Updating Xyicons in the XYICONS Module

Use this article to learn how to update one or more xyicons in the XYICONS module. If you are looking to import updates from an Excel or Comma Separated Value file, check the Importing Xyicon Updates from Excel help article.

Before you begin

• Make sure you have created xyicons.
• Verify that your Xyicon User has the necessary permissions to update xyicons. User Permissions are managed by your organization's Xyicon Administrator.

Change a Xyicon's Model

Update a Single Xyicon

1. Go to Main Menu (  ) > XYICONS and select the xyicon you want to update. 
   TIP: To refine the list of xyicons in the current view, use the Quick Find field on the Action Bar or the Side Panel >Filter tab ( ).
2. Click the Side Panel > Details tab ( ) to see the available fields. Use the Splitter to resize the Side Panel to your liking.
3. Add, delete, or edit the values in the respective fields.  
4. Select the checkmark  ( ) next to the field to save the changes. Alternatively, you can also press the Tab key to do the same.
   TIPS:

   • In single-select dropdown fields, selection must be made using the mouse.
   • For single-line text fields, two tab key presses are necessary.
   • For numeric, a single press of the tab key works.
   • The tab key does not work as described with the multi-select field type.
   • Enter key works more often, but it still does not work with a single select field type.

Update Multiple Xyicons

1. On the XYICONS module (Main Menu (  ) > XYICONS), select the checkboxes against the xyicons you want to update.
   TIP: To update all records, select the checkbox on the table header.
2. Next, click the field you want to edit on the Side Panel > Details tab ( ). You will see a dropdown with two additional fields.
3. For Multi-Select fields and Lookup fields ( ), select the action you want to perform in the Action 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.
4. In the Value(s) field, select the entries you want to apply to step 3.
5. 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.
6. In the New Value field, enter or select the value that will replace the value in Step 5. If you want to remove the old values, leave this field empty.
7. 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.
8. 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. 
9. Repeat steps 2 to 8 as required.