Edit list controls: filters, views, and groupings

IMPORTANT

The functionality on this page will be removed with the 22.4 release. Workfront administrators can still use the Layout Template to enable or disable filters, views, and groupings for users. For more information, see Customize Filters, Views, and Groupings using a layout template.

As an Adobe Workfront administrator, you use the List Controls area to determine which filters, views, and groupings you want available in your Workfront instance and listed in all layout templates in the system.

In a layout template, you can then enable the filters, views, and groupings that you want available for the users who are assigned to that layout template. Users can see them as options in their drop-down menus above their lists of objects and reports.

For more information, see Reporting elements: filters, views, and groupings.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan Any
Adobe Workfront license Plan
Access level configurations

You must be a Workfront administrator.

NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Add filters, views, and groupings

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .

  2. In the left panel, click Interface > List Controls.

  3. Click Edit List Controls.

  4. In the Object Type drop-down menu, click the object type for which you want to filters, views, and groupings.

    Four columns display, containing the following:

    Filters A list of filters associated with the object type you selected. If the filter is displayed in the list, it shows for every user in the system, when they are viewing a list of objects of the type you selected.
    Views A list of views associated with the object type you selected. If the view is displayed in the list, it shows for every user in the system, when they are viewing a list of objects of the type you selected.
    Groupings list of groupings associated with the object type you selected. If the grouping is displayed in the list, it shows for every user in the system, when they are viewing a list of objects of the type you selected.
    Custom Tabs

    The tabs you see listed in this column can be found by all users in the system and they can add them to their own interface.

    IMPORTANT:

    Only custom tabs built before 2012 (prior to the Anaconda release) can be shared with all the users in the system using list controls. Any custom tabs built after that release need to be shared with users using the layout template functionality. For more information about layout templates, see Create and manage layout templates.

    Only the following object types allow for custom tabs to be added to list controls:

    • Project
    • Task
    • Issue

  5. Click Add Filter, Add View, or Grouping.

    If you have custom tabs built before 2012 and the object is a project, a task or an issue, you can also click Add Custom Tab to add custom tabs to the list controls.

  6. In the Search Filters box that displays, start typing the name of a filter, view, grouping, or custom tab, then click Search.

    Or

    Simply click Search, to list all existing filters, views, groupings, or custom tabs.

    You must have at least one custom tab built before 2012 in the system before you can see any results when searching for custom tabs.

  7. Click the plus sign to the left of the name of a filter, view, grouping, or custom tab that you want to add in your list controls.

  8. Click Save.

    All the users in the system can find the filters, views, and groupings in their drop-down menus at the top of lists that display the selected object. In the case of custom tabs, they can now add the custom tabs in their interface, for the object specified.

Remove filters, views, and groupings

You can remove filters, views, and groupings, including most of the default ones, from your Workfront instance.

NOTE

At least one filter, one view, and one grouping must remain in your Workfront instance at all times. Without at least one, your lists and reports do not display. In order to assure that a Workfront administrator does not inadvertently delete all of the filters, views, or groupings, the following defaults can’t be removed: Standard view, All filter, and Nothing grouping.

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .

  2. In the left panel, click Interface > List Controls.

  3. Click Edit List Controls.

  4. In the Object Type drop-down menu, click your object type.

    Four columns display, containing the following:

    Filters A list of filters associated with the object type you selected. If the filter is displayed in the list, it shows for every user in the system, when they are viewing a list of objects of the type you selected.
    Views A list of views associated with the object type you selected. If the view is displayed in the list, it shows for every user in the system, when they are viewing a list of objects of the type you selected.
    Groupings list of groupings associated with the object type you selected. If the grouping is displayed in the list, it shows for every user in the system, when they are viewing a list of objects of the type you selected.
    Custom Tabs

    The tabs you see listed in this column can be found by all users in the system and they can add them to their own interface.

    IMPORTANT:

    Only custom tabs built before 2012 (prior to the Anaconda release) can be shared with all the users in the system using list controls. Any custom tabs built after that release need to be shared with users using the layout template functionality. For more information about layout templates, see Create and manage layout templates.

    Only the following object types allow for custom tabs to be added to list controls:

    • Project
    • Task
    • Issue

  5. Click the trash can button to the left of a the name of a filter, view, grouping, or custom tab.

  6. Click Save to remove the filter, view, grouping, or custom tab from the list controls for the selected object.

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