Create a Search and Replace Update Run
You can update fields globally for hub records, billing terms, or project plans.
To create a search and replace update run:
- In the Navigation pane, select Utilities > Updates > Search and Replace.
- On the Search and Replace form, click + New Search and Replace.
- In the Description field, enter text to help you identify the search and replace update run in case you want to re-run it at a later date.
- In Application Area, select a specific hub or other area in which to run the search and replace process.
- To restrict the records updated to only a subset of those available in the application area that you selected, use the Select Records option to filter records.
- In Field to Update, select the field for the application area that you selected.
-
Use the
Update Method option to specify the type of replacement.
Option Description Value Use a specific value to update the selected field (column). If the field is associated with a code table, those entries display in a drop-down list to the right of this field. From Another Column Use another field (column) to update the selected field. The fields that are available for the selected application display in the drop-down list to the right of this field. SQL Expression Use a SQL expression to update the selected field (column). Enter the expression in the field to the right of this field. - Click Save.
- Click Run.
-
On the confirmation dialog box, click
OK.
Vantagepoint logs the run as a new entry in the Update History grid.
Parent Topic: How to...