Use the My Requests widget
You can enable the new requesting experience in your Requests area.
The My Requests widget displays requests that you have submitted. You can filter the requests, search for specific requests, or adjust column order and visibility. You can also create a new request from the My Requests widget.
- When the My Requests widget loads, it displays up to 50 requests. To display more requests, scroll down the list.
Access requirements
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|---|---|
| Adobe Workfront package |
Any Workfront or Workflow package Any Workfront Planning package to access Workfront Planning requests and their created objects |
| Adobe Workfront license |
Contributor or higher Request or higher |
| Access level configuration | View or higher access to any objects for which you are tagged in a conversation or need to resolve an approval (Projects, Tasks, Issues, Documents) |
| Object permissions | View permissions or higher to projects, tasks, issues, documents where you are tagged in a conversation or need to resolve an approval |
For information, see Access requirements in Workfront documentation.
Create a request
You can create a request directly from the My Requests widget.
For instructions, see the section Create a request in the article Create work items and projects from the Home area.
Copy a request
You can copy a request in the My Requests widget, edit it, and submit it as a new request.
For instructions, see Copy and submit requests.
Filter requests
The My Requests widget features a customizable filter that allows you to control which requests appear in the widget. You can configure this filter for different fields and values, and can stack conditions using AND and OR operators.
To configure the filter in the My Requests widget:
-
Click the Main Menu
in the upper-right corner, then click Home.
-
(Conditional) To add the My Requests widget to your home screen. Click Customize, and find My Requests, then click it to add it to Home.
-
In the My Requests widget, click Filter.
-
Select the field that you want to filter by. Available options are:
- Workspace
- Object type
- Entry date
- Request form
- Status
- Entered by
- Custom fields from the request or from the created object
-
In the next field, select the operator that you want to use for this filter condition. Available operators depend on the chosen field.
-
(Conditional) If a field appears to the right of the operator, select the value that you want to filter by.
-
(Optional) To add another filter condition, click Add condition and repeat steps 4-6.
-
(Optional and conditional) If you have multiple conditions, switch the And or Or value by clicking And or Or to the left of the condition.
The filter is saved automatically.
- To filter for only Workfront requests, set the filter to Object type > Has any of > Issues.
- To filter for only Workfront Planning requests, et the filter to Object type > Has none of > Issues.
Adjust or add columns
You can choose which of the available columns appear on the My Requests widget, and set their order.
Available columns include:
- Subject
- Created object
- Object type
- Status
- Request form
- Entry date
- Entered by
To adjust the columns on the My Requests widget:
-
Click the Main Menu
in the upper-right corner, then click Home.
-
(Conditional) To add the My Requests widget to your home screen. Click Customize, and find My Requests, then click it to add it to Home.
-
In the My Requests widget, click Columns.
-
(Optional) To reorder columns, click the drag handle
of the column you want to move and drag it to the desired locations. The column at the top of the list appears in the My Requests widget as the first column.
-
(Optional) Use the toggle to hide or show the column in the requests list.
-
To add a custom field as a column, click the Add column icon
in the upper-right corner of the list, and click the plus icon next to the custom field that you want to add as a column to the widget.
Custom fields on forms attached to the object in the list are available to add as columns.
Column preferences are saved automatically.
Create a view
You can create views in the My Requests widget to change the way the information displays in the request list.
Consider the following when working with views in the My Requests widget:
-
A view in the My Requests widget contains the columns and filters applied to the view.
-
You can create views and share them with others. The filters and columns you select for the view before you share it are included in the views you share.
-
The following is a system view which you cannot edit, share, or delete:
- Widget Unified Requests Default View
-
Creating and editing a view in the My Requests widget is similar to enhanced lists. For information, see Use enhanced lists.
Search requests
To search for specific requests in the My Requests widget:
-
Click the Main Menu
in the upper-right corner, then click Home.
-
(Conditional) To add the My Requests widget to your home screen. Click Customize, and find My Requests, then click it to add it to Home.
-
In the search bar near the upper-right of the My Requests widget, enter the term that you want to search for.
Requests that contain the term are highlighted in orange.
-
(Optional) To jump to the highlighted requests, click the up or down arrows in the search bar.
Go to an object created by a request
You can find objects created by a request in the My Requests widget.
-
Click the Main Menu
in the upper-right corner, then click Home.
-
(Conditional) To add the My Requests widget to your home screen. Click Customize, and find My Requests, then click it to add it to Home.
-
Locate the request that created the object.
-
Click the object name in the Created object column for that request.
The object’s page opens.