Create and manage views in the Requests area

Last update: Thu Dec 18 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Work Management

CREATED FOR:

User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

If you are using the new requesting experience, you can create and save views for the Requests area. These views include filters and column arrangements.

Views can be created and managed in the Requests area of Workfront and in the My Requests widget in Home. View settings are preserved between the Requests area and the widget.

IMPORTANT

This functionality is available only in the new requesting experience.

Access requirements

Expand to view access requirements for the functionality in this article.

table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
Adobe Workfront package	Any
Adobe Workfront license	Contributor or higher Request or higher
Access level configurations	Edit access to Issues You must be a Workfront administrator to add views to layout templates
Product	Adobe Workfront You must have Adobe Workfront Planning to view Planning requests or request forms

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create a view in the Requests area

You can create a view in either the Requests area of Workfront, or in the My Requests widget in Home.

To access the Requests list, click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Requests.
To access the My Requests widget in Home:
1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Home.
2. Locate the My Requests widget.
  
  For more information on the My Requests widget, see Use the My Requests widget.
In the Requests list or the My Requests widget, click the Views dropdown and select New view.
Enter a name for the new view, and click Create.
Continue to Edit a view in the Requests area.

Edit a view in the Requests area

You can edit existing views, including views you have just created.

To access the Requests list, click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Requests.
To access the My Requests widget in Home:
1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Home.
2. Locate the My Requests widget.
  
  For more information on the My Requests widget, see Use the My Requests widget.
In the Requests list or the My Requests widget, locate the view that you want to edit.
(Optional) To rename a view, click the Views dropdown and click the three-dot menu next to the view, select Rename, then type in the new name for the view.
Click the Views dropdown and select the view you want to edit.

To add a custom field as a column, click the Add column icon near the right of the screen, and click the plus icon next to the custom form field that you want to add as a column to the view.

Custom fields on forms attached to the object in the list are available to add as columns.

note tip
TIP
You cannot currently add columns in the production environment.

1. (Optional) Click **Columns** and hide, show, or rearrange the columns in the request list.

Columns box

note tip
TIP
You cannot currently add any more column in the production environment…

(Optional) Click Filters and start adding conditions for what requests you want to view in the Planning tab.

You can filter by the following fields:
- Workspace: The workspace the request form is associated with.
- Record type: The record type the request form is associated with.
- Entry date: The date when the request was submitted.
- Request form: The name of the request form used to submit the request.
- Status: The status of the request.
- Entered by: The name of the user who added the request. If the request was added by someone outside of Workfront, the Entered by field shows N/A.
In the Preview environment, you can also filter by any custom fields that have been added to the view.

You can have multiple filters joined by either And or Or.
The request list is filtered automatically, as you add the filter conditions.

IMPORTANT

Changes to views are saved automatically.
Changes to views are visible to anyone that uses the view.

Add the view to a layout template.

A Workfront administrator can add the new view to layout templates.

For instructions, see Customize Filters, Views, and Groupings using a layout template.

You can share views that you create with other users, teams, or groups.

To access the Requests list, click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Requests.
To access the My Requests widget in Home:
1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Home.
2. Locate the My Requests widget.
  
  For more information on the My Requests widget, see Use the My Requests widget.
In the Requests list or the My Requests widget, locate the view that you want to share.
Hover over the view that you want to share, then click on the three-dot menu when it appears.
Select Share.
In the dialog that opens, 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.
Click Save.

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5f00cc6b-2202-40d6-bcd0-3ee0c2316b43

Create and manage views in the Requests area

Access requirements

Create a view in the Requests area

Edit a view in the Requests area

Add the view to a layout template.

Share a view