Manage the list view in Adobe Workfront Planning
You can display objects and their fields in a list view, when accessing them in the Connected records page of a record, in Adobe Workfront Planning.
This article describes how you can create or edit a list view in the Connected records page of a record and how you can edit the objects in the view.
Access requirements
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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 to create and delete views Contributor or higher to update view elements |
| Object permissions |
Manage permissions to a view View permissions to a view to temporarily change the view settings or to duplicate it |
| Layout template |
Users with a Light or Contributor license must be assigned a layout template that includes Planning. Standard users and System Administrators have the Planning areas enabled by default. |
For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Considerations about list views
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You cannot view records in the record type pages in a list view. You can only display the following objects in a list view when you view them in the Connected records page of a record:
- Workfront projects
For information about creating a connected records page, see Add a Connected records page to a record.
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Before you can view a list view in a connected records page of a record you must connect Workfront projects with Planning record types. For information, see Connect record types.
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List views are similar to Enhanced lists. For more information, see Use enhanced lists.
Manage a list view manage-a-list-view
For more information about managing list views in Workfront, see Use enhanced lists.
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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 a workspace card, then click a record type card.
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From any view, click the name of a record to open the record’s preview or details page.
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Add a Connected records page for connected projects as described in the article Add a Connected records page to a record.
The Connected records page displays projects connected to the record in the list view.
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(Optional) Do one of the following to modify the list view:
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Expand the dropdown views menu in the upper-right corner of the list to select another view, or click New view and create another one.
Views are shared throughout the system. If you create a Projects view for one record type, you can view it on other record types that display connected projects.
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Hover over the name of an existing view and click the More menu
- Rename, to give the view a new name
- Share, to share the view with others
- Delete, to delete the view.
note note NOTE You must have Manage permissions to a view to be able to edit, share, or delete it. You cannot modify System Views. 1. Click the **Filter** icon  to add a filter to the view. Results are filtered immediately in the list. You cannot save and name filters. Filters are remembered when you access the page in future and they are part of shared views.
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Click the Columns icon
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Hover over the name of a column, then click the down-pointing arrow to the left of the column name, then click one of the following:
- Rename, to add a Custom label for the column. The name of the original field in Workfront does not change.
- Sort, to sort the list by the selected field. A sorting icon indicating the direction of the sorting is added to the column header.
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Click the + icon in the upper-right corner of the list to add or remove columns to the list, then click Save.
The Column manager opens.
You can add only existing fields to the list view.
You cannot remove the primary field in the list view which displays in the first column.
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(Optional) Add a keyword in the search box in the upper-right corner of the list to search for an item.
Items that match your search term are highlighted in the list.
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(Optional) To add more items to the list and automatically connect them to the selected record, do one of the following:
- Click Connect records in the upper-right corner of the list to add existing items.
- Click New row at the bottom of the list to add new items.
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Click the name of a connected item in the list to open it in another browser tab.
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Double-click inside of a cell in the list to edit the information of a field, then press Enter to save your changes.
Some fields are read-only. For example, the percent complete of a project is a field calculated by the system and you cannot manually edit it.
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Hover over an item’s name in the list and click the More menu More menu and click View to open the project in another tab
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Select one or more items, and notice the actions bar at the bottom of the list, then click one of the following:
- Delete to delete the project. Deleting a project disconnects it from the record and moves it to the Workfront’s Recycle Bin. Workfront administrators can recover deleted projects up to 30 days after they were deleted.
- Disconnect to disconnect the project from the record. Disconnecting a project removes it and all the values of its lookup fields from the current record.
