Updating and Deleting Xyicons

Use this article to learn how to update a xyicon's details and delete a xyicon inside Space Editor. 

Before you begin

• Make sure module settings such as Xyicon Fields and Xyicon Layouts are defined for the Xyicon module.
• Verify your Xyicon User has the necessary permissions to update and delete xyicons.

Module Settings and User Permissions are managed by your organization's Xyicon Administrator.

Updating Xyicon Details

Change a Xyicon's Model

1. Select the xyicon for which you want to change the model.
2. Click the Side Panel > Details tab ( ) and click on the Model field to see a list of available models.
3. Select the desired model. You will be prompted to confirm the action.
4. Click Change to change the xyicon's model.

Update a Single Xyicon

1. Select the xyicon you want to update. Alternatively, click the Side Panel > Xyicons tab ( ) and select the xyicon from the table to zoom into it on your space.
2. Click the Side Panel > Details ( ) tab to see the available fields for the selected xyicon. Use the Splitter to resize the Side Panel to your liking. You can also update the xyicon details in the XYICONS module.
3. Add, delete, or edit the values in the respective fields.  
4. Select the checkmark ( ) next to the field to save the changes. You can also press the Tab key to do the same.

Update Multiple Xyicons

Using one of the selection methods below, select the xyicons you want to update.  Click and drag to draw an area around multiple xyicons Press and hold the Ctrl/Cmd key on the keyboard and click multiple xyicons.

Next, click the field you want to edit on the Side Panel > Details tab ( ). You will see a dropdown with two additional fields. For Multi-Select fields and Lookup fields ( ), select the action you want to perform in the Actions field:  Add to List - Add the entries selected in Step 4 to the existing list of values. For lookup fields, this action will create new links. Overwrite List - Overwrite the existing list with the entries selected in step 4. This action will create and break existing links for lookup fields. Remove from List - Remove the entries selected in Step 4 from the existing list. For lookup fields, this action will break the existing link. In the Value(s) field, select the entries you want to apply to Step 3. For all other fields, select the values you want to change in the Value(s) to Update field using the options below: (All Values) - Replace all existing and blank values for the selected records with the new value.  (Blank Values) - Update records that only have blank values. <Specific Value> - Update records with a specific value. In the New Value field, enter or select the value that will replace the value in Step 4. If you want to remove the old values, leave this field empty. Select the checkmark ( ) or hit the "Enter" key and the Confirm Update alert box is displayed to confirm the changes. If you want to discard the changes, select the cross ( x ) or hit the "ESC" key. In the Confirm Update alert box select Yes or hit the "Enter" key to confirm changes. Select No or hit the "ESC" key to not go ahead with the changes.  Repeat steps 2 to 7 as required.

Deleting a Xyicon

Delete a Single Xyicon

1. Click on the xyicon you want to delete.
2. Click the Delete button ( ) on the Action Bar or press the Delete key on your keyboard. You will be prompted to confirm the action.
3. Click Yes to delete the selected xyicon.

Delete Multiple Xyicons

1. Click the Selection Tool button ( ).
2. Click and drag to draw an area around the xyicons you want to delete. Alternatively, press and hold the Ctrl/Cmd key on the keyboard and click on the xyicons you wish to delete.
   
3. Click the Delete button ( ) on the Action Bar or press the Delete key on your keyboard. You will be prompted to confirm the action.
4. Click Yes to delete the selected xyicons.