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Delete records

Last update: Thu Apr 17 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

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.

IMPORTANT
The information in this article refers to ÃÛ¶¹ÊÓƵ Workfront Planning, an additional capability from ÃÛ¶¹ÊÓƵ Workfront.
You must have the following to access Workfront Planning:
  • 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.
For a complete list of requirements to access Workfront Planning, see Access overview.
For more information about Workfront Planning, see ÃÛ¶¹ÊÓƵ Workfront Planning overview.

You can delete records that are no longer relevant in ÃÛ¶¹ÊÓƵ Workfront Planning. You can recover deleted records for 30 days after they were deleted. For information about recovering deleted records, see Recover deleted records.

Access requirements

Expand to view access requirements..

You must have the following access to perform the steps in this article:

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Products

  • ÃÛ¶¹ÊÓƵ Workfront

  • ÃÛ¶¹ÊÓƵ Workfront Planning
ÃÛ¶¹ÊÓƵ Workfront plan*

Any of the following Workfront plans:

  • Select
  • Prime
  • Ultimate

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 all the capabilities of 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

Contribute or higher permissions to a workspace and record type

System Administrators have permissions to all workspaces, including the ones they did not create
Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu.

*For more information about Workfront access requirements, see Access requirements in Workfront documentation.

Considerations about deleting records

  • You can delete records that you or another user created.
  • You cannot recover deleted records in the Production environment. You can recover deleted records in the Preview environment.
  • If the deleted records are linked to other records, the linked records are not deleted, but the information from the deleted record is also deleted.
  • You cannot delete records from the timeline or the calendar views.

Delete records

You can delete a record from the following areas:

Delete a record from the record’s page

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (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.

  3. Click the workspace whose records you want to delete.

    The workspace opens and the record types display as cards.

  4. Click a record type card.

    The record type page opens.

  5. Do one of the following:

    • From a Table view, click the name of a record.

    • From the Table view, hover over the name of a record, then click the More menu More menu , then click View

      Contextual menu for record row

    • From a Timeline view, click a record bar.

    The record page opens.

  6. Click the More menu More menu to the right of the record name, then click Delete, then Delete again to confirm.

    More menu options from record details page
    The record is deleted.

  7. (Optional and conditional) If you delete the record in the Preview environment, go to the table view of the record page, and click the Undo icon Undo icon in the upper-right corner of the view, then click Recently deleted to recover the deleted records.

For information about recovering deleted records, see Recover deleted records.

Delete a record from the record type table view

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Planning.

    The Workfront Planning landing page opens.

  2. (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.

  3. Click the workspace whose records you want to delete.

    The workspace opens and the record types display as cards.

  4. Click a record type card.

    The record type page opens.

  5. (Conditional) From the View drop-down menu in the upper-left corner of the table, select a Table view. This should be the default view, unless you viewed the record type in the timeline view when you accessed it last.

    The records associated with the selected record type display in the table view.

  6. Do one of the following:

    • Right-click a record row, then click Delete.

    • Click the More menu More menu to the right of the record name, then click Delete.

      Contextual menu for record row

    • Click the Open details icon Open details icon in table name field to open the box with the record’s detailed information, and click More More menu to the right of the record name, then Delete.

    The record is deleted.

  7. (Optional) Do one of the following to undo or redo deleting a record:

    • Click the Undo icon Undo icon , then Recently deleted to recover the deleted records. For information about recovering deleted records, see Recover deleted records.

    • Use the following keyboard shortcuts to undo or redo deleting a record:

      • CTRL + Z (⌘ + Z for Mac) to undo deleting a record
      • CTRL + Shift + Z (⌘ + Shift + Z for Mac) to redo deleting record
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