Replacing Resources, Library Items, Departments, Locations, Customizations > List Items

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Replacing Resources, Library Items, Departments, Locations, Customizations > List Items

Any time you see Replace Replace-blue, you can replace one item with another item in the list (select an item and then Replace Replace-blue to display the Replacement screen). When you save on the Replacement screen, the Replace item will be replaced with the Replace With item everywhere in LEAD. This includes approved initiatives!

Note: You will only see Replace Replace-blue, when you have the Replace privilege as part of your role.

Replacement Screen

Figure 378: Replacement Screen

On the Replacement screen, you can:

Select View Table-View to view the full information about a selected Resource, Library item, Department, Location, or Customizations > List item.

Select Replace Replace-blue to add an item to the Replace With field on the screen.

Select Switch Switch to change the positions of the items listed under Replace and Replace With.

Use the Find: field to Search for items that match your search term. The table will list all items that contain your search term on the screen.

Replacing Items

To replace an item with another item, first select the item to be replaced on the screen, then:

Select Replace Replace-blue to display the Replacement screen.

Select the item that will replace the item and select Replace Replace-blue.

Select Save to replace the Replace item with the Replace With item everywhere the item is used, or select Cancel to return to the previous screen without replacing any items.

Replacement Screen Fields

Replace

The Replace item will be replaced by the item shown under Replace With.

Replace With

The Replace With item will replace the item shown under Replace. If the order of the item is incorrect, select Switch Switch to change the positions of the items listed under Replace and Replace With.

No

The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves.

Title

The Title or name of the resource, library item, department, initiative location, or customization list item.