Globally Replacing Fields with a Value

Use the Replace a Field with a Value option in the Global Replace Wizard to change the value of a field with another value.

To Globally Replace Fields with a Value
1. Select Tools > Data Management > Global Replace.
2. At the Global Replace Wizard, select Replace a Field with a Value, then click Next.
3. Select a Replace Field in the drop-down list.

This specifies the field to be updated. The data in this field will be replaced by the value specified in the With Value field.

Select the GoldMine fields in the drop-down list.

4. Type or select from the F2 LookupClosed Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list the With Value to insert in the selected field.

This option specifies the replacement value that will be placed in the Replace Field. GoldMine will replace the specified field in all contact records with the value in this field. For example, if the Replace Field is City, and the With Value entry is Long Beach, GoldMine will replace all City entries with Long Beach.

5. Click Next.
6. Check the fields and replacement values before initiating the process:

○ Expand partial contact records. Expands partial contact records in the database into complete records if the field to be replaced is contained in the Contact2.dbf file. If the field is contained in Contact2.dbf, this option is selected by default.

If you clear the Expand partial contact records option, partial records are not expanded, and field values in these records are not updated. However, when additional entries require more space, GoldMine converts a partial record to a complete record. Clearing Expand partial contact records prevents GoldMine from automatically converting partial records during a global replacement.

○ Update linked fields (based on lookup.ini). Changes values in linked fields according to the instructions in the [AutoUpdate] section of the Lookup.ini file. This option is available only if one or more selected fields include fields listed in Lookup.ini.

○ Log updates in history. Records global changes to fields in the following System Logs:

○ ProcessClosed A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process. Monitor Logs. Displays the date, time, user, and number of records affected by the global replacement

○ Contact Files Logs. Displays the date, time, user, field name, and the value inserted by the global replacement. This option appears only if you selected Log updates in history for each field from the Field Label dialog box which you can access by pressing CTRL and double-clicking the field label.

7. You can globally replace more than one field at a time. To add another field and replacement value, click Back.
8. If you have more than one replacement entry, Remove becomes active. You can delete any entry other than a single entry.
9. Click Remove to delete the highlighted global replacement entry.
10. Click Next.

The Global Replace Wizard displays a list of available filters and groups to apply to limit the records updated by the global replacement. The filter or group does not have to be activated prior to selection.

Select the filter or group to apply in the drop-down list, then click Next.

The final Global Replace dialog box appears.

11. Click Finish.