Remove filters, views, and groupings
You can remove a filter, view, or grouping from lists and reports if you created them or they have been shared with you. You cannot remove default filters, views, or groupings.
Access requirements
You must have the following:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Remove or delete a filter using the standard builder
You can remove a filter that was shared with you from lists of projects, tasks, or issues using the standard builder interface. The standard builder interface is not available for any other objects, or for views or groupings.
You can also delete filters that you own from lists of projects, tasks, or issues using the standard builder interface.
System default filters can’t be removed or deleted.
Considerations about removing or deleting filters using the standard builder
The following scenarios exist when you remove or delete a filter using the standard builder:
- If the filter was shared with you and you remove it, the filter is removed only for you. The user who originally created it and any other users it has been shared with still have access to the filter.
- If you own the filter and you delete it, the filter is removed from the Workfront system. The filter is no longer available to any users who you previously shared it with.
- If you are a Workfront administrator, you can delete the filter and it is permanently deleted for all users, including the owner.
Remove a filter using the standard builder
-
Go to a list of projects, tasks, issues, portfolios, programs, users, templates, or groups.
-
Click the Filter icon
-
Hover over a filter under Shared with me, click the More menu
-
Select Remove on the confirmation message to permanently remove the filter.
Delete a filter using the standard builder
-
Go to a list of projects, tasks, issues, portfolios, programs, users, templates, or groups.
-
Click the Filter icon
-
Hover over a filter that you have permissions to delete, click the More menu
-
(Optional) Click Cancel on the confirmation message to avoid the deletion and return to the list of filters.
-
Click Delete on the confirmation message to confirm the deletion.
The filter is deleted for you and all users who had permissions to it.
Remove a filter, view, or grouping using the legacy builder
You can remove a filter, view, or a grouping for all lists of objects using the legacy builder interface.
Considerations about removing filters, views, and groupings using the legacy builder
How you remove a reporting element depends on whether you initially created it, or it was shared with you.
The following scenarios exist when you remove a filter, view, or grouping:
- If you created the element and you remove it, the element is removed from the Workfront system. It is no longer available to any users who you previously shared it with.
- If the element was shared with you and you remove it, the element is removed only for you. The user who originally created it and any other users it has been shared with still have access to it.
Remove a filter, view, or grouping using the legacy builder
-
Go to a list of objects or a report.
-
(Conditional) From a list, click the Filter, View, or Grouping icon, then hover over the filter, view, or grouping you want to remove, click the More icon
-
(Conditional) From a report, click the Grouping, Filter, or View drop-down menu and select Remove Grouping, Remove Filter, or Remove View.
The My Groupings, My Filters, or My Views dialog box displays.
All reporting elements that you have rights to remove are available to remove. Other reporting elements are displayed as dimmed.
-
Click the x icon next to any reporting element that you want to remove.
-
(Conditional) Click Yes, Delete it if you selected to delete a filter, view, or grouping that you created and later shared with others. This deletes the filter, view, or grouping from the Workfront system.
note tip TIP Removing a filter, view, or grouping that you created without sharing it with others removes it from the system without asking for a confirmation. -
Click Done.