Create, edit, and share default filters, views, and groupings

You can create default filters, views, and groupings, then make them available to users in your organization.

When you create default filters, views, and groupings as described in this section, users who you share them with are able to leverage them when viewing their lists. Users can create their own filters, views, and groupings based on those you create, but they cannot directly change those you create.

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.

Create default filters, views, or groupings

  1. Click the Main Menu , then click Setup.

  2. Do any of the following, depending on whether you are creating or editing a filter, view, or grouping:

    • Click Interface > Filters.

    • Click Interface > Views.

    • Click Interface > Groupings.

  3. If you’re creating a filter, view, or grouping, click New Filter, New View, or New Grouping, then select the object type you want to associate the new filter, view, or grouping with.

    Or

    If you’re editing an existing filter, view, or grouping, select it, then click Edit.

  4. Configure the filter, view, or grouping.

    For information about available options, see one of the following articles:

  5. Click the Save option near the lower-left corner.

You can make the filter, view, or grouping available to users in your system. For more information about sharing filters, views or groupings with other users, see the section Make filters, views, or groupings available to users in this article.

Make filters, views, or groupings available to users

These steps explain how to make filters, views, and groupings available from the Interface area in Setup. You can also do this in the List Controls area in Setup. For more information, see Edit list controls: filters, views, and groupings.

  1. Click the Main Menu , then click Setup.

  2. Click Interface, then click one of the following: Filters,Views, orGroupings.

  3. Select the filter, view, or grouping that you want to make available to users, then click Share to open the Filter Access, View Access, or Grouping Access form.

  4. (Conditional) To make the filter, view, or grouping available to all users in the system, click the Gear drop-down menu , then click Make this visible system-wide. All users in the system can now see the filter, view, or grouping.

    Or

    Begin typing the name of specific users, teams, roles, groups, or companies to share the filter, view, or grouping with, then click the name when it appears in the drop-down list.

    For more information about sharing, see Overview of sharing permissions on objects.

  5. Click Save.

    Users that you specified can now see the default filter, view, or grouping when viewing the object type that you associated it with.

Delete filters, views, and groupings

NOTE

You can hide the options All, Standard, and Nothing after selecting different defaults (see Step 5), but they can’t be deleted.You can delete any other option being used as a default, but you have to select a different default first.

  1. Click the Main Menu , then click Setup.

  2. Do any of the following, depending on whether you are deleting a filter, view, or grouping:

    • Click Interface > Filters

    • Click **Interface >**Views

    • Click Interface > Groupings

  3. Select one or more items in the list, then click Delete.

  4. See one of the following sections for detailed information about configuring a filter, view, or grouping.

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