Create or edit views in Adobe Workfront

Click the View drop-down menu on any list where you want to create or customize a view.

Click the + New View button to create a new view.
Or
Click the Edit icon that appears on mouseover to the right of an existing view you want to edit.
The Customize View dialog box displays.

In the Column Preview section, do any of the following:

• Modify the value of any column by clicking the column title and then selecting a new field.

• Add a column by clicking Add Column, begin typing the name of the column that you want to add, then click it when it appears in the drop-down list.

• Adjust the order that columns appear by dragging the column title to a new location.

• In the Column Settings area, click Summarize this column by, and choose how you want the data to display in the column. This option is available for the following column types:

  table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header
  Date fields	Maximum Minimum
  Currency fields	Count Sum Average Maximum Minimum
  String and boolean fields	Count Note: Workfront does not generally recommend summarizing a boolean field by count because the value will always be true/false.

  note note
  NOTE
  The following exceptions apply for parent objects (for example, parent tasks) when you are summarizing values for the following fields in groupings:
  All the number and currency fields except Actual Hours (for example, Planned/ Actual Labor Cost, Planned/ Actual Expense Cost, Planned/ Actual Cost, Planned Hours) summarize the values for only children tasks and standalone tasks. They do not summarize the values for the parent tasks or parents of parents. Actual Hours summarizes the values for the main parent and the standalone tasks; they do not summarize the numbers for the parents of parent tasks or the children tasks. Custom data fields for number and currency values summarize all tasks: parents, children, parents of parents, and standalone tasks.
  For more information about using groupings in a report, see the article Groupings overview in Adobe Workfront.

  • (Optional) Click Advanced Options to specify the following information for the column:

    table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
    Custom Column Label	Specify a custom label for the column. This label replaces the default label. We recommend using only UTF-8 characters to avoid compatibility issues.
    Field Format	Select the format in which you want the values to be displayed for fields in the column.
    Show this column when on a Dashboard	Select this option to show this column on a dashboard, when the report is displayed side by side with another report. When this option is unselected, this column is not displayed when viewing the report on a dashboard where reports are displayed side by side.
    Column Rules	Click + Add a Rule for this Column to define a rule for the column. After you add a rule, you can define field and text styles for how fields that match that rule are displayed. Click Add Rule after you have finished defining the rule.

    For more information about conditionally formatting views in reports, see the article Use conditional formatting in Text Mode.

(Conditional) If you clicked Advanced Options, click Done.

Click Save View to create a new view or to replace the current view with your changes.
Or
Click Save as New View to save your changes as a new view.

Your access dictates how the view is saved. If you created the view originally, you can save the changes; otherwise, you are prompted to save a version. Keep in mind that changes you make to the view impact users with whom the view has been shared.