Use Clipboard
You can copy items to the clipboard for repeated later use. Working with the clipboard, you can leverage previously viewed items or favorites, eliminate unnecessary searches, and improve productivity.
Clipboard
Copy items and documents from the Favorites and Recent Items tabs available on the clipboard to speed up your work. Use the clipboard icon that appears on the Affected Objects tab and Relationships tab to copy items to the clipboard.
The clipboard contains:
- Clipboard: a cumulative list of multiple copied items. The most recently copied item appears at the beginning (top) of the list. The contents of the clipboard are now retained when you sign out of the application and sign back in.
- Favorites: a list of items that have been specified as favorites by clicking the Add to Favorites (star) icon in the item header. Click the Refresh icon to display recently added favorites; the most recently added one appears at the start (top) of the list.
- Recent Items: a list of items that you've visited. Click the Refresh icon to display recently visited items. The most recently visited item appears at the beginning (top) of the list.
Note: The use of the clipboard is subject to security controls. If
you've privileges only to search for and view items, then you can copy and paste the
items but not edit them. If you don't have privileges to search for and view items, then
you can't copy the items, and they don't appear on the clipboard.
You can quickly create a structure by using an item on the clipboard. Here's how the
Copy and Paste actions work with the clipboard:
- In the source structure, select items or documents and use the Copy icon, or Actions > Copy. The items appear on the clipboard.
- Open the destination structure and click Clipboard on the side panel.
- Review the item (or structure) you want to copy.
- Select the items and drag (move) or use the Paste icon or Actions > Paste.
The following notes about clipboard are applicable to change orders, change requests,
problem reports, and corrective actions:
- The clipboard retains its content when you sign out of the application and sign back in.
- The clipboard can hold up to 500 items and you can sort the items by the date you added them, from latest to oldest.
- Select one or multiple items from the clipboard and use the drag and drop (select and move) or paste icon to add them to the Affected Objects tab, Item Structure tab, or Relationships tab.
- The selections you make on the clipboard are deselected when you:
- add more items to the clipboard.
- sign out and sign back in.
Points to Remember:
- Note that you must first copy the items to the clipboard, select them from the clipboard, and paste them to the Affected Objects tab or Item Structure tab.
- When you copy the items from the search results table to the clipboard, the items in the clipboard are deselected.
- When you select items on the clipboard and move either to the Favorites or Recent Items tabs and return to the clipboard, the selection persists.
The contents of the clipboard aren’t cleared out when you sign out. To remove items from the clipboard, you can select a single item or several items and click Remove (the X icon). Click Clear All to clear the clipboard.