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codebeamer Application Lifecycle Management (ALM)

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Intelligent Document View tree drag and drop guide

Starting from codeBeamer 10.0 the Intelligent Document View allows to drag and drop tree nodes

Modifier keys during drag and drop

  • No modifier - move source node to the target nodes possible field
  • Ctrl - copy source node to the target nodes possible field
  • Shift - Move source item to targets tracker
  • Shift+Ctrl - Copy source item to targets tracker


Available and prevented drag and drop moves

Available moves
  • Initial node on reference or initial node if there are any fields available to save
  • Reference node on, before or after reference node
Prevented moves
  • Initial and reference node on before or after the root node
  • Initial node before or after reference node (order of the reference nodes is determined by the Intelligent Document View configuration)
  • Reference node before or after initial or reference node (order of the reference nodes is determined by the Intelligent Document View configuration)


Initial node moves

Movement of the tracker type nodes on an initial level


Initial to initial node

The single and multi-node movement also supported with or without child initial or reference nodes or both.

Before node: moves source node/nodes before the target node as a sibling

After node: moves source node/nodes after the target node as a sibling

On node: moves source node/nodes to the target node as a child


Reference node moves

Movement of the references from the Intelligent Document View configuration.

The order of the nodes is determined by the Intelligent Document View configuration.


Reference to an initial or reference node

The single and multi-node drop also supported with or without child initial nodes.

On the multi-node drop, only nodes from the same tracker and in the same direction (upstream or downstream) are supported.


If the target node only contains one possible field to save the source node the item will be saved automatically.

Multiple nodes can only be dropped to multiselection fields, otherwise, an error message should appear.


If multiple possible fields are present, a context menu should be rendered after the drop with the possible fields. Item/items are saved to the chosen field.


It is possible to drop multiple nodes from the same type and direction but from multiple parents and/or field to one multiselection field.

During this type of movement, the sibling items of the source and target item should preserve order and number as expected.