Create or edit views in the Requests area

Last update: Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Work Management

CREATED FOR:

User

The 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.

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

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.
(Optional and conditional) Select the Switch to new experience setting in the upper-right of the screen, if the following things apply to your organization and your Workfront instance:
- Your organization has purchased a Workfront package
- Your organization has been onboarded to the Adobe Unified Experience.
- Your administrator has granted you access to Workfront Planning
- You have at least view permissions to a Workfront Planning workspace
For more information, see Submit Adobe Workfront Planning requests to create records
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.

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.
(Optional and conditional) Select the Switch to new experience setting in the upper-right of the screen, if the following things apply to your organization and your Workfront instance:
- Your organization has purchased a Workfront package
- Your organization has been onboarded to the Adobe Unified Experience.
- Your administrator has granted you access to Workfront Planning
- You have at least view permissions to a Workfront Planning workspace
For more information, see Submit Adobe Workfront Planning requests to create records1.
(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.
(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.
You can have multiple filters joined by either And or Or.
The request list is filtered automatically, as you add the filter conditions.