Using search and replace in the Content Library or Projects

Overview

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

• Deleted terms cannot be recovered.
• There are some considerations for special characters when using this function. See Special Character Considerations at the end of this article for more information.

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

Tips and tricks for search and replace

• Filter and select library contents before accessing search and replace to limit search results.
• See how many items match your search criteria by clicking Find, even before entering replacement text.
• Preview the results from the right pane, and 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.
• When the Replace With term is a null string (nothing was entered) and Replace or Replace All is applied, the searched term is deleted and replaced with a space.
  Note: If the searched term is the only word in the content, the searched term will not be replaced with a space.

Select the applicable tab for your edition of Responsive.

• Using search and replace in the Content Library

  1. From the Content Library Q&A pair tab, select the checkbox in front of the desired content (or click Select All), then click More > Search and Replace.
     
  2. Choose to search across Answers, Questions, or All.
  3. Enter your keyword in the Search Exact Matches field and the new value in the Replace With field.
  4. Click Replace to replace the individual, selected piece of content or Replace All to update all contents in the search results.
  5. Click Yes on the confirmation pop-up to replace the terms.

  Using search and replace in projects

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

  1. Select the section(s) you want to query by clicking the box to the left of the sections, then click More > Search and Replace.
  2. Enter the text in the specified field. If you enter multiple words or a phrase, the application replaces only the text that matches the phrase completely.
     
  3. Click Save to update the values in the project. Edits made 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 (\) and double quotes (") cannot be searched.

  Symbol Name	Symbol
  Tilde	~
  Back Quote	`
  Exclamation Mark	!
  At	@
  Hash	#
  Dollar	$
  Percentage	%
  Caret	^
  Ampersand	&
  Asterisk	*
  Open Parenthesis	(
  Closed Parenthesis	)
  Underscore	_
  Hyphen	-
  Plus	+
  Equal	=
  Open Brace	{
  Closed Brace	}
  Pipe	|
  Open Bracket	[
  Closed Bracket	]
  Colon	:
  Semicolon	;
  Single Quotes	'
  Less Than	<
  Greater Than	>
  Comma	,
  Full Stop	.
  Question Mark	?
  Forward Slash	/

  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.

  Symbol Name	Suffix	Prefix
  Tilde	~Text	Text~
  Exclamation Mark	!Text	Text!
  At	@Text	Text@
  Hash	#Text	Text#
  Dollar	$Text	Text$
  Percentage	%Text	Text%
  Caret	^Text	Text^
  Ampersand	&Text	Text&
  Asterisk	*Text	Text*
  Open Parenthesis	(Text	Text(
  Closed Parenthesis	)Text	Text)
  Underscore	_Text	Text_
  Hyphen	-Text	Text-
  Plus	+Text	Text+
  Equal	=Text	Text=
  Open Brace	{Text	Text{
  Closed Brace	}Text	Text}
  Pipe	|Text	Text|
  Open Bracket	[Text	Text[
  Closed Bracket	]Text	Text]
  Colon	:Text	Text:
  Semicolon	;Text	Text;
  Less Than	<Text	Text<
  Greater Than	>Text	Text>
  Comma	,Text	Text,
  Full Stop	.Text	Text.
  Question Mark	?Text	Text?
  Forward Slash	/Text	Text/

  Characters in between text

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

  Symbol Name	Text Example
  Tilde	Text~Text
  Exclamation Mark	Text!Text
  At	Text@Text
  Hash	Text#Text
  Dollar	Text$Text
  Percentage	Text%Text
  Caret	Text^Text
  Ampersand	Text&Text
  Asterisk	Text*Text
  Open Parenthesis	Text(Text
  Closed Parenthesis	Text)Text
  Underscore	Text_Text
  Hyphen	Text-Text
  Plus	Text+Text
  Equal	Text=Text
  Open Brace	Text{Text
  Closed Brace	Text}Text
  Pipe	Text|Text
  Open Bracket	Text[Text
  Closed Bracket	Text]Text
  Colon	Text:Text
  Semicolon	Text;Text
  Single Quote	Text'Text
  Less Than	Text<Text
  Greater Than	Text>Text
  Comma	Text,Text
  Full Stop	Text.Text
  Question Mark	Text?Text
  Forward Slash	Text/Text

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

  Using search and replace in the Content Library

  1. From the Content Library Q&A Pairs tab, select the checkbox in front of the desired content (or click Select All), then click More > Search and Replace.
     
     
  2. 
  3. Choose to search across Answers, Questions, or All.
  4. Enter your keyword in the Search Exact Matches field and the new value in the Replace With field.
  5. Click Replace to replace the individual, selected piece of content or Replace All to update all contents in the search results.
  6. Click Yes on the confirmation pop-up to replace the terms.

  Using search and replace in projects

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

  1. Select the section(s) you want to query by clicking the box to the left of the sections, then click More > Search and Replace. To search and replace within a project
  2. Enter the text in the specified field. If you enter multiple words or a phrase, the application replaces only the text that matches the phrase completely.
     
  3. Click Save to update the values in the project. Edits made 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 (\) and double quotes (") cannot be searched.

  Symbol Name	Symbol
  Tilde	~
  Back Quote	`
  Exclamation Mark	!
  At	@
  Hash	#
  Dollar	$
  Percentage	%
  Caret	^
  Ampersand	&
  Asterisk	*
  Open Parenthesis	(
  Closed Parenthesis	)
  Underscore	_
  Hyphen	-
  Plus	+
  Equal	=
  Open Brace	{
  Closed Brace	}
  Pipe	|
  Open Bracket	[
  Closed Bracket	]
  Colon	:
  Semicolon	;
  Single Quotes	'
  Less Than	<
  Greater Than	>
  Comma	,
  Full Stop	.
  Question Mark	?
  Forward Slash	/

  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.

  Symbol Name	Suffix	Prefix
  Tilde	~Text	Text~
  Exclamation Mark	!Text	Text!
  At	@Text	Text@
  Hash	#Text	Text#
  Dollar	$Text	Text$
  Percentage	%Text	Text%
  Caret	^Text	Text^
  Ampersand	&Text	Text&
  Asterisk	*Text	Text*
  Open Parenthesis	(Text	Text(
  Closed Parenthesis	)Text	Text)
  Underscore	_Text	Text_
  Hyphen	-Text	Text-
  Plus	+Text	Text+
  Equal	=Text	Text=
  Open Brace	{Text	Text{
  Closed Brace	}Text	Text}
  Pipe	|Text	Text|
  Open Bracket	[Text	Text[
  Closed Bracket	]Text	Text]
  Colon	:Text	Text:
  Semicolon	;Text	Text;
  Less Than	<Text	Text<
  Greater Than	>Text	Text>
  Comma	,Text	Text,
  Full Stop	.Text	Text.
  Question Mark	?Text	Text?
  Forward Slash	/Text	Text/

  Characters in between text

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

  Symbol Name	Text Example
  Tilde	Text~Text
  Exclamation Mark	Text!Text
  At	Text@Text
  Hash	Text#Text
  Dollar	Text$Text
  Percentage	Text%Text
  Caret	Text^Text
  Ampersand	Text&Text
  Asterisk	Text*Text
  Open Parenthesis	Text(Text
  Closed Parenthesis	Text)Text
  Underscore	Text_Text
  Hyphen	Text-Text
  Plus	Text+Text
  Equal	Text=Text
  Open Brace	Text{Text
  Closed Brace	Text}Text
  Pipe	Text|Text
  Open Bracket	Text[Text
  Closed Bracket	Text]Text
  Colon	Text:Text
  Semicolon	Text;Text
  Single Quote	Text'Text
  Less Than	Text<Text
  Greater Than	Text>Text
  Comma	Text,Text
  Full Stop	Text.Text
  Question Mark	Text?Text
  Forward Slash	Text/Text