Goldmine: making changes globally?

Posted on 2005-05-16
Last Modified: 2013-11-24
For example suppose a client changes their company name, is there an easy way in GM to update all records with that name change?
Question by:veedar
    LVL 4

    Accepted Solution

    You can use the Global Replace Wizard.  This is located under the Tool Menu.

    Please make sure you make a backup of your data before performing using the Global Replace wizard.

    The best way to do the global replace would be first to create a group or filter of all the records you want to change. This will allow you to isolate the group of records that are affected.

    To create a group or filter use the Lookup Menu and select Filter.  
    Select New and give your filter a name.  
    Next step would to be build the filter by selecting the Build tab.
    Here you want to use a field that will allow you to group all the records together.
    The option in your example states that the client belongs to company A, but company is now company B.
    So you want to choose field name company and the Operator should be is equal to and you type in the company value exactly as it appears on the record.  (if not exactly right you will will not be able to retrieve records when the filter is ran)
    Once you have the FieldName, the Operator, and the Value filled out you hit insert condition.  
    Now we can hit OK.
    To make sure the filter will pull information we can highlight our newly created Filter and select the Preview tab.
    Once on the preview tab you can select the Search All option which will show you a list of records in this filter.  If you are satisfied with the list you can finally take a look at the global Replace wizard.

    The Global Replace Wizard is located under the Tools menu.
    The wizard starts and you are promtped for Replace options
    With Value is the option you want to select
    Next you select the Company Field
    and the replace with Value should be Company B
    Now you should get a verification Window which wants you to confirm what fields will be affected and with what value.
    Hit next and this is when you need to select the filter we created.  Just hit the drop-down option and your filter should be listed.  (if the filter isn't listed you will need to select Filters of option to select a different user list) Once the filter has been selected you can hit next and finish.  This will globally replace all records with companyA and change the company field to Company B.

    Remember to first create a backup of your GoldMine database. If you are in SQL you can use the SQL Enterprise Manager for a backup of your GoldMine. If you are using a dbase version of GM you can use the option under File and follow the wizard.  If you need help with the backup let me know.
    LVL 15

    Author Comment

    Thanks tbojoe this sounds like just what we need. I'll give this a go but it may be a few days before I can try it.  
    LVL 4

    Expert Comment

    Veedar...Do you have any update on this question?  
    LVL 15

    Author Comment

    tbojoe sorry for the delays I've been working on this with another party who's holding things up.  Your info on "Global Replace Wizard" I'm sure that will do the job for us so I'll close this and open a new question if needed.

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