1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. General
  4. Manage

Find and replace

You can use find and replace to:

  • Find where a record is used.
  • Replace a value in records where it used with another value.

For example, you create an activity that must in some places be used instead of an existing activity. You first find and review the records in which the existing activity is used. Select the records in which you want to replace the existing activity and replace it with the new activity.

The find and replace functionality is available on most element pages in RapidValue.


Solution designer Solution designer Find where records are used Find where records are used You can find where a selection of records is used. You can do so from most element pages in RapidValue, like Flows, Roles, and Goals. Procedure 1. Open a workspace. For example, Business process modeling. 2. Open an elements page. For example, Flows, Roles, or Goals. 3. In the list, find and select the desired record. 4. On the Action Pane, click Manage. 5. Click Find and replace. 6. Click OK. 7. Click Edit. Notes For each find operation, the result is logged in the Operations history.You can delete records that are not used. To do so, on the Find page, click Find to change to the grid view. In the grid, select the records to be deleted. On the navigation pane, on the Find tab, click Delete. Start Start Replace values in records where used Replace values in records where used You can replace a value in records where it is used with another value. For example, you create an activity that must in some places be used instead of an existing activity. You first find and review the records in which the existing activity is used. Select the records in which you want to replace the existing activity and replace it with the new activity. Procedure 1. Open a workspace. For example, Business process modeling. 2. Open an elements page. For example, Activities. 3. In the list, find and select the desired record. 4. Click Find and replace. 5. On the Find records dialog, click OK. 6. On the Find page, click Edit. 7. In the tree, select 'the type of element where you want to replace the activity'. 8. In the list, find and select the desired record. 9. Click Replace to open the drop dialog. 10. In the list, find and select the desired record. 11. Click OK. 12. On the Replace dialog, click OK. 13. Close the page. 14. Close the page. Notes On the Find form, you can repeat these steps on the find results as often as required.For each find operation, the result is logged in the operations history. It can, for example, be that you didn't yet finish replacing values in the found records. A next time, you can open the logged find operation results to continue replacing values. You can do so from the Operations history tab on the Business process management workspace. End End Replace? Replace? Yes No

Activities

Name Responsible Description

Find where records are used

Solution designer

You can find where a selection of records is used.

You can do so from most element pages in RapidValue, like Flows, Roles, and Goals.

Replace values in records where used

Solution designer

You can replace a value in records where it is used with another value.

For example, you create an activity that must in some places be used instead of an existing activity. You first find and review the records in which the existing activity is used. Select the records in which you want to replace the existing activity and replace it with the new activity.

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