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There are coming from an external system which generates a list of filename/document numbers and extracted in Excel. So we would really want to copy multiple cells from Excel to the Copy-Design window.
With the current copy design dialog, when you copy branches the new file will be listed in the numbering area. When you want to change prefix, suffix or other editable columns you have to select each row to edit each value.
What we request is be able to select multiple rows in editable columns.
This will be useful if you want to copy and paste different row values from spreadsheet with one operation. Currently, you will need to select each row and edit one by one, which will cumbersome if you have lots of file to edit.
Hello, thanks for this improvement. I try it but didn't find the right way to make it working.
Does somebody could show me (screencast) how it work?
This video is not very helpful (I think some actions are done outside the recorded area). https://youtu.be/mm95Zu-0hpY
I try to copy past in the main grind and in the renaming panel, but it create a lot of mess and error message. Not very instinctive new feature.
For me, a copy-paste with Excel must allow the user to copy past the main grid, make any wanted change in Excel (properties, destination, newfilename) and past-it back into the main grid.
The Copy and Paste works in the Numbering Panel and not in the main grid. Previously multi row selection/editing was not possible. Now with this change Multi Row can be copied and pasted for Names (Autonumbering fields). Hope this helps.
I cannot get this too work either in the numbering panel. I have selected 4 rows from the number panel and pasted to excel. I have found that if there is no number scheme used, it will only copy the prefix field. I edited the prefix for each row and when I tried to paste back in Vault only the first of 4 rows from excel were pasted to the last record in the number panel.
I then copied rows that had a number scheme applied to them. I pasted in excel and got a full copy of the grid which was good. But after editing each editable field and trying to paste it back to the numbering panel again only the first row from excel was pasted. I tried a few times and the row that the data was pasted to didn't match the copied row from excel. This is not very intuitive at all. My guess is that I'm doing something wrong. A video would be good. Also I think not being able to copy paste from the main grid is a real disappointment. If the copy paste only works if the files have a number scheme assigned that is also a real big let down. To me it would be most useful to be able to do this when no scheme is assigned, like values from another system like the author of this post described.
@Senthil_Kumar Thank you for creating the video. I think there is a bug here though. I found if you shift select in the numbering panel to copy/paste is where things get messed up. Maybe in the Vault help there needs to be a note to Left drag to select instead of using shift. If I had a very long list of items in that panel the drag option is not great. It is much easier to select the first row, hold shift and select the last row. Also in the right click there should be copy / paste selections. Many of our customers don't use CTRL-C/CTRL-V. I typically don't use ctrl-V in office apps since sometimes you just want to paste values or source/destination formatting etc.
here is a screen cast video showing the issue I see.
