Use enhanced lists
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.
Enhanced lists are available in some areas of 51黑料不打烊 Workfront. These lists use a table format for displaying the list items, and they have a different look and feel than the standard lists. The management of views is also enhanced, including filtering, grouping, managing columns, and searching.
For information about the standard lists, see Get started with lists in 51黑料不打烊 Workfront.
Access requirements
| table 0-row-2 1-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront package | Any |
| 51黑料不打烊 Workfront license |
Contributor or higher Request or higher |
For information, see Access requirements in Workfront documentation.
Objects that use enhanced lists
Below are some types of Workfront object lists that use the enhanced list format and some of the areas where they display by default when you have rights to view the object.
- Home > select the Priorities icon in the left menu
- Main Menu > Priorities
- Requests (new experience only)
- My Requests widget on Home
- Setup > Project Preferences > Exchange Rates
Add and edit items in an enhanced list
Depending on the configuration of the enhanced list, there could be two ways to add an item to the list:
-
Click a button above the list. This option opens a dialog where you enter information and save it.
-
Click New row at the bottom of the list. This option adds a new row to the table, and you enter information in each cell.
Enhanced lists support these field types:
- Text
- Number
- Currency
- Date
- Date and time
- Single/multi select dropdowns
- Typeahead
- Paragraph
- Assignee (one or multiple)
- Color picker
When you edit a cell, each field type has its own editing options.
To edit an item in the list, double-click in the cell you want to edit and type the information. Some cells may be read-only.
Use the action bar and More menu in an enhanced list
When you select the check box next to an item in the enhanced list, the action bar appears at the bottom of the screen and shows actions you can take on the item. Some actions might be specific to that list and do not appear on any other lists.
Click a button on the action bar to take that action, such as viewing the list item, deleting the item, or editing the item.
If no actions are available for the selected item, the action bar states 鈥淣o available actions.鈥
The More menu is the three-dot menu that appears next to a primary field on a list item when you hover over it. (The primary field is the left-most column in the table.)
Click the menu to see additional actions for the item. Some actions might be specific to that list and do not appear on any other lists.
Customize columns in an enhanced list
Some enhanced lists allow you to hide and display columns, and reorder the columns.
-
Click Columns above the list.
-
Use the toggles to display or hide columns in the list.
-
To reorder the columns, click the Drag icon and move a column to your desired location. Moving columns changes the list automatically.
note note NOTE The primary field is the left-most column in the table. It is fixed in the first position, and you cannot change its column. If the number of columns is large, then the primary field is frozen to the left, and when you scroll horizontally you will always see it. The icon next to a field name shows the field type, such as text or date field. An indicator appears on the Columns button when columns are hidden. The indicator does not appear when you reorder columns.
Filter and group items in an enhanced list
Filters help you reduce the amount of information you display in the list. Groupings separate the objects on the list in areas based on specific criteria.
Use filters
-
Click Filter above the list.
-
In the Filter box, click Add condition.
-
Select a field to filter by.
-
Select a filter modifier, such as 鈥淗as any of,鈥 鈥淗as none of,鈥 鈥淚s before,鈥 or 鈥淚s after.鈥 The modifier options are different depending on the type of field you are filtering by.
-
Select the field value or values. Depending on the field type you are filtering by, you might be prompted to select the item from a list, search for it, or use a calendar to select a date range.
The filter is applied to the list automatically.
-
Click Add condition to add another condition to the filter as an OR statement.
-
When the filter is applied, you can open the Filter options again to change the filter options or clear all of the filters.
An indicator appears on the Filter button when a filter is applied to the list.
Use groupings
-
Click Group above the list.
-
Select a grouping to organize your list.
-
When the grouping is applied, you can open the Group options again to collapse or expand all of the groupings at once, change the grouping to group by a different field, or clear all of the groupings.
An indicator appears on the Group button when a grouping is applied to the list.
Sort and search in an enhanced list
To sort individual columns, go to the column and click the down arrow. An icon next to a column name indicates that the list is sorted by the values in that column, and the direction of the sort.
To sort your work within a grouping, open Group and select if you want to sort in ascending or descending order.
To search, type your search term in the search field above the list. The results are highlighted in the list as you type.
