Control Center Global Updates: Find / Replace

Applies to

Smartsheet

Find/Replace Global Updates updates values in project sheets and templates. To use Find/Replace, provide a Find value and a Replace value.

By default all columns will be updated. To limit which columns will be updated, use In these columns to limit the update.

To Find/Replace data in your Control Center portfolio:

  1. Navigate to Control Center > Manage Program > Global Updates and select  Find/Replace.
  2. Name your update, and then select the blueprint and template you want to use.
  3. Enter your Find and Replace with values, and then select the columns you would like to update from the In these columns dropdown.
    • Select Advanced Options to add additional conditions to your update. You can also select Add Find/Replace to run more than one Find/Replace operation in a single global update 
  4. Complete the Global Update to test and apply your changes. See Test and Validate Your Changes for more information. 

NOTE: To run a Find/Replace update for Profile Data fields, select Add Condition in Advanced Options, then select [Row] in Select test and set the condition to is Profile Data

Restrictions with Find/Replace

Some column types are either unavailable to SCC Find/Replace or are available, but with restrictions. These column types are listed in the following table.
 

Column or Cell Data Type

Ignored by Find/Replace

Available with Restrictions

Notes

System

Yes

No

-

Columns designated in your Project Settings:
 

  • Start date column
  • End date column
  • Predecessor column

Yes

No 

-

Contact List

No

Yes

See Restrictions on Contact List Column Data

Date

No

Yes

See Restrictions on Date Column Data

Duration

No

Yes

Duration column data is matched strictly by matching the string.

 

Find/Replace will not perform any conversion of the duration.

 

For example, if your Find string on a Duration column is 2d it will only match cells that contain the value 2d—it will not match a duration of 16h.

Comments

Yes

No

 

Any cell with an inbound cell link

Yes

No

Note that outbound cell links can be modified.

Cells with hyperlink

Yes

No

-

Cells with images

Yes

No

-

 

Restrictions on Contact List Column Data

The value in the Find box must either be the full name of the person that is displayed in the sheet or the email address associated with that contact. You can specify either Joe Smith or joe.smith@mbfcorp.com.

Values in Contact List columns must be exact matches. For the Find value, you must use one of the following in the Restrict to box:

  • is equal to
  • is not equal to
  • is blank
  • is not blank

For the Replace with value, the Restrict to box in Advanced Options must be set to replace the entire cell. If you use any other values for Restrict to, Contact List columns will be skipped (but other column types will be processed).

When using Find/Replace with Contact List columns, use the email address rather than a contact name.

Restrictions on Date Column Data

Cells in Date columns will only match the Find value when one of the following restrictions are specified:\

  • is equal to
  • is not equal to
  • is blank
  • is not blank

If any other restriction is specified, Date columns will be skipped. Similarly, the Replace restriction must use replace the entire cell or Date columns will be skipped.

For example, if using a Find value of "01/30" and Replace with value of "02/01" while Restrict to is contains, this will NOT match a cell in a Date column that is set to “01/30/2017” because the contains restriction is being used. If  these values are included in the update, this operation will be run for Text/Number column types.

When you enter a date in the Find or Replace box and a Date (or Date/Time) column is selected, you’ll receive a warning indicating how the date will be interpreted (for example, February 15, 2018). You’ll have the option to convert the value to a universal date format (YYYY-MM-DD). Converting to a universal date format is a good best practice for matching Date columns: it can help you avoid confusion caused by different date display formats (for example, mm/dd/yy or dd/mm/yy).

Dates in Smartsheet are displayed according to each user’s personal settings. Date display is controlled at the user level in Personal Settings. For more information about date formats, see Changing the Default Date and Number Format (via the Language Setting).