Drag, drop and roll! Reorder attachments, links, Dashboard items and more

We like it when you all keep us on our toes – reminding us of the small features that are critical to your work in policyIQ.  Such was the case when we recently updated how you can reorder attachments and links in policyIQ.  We didn’t focus on the change in our release notes because it didn’t seem like something many of you would even notice.  But BOY did you notice!

Rest assured, we have not taken away the ability to reorder attachments and links.  In fact, we’ve made it easier – albeit based on the initial reaction, not quite as easy to find.
Drag, Drop and Save!

Reorder2

Now when you would like to reorder your attachments and links on a Page, it is as simple as dragging and dropping those items into your preferred order.

If you place your cursor to the right of the page name (over the Page ID, for example), you’ll see that the cursor changes to the crossed arrows indicating that you can “move” the item.

When you’ve moved your items into the right order, simply save your changes – either on that specific tab, or just by saving the entire Page.

Alternatively, you can continue to access the reorder options under Edit –> Edit Attachments / Links in the table toolbar.  In this window, not only can you drag and drop attachments and links into the best order, but you have an Alphabetize option if your list is particularly long (or if, like me, you have to sing the alphabet out loud in order to remember whether U or V comes first.)

But wait, there’s more!  Drag and drop fun doesn’t end at reordering…

There are several places in policyIQ where you can use the drag and drop functionality to move things around.  Your policyIQ Dashboard allows you to reorder and move items up and down, and from the left to the right columns (and vice versa) just by clicking and holding down your left mouse button while you drag.  (Look for the dark blue line to indicate where the Dashboard item will “land”.)

In Reports, we use the drag and drop feature to allow you to move filter criteria from one filter set to another.  (If you aren’t familiar with this, this allows you to take two criteria that policyIQ assumes should be “OR” and make them “AND”.  For example, if you add two folders, policyIQ will assume that you want items in either Folder 1 OR Folder 2.  Dragging the filter for Folder 2 into it’s own filter set changes that to look for items that are both in Folder 1 AND Folder 2.)

You can also simply drag and drop columns on the Report Builder window to reorder the columns that you will see in your report output!

reorderfiltersfields
We’re working to make these everyday features even simply and more intuitive.  Until this past week, we didn’t realize how important reordering attachments and links was to all of you – so tell us what other little features you use each day and how we might make those things just a little bit easier!

This entry was posted in Features by Chris Burd. Bookmark the permalink.

About Chris Burd

Chris is the Managing Director of the policyIQ group at RGP. She gets geeky about compliance and technology, and gets to spend every day working at the crossroads of the two. With policyIQ since 2005, Chris has worked with hundreds of policyIQ clients to implement technology and enhance their internal compliance environment. In the past few years, she's focused on enhancing policyIQ's offering as a Conflict Minerals and Anti-Corruption tool. In past lives, Chris worked as a system implementation consultant, a e-commerce specialist, a customer service call center manager, and - for one short but memorable summer during high school - a machine operator on midnight shift in a plastics factory. In her free time, she spoils her nieces, volunteers at her local food bank, and spends more time than she should taking photos of her cats. She would like to be a rock star when she grows up.

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