Filter information in Adobe Workfront Goals
You can view goals that you or anyone else added in Adobe Workfront Goals. For information about creating goals, see Create goals in Adobe Workfront Goals. When viewing goals, you can filter information in Workfront Goals to view only goals that are important to you.
Access requirements
You must have the following access to perform the actions described in this article:
*For more information, see Access requirements in Workfront documentation.
Overview of filters in Workfront Goals
You can locate and filter for goals in following sections of the Goals area in Workfront:
- Goal List
- Graphs
- Goal Alignment
For information about the sections of the Goals area, see Overview of the Adobe Workfront Goals sections.
Consider the following when working with filters in Workfront Goals:
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You can create and apply a filter without saving it, or you can save a filter to reuse at a later time.
The following scenarios exist:
- When you save a filter, it becomes the default filter for you every time you log in to Workfront Goals.
- When you apply a filter without saving it, you can revert to the original lists by refreshing your page.
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You can only view and apply filters you created. Filters created by other users display only for those users.
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You cannot share filters you created with other users.
Apply a quick filter in Workfront Goals
You can use a quick filter in a list of goals to help you locate only items that are important to you. You cannot save quick filters and they are not persistent. Workfront clears the results of a quick filter when you refresh the page.
For more information, see Apply the quick filter to a list.
Create and apply a filter in Workfront Goals
The process for creating filters is the same for any section of Workfront Goals.
You can create a filter from scratch or edit one of the built-in filters.
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Go to the Workfront Goals.
For information about accessing Workfront Goals, see Access and open goals in Adobe Workfront Goals
By default, the Goal List section displays.
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Click Filter in the upper-right corner of the list.
By default, Workfront applies the All filter which displays all goals in your system.
note tip TIP You cannot edit or delete the All filter. -
Do one of the following:
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Click any of the following predefined filters to display goals only for the following owners:
table 0-row-1 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header All Personal The goals for which you are the owner. My teams The goals for which any of your teams is selected as the owner.
TIP
No goals display when you are not assigned to any teams.
My groups The goals for which any of your groups is selected as the owner. Company The goals associated with your organization.
TIP
In Adobe Workfront Goals, the Company filter displays the goals for which your organization is selected as the owner.
You cannot search for companies using this field. Only your organization who is the owner of your Workfront instance is selected by default.
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Hover over the name of a filter, then click the Edit icon
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Click New Filter to create a new filter, then select from the following options to customize the new filter:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header Period Select a time period in the drop-down menu. You can select multiple time periods. Status Select a status in the drop-down menu from the following options:
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Active
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Draft
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Inactive
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Closed
Progress Select a progress in the drop-down menu from the following options:
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In Trouble
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At Risk
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On Target
Owner Start typing the name of an owner, then select it when it appears in the list.
You can type the names of users, teams, groups, or the name of your organization or you can select from predefined options.
The following predefined filter options always refer to the user who is currently logged in:
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Me: Displays goals where you are the owner.
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My Home Team and All My Teams: Displays goals where either your Home Team or any of your teams are designated as the owner.
Tip: No goals display when you are not assigned to any teams.
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My Home Group and All My Groups: Displays goals where either your Home Group or any of your groups are designated as the owner.
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(Optional) Click Reset in the lower-right corner of the filter box to clear out all the fields you have selected and start building the filter from scratch.
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(Optional) Click Apply to apply the filter without saving.
The filter displays in the Unsaved area of the filter builder as New Filter.
You cannot rename an unsaved filter.
Unsaved filters are removed from the Goals area next time you log out of Workfront and log back in.
note tip TIP You can have only one unsaved New Filter at one time. -
Click Save to save the filter to use it later, then add a name for the filter in the Add filter name field and click Done.
This saves the filter in the Saved section of the filter builder. You can use this filter in the future.
The last saved and applied filter displays by default next time you log back in to Workfront
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(Optional) Click the left-pointing arrow next to New Filter to exit the filter builder and return to the list of filters.
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(Optional) Hover over the name of a custom filter, click the More menu, then click Delete, then Delete. This deletes the filter and you cannot recover it.
note tip TIP You cannot delete any of the predefined filters. -
Click the X icon in the upper-right corner of the filter builder to close the filter builder.
The name of the filter currently applied displays to the right of the Filter icon, in the upper-right corner of the goals list.
The list of goals is filtered by your filter criteria.
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(Optional and conditional) When viewing goals in the Goal Alignment section, click Show them if you want to view the filtered out goals.
The filter name is outlined in yellow to indicate that it is being ignored.
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(Optional and conditional) Click Reapply filter to apply the filter and omit the items you displayed in the previous step.