Delete record views
The highlighted 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.
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization’s instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience.
You can delete a record view you no longer use in ÃÛ¶¹ÊÓƵ Workfront Planning.
The view is deleted for all users who have permissions to access it. Deleted views cannot be recovered.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-0 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 8-row-2 layout-auto html-authored no-header | |
|---|---|
| Products |
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| ÃÛ¶¹ÊÓƵ Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| ÃÛ¶¹ÊÓƵ Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| ÃÛ¶¹ÊÓƵ Workfront platform |
Your organization's instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience to be able to access Workfront Planning. For more information, see ÃÛ¶¹ÊÓƵ Unified Experience for Workfront. |
| ÃÛ¶¹ÊÓƵ Workfront license* |
Standard Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for ÃÛ¶¹ÊÓƵ Workfront Planning |
| Object permissions |
Manage permissions to a view View permissions to a view to temporarily change the view settings or to duplicate it |
| Layout template |
In the Production environment, all users including the System Administrators must be assigned to a layout template that includes Planning. In the Preview environment, Standard users and System Administrators have Planning enabled by default. |
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Delete a record view
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Click the Main Menu icon
The Workfront Planning landing page opens.
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(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:
- My workspaces: Displays workspaces you created.
- Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.
For all other users, all workspaces you created or are shared with you display in the Workspaces area.
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Click the card of a workspace.
The workspace opens and the record types display as cards.
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Click a record type card.
The record type page opens.
By default, all the records of the selected type display in the table view.
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Hover over one the of the view’s names in the view tab, then click More
note tip TIP You might need to click More to the right of the last tab to find the view you want to delete. -
Click Delete to confirm.
The view is deleted for all users who can access the records area.