The process for moving or copying an object is the same between sub-areas in a request divided into lots and between groups in a turnkey procurement. Moving and copying objects and criteria is carried out by clicking the same button, after which a selection is made as to whether the object or criterion is to be moved or copied.
Moving/copying sub-area (group) objects from one sub-area (group) to another
If you want to move or copy an object from one sub-area (group) to another, this cannot be done by dragging and dropping, but instead you will need to use special a copy/move tool for the purpose. When you move an object, its definitions and the criteria listed below it will be moved with the object.
- Click the arrow icon (Moving and copying sub-area (group) objects and criteria) at the top of the sub-area (group)
- Select the ‘Objects’ tab
- Select the sub-area (group) objects that are to be moved or copied
- Check the boxes of the objects you want to select
- Select the sub-area (group) to which the objects are to be moved or copied
- Check the boxes of the sub-areas you want to select
- Select whether you want to move or copy the objects
- To move, click ‘Move’
- To copy, click ‘Copy’
FIGURE: The figure depicts the moving of an object from one sub-area to another. In the example, the object ‘Van’ is moved from the object group ‘Cars’ to the sub-area ‘Vans’. NOTE! The criteria included in the object (in this example, ‘Kilometrage’) will be moved with the object to the other sub-area.
Moving/copying sub-area (group) criteria from one sub-area (group) to another
- Click the arrow icon (Moving and copying sub-area (group) objects and criteria) at the top of the sub-area (group)
- Select the 'Criteria' tab
- Select the sub-area (group) criteria that are to be moved or copied
- Check the boxes of the criteria you want to select
- Object criteria
- Criteria applicable to all objects
- General criteria
- Check the boxes of the criteria you want to select
- Select where the criteria are to be moved or copied
- To a desired sub-area or
- As common criteria
- Click ‘Select and continue’
FIGURE: The figure depicts the moving/copying of selected criteria from one sub-area to another.
- Select the criteria targets in the selected sub-area. Will the criteria be placed
- under a specific object
- Select the correct object
- as a criterion applicable to all objects, or
- as a general criterion of the sub-area
- under a specific object
- Select whether you want to move or copy the criterion
- To move, click ‘Move’
- To copy, click ‘Copy’
FIGURE: The figure depicts the selection of the chosen criterion target. When the target in the sub-area has been selected, select whether you want to move or copy the criterion
Moving/copying a criterion within a sub-area (group)
A criterion can only be moved by dragging and dropping within the same object. If you want to move a criterion under a different object or from under an object to the ‘Criteria applicable to all objects in the sub-area (group)’ section or to the common criteria of the sub-area (group), you will need to use the copy/move tool for moving it.
- At the end of the criterion row to be moved or copied, select ‘Move or copy criterion’ from the ‘Functions’ menu.
FIGURE: The ‘Move or copy criterion’ function can be found from the ‘Functions’ menu at the end of the ‘Kilometrage’ criterion row.
- Select whether you want to copy/move the criterion
- under a specific object
- Select the correct object
- as a question of a specific record
- Select the correct record
- as a criterion applicable to all objects in the sub-area, or
- as a general criterion of the sub-area
- under a specific object
- Select whether you want to move or copy the criterion
- To move, click ‘Move’
- To copy, click ‘Copy’
FIGURE: In the figure above, the ‘Service history' criterion has been selected to the moved as a criterion applicable to all objects in the sub-area