Skip to main content
Conga Support

Find/Replace

Use the Find/Replace action to replace values in text fields. You can also use this action to add new text to empty fields. Find/Replace only pertains to short and long text fields, not to lookup fields such as dates, email addresses, numeric fields, or formula fields. It only applies to the selected records on the current page. Follow these steps:

  1. Select one or more records.
  2. Click Actions.
  3. Click Batch Edit > Find/Replace
  4. Select an available field from the drop-down menu.
  5. Enter the Old Value (the current data in the record).
  6. Enter the New Value (the replacement data).
  7. Click OK. When the Find/Replace action is complete, click Save to save your edits.

Video Presentation

 

  • Was this article helpful?