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Update Object

This action allows you to update objects in Workfront. You can also select custom forms to update the custom forms attached to these objects or attach entirely new custom forms.

Update an object in Workfront

Input field	Description
Object	The object you want to update.
Custom form	Select the custom forms that contain the custom fields you want to update in Workfront. If you select a custom form which has not been assigned to the object, it will automatically be created.
Object-specific input fields	The possible input fields based on the object you have selected as well as the custom fields you have selected.

Output datapills	Description
Object-specific output datapills	The possible datapills based on the object you have selected as well as the custom fields you have selected.

::: tips Clearing out the field values In cases where you want to remove values in a Workfront object, you will need to use the clear in formula mode.

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Search objects

Search objects in Workfront. This action allows you to search for any object in Workfront.

Search for objects in Workfront

Input field	Description
Object	The object you want to search for.
Custom form	The custom forms to be returned from Workfront. Leave blank to return all custom fields in all custom forms.
Filter condition	Search Workfront objects using Workfront filter syntax. When using filter conditions, search parameters given in input fields below are ignored. Learn more about filter conditions. (opens new window)
Object-specific input fields	The possible input fields based on the object you have selected as well as the custom fields you have selected. When searching using input fields, we execute a search to retrieve all records that contain your search terms. For stricter results, use filter conditions.

Output datapills	Description
Object-specific output datapills	The output of this action is a list of objects. Each object contains datapills based on the object you have selected as well as the custom fields you have selected.

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