Duplicate record views

Last update: Thu Oct 16 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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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.

If you want to keep multiple versions of a view and make slight changes between the versions, you can duplicate a view in Adobe Workfront Planning.

Duplicating a view creates identical copies of an existing view.

The sharing permissions of the original view do not transfer to the duplicated view.

Duplicating views is identical for all types of views in Workfront Planning.

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 View permissions to a view to temporarily change the view settings or to duplicate it.

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

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 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.
Click the card of a workspace.

The workspace opens and the record types display as cards.
Click a record type card.

The record type page opens.
By default, all the records of the type selected display in the table view.
Click the dropdown icon next to the current view name, hover over the name of a view, click More, then Duplicate.

The view is duplicated and the new view’s name follows the following pattern: Original view's name (Copy). The new view tab displays at the end of all view tabs.

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