Text: Find and replace

Use this action to search for instances of text and replace all instances with new text.

Use case

  • Change the company name on a contract in all places
  • Update an invoice order based on a supplier request
  • Strip line breaks, spaces, or special characters out of a block of text
  • Perform text substitution instead of writing complex REGEX codes

How to configure this action

Fields for this action

    • Enter a block of text or field reference to text. This is the text that will be searched through.
  • Search Term

    • The value to search for within the block of text
  • Replacement

    • The value that will replace the search term in the text. Leave blank to remove the search term from the text.
  • Case Sensitive

    • Select True or False from the drop down to set case sensitivity.
      • Select True to match the case between the search term and the text to search.
      • Select False or leave blank to ignore case.

      💡   Tip: If case is ignored, searching for apple will return instances of both apple and Apple. If the search is case sensitive, searching for apple will only return instances of apple and ignore Apple.

  • Output Field Prefix

    • To help keep output fields organized, choose an output field prefix to add to the beginning of each output field name as this action may output more than one field.
    • The step’s name is used as the prefix by default.

What will this output?

This action may generate multiple fields. To help keep output fields organized, the prefix above will be added to the beginning of each of the output field names, separated by two dashes. Each field will result as:{{output-field-prefix--output-field}}. Learn more

Output fields for this action

  • Text with Replacement

    • Returns the finished text with all replacements made.
  • Number of Replacements

    • Returns the number of times a replacement was made.

Get help with a problem or question

If something’s not working as expected, or you’re looking for suggestions, check through the options below.

How to remove extra lines or line breaks

You can remove line breaks by entering a “return” in the Search term field, and leaving the Replacement field empty. A return, sometimes called “enter”, is the key directly above the right shift key on a standard US keyboard.

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The return key is always directly above the right shift key.

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