Moving or Copying a Tab or Category Between Processes

Info

New in Atfinity 17.

A tab, a category, or a structured information item built in one process's layout can be moved into another process's layout, or copied there while leaving the original in place, so it does not have to be rebuilt from scratch.

'Move or Copy' opens a dialog where you pick a destination process and decide whether to create a duplicate with the 'Create a duplicate' checkbox; moving a category or a structured information item also asks for a destination tab within that process, since they live inside a tab rather than directly inside a process. The destination process defaults to the current one in both dialogs, but what happens next differs.

Moving or copying a tab

'Create a duplicate' is on by default, so confirming without changing anything duplicates the tab within its own process. Turning it off moves the tab instead, and since a tab cannot be moved into the process it is already part of, the destination process must then be a different one. A moved or duplicated tab is added at the end of the destination process's tabs.

Moving or copying a category or a structured information item

'Create a duplicate' is off by default. Unlike a tab, either can be moved or duplicated within its own process, as long as the destination is a different tab. A moved or duplicated category is added, together with all of its components, at the bottom of the destination tab; a structured information item is added there on its own.