Globally Updating Fields Using Advanced Options
Use the Updating Fields Using Advanced Options in the Global Replace Wizard for the following advanced options:
■ Replacing an entire field with a value
■ Replacing field text only with a value
■ Replacing field text with a value at the specified position
To Globally Update Fields Using Advanced Options
| 1. | Select Tools > Data Management > Global Replace. |
| 2. | A the The Global Replace Wizard, select the Update a field using advanced options and click Next. |
| 3. | Select from the following options: |
○ Update Field. Specifies the field to replace with the selected option.
○ Replace. Type the value to insert into the specified field. GoldMine replaces the specified field in all contact records with this value.
○ Replace the entire Field with Value. Removes any entry in the field and inserts the contents of the field.
○ Replace text with Value. Removes specified text only from the field and inserts the value from this field. GoldMine conducts a case-sensitive search for the value you enter. An F2 Lookup
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 is not available for this option.
○ Insert Value at position. Specifies the position, in character spaces, where the replacement value appears in the specified field.
○ Evaluate Value as dBase expression. Replaces the field with the result of the dBase expression entered in Replace.
| 4. | In the Convert to area, select one: |
○ Proper case. Converts characters in the field value to initial capitals. For example, if the field value is ACME PRODUCTS, the entry is converted to Acme Products.
○ Upper case. Converts all alphabet characters in the field value to capital letters. For example, if the field value is Acme Products, the entry is converted to ACME PRODUCTS.
○ Lower case. Converts all alphabet characters in the field value to lowercase letters. For example, if the field value is Acme Products, the entry is converted to acme products.
○ Phone format. Converts all telephone numbers in the replacement entry to the format that was selected for the record. Telephone numbers in contact records set up for a USA format appear as (999)999-9999; telephone numbers in contact records set up for an international phone format have no formatting applied.
○ Click Next.
| 5. | Check the fields and replacement values before initiating the process. |
○ Expand partial contact records. Expands partial records in the database into complete records if the field to replace is contained in the Contact2.dbf file.
NOTE: If the field is contained in Contact2.dbf, this option is selected by default. If you clear the Expand partial contact records options, partial records are not expanded, and field values in these records are not updated.
○ 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 the field(s) listed in Lookup.ini.
| 6. | You can globally replace more than one field at a time. |
To add another field and replacement value, click Back.
| 7. | Click Remove to delete the highlighted global replacement entry. |
If you have more than one replacement entry, Remove becomes active. You can delete any entry other than a single entry.
| 8. | Click Next. |
The Global Replace Wizard displays a list of available filters and groups you can apply to limit the records to be updated by the global replacement. The filter or group does not have to be activated prior to selection.
| 9. | Select the filter or group to apply from the drop-down list and click Next. |
| 10. | At the final Global Replace dialog box, click Finish. |
