Using Search and Replace in the Answer Library or Projects

Overview

The search and replace functionality is a time-saving feature that allows you to modify content across the entire Answer Library or a project by locating specific words or phrases and replacing all of them at once or one by one.

Use Case: You want to replace all instances of a specific client name with a merge tag instead.

Search and Replace Tips and Tricks

• Filter library contents before accessing search and replace to limit search results.
• See how many matches there are to search criteria by clicking Find, even before entering replacement text.
• Preview the results from the right pane.
• View the total count of the searched term as well as a count of the term present in each piece of content from the left pane.

Note: When the Replace with term is a null string (nothing is entered), and Replace or Replace All is applied, the searched term is deleted and replaced with a space. The deleted term cannot be recovered. However, if the searched term is the only word in the content, the searched term is not able to be replaced with a space.

Using Search and Replace in the Answer Library

1. Click Answers on the main navigation menu.
2. Select View all Content, or begin by applying filters.
3. Click Menu, then select Search and Replace. The Search and Replace screen displays.
   
   
   
   
4. Choose to search across answers, questions, or all.
5. Enter your keyword in the Search Keyword field and the new value in the Replace with field.
   
   
6. Do one of the following:
   • To replace an individual item, click Replace to replace the selected piece of content. A success message as shown below will be displayed upon updating the content.
     
   • To update all contents in your search results:
     1. Click Replace All. A confirmation pop-up displays as shown below:
        
     2. Click Yes to replace the terms for all of the content. The following messages display upon confirmation:
        
        

Using Search and Replace with Projects

To search and replace within a project, follow the steps below:

1. Select the section or sections you want to query by clicking the box to the left of the sections. Click the Edit button and select Search and Replace.
   
   
   
   
2. From the Search and Replace window, enter the text in the specified field.
   Note: If you enter multiple words or a phrase, the application replaces only the text that matches the phrase completely.
   
   
   
   
3. Click Submit to update the values in the project. Edits are recorded in the activities for the question and the project.

Special Character Considerations

Characters Without Additional Text

The following characters can be used in searches with search and replace:
Note: Backslashes (e.g. \) and double quotes (e.g. ") cannot be searched.

Characters With Prefix or Suffix Text

The following characters can be used with prefix or suffix text:
Note: Backslashes (\), double quotes ("), back quotes with prefix and suffix text (`Text or Text`), and single quotes with suffix text ('Text) cannot be searched.

Characters In Between Text

The following characters can be used in between text (without space):
Note: Backslashes (e.g. \), double quotes (e.g. "), and back quotes (e.g. `Text) cannot be searched with text in between.