Linking Xyicons using Lookup Fields

Use this article to learn how to create links between xyicons using a Lookup Field. A lookup field allows you to "look up" other xyicons based on their attributes. For example, using a lookup field, you can link a Person xyicon to a Computer xyicon by looking up a person's name (attribute). Another advantage of using a lookup field is the ability to link xyicons that belong to different spaces.

You can easily identify the lookup field for your xyicon by the Lookup Field indicator( ) on the Details tab ( ) of the XYICONS module or Space Editor. At present, this feature is only available for single-line text fields and does not support linking to xyicon ports. 

Before you begin

• Make sure that you have created Fields and assigned them to relevant Types under the Xyicons module in Xyicon Settings ( ).
• Make sure the field that should function as a Lookup Field has the Display on Link and Lookup Link properties set.
• Verify that your Xyicon User has the necessary permissions to update xyicons. 

Module settings and user permissions are managed by your organization's Xyicon Administrator.

Create a Link

1. Navigate to the Space Editor or go to Main Menu (  ) > XYICONS.
2. Select the xyicon for which you want to create links.
3. Click the Side Panel > Details tab ( ). 
4. Locate the relevant lookup field denoted by the Lookup Field indicator ( ) and click the field.
5. Select the checkbox against the values you want. Xyicon will create a link to the respective xyicons that correspond to the values you selected.

Break a Link using the Lookup Field

1. Navigate to the Space Editor or go to Main Menu (  ) > XYICONS.  
2. Select the xyicon for which you want to break the link. 
3. Click the Side Panel > Details tab ( ) and locate the relevant lookup field denoted by the Lookup Field indicator ( ).
4. To break a link, follow one of the methods below.
   • Hover over the correct value, and click ( ). Repeat as needed.
   • Click the lookup field and unselect the checkbox against the appropriate values.  

Break Links using the Off-Page Links Popup

1. Navigate to the Space Editor.
2. Select a xyicon that contains off-page links. 
3. Click the Has Links indicator ( ) on the chosen xyicon. A popup window with a list of off-page links will be displayed if the xyicon is linked to objects in other spaces. 
4. Hover over the xyicon in the popup whose link you want to break and click Break Link ( ).
5. Repeat as needed.