Create and manage views in the Requests area
The 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.
If you are using the new requesting experience in Adobe Workfront, you can create and save views for the Requests area. These views include filters, and column arrangements.
- This functionality is available only in the new requesting experience in the Requests area.
- View settings are also available in the My Requests widget in Home. However, the views from the Requests area are separate from those from the My Requests widget.
- The requests list in the Requests area uses the enhanced list in Workfront. For more information, see Use enhanced lists.
Access requirements
| table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package |
Any Workfront or Workflow package Any Worfront Planning license, to view Workfront Planning requests in request lists |
| 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 |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Create a view for requests
You can create a view in the Requests area of Workfront when you use the new requests experience.
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To access the Requests list:
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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.
-
Ensure the Use new experience setting is turned on.
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In the Requests list, click the Views dropdown menu
and click New view.
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Enter a name for the new view, and click Create.
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Continue to Edit a view in the Requests area.
Edit a view for requests
You can edit existing views, including views you have just created in the Requests area of Workfront.
By editing a view in the Requests area, you can change the following elements of the view:
- Name
- Filters
- Columns
The changes you make on a view are visible to all those you share the view with.
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To access a list of requests in the Requests are:
-
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.
-
Ensure the Use new experience setting is turned on.
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In the Requests list, locate the view that you want to edit from the Views dropdown menu
.
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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.
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Press Enter to save the new name.
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Click the Views dropdown
and select the view you want to edit.
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To add a field as a column, click the Add column icon
in the upper-right corner of the list.
The Column manager opens.
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Click the plus icon next to the field that you want to add as a column to the view, then click Save.
Fields associated with the objects in the list are available to add as columns.
note tip TIP Fields you add to the columns must exist before they are available in the Column manager. -
(Optional) Click Columns to open the Fields visibility and order box.
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Turn on the setting for each field you want to show in the list, turn it off to hide it, or drag and drop the fields in a different order.
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(Optional) Click Filters and start adding conditions for what requests you want to view.
You can filter by the following request fields:
- Workspace: The workspace the request form is associated with.
- Object 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.
You can also filter by any fields that have been added to the view for any object visible in 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.
- Changes to views are saved automatically.
- Changes to views are visible to anyone that uses the view.
- Use the Me (logged-in user) filter wildcard in any field that has users as the value.
Add the requests 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.
Share a view
You can share views that you create with other users, teams, or groups.
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To access a list of requests in the Requests are:
-
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.
-
Ensure the Use new experience setting is turned on.
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In the Requests list, locate the view that you want to share.
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Hover over the view that you want to share, then click on the three-dot menu to the right of the view name, then click Share.
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In the Share box, enter the people, teams, roles, groups, or companies that you want to share the view with, then select them from the list when they appear.
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Click Save.
The view is shared with the entities you indicate. They can view the updated view elements you edited for the view before sharing it. If they update the view, their changes will not visible to others, unless they make a copy of the same view and preserve their changes before they share the copy. For more information, see Use enhanced lists.