Define Search And Replace Criteria step of the Global Search & Replace Wizard of the EPS Page

Overview

Use this step to define search and replace criteria for Global Search & Replace templates.

Screen Elements

Template Name

The name of the Global Search & Replace template.

Subject Area list

Enables you to select the subject area for the data you want to manipulate.

Define search criteria section

Match any/all of the following rules list

Determines whether the filter should match any or all rules.

Row Actions menu

Add Above: Adds a new item to the list above the selected item.

Add Below: Adds a new item to the list below the selected item.

Add Filter Group Above: Adds a filter group above the selected item.

Add Filter Group Below: Adds a filter group below the selected item.

Delete: Deletes the selected item.

Move Left: Moves the selected item out of the current filter group.

Move Right: Moves the selected item into an existing filter group.

Move Into New Group: Creates a filter group below the selected item and moves the selected item into the new filter group.

Parameter list

Determines what parameter will act as a variable in the filter statement.

Is field

Determines the logical relationship between the Parameter field and your entry in the associated Value field.

Value field

The specific entry criteria (a currency amount, number of units, code value, etc.) used to evaluate the associated field data in order to determine which data satisfies the filter and which data does not. This value completes the filter definition, <Parameter field><Is field><Value field>; for example, <Original Budget> <is less than or equals> <500,000>.

Add a Search/Replace condition link

Adds a line to the conditions list.

Define replace criteria section

Row Actions menu

Add Above: Adds a new item to the list above the selected item.

Add Below: Adds a new item to the list below the selected item.

Delete: Deletes the selected item.

Parameter list

Determines what parameter will be replaced for data items which match the search criteria.

Is field

Determines the logical relationship between the Parameter field and your entry in the associated Value field.

Value field

The value to use when replacing data in the Parameter field for data items which match the search criteria. This value completes the replace definition, <Parameter field><Is field><Value field>.

Add a Search/Replace condition link

Adds a line to the conditions list.

Previous

Moves to the previous step in the wizard.

Save

Saves the Global Search and Replace template.

Apply button

Applies the selected template and opens the Review Changes page of the Global Search & Replace dialog box.

Getting Here

  1. Click Projects.
  2. On the Projects navigation bar, click EPS.
  3. On the EPS page, click the Actions menu and select Global Search & Replace.

Related Topics

Working with Global Search & Replace

Searching For and Replacing Global Data


Last Published Wednesday, July 10, 2024