12/10/2023 0 Comments D365 check layoutClick Add Filter, Add View, or Add Grouping at the bottom of the Filter, View, or Grouping list.The Default setting for each list control is dimmed because you can't hide the setting that is currently configured as the default. If a checkbox is dimmed, you cannot hide that list control. Hide and add list controls as follows: Hide a list controlĬlear or check the box next to the list control you want to hide or show. You can delete any other option being used as a default, but you have to select a different default first.įor information about deleting filters, views, and groupings, see Create, edit, and share default filters, views, and groupings. You can hide the options All, Standard, and Nothing after selecting different defaults (see Step 5), but they can’t be deleted. View: Standard (where applicable some lists do not have this view).If you don’t change these defaults, users see all lists as follows: The defaults you choose determine which Filter, View, and Grouping users will see in lists throughout Workfront when the layout template is assigned to them. (Optional) If you want to change the default filter, view, or grouping for the layout template, hover over the filter, view, or grouping, then click Set as default. In the header on the Projects area header: In the list of filters that displays when they click the filter icon above a list: If you select Projects as the list to customize, then disable Projects I’m On or Projects I Own in the Filter section, users will no longer see or be able to use that filter: For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.Ĭustomize Filter, View, and Grouping list controls:īegin working on a layout template, as described in Create and manage layout templates.Ĭlick the down arrow under Customize what users see, then click Lists in the drop-down menu that displays.Ĭlick the down arrow under Select a list to customize, then select the type of Workfront object for which you want to customize the Filter, View, and Grouping list controls. NOTE: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. To perform them for a group, you must be a manager of that group. To perform these steps at the system level, you need the System Administrator access level. You must have the following access to perform the steps in this article: Adobe Workfront plan For information about assigning a layout template to users, see Assign users to a layout template. These menus appear above lists throughout Workfront, such as the list of tasks for a project:įor more information about layout templates, see Create and manage layout templates.įor information about layout templates for groups, see Create and modify a group’s layout templates.Īfter configuring a layout template, you must assign it to users for changes you made to be visible to others. Customize Filters, Views, and Groupings using a layout templateĪs an Adobe Workfront administrator, you can use a layout template to specify which list controls appear in the Filter, View, and Grouping drop-down menus.
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