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 |
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Find search and replace |
At the top of the Search and Replace form, enter a partial or complete name or number in the Find search and replace lookup field to find and select an existing update run that you want to view, update, or run again. Your current record selection will be preserved if you switch to another application and then return to this form. For information about creating and using searches, see the Search Vantagepoint help topics. |
Search Navigation Controls |
The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, and find and select multiple hub records. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available search types vary, depending on the active hub or application form. For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter Records. |
Saved Searches list | To filter the list of search and replace records, select one of the following search types:
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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 |
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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 |
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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.
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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:
If you selected an existing update run, this field displays the update method for the run. |
Update History Grid
Field | Description |
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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. |