Drag & Drop between records

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The AyMINE Framework Module
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Drag & Drop between records

Drag & Drop helps you work with records very quickly, even on a mobile device.

We're all familiar with Drag & Drop, but AyMINE does more with it than it seems.

Drag & Drop classic

Classic drag and drop needs no introduction. The important thing is what goes where in drag and drop.

  • Record previews, called clips (they are on the workbenches) can be grabbed and objects dropped onto them
  • Detail can be grabbed and dropped in the title area – the top of the screen.
  • In lists (tables) it is possible to grab rows and drop on rows. If there are hierarchical objects – e.g. information, it is possible to move them in this way.
  • In lists it is also usually possible to drop directly on the title of the whole list – e.g. in the case of hierarchical objects it moves to the top level.

Drag and drop also works between multiple screens. When you open two projects in separate windows, for example, you can drag and drop objects between windows.

Drag & Drop between tabs / pages

If you want to drag something to a window in another tab, you can't use the classic drag and drop, but you can use right-click transfer:

  • Right-click on the object you want to drag. You will see that it will change just as if you started dragging
  • Find the window where you want to drag
  • Press the right mouse button again where you would have let go
  • Confirm the action

Drag & Drop on the touch screen

While touchscreens seem like the ideal environment for Drag & Drop functionality, it doesn't actually count on touchscreens. The reason for this is partly due to the gestures that Drag & Drop would be confused with, the other equally important reason is the size of the screens, where you can't see enough objects to drag between them.

AyMINE supports Drag & Drop on touchscreens. But it does it a little differently:

  • Instead of grabbing and dragging, you grab by holding your finger on the object for a moment.
  • Then hold your finger where you want to drag for a moment.

You can change the record between grab and run – go to a different tab, so it's no problem to move between different lists and records too.

Drag and drop on mobile screens uses the same logic and controls as described above in the Dragging between bookmarks section – holding your finger down corresponds to the right mouse button, so it's the same behaviour.

Don't Be Afraid to Pull or Why "Pull and Drop" Requires Verification

Drag & Drop is simple and fast, but always requires confirmation of the operation in the dialog. Of course, this is a bit of a drag, but it makes the job much safer. With Drag & Drop it is much easier to make a mistake, e.g. drag another line.

Therefore, there is always important information in the confirmation:

  • The name of the record you are dragging,
  • The name of the target record you are dragging to,
  • A description of what change the drag will cause.

We highly recommend paying attention to these confirmation windows. You can avoid making a mistake.

The confirmation dialog is sometimes replaced by a direct specification of exactly what you want to do with the drag. This dialog both contains the names of the records affected by the operation and always allows you to cancel the operation.

With confirmation, you don't have to worry about dragging something unintentionally and unnoticed.

Drag & Drop support in the system module

Inserting records into the pocket

When you want to insert records into your pocket, just drag them onto the pocket and they will be inserted there. The behaviour corresponds to the option to select in the object in the Insert to pocket menu.

Assigning users

Users can generally be assigned to different objects. For a description of where they can be assigned, see the individual fields. For example, for task area, drag & drop support is here.