Search and Replace Text Globally In a Project
There is a search and replace feature in Policy Modeling that enables you to change text globally throughout a project.
To search and replace text:
- Click the Search button at the top right of Policy Modeling.
- In the Search and Replace dialog, in the Search for field enter the text. As you type, the search results are updated.

Note that the search is not case-sensitive. All of the contexts where the search is performed are given in Table 1 below.
Tip: You can click on a search hit to close the dialog and navigate to where that hit is located in the project. The granularity of this navigation will take you to the item that contains the hit, but may not put the user interface focus directly on the item. - Click the Replace tab.
- In the Replace with field, enter the replacement text. Note that the replace text is case-sensitive.

- Click Replace All. A confirmation dialog will be shown. This will advise how many replacements of the term will be made, and if there are any matches that will not be replaced (see Table 1 for what is searched but is not replaceable).
- Click OK. The Replace All operation commences and a dialog shows its progress as it works through the various documents. Once complete, the Search and Replace dialog is closed.
The table below lists all of the search contexts and whether the text in that context is replaceable.
| Search context | Is replaceable? | Comments |
|---|---|---|
| Attribute text | Yes | Replaces all the custom parses that match the search text (even though the search results only shows the first custom parse that matches the search text) |
| Attribute public name | Yes | |
| Entity text | Yes | |
| Entity public name | Yes | |
| Relationship text | Yes | Replaces both forward and reverse text |
| Relationship public name | Yes | Replaces both forward and reverse public name |
| Interview stage text | Yes | |
| Interview screen titles | Yes | |
| Interview screen custom properties | Yes | Only Value text, not Key text, is replaced |
| Interview control label text | Yes | |
| Interview control question text | Yes | |
| Interview control manual lists display text | Yes | |
| Interview control custom properties | Yes | Only Value text, not Key text, is replaced |
| Interview title | Yes | |
| Interview strings | Yes | Only Text text, not Name text, is replaced |
| Rule documents (.xslx, .xls, .docx and .doc) | Yes | |
| Decision service references | Yes | Only mapped attribute and relationship text is replaced |
| Translation files (.xslx and .xls) | No | |
| Value lists | Yes | Only Display text, not Value text, is replaced |
| Form templates (.rtf) | Yes | |
| Test files (.xslx and .xls) | Yes |
Note that the search is not performed in any other context other than those listed in Table 1. For instance, the following contexts are not searched:
-
file names
-
PDF form templates
-
default text (static and hint text)
-
unused value lists (for example, it doesn't search value lists from a connection that are not used by the project)
-
interview control manual list value text
-
verb lists
-
attribute format text
When the Search and Replace dialog is reopened, it restores the previous search term (regardless of whether a replace was performed).