Moving Objects to Another Collaborative Space or Organization

You can move objects to another collaborative space and organization, including products, folders, and documents.

For example, you may need to move objects when people change job roles or, when one part of a design has been completed, an object might need to be released to a new owner so they can begin their work.

You can also change the owner of the selected objects during the operation.

Important:
  • Only the selected revision is moved.
  • When Folder Content is checked, only the first level of propagation is done on the selected object.

For more information, see About Moving Content.

Required access roles: Reader, Contributor, Author, Leader, Owner. For more information, see Collaborative Lifecycle Access to Content.

Before you begin:
  • Unlock the objects you want to move. For more information, see Locking and Unlocking Objects.
  • You must have ownership rights for the objects you intend to move.
See Also
In the Knowledge Base
Error While Transferring Content
  1. In the tree on the left, select the objects you want to move and, in the Collaboration section in the action bar, click Move .
    The Move dialog box appears.
  2. Search for the user that will be the owner of the selected objects in the target collaborative space and organization with the Identifier, Last Name, and First Name search fields.

    Notes:
    • The search is case sensitive.
    • To erase all entries, click Erase .

  3. Click Search .
    A Search dialog box appears and displays the objects matching your criteria.
  4. Select the user in the collaborative space and organization you want to move the objects to, and click OK.

    Tip: You can modify the values in Project and Organization to filter the results of the query.

  5. Optional: Select the Allow Partial Success option to move all the objects that can be moved, even if the operation fails for some objects.

    Note: An Incident Report dialog box appears when you have selected items that cannot be transferred, listing the reason why the items cannot be transferred.

  6. Click OK.
    A message lists all the objects that were successfully moved.