Manage record views
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.
After selecting a record type in Adobe Workfront Planning area, you can display all the records of that type in the following views:
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Table
For more information, see Manage the table view.
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Timeline
For more information, see Manage the timeline view.
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Calendar
For more information, see Manage the calendar view.
This article describes the following information about record views:
For more information about managing Workfront Planning record views, also see the following articles:
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| Adobe Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| Adobe Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| Adobe Workfront platform |
Your organization's instance of Workfront must be onboarded to the Adobe Unified Experience to be able to access all the capabilities of Workfront Planning. For more information, see Adobe Unified Experience for Workfront. |
| Adobe Workfront license* |
Standard Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for Adobe Workfront Planning |
| Object permissions |
Manage permissions to a view View permissions to a view to temporarily change the view settings or to duplicate it |
| Layout template |
In the Production environment, all users including the System Administrators must be assigned to a layout template that includes Planning. In the Preview environment, Standard users and System Administrators have Planning enabled by default. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Considerations when working with record views
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Views in Workfront Planning are record type-specific. You cannot apply the same view to two different record types.
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Views that you create are visible only to you and users who you share the views with.
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When you modify or delete a view, it is modified and deleted for all users who have permissions to the view.
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Each user can create a maximum of 100 views. You can display more than 100 views for a record type, but one user can create only 100 views.
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Although some view elements can be applied to multiple views for the same record, they are unique to each record view:
- Filter
- Grouping (for the table and the timeline views)
- Bar appearance (for the timeline and calendar views)
For example, when creating a filter in a table view, the filter results are visible only in the view selected (the table view) and not in all the views associated with the record type.
note tip TIP Some view elements are not be available to all views.
Similarities and differences between record views
The following table shows the similarities and differences between the table, timeline, and calendar views:
Create or edit views create-or-edit-views
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(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.
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Click the card of a workspace.
The workspace opens and the record types display as cards.
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Click a record type card.
The record type page opens.
By default, all the records of the selected type display in the table view.
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Click + View to add a new view.
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Select from the following types of views:
- Table
- Timeline
- Calendar
A new tab is created with the selected view.
Depending on the width of your screen, additional views might display in the More menu
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(Conditional) Click Next, when creating a timeline or calendar view.
By default, Workfront gives the view one of the following names:
Table < number >Timeline < number >Calendar < number >
The number is an automatically generated increment.
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(Conditional) Select the Start and End dates for the records that will display in the timeline or calendar view.
note tip TIP You can select from record date fields, or lookup date fields from connected record or object types. You must use aggregators for date fields (MAX or MIN) when you select lookup fields as Start and End dates for the timeline and calendar views. For information, see Connect record types. -
Click Create.
The view displays as a new tab. Views display in the chronological order from when they were created or shared with you.
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(Optional) Click the More menu
Additional views display under the More menu after the last view tab. The number next to the More menu shows the number of additional views.
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(Optional) To rename a view after it is created, click the view drop-down menu, then click the More menu
Or
Double-click the view name and start typing the new name.
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(Optional) To manage a specific type of view, see the following articles:
Enable the real-time presence indicator in a view
You can see if other users are editing records at the same time as you by following the real-time presence indicators in the view.
The avatars of other users who are editing record information at the same time as you display in the upper-right corner of all record views, by default.
When you display the table view, you can also view which field another user is editing at the time you are viewing the record.
For more information, see Manage the table view.