Find and Replace Values in Exception Records
You can search the records in a task for a data value that you specify. You can replace the value with another value. You can find and replace a value in a single record, and you can find and replace values in multiple records in a single operation.
When you configure the find and replace options, you can select a single column by name. Or, you can configure the options to search any column that uses a date, string, or numeric data type.
When you search the task by data type, the Analyst tool searches for the value that you enter in any column that uses the data type. You can find and replace any value that a string data column contains, including numbers and dates. You can perform case-sensitive searches on string column data. You can search for a partial match or a complete match between the search value and the contents of a field in a string data column. When you find a partial match, the Analyst tool replaces all instances of the characters that you enter in the record field.
The following table shows the result of a partial find and replace operation on a string of name data:
Search Value | Replacement Value | String to Search | Result |
|---|
SMITH | SMYTH | JOHN SMITH AND MARY SMITH | JOHN SMYTH AND MARY SMYTH |
When you search for a date, enter the date value in the date and time stamp format that the date columns use. You can replace a null value in a date column with a date value that you specify. You cannot search for part of a date value or part of a number in a date data column or a numeric data column. You cannot perform case-sensitive searches on the contents of a date data column or a numeric data column.
You can find and replace values when you filter the task data. The find and replace operations apply to the records that meet the filter criteria. When you search on filtered data, the search operation opens the first page of task data that contains a record that meets the filter criteria.
Click Find & Replace to show or hide the options in the task.
Replacing a Single Value in Exception Records
Find and replace a data value in a column that you specify or in any date, string, or numeric column. Use the filters to find and replace the value in a subset of the records in the task.
1. Open the exception task.
2. On the Data Editing tab, click Edit.
3. Click Find & Replace.
The Analyst tool shows the find and replace options above the list of records.
4. Enter a data value in the Find field.
5. Specify a column to search. Or, specify a data type.
If you select a data type, the Analyst tool searches the columns that use the data type. By default, the Analyst tool searches for the data value in all string data columns.
6. If you search for a data value in a string data column, select or clear the following options:
- - Case sensitive. Perform a case-sensitive search on the string data.
- - Match whole field. Search for a match between the value that you enter and the complete contents of a field in a record.
You cannot perform case-sensitive searches or partial data searches on columns of date data or numeric data.
7. Click Find.
The Analyst tool highlights the first record that contains the value that you specify. Use the arrows to move through the records.
8. Optionally, enter a value in the Replace with field.
9. To replace the highlighted value with the value that you entered, click Replace.
Repeat the step to find and replace additional instances of the value in the task.
Replacing Multiple Values in Exception Records
Use the Replace All option to replace multiple instances of a value in a single operation. You can find and replace the value in the records on the current page, on all pages, or in the records that you select. Use the filters to find and replace the value in a subset of the records in the task.
1. Open the exception task.
2. Optionally, select multiple records.
Select multiple records to restrict the Replace All operation to a set of records within the task. For example, you might select all of the records that meet the filter criteria that you defined.
3. On the Data Editing tab, click Edit.
4. Click Find & Replace.
The Analyst tool shows the find and replace options above the list of records.
5. Enter a data value in the Find field.
6. Specify a column to search. Or, specify a data type.
7. Enter a value in the Replace with field.
8. Click Replace All.
Select one of the following options:
- - Replace on this page. Replaces all instances of the value that you entered in the records on the current page.
- - Replace on all pages. Replaces all instances of the value that you entered in all of the records in the task.
- - Replace on all selected. Replaces all instances of the value that you entered in the records that you selected.
Note: The operation does not replace data values in any column that you do not have permission to view and edit.