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Status Not under consideration
Workspace Product Master
Created by Guest
Created on Jun 30, 2021

Find and Replace functionality should be applied to only selected items in Collaboration, not all items by default

The current functionality of the 'Find and Replace' button requires filters to be in place to allow only selected items to be updated. Otherwise all items in the Collaboration Area are included for updating even if only a few items are ticked in the Bulk Edit screen. This feels counterintuitive for it to ignore the selected items and also has the risk of performing unintentional updates where a filter may not be able to be applied (due to there not being an index on that attribute).

The need for filters is also problematic due to the recommendation in the Design Best Practices to avoid adding indexes to too many attributes due to the potential of causing a large ITA table.

The workaround of using the export/import template also seems to render the Replace button to being very limited in functionality.

Since the Bulk Edit screen allows users to select items it seems like it would be a more intuitive user experience for the Replace button to only operate on those selected items. This would then also alleviate the need for extra filters.

Our current recommendation to our business users is to avoid using this button due to the risk of unintentional updates.

Needed By Month
  • Admin
    Rohit Swarup
    Jul 7, 2021

    By design, “Find & Replace” is meant to work on bulk data and hence we create a job which runs in the background so as to avoid any degradation in user experience. While dealing with bulk data, selecting large numebr of records is not a very goood experience for users. Hence while designing, it was made in such a way so that it is not related to the selections made by user on screen. It works on the complete data set returned irrespective of what is selected.

    As of now, we do not have any plans to change this design in near future as it may impact other customer's as well.

    If user want to do replace selectively then the right way to do that is to first apply filter (using grid filter) on the items within grid and then you can do “Find & Replace”. Alternatively, user can export the data to excel, update the items in Excel and re-import them.