Document Find and Replace bulk action for Contacts and Companies#750
Open
promptless-for-oss wants to merge 2 commits into
Open
Document Find and Replace bulk action for Contacts and Companies#750promptless-for-oss wants to merge 2 commits into
promptless-for-oss wants to merge 2 commits into
Conversation
Add documentation for the new Find and Replace bulk action that allows users to update field values across multiple records by finding a specific value and replacing it with a new one. Includes documentation for both Contacts and Companies sections, with notes about permissions and the page-level action for applying replacements to search results.
|
|
||
| * **Export** - Allows you to export selected Contacts to CSV. | ||
|
|
||
| * **Find and Replace** - Updates field values across selected Contacts by finding a specific value and replacing it with a new one. Select a Contact field, enter the value to find, and specify the replacement value. Only Contacts with the matching field value receive the update. |
Author
There was a problem hiding this comment.
Added Find and Replace bulk action documentation based on PR #16207 which introduces batchFindReplaceAction in LeadController.php and CompanyController.php. The PR adds a new FindReplaceType form and CustomFieldFindReplace service for this feature.
Source: mautic/mautic#16207
|
|
||
| The following batch actions are available: | ||
|
|
||
| * **Find and Replace** - Updates field values across selected Companies by finding a specific value and replacing it with a new one. Select a Company field, enter the value to find, and specify the replacement value. Only Companies with the matching field value receive the update. |
Author
There was a problem hiding this comment.
Added batch actions section with Find and Replace based on PR #16207 which adds batchFindReplaceAction to CompanyController.php and updates Company/list.html.twig to include the bulk action button.
Source: mautic/mautic#16207
adiati98
requested changes
Jun 12, 2026
adiati98
left a comment
adiati98
left a comment
Contributor
There was a problem hiding this comment.
@promptless-for-oss please address the suggestions.
- Bold 'Find and Replace' as a UI term in all instances - Replace 'page actions menu' with 'list view actions' to avoid Vale warning
Author
|
Thanks for the feedback @adiati98! I've addressed all the suggestions:
|
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
2 participants
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Open this suggestion in Promptless to view citations and reasoning process
Documents the new Find and Replace bulk action that allows users to update field values across multiple Contacts or Companies by finding a specific value and replacing it. Covers both the selection-based action and the page-level action for current search results.
Trigger Events
Tip: Request one-off documentation tasks in the Dashboard under New Task 🚀