Drag and Drop

There are three possible drag and drop operations.

  • Copy: This takes a copy of the current entity and its properties only. For example, if copying a task, any related defects will not be copied.
  • Move: This moves the entity and all related entities to the new parent, for example if moving a task then any related defects will also be moved.
  • Link: This allows an entity to be linked to other records, for example link a task to a requirement. Provided the relationship structure supports it and the entity to be linked has been created at the global level, it is also possible to link an entity in one Application model to an entity in a second model. For example, within Application A, Defects are a child of Testing Tasks and are created as a result of testing activity. In Application B, a Customer Incident Management system, a link to Defects from the Customer table exists, meaning that Defects added in Application A can be viewed from Application B.

The default drag and drop action is to perform a Move operation. This can however be altered by holding down the following keys.

  • Copy: Hold down the Ctrl key (the symbol is a + sign)
  • Link: Hold down the Alt key (the symbol is an arrow)

If the grid has no sorting, grouping or filtering and if the User Preference option Show All Child Items is switched off, then dragging a record will change its sequence so that it appears after the record you drop it onto.