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Status Future consideration
Workspace OpenPages Ideas
Components Platform Features
Created by Guest
Created on Mar 29, 2019

Data Move Wizard

Provide a capability that will allow users to move objects and children objects from one business entity to another without needing to move each object individually.
Users will have the ability to :
o Filter for objects to move
o Select one or many parent objects to move
o Nominate whether child objects should be moved with the parent object based on the primary parent path. Users will be presented with options to either (i) move all child objects in primary parent path from to the target folder or (ii) select objects to move.
o Where the object being moved has a primary association to a business entity, the object is disassociated from the current entity and associated to the target entity as the primary business entity. All other associations will be maintained.
o Where any object being moved is locked, the system will automatically unlock the record before moving and relock it after the move is complete.
  • Guest
    Feb 19, 2021

    Hi Guys,
    Could we also consider some kind of Filter Settings on this Wizard?


    The idea is to avoid Users to move huge quantity of data and impact the entire application.
    I was wondering in Filters by Entity/Level or by Object per Profile?

  • Admin
    CHRISTOPHE DELAURE
    Aug 21, 2020

    Adding the disable trigger during the move

  • Guest
    Aug 13, 2020

    Is there any update on when this will be considered as we are well into the future :)

  • Guest
    Sep 27, 2019

    RBS have implemented a services based bulk move tool which would be worth reviewing when looking at the functionality required to perform data moves.  The move should also include File/Link objects.  I'd prefer the option to add and remove associations separately to the move/refolder as in some instances we only want to re-folder - even if the object  has a primary relationship back to a business entity.