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Duplicate record views

Last update: April 1, 2026

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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.

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 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

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.

Duplicate 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 type selected display in the table view.

  4. Click the dropdown icon Dropdown icon next to the current view name, hover over the name of a view, click More, then Duplicate.

    More menu on view with options

    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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