Delete record views

IMPORTANT
The information in this article refers to Adobe Workfront Planning which your organization can purchase either as an Adobe Workfront package or a standalone product.
Not all capabilities included in the Planning package are available to Workfront Planning when it is purchased as a standalone product.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.
For information about Workfront Planning as a standalone product, see Get started with Adobe Workfront Planning as a standalone product.

You can delete a record view you no longer use in Adobe Workfront Planning.

The view is deleted for all users who have permissions to access it. Deleted views cannot be recovered.

You cannot delete the original table view of a record type.

Access requirements

Expand to view the access requirements for the functionality in this article.
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Adobe Workfront package
  • Any Workfront or Workflow with a Planning package

  • Or

    Any Planning package when purchased as a standalone product

Adobe Workfront license Workflow Standard
Adobe Planning license Planning Standard
Access level configuration You must add both a Workflow and a Planning license type to the access level when you have both a Workflow and a Planning package
Object permissions Manage permissions to a view

For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Delete a record view

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Planning.

    The Workfront Planning landing page opens.

  2. Click the card of a workspace.

    The workspace opens and the record types display as cards.

  3. Click a record type card.

    The record type page opens.

    By default, all the records of the selected type display in the table view.

  4. From the view’s tab, click the view’s tab, hover over the view in the drop-down menu, click the More menu More menu , then click Delete.

    More menu with options

  5. Click Delete to confirm.

    The view is deleted for all users who can access the records area.

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