Perform a variety of actions to an existing record in Workfront.


  • Record Type (dropdown): The type of record you want to perform an action on.
    • Approval (text): Way record was approved.
    • Company (text): Company association.
    • Document Folder (text): Document folder.
    • Document Version (text): Type/Last updated document.
    • Expense (text): Monetary value.
    • Group (text): Group/Association
    • Issue (text): Problem that needs to be resolved.
    • Job Role (text): Job title/role of people on record.
    • Journal Entry (text): Data entry.
    • Milestone Path (text): List of events needed in order to finish path.
    • Note (text): Notes/description of document.
    • Portfolio (text): Portfolio type.
    • Program (text): Type of
    • Project (text): Project type
    • Task (text): To-do list.
    • Template Task (text): Task of template.
    • User (text): Name of user.
  • Action (dropdown): The action you want to perform to the existing Workfront Object.
    • Calculate data extension
    • Check in
    • Check out
    • Create proof
    • Get total size for documents
    • Is linked document?
    • Is proof auto-generation enabled?
    • Move
    • Unlink documents


Record ID will always be an input. This is the ID of the record you’re performing the action on. The available “arguments” input fields vary based on the Action selected in the Options.

  • Record ID (text): The ID of the record you’re performing the action on.
  • When “Move” is Selected:
    • objID (text): The ID of the record you’re moving your “Record ID” into.
    • docObjCode (text): Workfront-specific object codes based on the type of object that the “objID” is referencing. Common ones are “PROJ” for Project, “TASK” for Task, “OPTASK” for Issue, and “USER” for User. To see the full list, check Workfront’s documentation here: