Dark

Auto

Light

Dark

Auto

Light

Getting Started with "Search & Replace"

Table Of Contents

  1. Initial Launch
  2. Supported Columns
  3. Customize App Settings
  4. Minimum Character Count
  5. Contact Form
  6. Search Results
  7. Open Item
  8. Download Search Results
  9. Single/Multi Select
  10. Replace
  11. Confirm Before Replace
  12. Confirmation After Replace
  13. Long Sessions

 

Initial Launch

When the Search & Replace app is installed as a workspace app, it will open up as the following.

  • The Search tab is preselected.
  • The first workspace on the initial launch or the last used workspace(s) on the following launches will be pre-selected.
  • You can search in one or many workspaces.
  • You can search for one or many keywords.
  • You can use the search options at the bottom to match the case, match the whole content, and/or use the cached results.
  • You can use wildcards to expand your search. For example, “sm?th” finds “smith”.  Learn more.
 

 

Supprted Columns

This extension searches for the specified term in the following columns: Item’s name, text, long_text, phone, email and link. If a match is found and the intention is to replace it, these columns will be updated accordingly.

If you want more columns to be supported let’s discuss by reaching out us at contact@projectaddons.com.

Customize App Settings

You can click the Customize button at the top right corner to define the app-level settings.

  • You can use cached results all the time.
  • You can have all workspaces preselected.
  • All results can be preselected after a search.
  • Once you change an app-level setting, you should hit the Update CTA button, and refresh the app page.
 
 
 
 
 

Minimum Character Requirement

You should have at least 2 characters typed before any search.
As stated, wildcards expand your search so, for example “sm?th” will find all “smith”s. You can learn further here.

Contact Form

For all your questions and issues, you can click the Contact button at the top right corner and fill up the form that opens up.

Search Results

When you search, the results will be displayed on the table at the bottom.

  • It will contain the text, the type of the text, the column name, the board name, and the workspace name.
  • You can hover on the ellipsis items to read the full text in a tooltip.
  • You will momentarily see the number of boards scanned and items found next to the Find All button.
 
 
 
 
 
 
 
 
 

Open Item

You can click the expand icon on the Open column to open the record on a modal.

Download Search Results

You can download the results in Excel format by clicking the download icon.

Single/Multi Select

You can select one or many records from the list.

Replace

You can navigate to the Replace tab and type the text you want to replace with. You can search for this tab as well.

Confirm Before Replace

Before replacement, you will see a warning modal with the number of records selected, the old keyword to be changed, and the new keyword to be used.

You can cancel the replacement or you can reconfirm.

 

 

 

 

 

 

Confirmation After Replace

When replaced, you will also see another confirmation that it is all done.

 

 

 

 

 

Long Sessions

When the app is in use with cache for a long time (more than 1 hour) it is probable that the result set will be missing the items added or updated by your teammates. To avoid this, we have added a warning idicator in red to the header.