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

Last update: September 9, 2024

CREATED FOR:

  • Admin

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 article, 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

Expand to view access requirements for the functionality in this article.

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

Adobe Workfront planAny
Adobe Workfront license

New: Standard

Or

Current: Plan

Access level configurationsSystem Administrator

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create default filters, views, or groupings

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  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 Add Filter, Add View, or Add 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 the Edit icon Edit icon .

  4. Configure the filter, view, or grouping.

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

  5. Click Save 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.

Show or hide filters, views, or groupings available from the Layout Template

You can choose to show or hide filters, views, or groupings from the Layout Template. Visible filters are available for all users system-wide. You can use a Layout Template to hide visible filters for specific users or groups.

NOTE
If a user is actively using a filter, view, or grouping and then an administrator disables it, the user still has access until they choose a new filter, view, or grouping. After they choose a new filter, view, or grouping, they will no longer be able to revert to the hidden filter, view, or grouping.

To show or hide filters, views, or groupings available from the Layout Template:

  1. Click Interface, then click one of the following: Filters, Views, or Groupings.

  2. (Conditional) Select the filter, view, or grouping that you want to make available to users, then click Enable system-wide.

    TIP
    If you want to keep the filter, view, or grouping available for most users, but hide it from others, you can use the Layout Template. For more information, see Customize Filters, Views, and Groupings using a layout template.

  3. (Conditional) Select the filter, view, or grouping that you want to make hide from users, then click Disable system-wide. Once disabled, the filter, view, or grouping will be hidden from the layout template as well as users across the system.

Make filters, views, or groupings available to all users

These steps explain how to make filters, views, and groupings available from the Share dialog in the Interface area in Setup. This setting acts like an on/off switch for the entire system, including the Layout Template.

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

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

  3. Select the filter, view, or grouping that you want to make available to users, then click the Share icon Share icon 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

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  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 the Delete icon Delete icon .

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

Previous pageCustomize issue types
Next pageResource Management preferences

Workfront