Administrator Guide

There are two “Move Item” features available within SharePoint Flex:

1. “Move Account” which appears on the Action Bar of the Account display page. This feature moves all related items from one Account to another. Find details on Moving Accounts within the Accounts List Features section.
2. “Move Items” which is described in this section and is only available from the Sub-Grid.

The “Move Items” feature enables the moving of “child” items from one parent to another. As an example, if an Interaction was added to an Account instead of an Opportunity, the Move Items feature provides the function for locating the correct Parent item and moving the child item.

This feature is configurable so that each SharePoint Flex customer may specify which child items can be moved and, to which parent items they can be moved to.

Key Functions:

1. Select item(s) to move by clicking the check box for the item(s) (shown above).
2. Multiple child items can be moved at the same time, but they must be moved to the same parent item.
3. If an Interaction is Moved then the Last Interaction field will be updated within the New item but only if the Moved Interaction item’s date is later than the Last Interaction date already in place.
4. The “Move Items” function ONLY works from the Sub-Grid.
5. Each Item and List type where moving is required must be add to theAdvanced Setting to enable the move process.
6. The “Move Items” option only appears for Full Control users unless users are added to the “AllowMoveItemsList” Setting (which you may have to add). (See setup instructions below.)
7. The “Move Items” feature moves all child items related to the item you are moving.
   

Note: The “Move Items” feature can move items within the same Account, such as from one project to another OR it can move items to another Account or its Child items, such as moving a Contact from one Account to another.

Sub Grid Setup

Every Sub-Grid that contains items allowed to be moved (ie. Interactions) needs to have this option checked. Locate and check the “Allow Items to be Moved” option from the “Behavior” section of the Sub Grid Web Part properties.

List(s) Move Management

This Setting controls which list items can be moved and to which lists they can be moved to. For example an Interaction item can be moved to Accounts, Contacts and Opportunities.

Setting Name: AllowMoveItemsLists (previously “MoveItemsAllowedLists”)
Setting Value: Listname|Lists allowed to be moved

Each List Name should start on a new row followed by a pipe and then the List Names where the Items can be moved to.

Note: Related child items also move with the moved item. For example, when moving a Contact all the items that are attached to a Contact, such as Interactions and Tasks, will be moved along with it.

Field Search and Display

When the Move Items Search box appears the most common item to search for will be the Account name or Contact Full Name.

However, there are times that another specific field might be required in the Search.

The Move Items feature uses the same Search and Display system as the Quick Search and New item Wizard.

The Search criteria is managed by the “Searchable Columns” section of the “CreateNewAndSearchManager“(new Setting automatically added to the Setting list with March 2016 update)

No 1 above is managed by the “Main Link Column” section of the Setting.

No 2 above is managed by the “Combined Display Columns” section of the Setting.

Note: If you have not managed to update your Flex site after March 2016 then use the “QuickSearchListAndFields” setting shown below to configure your Move Items.

Permissions

By default, only full Control and Administrator users will see the Move Items button on the Sub-Grid. For Contribute users to access the Move Items feature add the following Setting.

Setting Name: AllowMoveItemsUsers (previously “MoveItemsAllowedUsers”)
Setting Value: See below

The allowed values are:

1. True: available for all users to access Move Items
2. False: available for full-control users only (without this setting this will be the default behavior)
3. List of SharePoint user names – each on separate lines

Note: If the Setting is not present the Move Items feature is only available for full-control users.

Documents

At this time, Documents cannot be moved by themselves. They will be moved if they are related to another item such as an Opportunity but not as a single item. All other list items, including Emails, can be moved by themselves.