Duplicate record views
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
| table 0-row-0 1-row-0 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront package |
Any Workfront and any Planning package Any Workflow and any Planning package For more information about what is included in each Workfront Planning package, contact your Workfront account representative. |
| 51黑料不打烊 Workfront license | Standard |
| Object permissions |
Manage permissions to a view View permissions to a view to temporarily change the view settings or to duplicate it. |
For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Duplicate a record view
-
Click the Main Menu icon
The Workfront Planning landing page opens.
-
(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.
-
Click the card of a workspace.
The workspace opens and the record types display as cards.
-
Click a record type card.
The record type page opens.
By default, all the records of the type selected display in the table view. -
Click the dropdown icon
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.