Use enhanced lists

Enhanced lists are available in some areas of Adobe Workfront. These lists use a table format for displaying the list items, and they have a different look and feel than the standard lists. The management of views is also enhanced, including filtering, grouping, managing columns, and searching.

For information about the standard lists, see Get started with lists in Adobe Workfront.

NOTE
Each enhanced list may be configured differently to help you display the data that you need. Every list will not use every feature described in this article, and some lists may have specialized features that only apply to that list.

Access requirements

Expand to view access requirements for the functionality in this article.
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Adobe Workfront package Any
Adobe Workfront license

Contributor or higher

Request or higher

For information, see Access requirements in Workfront documentation.

Objects that use enhanced lists

Below are some types of Workfront object lists that use the enhanced list format and some of the areas where they display by default when you have rights to view the object.

NOTE
This list is not comprehensive. Each of these object lists can also appear on a report or a dashboard. For example, a Request report or a dashboard that contains a Request report also displays a list of requests.
Workfront list
Location of object list
Priorities
  • Home > select the Priorities icon in the left menu
  • Main Menu > Priorities
List of requests
  • Requests (new experience only)
  • My Requests widget on Home
Lists of statuses, priorities, severities, and exchange rates in Setup
  • Setup > Project Preferences > Statuses
  • Setup > Project Preferences > Priorities
  • Setup > Project Preferences > Severities
  • Setup > Project Preferences > Exchange Rates

Add items to an enhanced list

Depending on which enhanced list you are viewing, do one of the following:

  1. Click the blue button on the upper right of the list. This option opens a dialog where you can enter information. The data is saved as a new row in the table.

    OR

  2. Click New row at the bottom of the list. This option adds a new row to the table. Double-click in a cell to enter information in it. Each cell represents a field for the list item. Fields must exist before you see them in the list.

    Enhanced lists support these field types:

    • Text
    • Number
    • Currency
    • Date
    • Date and time
    • Single/multi select dropdowns
    • Typeahead
    • Paragraph
    • Assignee (one or multiple)
    • Color picker
    note note
    NOTE
    Each field type has its own editing options. Some fields might be read-only.

Enhanced list example

Edit items using the action bar

You can use the action bar in an enhanced list to edit items in the list. Not all action bars include the same options. Also, some lists may not allow you to select items and the action bar is not available.

  1. Select the check box next to an item in an enhanced list.

    The action bar appears at the bottom of the screen.

    note note
    NOTE
    Depending on which list you edit, you can select one item or multiple items to use the action bar.
  2. Click an action on the bar to edit items. Examples of actions you can choose are:

    • View
    • Edit
    • Delete

    If no actions are available for the selected item, the action bar displays “No available actions.”

    Action bar example

  3. Hover over the primary field of a list item, then click the More menu More menu icon to see additional actions. Some actions might be specific to that list.

    note tip
    TIP
    The primary field displays in the first column of the list.

    More menu example

Customize columns

Depending on which objects you are viewing in an enhanced list, you can hide, show, or reorder columns in the list.

  1. Click Columns above the list.

    Display columns example

  2. Use the toggles to display or hide columns in the list.

  3. To reorder the columns, click the Drag icon Drag icon and move a column to your desired location. Moving columns changes the list automatically.

    note note
    NOTE
    The primary field is the first column in the list. It is fixed in the first position, and you cannot change its column. If the number of columns is large, then the primary field is frozen to the left, and when you scroll horizontally you will always see it.
    The icon next to a field name shows the field type, such as text or date field.

    An indicator appears on the Columns button when columns are hidden. The indicator does not appear when you reorder columns.

    Indicator for hidden columns

Add and remove columns with the Column manager

You can use the Column manager in some enhanced lists to easily add and remove columns on the list. You can add or remove both system and custom fields that already exist in Workfront as columns to an enhanced list.

To add and remove columns:

  1. Click the + icon on the upper-right corner of the table to open the Column manager box.

  2. Search for an existing object field in the Available column, then click + to the right of the field name it to add it to the Selected column.

  3. Click - to the right of a field in the Selected column to remove it from the list.

    note note
    NOTE
    Some fields might be fixed and cannot be removed.
  4. Click Save.

    Column manager

    The list updates the columns according to the choices you made.

Display data with views in an enhanced list

A view is a personalized set of column arrangements and filters that you can apply to a list. You can create new views and edit existing views.

Apply and create views

To apply a view, click the Views dropdown and select the view you want to apply to the list.

To create a new view:

  1. Click the Views dropdown and select New view.

  2. Enter a name for the view, and click Create.

  3. (Optional) Hide, show, or rearrange the columns. For more information, see Customize columns in an enhanced list.

  4. (Optional) Filter and group the list items. For more information, see Filter and group items in an enhanced list.

    Changes to views are saved automatically, and the changes are visible to anyone who uses the view.

    The next time you apply this view, the column and filter settings remain the way you set them.

Share a view

In the Views dropdown, you may see three categories of views:

  • System Views: Views that the system administrator assigned to you.
  • Shared Views: Views that have been shared with you by other users.
  • My Views: Views that you created and can share with others. You can share views with other users, teams, or groups.

To share a view:

  1. In the Views dropdown, hover over the view in My Views that you want to share, then click on the three-dot menu when it appears.

  2. Select Share.

  3. In the Share dialog, enter the names of the users, teams, or groups that you want to share the view with, then select them from the list when they appear.

    You can give the following permissions to the recipients:

    • View: Users can apply the view to the list but not share it.
    • Manage: Users can rename the view, share it with others, and delete it.
  4. Click Save.

Filter and group items

Filters help you reduce the amount of information you display in the list. Groupings separate the objects on the list in areas based on specific criteria.

Use filters

  1. Click Filter above the list.

  2. In the Filter box, click Add condition.

  3. Select a field to filter by.

  4. Select a filter modifier, such as “Has any of,” “Has none of,” “Is before,” or “Is after.” The modifier options are different depending on the type of field you are filtering by.

  5. Select the field value or values. Depending on the field type you are filtering by, you might be prompted to select the item from a list, search for it, or use a calendar to select a date range.

    Filter in enhanced lists

    The filter is applied to the list automatically.

    note tip
    TIP
    To apply a current user wildcard, select Me (logged in user) as the field value. The filter will then apply to the user who is viewing the list. This wildcard is available in fields where the value is a user.
  6. Click Add condition to add another condition to the filter as an OR statement.

  7. When the filter is applied, you can open the Filter options again to change the filter options or clear all of the filters.

    An indicator appears on the Filter button when a filter is applied to the list.

    Filter applied indicator

Use groupings

  1. Click Group above the list.

  2. Select a grouping to organize your list.

    Select a grouping

  3. When the grouping is applied, you can open the Group options again to collapse or expand all of the groupings at once, change the grouping to group by a different field, or clear all of the groupings.

    Grouping in enhanced lists

    An indicator appears on the Group button when a grouping is applied to the list.

    Grouping applied indicator

Sort and search in an enhanced list

To sort individual columns:

  1. Go to the column and click the down arrow.

    An icon next to a column name indicates that the list is sorted by the values in that column, and the direction of the sort.

    note note
    NOTE
    Some columns might not be sortable, depending on the list.

    Sort by a column

To sort your work within a grouping:

  1. Click Group and select if you want to sort in ascending or descending order.

    Sort in a grouping

To search:

  1. Type your search term in the search field above the list. The results are highlighted in the list as you type.

    Search term highlighted

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