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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.
  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Mar 29 2019
  • Future Consideration
Component Platform Features
Priority High - Critical
  • Attach files
  • Admin
    21 Aug 14:03

    Adding the disable trigger during the move

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    13 Aug 21:10

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

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    September 27, 2019 22:05

    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.