Create and manage views in the Requests area
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, column arrangements, and groupings.
- 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 and in the My Work widget use 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.
System views for requests
In addition to the views you can create yourself, Workfront offers the following system views for the Requests area and My Requests widget in Home:
- All Requests: All requests that you or anyone else submitted in queues or workspaces you have permissions to view. This is not available for the My Requests widget.
- My Requests: Requests you submitted, regardless of status.
- My Open Requests: Requests you submitted and are still open.
- My Drafts: Drafts of your quests that have not been submitted yet.
- Open Requests: Requests that you or anyone else submitted in queues or for workspaces you have permissions to view that are still open. This is not available for the My Requests widget.
You cannot edit system views. You can modify their elements, then copy the view and edit or share the copy.
Create a view for requests
You can create a view in the Requests area of Workfront when you use the new requests experience. After enabling and new requests experience, you can also create views for the My Requests widget in Home.
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To access the Requests list:
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Click the Main Menu icon
- Ensure the Use new experience setting is turned on.
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To access the My Requests widget in home:
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Click the Main Menu icon
- Add or go to the My Requests widget.
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In the list of requests, click the Views dropdown menu
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Enter a name for the new view, and click Create.
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Continue to Edit a view for requests.
Edit a view for requests
You can edit existing views, including views you have just created in the Requests area or the My Requests widget in Home.
By editing a view, you can change the following elements of the view:
- Name
- Filters
- Columns
- Grouping
- Format cells
- Row height
For more information, see Use enhanced lists.
- Changes to views are saved automatically.
- Changes to views are visible to anyone that uses the view only when you share a new copy of the view after you made changes to it.
- 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 a new view to layout templates for the Requests area.
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, groups, or companies.
After sharing a view, other users 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.