Search and Replace Tool

Last Updated: 15 Feb 2018

The Search and Replace tool allows you to search for a single word or a phrase, and replace it with a different text value. You can also select which part of the system you would like to search in and filter by asset type.

For this tool to work, indexing in the Search Manager needs to be turned on. For more information on the Search Manager, refer to the Search manual.

If an asset has Workflow applied to it, the Global Search and Replace tool will only work on that asset if the status of the asset is Safe Edit, or the user is an approver of all steps of the Workflow.

Bookmarks

Search Terms

This section allows you to specify the details of the terms that you want to search and replace.

  • Search String: Enter one or more words you want to search for.
  • Replace String: Enter the text that will replace the searched string.
  • Match Case of Target String: Check this box to only return an asset if its contents match the case of the search term you enter. If you leave this box unchecked, an asset will be returned if its content matches the search term, whether or not it is the same case.

Search Restrictions

This section allows you to specify the details of the assets to include in the search.

  • Asset Types: Select one or more asset types to include in the search. To include all asset types in the search, leave this field blank.
  • Asset Status: Select one or more asset Statuses to include in the search. You must select at least one Status from the list for the search to work.

Search Location

This section allows you to specify which part of the system to search in.

  • Root Node: Select one or more root nodes to narrow the search under.
  • System Wide: Check this box to search the entire Matrix system.

You need to enter either the Root Node or select System Wide for the search to work.

Search and Replace Example

To perform a search and replace, follow the steps outlined below.

  1. Enter the term or phrase you want to search for in the Search String field.
  2. Enter the term or phrase that will replace the searched term in the Replace String field.
  3. Select the asset type to search in the Asset Types to search field. If you want to search within all asset types leave this field blank.
  4. Select the type of Status the asset must be to be included in the search. You need to select at least one Status from the list for the search and replace to work.
  5. Select either a Root Node to search in (for example, your Site) or search system wide. You need to select at least one option for the search and replace to work.
  6. Click Commit. A HIPO job will appear in the editing screen.

    5-0-0_global-search-and-replace-hipo-progress.png

    If an asset has been found that contains the search term, it will be listed in the HIPO Job, For example, in the example above, the Newsletter and the News assets contain the searched term.

    To find where in the asset the term has been found, click on the black arrow next to the name of the asset. Squiz Matrix will highlight where it found the term.

    5-0-0_highlighted-search-terms.png

  7. Select which occurrences you want to replace by clicking on the checkbox on the right side. If you want to replace all occurrences, click on the Select All hyperlink located at either the top or bottom of the screen.
  8. Once you have selected which occurrences to replace, click the Next button. The HIPO Job will continue and the search and replace will happen for the assets you selected on the previous screen. If you no longer want to perform the search and replace, click the Cancel button.

Previous Chapter

The Latest

Let Us Know What You Think

Let us know if you spot any errors or if you have any ideas on how we can improve the Matrix Community Website.

Contact Squiz for Demo

Let us show you the true power of Squiz Matrix by giving you a personalised demonstration.