Getting Started

Drag & Drop

The drag & drop function of the Java client allows to select one or more records from one mask, drag them to the appropriate target mask, and drop them there. It is supported in SDI mode as well as in MDI mode.
 

Example in SDI Mode

Select an item record and then drag it to the tab of the Item Navigator.
While remaining with the mouse on the Item mask tab, the Item mask becomes active.
Drag the record to the BOM tab of the Item mask.
While remaining with the mouse on the BOM tab, the BOM tab becomes active.
Drop the record in order to add the record as a BOM position.

Drag & Drop to an External Application

Drag & drop does work with certain applications (e.g. Microsoft Excel).
The drag & drop option has to be activated in the Preferences mask (under Drag and Drop)!
  In the following example the project data of project PRO-003 is moved to and from Excel.
Open the Projects mask and search for the project PRO-003.
Change to the List view.
Open the Microsoft Excel application.
Highlight project PRO-003 and drag&drop it to the Excel application.
 
All fields of the record are copied to Excel.
Highlight all rows and columns that have been previously added to the Excel sheet.
Move the mouse to the corner of column A and row 1.
Please note that the cursor style needs to change to the move style ()!

Click the left mouse button and drag&drop the records to the Projects tab (List view).

To save the entries click .

 

All fields of the record are copied to Excel and stored as project PRO-003.

For lists, the copy & paste feature can be used to copy multiple records into the clipboard (CTRL-C) and paste them (CTRL-V) in another application (e.g. Microsoft Excel).

Including Field Titles and Names

In the Preferences mask (under Drag and Drop) it can be activated if field titles and / or field names (i.e. DataView field names) will be included when exporting PLM data via drag & drop.