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The Document view also supports drag-and-drop operations. For more information, see Working in the Document View.
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PTC RV&S does not prompt you to select a relationship field if you drag an item to the relationship field in the target item. The items are directly added as related items or the relationships are directly linked, moved, or copied in the target item based on the target item location. For example, dragging an item from the Items view to a relationship field in the Item Details view directly adds a related item without prompting for a relationship field selection.
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Source Item Location
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Target Item Location
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Action
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Items view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Link a relationship.
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Fields other than the relationship field in the Relationships view
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Link a relationship.
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Relationships view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Move a relationship.
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Fields other than the relationship field in the Relationships view
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Move a relationship.
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Relationship field in the Item Details view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Move a relationship.
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Fields other than the relationship field in the Relationships view
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Move a relationship.
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Keyboard Shortcut
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Source Item Location
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Target Item Location
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Action
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CTRL+drag-and-drop
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Items view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Copy a relationship.
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Fields other than the relationship field in the Relationships view
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Copy a relationship.
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Relationships view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Copy a relationship.
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Fields other than the relationship field in the Relationships view
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Copy a relationship.
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Relationship field in the Item Details view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Copy a relationship.
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Fields other than the relationship field in the Relationships view
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Copy a relationship.
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SHIFT+drag-and-drop
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Items view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Link a relationship.
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Fields other than the relationship field in the Relationships view
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Link a relationship.
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Relationships view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Move a relationship.
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Fields other than the relationship field in the Relationships view
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Move a relationship.
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Relationship field in the Item Details view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Move a relationship.
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Fields other than the relationship field in the Relationships view
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Move a relationship.
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ALT+drag-and-drop
SHIFT+ALT+drag-and-drop
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Items view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Link a relationship.
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Fields other than the relationship field in the Relationships view
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Link a relationship.
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Relationships view
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Item Details view (excluding fields in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Link a relationship.
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Fields other than the relationship field in the Relationships view
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Link a relationship.
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Relationship field in the Item Details view
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Item Details view (excluding relationship field in the Item Details view)
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Add a related item.
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Fields other than the relationship field in the Item Details view
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Add a related item.
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Fields other than the relationship field in the Items view
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Link a relationship.
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Fields other than the relationship field in the Relationships view
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Link a relationship.
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For the Relationships view:
• If the relationship is single-valued, it must be visible on the item type for the drag-and-drop operation to work.
• For branch fields and some special fields in the Document model, you cannot add, delete, move, reorder, or change relationship flags using either buttons or drag-and-drop operations. The fields that do not support these operations are Branches, Branched From, Contains, Contained By, References, and Referenced By.
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