Search and Replace Form (Utilities)

Use the Search and Replace form to create a new Search and Replace update run, use an existing Search and Replace update run, or view the history of Search and Replace runs.

Display the Search and Replace Form

You display this form in Utilities.

To display the form:

From the Ajera CRM Navigation menu, click Utilities > Advanced Utilities > Search and Replace.

Contents of the Search and Replace Form

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

Search and Replace Options

Field	Description
Description	If you are creating a new update run, enter a description of the run, for example "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 an Info Center from the drop-down list. Your Security access rights determine the Info Centers 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 you want to change. If you select an existing update run, this field displays the records that were selected.
Column to Update	If you are creating a new update run, select the column (field) name 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.
Update Method	If you are creating a new update run, select the type of update method: Value: Select this option if you want to use a value to update the column you selected in the Column 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 a new status. From Another Column: Select this option if you want to use another column (field) to update the column you selected in the Column 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 you want to use for the update. Ajera CRM checks that the value you enter is compatible with the data type that you are replacing. SQL Expression: Select this option if you want to use an SQL expression to update the column you selected in the Column to Update field. Enter the expression in the field to the right of the Update Method field. Ajera CRM checks that the expression you enter is valid. If you selected an existing update run, this field displays the update method for the run.

Update History Grid

Field	Description
Update History Grid Drop-Down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Run Date	This field displays the date of the run. Click this heading to display runs by date.
Username	This field displays the username of the person who initiated the run. Click this heading to display runs by username.