Using the Clipboard and Drag & Drop
Moving configuration components in the Configuration Components Pane is very easy and can either be done with the mouse (drag & drop), the Ribbon menus (clipboard buttons) or the keyboard (clipboard keyboard shortcuts).
If you simply wish to change the order in which objects appear in a category or group of the Configuration Components, refer to
Reorder Objects in the Configuration Components Pane.
As you drag a configuration component, your mouse cursor will change to indicate the action you are performing, as well as whether the location where the cursor is can accept the configuration component you are dragging. If you try to drag a configuration component in a location that is not accepted, the cursor changes to a "prohibited" icon. If you are moving a configuration component to a valid location, the mouse cursor displays the normal cursor along with a small dotted box. If you are copying a configuration component to a valid location, the mouse cursor displays the normal cursor along with a small dotted box and a plus (+) sign.
PlanetPress Workflow Mouse Cursors
Normal Mouse Pointer
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Move Mouse Pointer
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Copy Mouse Pointer
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Prohibited Mouse Pointer
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Moving Configuration Components
Moving components using Drag & Drop:
- Click on the component and hold the mouse button.
- Move the component to the location where you want to drop it.
- Let go of the mouse button.
Moving components using the clipboard buttons:
- Click on the component you want to move.
- Go to the Home tab of the Ribbon.
- Click on Cut in the Clipboard group.
- Click on the new location where you want the component.
- Click on Paste in the Clipboard group.
Moving components using the mouse contextual menu:
- Right-click on the component you want to move.
- Click on Cut in the contextual menu.
- Right-click on the new location where you want the component.
- Click on Cut in the contextual menu.
Moving components using the keyboard shortcuts:
- Click on the component you want to move.
- Do CTRL+X (cut) on your keyboard.
- Click on the new location where you want the component.
- Do CTRL+V (paste) on your keyboard.
Copying components.
You can make a copy of any component in the Configuration Components Pane, with the only exception being Documents (of which you can only have one copy). Copying components is done using the same methods as moving them, with the following differences:
- To move components using the clipboard buttons and contextual menu, replace "Cut" by "Copy". Otherwise the methods are the same.
- To move components using the keyboard shortcuts, replace "CTRL+X" by "CTRL+C". Otherwise the method is the same.
Moving and Copying Details:
- When moving configuration components, a horizontal line appears where the component will be dropped if the location is valid. At the end of this line will be small "dents". If these dents are on top of the line, the component will be placed at the same level (group) as the component before it. If the dents are at the bottom, the component will be placed at the same level (group) as the component after it.
- If you move an object in the Configuration Components Pane on top of a group, the group name turns maroon (in the default color scheme) to indicate the object will be moved in the group after all the existing objects currently in that group.
- Moving a configuration component does not change the order in which the components are used. However they can affect your process if, for example, you move a local variable from one process to another and the local variable is still used in the first process.
- You can also copy multiple components by selecting more than one then using the methods described above. However, you can only select multiple components from within the same folder. You cannot, for example, select a Subprocess along with a Process and move them together. Also, you cannot select multiple components if they are not in the same group or if one is in a group and the other is not.
- You can also copy and move groups that have been created in the Configuration Components Pane.
- Dropping documents onto printer queues does not move the documents, but rather assigns them to these queues (see PlanetPress Workflow Printer Queues).