Moving, Copying, Renaming & Deleting in Explorer (4.5.4)

This article applies to versions 4.5.4 and later of P2 Explorer. For more, see Release History. For the latest, see Moving, Copying, Renaming & Deleting in Explorer.

Sometimes, you will need to move a page or trend in P2 Explorer, if it has been saved to the wrong place. Or you may want to save a copy of a page or trend. You may also need to delete a page, trend, or workspace. This article describes how to:

• Copy, move, rename and delete a page
• Copy, move, rename and delete a trend
• Delete a workspace

Note: You can also save a copy of a page while in Display mode.

Pages

Learn how to copy a page from Studio, and how to move, delete, or rename a page.

Move a Page or Copy a Page

Moving a page involves copying the page and then deleting the original, and can only be done by someone with permissions to access Explorer Studio.

1. Open the page in Studio (first open the page, and then click Edit on the Page tab of the ribbon).
2. Click 'Save As' on the Studio toolbar.
3. Save the page to a workspace. Note that -copy is automatically appended to the page name, so you may want to change this.
   - If you want to move the page to a different workspace, select a different workspace or create a new workspace.
   - If you want to copy the page to the same workspace, the name must be different to the current page (page names must be unique within a workspace).

This copies the page, and you will need to delete the old page if you want to remove it from the old workspace.

Related: Saving Your Page

Rename a Page

Renaming a page can only be done by someone with permissions to access Explorer Studio. To rename a page:

1. Open the page in Studio (first open the page, and then click Edit on the Page tab of the ribbon).
2. Click 'Save As' on the Studio toolbar.
3. Save the page with a new name, in the same workspace.
   - Note that -copy is automatically appended to the page name, so you may want to change this.
   - Page names must be unique within a workspace.

This copies the page, and you will need to delete the original page if you want to remove it from the workspace.

Delete a Page

Deleting a page can only be done by someone with permissions to edit workspaces. To delete a page:

1. Click Workspaces on the Home tab of the ribbon, and find the page you want to delete.

2. In the Workspaces window, click the Select button.

3. Click the page you want to delete.

Note: You can click multiple pages if you want to delete more than 1 page.

4. Click the Delete button. If you decide you don't want to delete after all, click Cancel.

5. At the prompt, click Yes, delete them, or Yes, delete it (if you have only selected one page).

The pages are deleted from the workspace.

Alternatively, you can click on the Details button for a single page in the workspace, to open its Details box, then click the Delete button, and click Yes, delete it in the confirmation dialog.

 

Note: You can delete any of the pages in your private workspace in My Environment. Hover over a page title in the My Pages list, and click the Delete button, then click Yes, delete them or Yes, delete it in the confirmation dialog.

 

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Pages in Display Mode

You can also save a page without being a page editor.

Save a Copy of a Page

You can click Save As either from a workspace detail for a page, or from the page itself, in Display mode.

Clicking Save As in the Workspace Detail panel, for a page

Clicking Save As from the Page ribbon, for a page in Display mode

The Save Display As window appears, so that you can select a name and workspace to save the page to.

Save the page to a workspace. Note that -copy is automatically appended to the trend name, so you may want to change this.

• If you want to save the page to a different workspace, select a different workspace or create a new workspace.
• If you want to save the page to the same workspace, the name must be different to the original page name (page names must be unique within a workspace).

 

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Trends

Learn how to copy, move, delete, or rename a trend.

Move a Trend or Copy a Trend

Moving a trend involves copying the trend and then deleting the original.

1. Open the trend.

2. In the Trend tab of the ribbon, click the Save As button.

3. Save the trend to the new workspace. Note that -copy is automatically appended to the trend name, so you may want to change this.

• If you want to move the trend to a different workspace, select a different workspace or create a new workspace.
• If you want to copy the trend to the same workspace, the name must be different to the current trend (names must be unique within a workspace).

This copies the trend, and you will need to delete the old trend if you want to remove it from the old workspace.

Rename a Trend

1. Open the trend.

2. In the Trend tab of the ribbon, click the Save As button.

3. Save the trend in the same workspace. Note that -copy is automatically appended to the trend name, so you may want to change this.

Note: Trend names must be unique within a workspace.

This copies the trend, and you will need to delete the old trend if you want to remove it from the workspace.

Delete a Trend

Deleting a trend can only be done by someone with permissions to edit workspaces. To delete a trend:

1. Click Workspaces on the Home tab of the ribbon, and click the Trends button to find the trend you want to delete.

2. In the Workspaces window, click the Select button.

3. Click the trend you want to delete.

Note: You can click multiple trends if you want to delete more than 1 trend.

4. Click the Delete button.

5. At the prompt, click Yes, delete it, or Yes, delete them (if you have selected more than one trend).

The trend is deleted from the workspace.

Alternatively, you can click on the Details button for a single trend in the workspace, to open its Details box, then click the Delete button, and click Yes, delete it in the confirmation dialog.

 

Note: You can delete any of the trends from your private workspace in My Environment. Hover over a trend title in the My Trends list, and click the Delete button.

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Workspaces

Workspaces are used for logically organising pages and trends.

Related: Explorer Workspaces Tour

Delete a Workspace

A workspace is automatically removed once all the pages and trends have been deleted from that workspace. See Delete a Page and Delete a Trend, above.

Note: Private workspaces (My Workspace) do not get removed.

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Release History

• Moving, Copying, Renaming & Deleting (this release)
  • You can now save a copy of a page, using Save As.
  • There are now two buttons on the Trend ribbon, for saving trends. Save As saves a copy of the trend, while Save overwrites the current saved trend.
• Moving, Renaming & Deleting 4.5.3
  • When deleting a display, the selected icon is now red instead of blue.
• Moving, Renaming & Deleting 4.5.2
  • Initial release