Moving Work Items

In order to understand how to move Work Items, some understanding of the underlying storage types is necessary. You can move Work Items from one type of storage to another.

Moving of Work Items from one type of storage to another is probably not something you would do frequently, but you may occasionally encounter a need for it. Users of pre-2011 Modules in particular need to use Work Item moving to migrate from Modules to Documents. Another scenario could be Work Items such as requirements or test cases that were originally defined in an office document and created in a Polarion Live Document during import from Word. You might prefer to manage such items in standard tracker storage, so you would move them out of the Document.

Keep in mind the following information when planning to move Work Items:

Moving from a Module to a Document

You can move Work Items stored in legacy pre-2011 Module to a Live Document ("Document"). You need to create the target Document before initiating the move. This migration requires an intermediate move to XML storage, then from XML storage to the target Document. Please contact Polarion Technical Support if migrating legacy document content is an issue for you.

Moving Between Documents

You can move Work Items stored in one Document to another Document. For example, both requirements and test cases might have been defined in the same office document that was imported into Polarion, so both Work Item types exist in one Document, and you want to move the test cases to a separate Document.

To move Work Items to a different Document:

  1. First, create a Document to receive the moved Work Items if a target Document does not already exist. It can be in the same space as the source Document, or another space.

  2. Open the Document containing the Work Items you want to move, and open the Table view to see the items in tracker format.

  3. Select the items you want to move (check the box to the left of each item, as you would for Bulk Edit). You might want to run a query to reduce the number of items in the table to make it easier to browse to and select the ones you want to move.

  4. In the Work Item Editor toolbar, click Actions and choose Move. The Move Work Item(s) dialog appears.

  5. In the dialog, select the Into Document option. The Space and Document lists become enabled.

  6. If the target Document resides in a space other than the one shown in the Space list, select the correct space in the list.

  7. Select the target Document in the Document list and click OK.

TIP: Moving Items Within the Same Document

See User Guide topic Structuring a Document's Work Items.

Moving from Document to XML

To move Work Items stored in a Document to "standard" XML storage:

  1. Open the Document containing the Work Items you want to move, and open the Table view to see the items in tracker format.

  2. Select the items you want to move (check the box to the left of each item, as you would for Bulk Edit). You might want to run a query to reduce the number of items in the table and make it easier to browser to and select the ones you want to move.

  3. In the Work Item Editor toolbar, click Actions and choose Move. The Move Work Item(s) dialog appears.

  4. In the dialog, select the Out of Document option and click OK.

Moving from XML to a Document

You can move Work Items from "standard" XML storage in the track to a Live Document ("Document"). For example, you might discover that someone created new Work Items directly in the tracker which should really be part of a Document.

To move Work Items from XML storage to a Document:

  1. If the target Document to receive the moved Work Items does not already exist, create a new Document.

  2. In Navigation, select the Work Items topic. Optionally use one of the sub-topics to filter for a single Work Item type.

  3. In the Table view, select the items you want to move (check the box to the left of each item, as you would for Bulk Edit). You might want to run a query to reduce the number of items in the table to make it easier to browse to and select the ones you want to move.

  4. In the Work Item Editor toolbar, click Actions and choose Move. The Move Work Item(s) dialog appears.

  5. In the dialog, select the Into Document option. The Space and Document lists become enabled.

  6. If the target Document resides in a space other than the one shown in the Space list, select the correct space in the list.

  7. Select the target Document in the Document list and click OK.