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.
XML Storage: Think of this is "standard" or "normal" storage for Work Items. Work Items created in the integrated tracker exist in XML storage.
Document: This type of storage, while still XML at the lowest level, stores items in a container which maintains their structure. The Work Items are rendered in the user interface in a Document-like way, and in the various views of the Document's Work Items (Table, etc.) in a tracker-like way.
Module (legacy): Modules were special containers that maintained the structure and sorting of Work Items in Polarion version 2010 and some earlier versions. They are deprecated as of version 2011, but may still exist in projects created with earlier versions. In terms of storage, Modules are the basis for Documents. The underlying storage is quite similar, the user interface is quite different.
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:
It is possible to move items from Document, Module, or XML storage to Document, Module, or XML storage (priority is Document<->XML)
Structure, if any, is preserved.
A Work Item cannot be moved to a Document unless its type has been specified in the Document's presentation configuration. For example, a Test Case type item cannot be moved to a Document in which only the Requirement type is defined. You would need to add the Test Case type to the Document's presentation configuration before the move.
Document headings are not moved out of Documents or between Documents. Only Work Item title and description are moved (along with properties).
When a Work Item is moved to a Document from a Module, and the link roles for the type in the Document are different form those of the type in the Module, the link roles will convert to the Document roles.
When moving a single Work Item out of a Document, its structure link is removed. (For example, the link to its heading.)
When moving a tree of Work Items out of a Document, the structural link for the top item, for example its heading, is removed. The structural link between the child Work Items is also changed to the default link role defined for the project. If the default link role is not set then the Relates to role is used.
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.
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:
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.
Open the Document containing the Work Items you want to move, and open the Table view to see the items in tracker format.
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.
In the Work Item Editor toolbar, click and choose . The Move Work Item(s) dialog appears.
In the dialog, select the Into Document option. The Space and Document lists become enabled.
If the target Document resides in a space other than the one shown in the Space list, select the correct space in the list.
Select the target Document in the Document list and click .
See User Guide topic Structuring a Document's Work Items.
To move Work Items stored in a Document to "standard" XML storage:
Open the Document containing the Work Items you want to move, and open the Table view to see the items in tracker format.
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.
In the Work Item Editor toolbar, click and choose . The Move Work Item(s) dialog appears.
In the dialog, select the Out of Document option and click .
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:
If the target Document to receive the moved Work Items does not already exist, create a new Document.
In Navigation, select the Work Items topic. Optionally use one of the sub-topics to filter for a single Work Item type.
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.
In the Work Item Editor toolbar, click and choose . The Move Work Item(s) dialog appears.
In the dialog, select the Into Document option. The Space and Document lists become enabled.
If the target Document resides in a space other than the one shown in the Space list, select the correct space in the list.
Select the target Document in the Document list and click .