Note: We recommend creating a Knak API admin user in Workfront and then setting up a new OAuth2 application under that user. More information on this can be found below.
Creating an Knak API user on Workfront
Create a new user in your Workfront instance
Assign that new user with the Product profile admin role
This will allow the user to see the System settings and manage OAuth2 apps
Setting up an OAuth2 application on Workfront
Log in to your Workfront account and navigate to the “Setup” page
On the left tab, find the “System” section and go to “OAuth2 Applications”
Under “OAuth2 Applications” click “Create app integration”
When asked for an authentication method, choose “Web Application” and give your new application a relevant name
On the OAuth2 app settings, take note of the following information:
A) Client ID: This is ID of the OAuth2 app that you will enter on the Knak side
B) Client Secret: This is the secret token generated for the OAuth2 app, when clicking “Add client secret” make sure to copy it and paste it on the Workfront integration tile (explained further on). You can generate a new secret if needed.
C) Redirect URI: This is the link that Workfront will redirect to when performing the OAuth2 authorization. Set it to https://enterprise.knak.io/account/integrations/workfront/authorize (as shown in the screenshot)
Setting up a Workfront integration on Knak
Log in to your Knak account
Click on "Studio" on the top left corner, then click on the "Admin" button to navigate into the Admin Settings
3. Select the "Integrations" option on the left-hand side menu bar, and then click on "Platforms"
4. Scroll down to the Project Management section and select the Workfront tile
5. On the Workfront integration tile, fill in the following information:
Client ID: Paste the Client ID that was copied from the Workfront OAuth2 app created earlier
Client Secret: Paste the Client Secret that was generated and copied from the Workfront OAuth2 app created earlier
Instance URL: Grab the name of your Workfront instance and copy it into the input box. The instance name can be found in the Workfront URL, it has the following structure
https://<instance_name>.my.workfront.com
6. When all necessary information has been inputted, click the “Authorize” button. This will redirect you to Workfront where you will be asked to sign in and authorize Knak.
7. Once authorized with Workfront, you will be redirected back to Knak. When clicking into the Workfront tile, it should say you are authorized with Workfront.
Managing your integration
Now that your integration is set up, you can view its configuration, edit it, or delete it from the "My Platform Connection" list on the Integrations page.
If you need to connect a new integration – or re-add a previously deleted one – you can do so by scrolling down to the "All Platforms" section and clicking Connect or Add Another Connection on the relevant platform tile.
Mapping to Workfront custom forms
It is possible to allow additional information to flow from Workfront into custom fields on the asset Info tab in Knak.
To set this up, you will need to reach out to your Knak account team and request the desired custom fields be created in Knak to match the fields in your Workfront custom form. For example, if you want to display the custom field Deadline in Knak, you would request a field to be created in Knak called "Deadline".
Once the custom field has been created in Knak, you can map the corresponding Workfront field to it via the Workfront integration page in Knak. Simply select the relevant form where the custom field(s) live and map them to the corresponding Knak field(s).
Other options
Add Knak Status in Workfront - Toggle this on to send the Knak asset status (draft, approved, in review etc) back to Workfront.
Add Link to Knak Asset in Workfront - Toggle this on to automatically generate a link in Workfront that can be clicked to open the Knak asset.
Enable Live Updates - Enabling live updates makes it so that mapped fields on linked assets in Knak will always be up-to-date with any changes made to those fields in Workfront. If left off, field updates can be manually triggered under the Project Management section of a linked asset.
Restrict to Brands - Add brand(s) here to restrict which brands can use the Workfront integration.
You are now all set to use Workfront alongside Knak! To get started, go to any Knak asset and click on the Info tab. Then, paste the URL to your Workfront task on the right-hand side under Project Management.
Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.