Share views

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

The Workfront Planning landing page opens.

(Optional and conditional) If you are a Workfront administrator, click the following tabs:

• My workspaces: Displays workspaces you created.
• Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

For all other users, all workspaces you created or are shared with you display in the Workspaces area.

Open the workspace whose view you want to share, then click a record type card.

This opens the record type page.

From the view tab, hover over the view you want to share and click the More menu to the right of the view name, then click Share.

The Internal sharing tab should be selected by default.

(Optional) In the Who has access area, select from the following options:

• Only invited people can access: You must specify users or groups that you want to share the view with. This is the default option.
• Everyone in the workspace can view: All users that have View or higher permissions to workspaces can access the view.

In the Grant view access to field, start typing the name of a user or a group, then click it when it displays in the list.

Select one of the following permission levels from the drop-down menu:

• View

• Manage

  For information about permission levels and what actions users can perform for each level, see Overview of sharing permissions in Adobe Workfront Planning.

  System administrators always receive Manage permissions to views shared with them.

Click Copy link to copy a link to the view to your clipboard.

Click Save.

The view updates with a people icon to indicate that the view is now shared with other users.

Share the copied link with others. Users who receive the link must be active users and log in to Workfront to be able to access the record type page and display it in the selected view.

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

The Workfront Planning landing page opens.

(Optional and conditional) If you are a Workfront administrator, click the following tabs:

• My workspaces: Displays workspaces you created.
• Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

For all other users, all workspaces you created or are shared with you display in the Workspaces area.

Open the workspace whose view you want to share, then click a record type card.

This opens the record type page.

From the view tab, hover over the view you want to share and click the More menu to the right of the view name, then click Share.

Click Public sharing.

Enable the Create public link setting.

A link becomes available. This is a public link. When shared, anyone with the link, including people from outside your organization can access the record type page, and view records and fields on the page.

Click the Copy link icon to copy the link to your clipboard.

Manually enter a date, or use the calendar in the Link expiration date field to select an expiration date for the public link. The record page view will not be accessible after the selected date.

Click Save.

The view updates with a global icon to indicate that the view is shared publicly.

(Optional) Paste the link you copied to an email, chat message, document, or in a Workfront comment to share it with others.

(Conditional) If you are are the manager of a view, you might receive a request from another user to access the view in the following areas:

• An in-app notification
  
• An email notification
  

(Conditional) From the notification area in Workfront, click the in-app notification
Or
From the email notification, click View all notifications, then click the notification in the list.

The Pending access requests box displays.

(Optional) For the user whose permissions you want to approve, select one of the following options from the drop-down menu to the right of the user’s name:

• View
• Manage

Select the user for whom you want to approve or deny the permission, then click Approve all or Deny all.

Click the left-pointing arrow to the left of Pending access requests, then click Save.

If you approved the request, the users are added to the sharing box of the view. The user requesting the permission receives an email confirmation that their request was approved.

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

The Workfront Planning landing page opens.

(Optional and conditional) If you are a Workfront administrator, click the following tabs:

• My workspaces: Displays workspaces you created.
• Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.

For all other users, all workspaces you created or are shared with you display in the Workspaces area.

Open the workspace whose view you want to stop sharing, then click a record type card. This opens the record type page.

Hover over the tab name of the view you want to remove sharing from and click the More menu , then click Share.

To remove the internal sharing of a view, do the following:

1. Ensure the Internal sharing tab is selected.
2. Find the user or group what you want to remove, expand the permissions drop-down menu to the right of the user’s or group’s name, then click Remove.

To remove the public sharing of a view, do the following:

1. Click the Public sharing tab.
2. Deselect the Create public link option.

Click Save.

People no longer have access to the view. There is no notification for the users that have been removed from accessing the view that they no longer have this access.