Use enhanced lists

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.

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
List of reports
Reports (Use shareable folders must be turned on)

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
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    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.

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    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.

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    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.

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    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

Rename columns

Some columns allow you to save a customized name for the column title.

  1. Hover over the column, then click the down arrow and select Rename.

    Select Rename on column

  2. On the Rename dialog, type the name for the column in the Custom label field, and click Save.

    The new column name appears on the list.

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.

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    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.

Update enhanced list elements

The following elements are components of an enhanced list:

  • View: Defines the columns, filters, and groupings in the list with preset settings
  • Filters: Limits the amount of information displayed in the list
  • Groupings: Organize the list items according to common fields
  • Sort: Arranges the items in a list according to the order you identify for a given field
  • Search: Quickly finds an item using a search keyword

Apply and create views

NOTE
Not all enhanced lists have all the elements described in this section.

To apply or create a view:

  1. Click the Views dropdown and select an existing view to apply it to the list

    OR

    Click New view to create one.

  2. (Conditional) For adding a new view, enter a name for the view, then click Create.

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

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

  5. (Optional) Group the items in the list. For more information, see Group items in an enhanced list.

    Changes to views are saved automatically. The next time you apply this view, the column and filter settings remain the way you set them.

Filter items in an enhanced list

NOTE
Not all enhanced lists have all the elements described in this section.

Filters help you reduce the amount of information you display in the list.

  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.

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    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.

    You can join multiple filters by an AND or an OR connector.

  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

Group items in an enhanced list

NOTE
Not all enhanced lists have all the elements described in this section.

Groupings separate the objects on the list into areas based on specific criteria.

Workfront provides a limited number of predefined groupings and you cannot modify them.

  1. Click Group above the list.

  2. Select a grouping to organize your list.

    Select a grouping

  3. Click Collapse all to display the list with all the groupings collapsed. The default option is to display the list with all groupings expanded.

  4. 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 in an enhanced list

NOTE
Not all enhanced lists have all the elements described in this section.

To sort individual columns:

  1. Hover over the column, then click the down arrow and select Sort.

    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.

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    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, go to the line of the applied grouping, click on the sorter dropdown, and select an ascending or descending order.

    Sort in a grouping

Search in an enhanced list

NOTE
Not all enhanced lists have all the elements described in this section.
  1. type a keyword you want search by in the Search box in the upper-right corner of the list. The results are highlighted in the list as you type.

    Search term highlighted

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    NOTE
    The search looks at all columns in all list items. If the list is long, the search includes items that you may need to scroll to see. When the list is filtered, the search only looks at what is currently displayed.

Share a view

NOTE
Not all enhanced lists have all the elements described in this section.

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

  • System Views: Views that the system administrator assigned to you. You cannot share System views.
  • 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.

When you share a view, all of the view elements (columns, filters, and groupings) are included.

To share a view:

  1. In the Views dropdown, hover over the view in My Views that you want to share, click the More menu More menu , and click Share.

  2. In the Share dialog, enter the names of the users, teams, groups, companies, or job roles 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.

      When View access users update the view, those changes are saved to the user’s personal preferences. A blue dot on the view name (in the user’s Shared Views) shows that personal updates are applied to the view.

    • Manage: Users can rename, share, or delete the view, and edit the view’s elements.

      When Manage access users make changes to the view, all users who have the view shared with them will see those updates when the view is applied to the list.

  3. Click Save.

    If you share a view with a user and then remove that access, the view is removed from the user’s Shared Views. If the user had the shared view applied to the list when their access is removed, then the system default view is applied.

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Copy a view

NOTE
Not all enhanced lists have all the elements described in this section.

When a view is shared with you to which you do not have permission to edit, you can copy the view and save it with a new name. You must first make changes to the view before you can copy it.

  1. In the Views dropdown, hover over the view in Shared Views that you modified the settings of and which want to copy, click the More menu More menu , and click Copy with preferences.

    A new view is created automatically. The name of the copied view follows the following pattern: Original view name (copy)and it displays in the My Views section of views.

    You are the owner of this view, and you can rename, edit, share, or delete it. If the owner of the original view removes your shared access to that view, you still have access to the view that you created by copying the shared original.

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    NOTE
    The Copy with preferences option is only available when you have made changes to a view that was shared with you.

Reset a view

NOTE
Not all enhanced lists have all the elements described in this section.

When a view is shared with you that you do not have permission to edit, and you update that view, you can reset it back to the original view.

  1. In the Views dropdown, hover over the view in Shared Views that you want to reset, click the More menu More menu , and click Reset to default.

    The view elements (columns, filters, and groupings) are reset to their original settings that were shared with you.

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    NOTE
    The Reset to default option is only available when you have made changes to a view that was shared with you.

    Copy and reset a view options

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