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Editing, Copying & Deleting Elements

Elements in ROI Studio can be edited, copied or deleted directly from the canvas.

These controls let you refine an existing model without having to recreate components every time you want to make a change.

ROI Studio also protects important relationships between elements and can prevent deletion when another part of the model still depends on the element.

Edit an element

Use Edit when you want to change the configuration of an existing element.

To edit an element:

  1. Find the element on the canvas.

  2. Select Edit.

  3. Update the required settings in the configuration drawer.

  4. Select Save.

The available settings depend on the type of element you're editing.

For example, editing an Input may give you controls for its value, range and formatting, while an Output can include formula and result configuration.

Review changes after editing

Changing one element can affect other parts of the model.

This is particularly important when editing:

  • Inputs used by formulas

  • Outputs referenced by other Outputs

  • Elements used by visibility conditions

  • Elements used for page visibility

  • Components containing nested elements

After making significant changes, Preview the model and confirm that the affected calculations and behaviour still work as intended.

Copy an element

Use Copy when an existing element provides a useful starting point for another component.

To copy an element:

  1. Find the element on the canvas.

  2. Select Copy.

  3. A duplicate is added to the canvas.

  4. Edit the copied element as required.

Copying can save time when several components share similar configuration.

Review copied elements

After copying an element, review its configuration rather than assuming the duplicate is ready to use.

In particular, check:

  • Display Label

  • Formula

  • Values or assumptions

  • Formatting

  • Visibility conditions

  • Supporting text

Keep labels and calculations clear so the copied component represents the new purpose you intend.

Delete an element

Use Delete when an element is no longer required.

To delete an element:

  1. Find the element on the canvas.

  2. Select Delete.

  3. ROI Studio checks whether other parts of the model depend on it.

  4. If there are no blocking dependencies, the element is removed.

If something still depends on the element, ROI Studio prevents the deletion and displays a message.

Why deletion can be blocked

ROI Studio protects dependencies within the model.

Deletion can be blocked when the element is:

  • Used in a formula

  • Used in a Visibility Condition

  • Used to control page visibility

  • A layout container that still contains other elements

This prevents you from accidentally removing something that another part of the model requires.

Element used in a formula

You may see a message similar to:

Cannot delete! This component is used in other components for calculations.

This means another calculation still references the element.

Before deleting it:

  1. Identify the Outputs, Charts or Tables that reference the element.

  2. Update or remove those formula references.

  3. Confirm that the affected calculations still work.

  4. Try deleting the element again.

Don't remove a formula dependency simply to allow deletion without first considering what that dependency contributes to the business case.

Element used for visibility

You may see:

Cannot delete! This component is used in other components for the visibility.

This means another element uses the value as part of a Visibility Condition.

To resolve it:

  1. Find the elements using that value for visibility.

  2. Change or remove the relevant Visibility Conditions.

  3. Save the changes.

  4. Retry the deletion.

For more information, see Conditional Visibility & Calculate on Hidden.

Element used for page visibility

An element can also control whether a page is visible in a multi-page Calculator.

If you see:

Cannot delete! This component is used for the visibility of pagination.

review the page configuration before deleting the element.

To resolve it:

  1. Open Multi-Page Options.

  2. Open Setting Pages.

  3. Find the page visibility condition using the element.

  4. Change or clear the condition.

  5. Save the page settings.

  6. Retry the deletion.

For more information, see Multi-page Calculators.

Containers with nested elements

ROI Studio prevents you from deleting certain layout containers while they still contain other elements.

This applies to:

  • Columns

  • Accordion

  • Micro Tabs

If deletion is blocked:

  1. Review the elements contained within the component.

  2. Delete or move those nested elements.

  3. Confirm the container is empty.

  4. Delete the container.

This protects nested content from being unintentionally removed with its parent layout.

Editing nested elements

Elements contained within Columns, Accordion and Micro Tabs can also be edited, copied and deleted.

Work with the nested element itself when you want to change its content without changing the surrounding layout container.

This lets you maintain the structure while continuing to refine the components inside it.

Change an element type

Some existing elements can be changed to another compatible component type without rebuilding them from scratch.

While editing a supported element, select:

Swap component type

and choose a compatible type.

For Inputs, available swaps can include:

  • Range Slider

  • Numerical Button

  • Radio Button

  • Dropdown Input

  • Dial Input

For formula Outputs, available swaps can include:

  • Standard Output

  • Card Output

  • Gauge Output

After changing the type, review its settings and select Save.

Components that cannot be swapped

Swap component type isn't available for every component.

It is not offered for:

  • Accordion

  • Micro Tabs

  • Columns

  • Dynamic Value Text

For these components, use their normal editing controls or replace the component manually when a different structure is required.

Component names can vary slightly

You may notice small differences between the component name shown in the Components panel and the name shown when swapping a component.

For example:

Numerical Input may appear as Numerical Button.

Std Formula Output may appear as Standard Output.

Follow the terminology displayed by the control you're currently using.

Be careful with calculation dependencies

Outputs can depend on other Inputs and Outputs.

For example:

Annual Calls

Calls Contained

Agent Hours Saved

Labour Cost Saving

Net Annual Benefit

If you change an element near the beginning of that chain, several downstream results can change.

The fact that ROI Studio allows an edit does not necessarily mean the business logic remains appropriate.

Preview and validate important results after changing calculation components.

Moving elements

Repositioning an element is different from editing its configuration.

Use the Navigator and relevant layout controls when you want to change where an element appears.

In a multi-page Calculator, ROI Studio can block movement until page setup has been completed.

If you see:

Cannot move! Before that, Setup the pagination

complete Setting Pages before attempting the move again.

For more information, see Reordering & Layout with the Navigator and Multi-page Calculators.

Changes remain part of your draft

Editing, copying or deleting elements changes the working model in ROI Studio.

These editing actions should not be confused with publishing the latest draft to live.

Once you've completed your changes:

  1. Preview the model.

  2. Check affected calculations and conditions.

  3. Confirm the layout still works.

  4. Use Publish to live when you're ready to update the live model.

For more information, see Previewing & Publishing from ROI Studio.

Best practices

When modifying an existing model:

  • Edit rather than recreate when the existing component is still appropriate.

  • Use Copy when it genuinely saves configuration time.

  • Always review copied labels and formulas.

  • Check dependencies before removing calculated elements.

  • Resolve formula and visibility references before deleting dependent components.

  • Empty layout containers before deleting them.

  • Review configuration after changing a component type.

  • Preview after changes that could affect calculations or model structure.

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