Copy a layout template
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the release to Preview, the same features are also available monthly in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
You can copy an existing layout template. This is helpful when your organization needs multiple layout templates that share many of the same settings.
For more information about layout templates, see Create and manage layout templates.
For information about layout templates for groups, see Create and modify a group’s layout templates.
Access requirements
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Plan |
| Access level configurations |
To perform these steps at the system level, you need the System Administrator access level. To perform them for a group, you must be a manager of that group. |
For information, see Access requirements in Workfront documentation.
Copy a layout template
-
Click the Main Menu icon
in the upper-left corner of Adobe Workfront, then click Setup
.
-
In the left panel, click Interface > Layout Templates.
-
Select the check box next to the layout template you want to modify.
-
Click the Copy icon
, or click Copy in the action bar at the bottom of the screen.
All settings except for the name, description, and user assignments in the existing layout template are copied to the new template.
For information about the action bar and other features of enhanced lists, see Use enhanced lists.
-
On the screen that appears, type a new Layout template name and (optional) a Description for it.
-
Assign the template to the users who need it, as described in Assign users to a layout template.
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(Optional) Customize the template, as described in the following articles:
- Customize the Main Menu using a layout template
- Customize the left panel using a layout template
- Customize pinned pages using a layout template
- Customize the Details view using a layout template
- Customize the Summary panel using a layout template
- Customize the landing page using a layout template
- Customize Filters, Views, and Groupings using a layout template
- Customize user interface terminology using a layout template
-
Click Create.