Moving Workbooks

Users with a Designer role are allowed to move workbooks to another folder or subfolder that they have permission.

1. On the List or Grid view, select one or several data tables then:
   • Right-click or click More Actions  and select Move in the context menu, or
   • Click the Move  icon on the toolbar.

   The Move Workbook dialog displays with the folder or subfolders that the user is allowed to move the workbook.

   

2. Select the folder or subfolder.

   

3. Select the Include linked data tables checkbox so the associated data tables linked inside the workbooks will be included when moving.

   NOTE: The Include linked data tables option is available for users with WRITE permissions to the data table.

4. Click  .

   NOTE:

   If workbooks with the same name are already in the selected folder, a notification message displays if they will be replaced.

   

   Click Yes to replace the data table.

   The workbooks are moved to the selected folder.

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