Export records from the table view
You can export records and their information from the table view to an Excel or a CSV file in Adobe Workfront Planning.
Access requirements
| table 0-row-0 1-row-0 2-row-2 3-row-2 4-row-2 5-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package |
Any Workfront and any Planning package Any Workflow and any Planning package For more information about what is included in each Workfront Planning package, contact your Workfront account representative. |
| Adobe Workfront license | Light or higher |
| Object permissions |
View or higher permissions to a workspace and a record type View or higher permissions to a view |
| Layout template |
Users with a Light or Contributor license must be assigned a layout template that includes Planning. Standard users and System Administrators have the Planning areas enabled by default. |
For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Export records from the table view
Consider the following when exporting the table view:
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The information exported to an Excel file preserves the filters, groupings, and sorts applied to the table view in Workfront Planning. Groupings are not visible in the CSV file.
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Thumbnails and custom row colors are not supported in exported files.
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Only fields made visible in the Workfront interface are exported. Hidden fields are not exported.
To export information from the table view or a record type:
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Go to a record type page and click a table view tab.
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Do one of the following:
- Hover over the table view tab’s name, then click the More menu
- Click Share > Export the current view. This option is available only when you display the table view.
- Hover over the table view tab’s name, then click the More menu
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Select one of the following formats:
- Excel
- CSV
note important IMPORTANT You cannot export information from the table view when you display a different view on the screen. You must display the table view that you want to export in order to access the Export option in the More menu. The file is downloaded to your computer.
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(Optional) Go to the downloads folder on your computer and find the downloaded file.
The name of the exported file follows the following format:
Name of the view - name of the record typeFor example, a table view for the Campaigns record type generates a file named
Table view - Campaigns.The file displays the following information:
- The column headers are highlighted in black, in the Excel file
- All the fields visible in the Workfront interface, sorted and filtered by the same criteria
- Groupings are preserved in the Excel file
You can now share the exported files with others, or attach them to any communication.