Viewing and Updating Spaces

Use this article to view and update spaces in the SPACES module.

Before you begin

Make sure that your Xyicon User has the necessary permissions to view and update xyicons. User Permissions are managed by your organization's Xyicon Administrator.

View a Space

1. Go to Main Menu (  ) > SPACES to see spaces for the active portfolio or
2. Open a space from the PORTFOLIOS module:
   1. On the PORTFOLIOS module, select the portfolio for which you want to view spaces. 
   2. Click the Quick Links button or right-click on the selected portfolio and click Spaces. 
3. To switch views, click the View Selector field on the View Bar, and select an existing view.
   If your view is pinned to the navigator, you can access it directly. Go to Main Menu > SPACES > View Name. Or create your own view.
4. Click on a tile to see the selected space's details on the Side Panel > Details tab (  ).
5. To view the version history of a space, click the drop-down arrow ( ) next to the version name on the tile, and select an entry from the list. This option is only available in the Tile layout of the SPACES module.
   
6. By default, spaces are displayed in a Tile layout ( ). To view the spaces in a different layout, click on a layout button on the View Bar:
   • Table Layout button ( )
     
     TIP: When you are on the Tile layout, the Table layout of the view is also displayed on the Side Panel > Spaces tab. Use the tab to see details of the space which are not available in the Tile layout. 

Update Space Details

Rename a Space

1. Navigate to the SPACES module and select the space you want to rename.
2. Click the Side Panel > Details tab ( ) and click on the Name field to rename the space.
3. Select the checkmark ( ) next to the field to save the changes. Alternatively, you can also press the Tab key to do the same.

Update a Single Space

1. Navigate to the SPACES module and select the space you want to update. 
   TIP: To refine the list of spaces in the current view, use the Side Panel >Filter tab ( ) or the Quick Find field on the Action toolbar (only applicable for the Table layout). 
2. Click 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.

Update Multiple Spaces

1. On the SPACES module, click the Table Layout button ( ) from the View Bar, and select the checkboxes against the spaces you want to update. 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 ( ). The field will expand to show two additional fields.
3. Select the values you want to change in the Current Value(s) 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.
4. In the New Value field, enter or select the value that will replace the value in Step 3. If you want to remove the old values, leave this field empty.
5. Select the checkmark ( ) or hit the "Enter" key and the Confirm Update alert box will be displayed to confirm the changes. If you want to discard the changes, select the cross ( x ) or hit the "ESC" key.
6. 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. 
7. Repeat steps 2 to 6 as required.