Contents of the Search and Replace Form (Utilities)

Use the fields and options on the form to create a new search and replace update run and to specify the update method.

Header Fields

The fields and options in this section display at the top of the form.

Field	Description
Search and Replace record search	Use the field next to the form title to search for and select an existing search and replace record to view or edit. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: All: Select from a list of all search and replace records to which you have access. [saved custom search filter]: Select a previously saved custom filter to display the search and replace records returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the search and replace records to open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results.
+ New Search and Replace	Click this button to create a new search and replace update run.

Actions bar

Field	Description
Run	Click this button to run a new or existing run.
View History	Click this button to launch the View History dialog box, which lists details of previous runs for all hubs.
Save	Click this button to save the contents of the form as a record.

Contents

Field	Description
Description	If you are creating a new update run, enter a description for it, such as "Inactive Projects." This description is for archiving purposes. If you select an existing update run, this field displays the description of the run.
Application Area	If you are creating a new update run, select Billing Terms, Project Planning, or a specific hub from the drop-down list. Your security access rights determine the hubs that you can update. If you select an existing update run, this field displays the application in which the update run happened.
Select Records	If you are creating a new update run, click to search for and select the records that you want to change. If you select an existing update run, this field displays the records that were selected.
WBS Level to Update	If you select Projects or Billing Terms in the Application Area field, this field displays. Use it to specify the WBS (work breakdown structure) level at which the search and replace update happens. All Levels: Select this option if you want the update to happen at all WBS levels, (project, phase, and task). Lowest Level: Select this option if you want the search and replace update to happen at the lowest WBS level, only. If you select this option, Vantagepoint updates the lowest level available. For example, a project has two phases and only one of the phases has tasks: Phase 1 has Task A and Task B Phase 2 has no tasks Vantagepoint completes the search and replace update process for Task A and Task B, because they are the lowest level of Phase 1, and for Phase 2, because it has no tasks and thus is the lowest level for that branch of the WBS. Top Level: Select this option if you want the search and replace update to happen at the top level of the WBS. The update does not include any lower levels, such as phases or tasks.
Field to Update	If you are creating a new update run, select the field that you want to update. The drop-down list offers the majority of columns for the selected application, including user-defined fields. If you selected an existing update run, this field displays the column name that was updated.
	If you use multiple companies, an employee record may be associated with more than one company. The associations between employees and companies are created in the Employees hub. When you update the employee Home Company (EM.HomeCompany) field, you must select a company that the employee is already associated with. When there are multiple records, make sure that you select the correct company record.
Update Method	If you are creating a new update run, select the type of update method: From Another Column: Select this option to use another column (field) to update the column that you selected in the Field to Update field. The drop-down list for the field to the right of the Update Method field lists the columns for the selected application. From the drop-down list, select the column that you want to use for the update. Vantagepoint checks that the value you enter is compatible with the data type that you are replacing. SQL Expression: Select this option to use a SQL expression to update the column that you selected in the Field to Update field. Enter the expression in the field to the right of the Update Method field. Vantagepoint checks that the expression you enter is valid. Value: Select this option to use a value to update the column that you selected in the Field to Update field. If the column is associated with a code table, those entries display in a drop-down list in the field to the right of this field. For example, if you want to change the status for selected employees, select Value. Then, from the drop-down list for the field that displays to the right of the Update Method field, select the value for the field. If you selected an existing update run, this field displays the update method for the run.

Update History Grid

Field	Description
Run Date	This field displays the date of the run. Click this heading to sort runs by date.
Username	This field displays the username of the person who initiated the run. Click this heading to sort runs by username.