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Using search and replace in Projects
Updated 3 months ago

Overview

Search and replace is a time-saving feature that allows you to modify content across an entire 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.

Using search and replace in projects

  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. search1.png
  2. Select whether you want to search answers, questions, or both, then enter the text in the specified field.
    Note: If you enter multiple words or a phrase, only the text that matches the phrase completely is replaced.
  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 NameSymbol
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 NameSuffixPrefix
Tilde~TextText~
Exclamation Mark!TextText!
At@TextText@
Hash#TextText#
Dollar$TextText$
Percentage%TextText%
Caret^TextText^
Ampersand&TextText&
Asterisk*TextText*
Open Parenthesis(TextText(
Closed Parenthesis)TextText)
Underscore_TextText_
Hyphen-TextText-
Plus+TextText+
Equal=TextText=
Open Brace{TextText{
Closed Brace}TextText}
Pipe|TextText|
Open Bracket[TextText[
Closed Bracket]TextText]
Colon:TextText:
Semicolon;TextText;
Less Than<TextText<
Greater Than>TextText>
Comma,TextText,
Full Stop.TextText.
Question Mark?TextText?
Forward Slash/TextText/

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 NameText Example
TildeText~Text
Exclamation MarkText!Text
AtText@Text
HashText#Text
DollarText$Text
PercentageText%Text
CaretText^Text
AmpersandText&Text
AsteriskText*Text
Open ParenthesisText(Text
Closed ParenthesisText)Text
UnderscoreText_Text
HyphenText-Text
PlusText+Text
EqualText=Text
Open BraceText{Text
Closed BraceText}Text
PipeText|Text
Open BracketText[Text
Closed BracketText]Text
ColonText:Text
SemicolonText;Text
Single QuoteText'Text
Less ThanText<Text
Greater ThanText>Text
CommaText,Text
Full StopText.Text
Question MarkText?Text
Forward SlashText/Text
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