Use Find and Replace on the List Page

The Find and Replace tool enables you to perform a search in a table column and optionally replace the highlighted result with a new value. You can also replace all instances of the result at the same time. This tool is useful if you want to search for a term in a column, replace a value in a single cell, or replace many values at the same time, such as names, code values, or configured field values.

You can use the Find and Replace tool to search any field for a specific value, but you cannot replace the results in fields that are read-only. For read-only fields, the popover becomes the Find tool.

You can use Find and Replace on the following pages:

Activities
Assignments

To use Find and Replace:

Navigate to the list page table.
In the table, right-click a column title or select  Open Column Menu.
In the column menu, select Find and Replace. If the column is read-only, the  Find icon is displayed.
In the popover menu for the Find and Replace tool, do the following:
1. Find:
  1. In the Find what? field, enter your search term.
  2. (Optional) In the Options section, select search options:
    - Match whole word: When enabled, only returns whole words that match the search term. If the search term is part of a larger string, it will not be included in the results.
    - Match case: When enabled, results must match the exact case of the search term.
  3. Select Find or press Enter to search for the entered value.
    Note: The Find button is only displayed in the Find popover.
2. Replace:
  1. In the Replace with field, enter the string that will replace the search term.
  2. Select Replace to replace the currently selected result, or select Replace All to replace all results.
All changes made to this page are saved automatically.

Tips

You can also access Find and Replace using the following keyboard shortcuts:
- In the table, select a field, and then press Ctrl + F to open the Find popover. Press Ctrl + H or Ctrl + R to open the Find and Replace popover.
- Enter a search value in the Find what? field. Press Enter or the Up and Down Arrows to highlight the next result.
- Enter a search value in the Replace field. Press Alt + R to replace the currently selected result. Press Ctrl + Alt + Enter to replace all results.
- Press Esc to close the tool.

Next: Assign a Resource or Role to an Activity from the Assignment List