AIV - Help Documentation

Moving Shared Resources in the AIV application

There are two ways in which a user can move a design in the AIV application:-

By clicking on the move icon located at the bottom most toolbar.
By right clicking the resource you want to move. We will use the Potrait View rptdesign in this tutorial for the purpose of understanding.

Now perform the following steps in order to move the report Employee List:-

Click on Move using one of the methods mentioned above which will open the following popup.

The default name will be Potrait View. You can provide your own name while moving a report.
In order to provide move destination, you can select any of the folders present in the popup or can create a new folder by selecting the folder where new folder must be created and clicking on Create Folder as follows:-

Here we have created a folder named explain move within root where we will move our Potrait View design. Select explain move from the list shown below:-
In order to assign privileges to the design, click on the privileges tab next to the move tab. By default, Copy current privileges and visibility checkbox will be checked which will retain the same privileges and visibility of the original design in the moved version.
If you want to assign privileges, uncheck Copy current privileges and visibility checkbox.
The user can select other users/roles with whom the moved design will shared from the list of available users/roles or search them in the search user/roles bar.

Visibility is used to mention who all can view the report and is of following three types:-
- Private:- It means only the current user / actual owner can view the file.
- Internal:- It means all the users within the organization can view the file.
- Public:- It means anyone can view the file.
The user can select the visibility from the dropdown menu as shown above.
In case of any further help, the user can click on the icon to access the AIV help documents.
Finally, in order to move the report, click on the move button. If the user is not satisfied and wants to cancel the copy request, he can do this by clicking on the cancel button next to copy or by clicking on button next to the icon.
You can see the Potrait View appears in the explain move by opening it.

In a similar manner, you can also perform the move operation on the folders selecting the folder you desire to move and choosing the move icon from the toolbar, or by right-clicking the folder and selecting the move option from the ellipsis shown.