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Copy and paste with Relatics

Copy and paste with Relatics

In Relatics, there are many opportunities to copy and paste data. You can copy data from external sources to a Relatics workspace, you can copy data within a workspace, and you can copy and paste data from a Relatics workspace to external sources.

Within a Relatics workspace, there are two ways to copy and paste data. One option is to copy and paste data into the cells of properties (e.g. text, numbers, dates, etc.). The other option is to copy and paste entire elements including their network (properties, related elements, etc.).

Control possibilities

  • In a Relatics workspace, you can use the toolbox to copy and paste data. If you select a cell (of a property) or if you select an icon (of an element), the toolbox appears on the right side of the view. In the toolbox, you can use Copy and Paste. Alternatively, you can use the shortcuts on your keyboard for copying (Windows: Ctrl+C; Mac: Command-C) and pasting (Windows: Ctrl+V; Mac: Command-V).
  • On the detail view of an element, for the table of a related element, you can click on the name of a relation to open the related element view. By dragging and dropping elements from the related element view to the corresponding relation on the detail view, you can easily simulate copying and pasting within a Relatics workspace.
  • In a Relatics table, you can first select multiple cells of a property, and then paste a copied value. As a result, all the selected properties will be populated at once with the copied value.

Operations

There are different operations to copy and paste data with Relatics. The table below shows an overview:

Operation Behavior Examples
Copy external data to Relatics cells Copy data and paste as a new element
  • Copy a bulleted list from an email (e.g. from Microsoft Outlook) and paste the data into a Relatics table into a cell of the ghost row. As a result, for each bullet, a separate new element will be created.
  • Copy data from multiple rows and columns from a spreadsheet (e.g. Microsoft Excel), and paste the data into a Relatics table into the cell of the ghost row. As a result, for each bullet, a separate new element will be created and the corresponding properties will be populated.
Copy formatted text and paste into a text property
  • Copy formatted text (e.g. text that contains bold, italic, underlined, bulleted list, numbered list) from a word processor (e.g. Microsoft Word) and paste the data into the cell of a text property with the data type ‘Text’. As a result, the property will be populated with the copied text and the formatting will be preserved.
Copy cells within Relatics Copy and paste property values from one cell to another cell
  • Copy data from the cell of one property and, for an existing element, paste into the cell of another property. As a result, the cell of the other property will populate the new value.
  • Copy data from the cell of a property. Select multiple cells of other rows. Paste the copied data into the selected cells. As a result, all the selected cells will be populated at once with the copied value.
Copy elements within Relatics Copy and paste new elements
  • In a cell showing an element, click on the icon to select the element and then copy the element. In the ghost row or while the element is still selected, paste the selected element. As a result, a new duplicate element is created including the property values, outgoing relations, and derived and middle elements.
Copy and paste new relations
  • In a cell showing a relation, click on the icon to select the element and then copy the related element. For another element with the relation, paste the selected related element. As a result, a new relation to the same element is created.
Copy cells with properties and rows with elements to external data Copy and paste properties to external data
  • In a cell showing a property, copy the property value. In an email (e.g. in Microsoft Outlook), paste the copied value. As a result, the copied value is pasted into the email.
Copy and paste elements to external data
  • In a table, select the cells of multiple rows and columns. In a spreadsheet (e.g. Microsoft Excel), paste the copied cells. As a result, the copied cells are pasted into the spreadsheet in separate columns and rows.

Notes:

  • Data can only be pasted into a Relatics table cell if the copied data matches the data type of the corresponding property.
  • When data is copied and pasted into a property with the data type ‘List’ or a relation, the data should match the available values that yet exist for the corresponding model object in the Relatics workspace.
  • When copying data from Excel, make sure the column width matches the information in the cells to avoid data loss.
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