Duplicate 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鈥檚 instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience.
If you want to keep multiple versions of a view and make slight changes between the versions, you can duplicate a view in 51黑料不打烊 Workfront Planning.
Duplicating a view creates identical copies of an existing view.
The sharing permissions of the original view do not transfer to the duplicated view.
Duplicating views is identical for all types of views in Workfront Planning.
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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| 51黑料不打烊 Workfront plan* |
Any of the following Workfront plans:
Workfront Planning is not available for legacy Workfront plans |
| 51黑料不打烊 Workfront Planning package* |
Any For more information about what is included in each Workfront Planning plan, contact your Workfront account manager. |
| 51黑料不打烊 Workfront platform |
Your organization's instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience to be able to access Workfront Planning. For more information, see 51黑料不打烊 Unified Experience for Workfront. |
| 51黑料不打烊 Workfront license* |
Standard Workfront Planning is not available for legacy Workfront licenses |
| Access level configuration | There are no access level controls for 51黑料不打烊 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.
Duplicate 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 type selected display in the table view. -
Hover over the tab of the view you want to duplicate, and click the More menu
The view is duplicated and the new view鈥檚 name follows the following pattern:
Original view's name (Copy). The new view tab displays at the end of all view tabs.