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Find & Replace feature
Find & Replace feature

Learn how to leverage Find & Replace feature on timelines.

Updated over 3 weeks ago

The Find & Replace feature allows you to efficiently search for and replace specific information across both event budgets and complete budgets.

This tool is invaluable for planners who need to quickly modify multiple items without manually editing each one.

You can easily trigger the Find & Replace tool in two ways:

  • By using the keyboard shortcut CMD + F (Mac) or CTRL + F (Windows) to open the search tool directly.

  • Or via the three dots menu, then selecting the Find & Replace option

How to use Find & Replace

  1. Click on the three dots menu located at the top-right corner Find & Replace

    1. Or use the shortcut CMD + F (Mac) or CTRL + F (Windows) to bring up the search bar

  2. In the Find field, enter the expression you search for and select if it is a entry in Description or Vendor attribute
    ​

  3. Choose to Replace

  4. Search for replacing value and

    1. Any text when replacing Description

    2. Already existing Vendor when replacing vendors

  5. You can either:

    1. Replace All: Replace all instances globally with one click

    2. Replace: Choose each item to replace one by one

Changes are applied in real-time, allowing you to see updates instantly.

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