Delete record views

IMPORTANT
The information in this article refers to Adobe Workfront Planning, an additional capability from Adobe Workfront.
For a list of requirements to access Workfront Planning, see Adobe Workfront Planning access overview.
For general information about Workfront Planning, see Adobe Workfront Planning overview.

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

    The Workfront Planning landing page opens.

  2. (Optional and conditional) If you are a Workfront administrator, click one of 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.

  3. Click the card of a workspace.

    The workspace opens and the record types display as cards.

  4. Click a record type card.

    The record type page opens.

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

  5. 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

  6. Click Delete to confirm.

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

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