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Using ReplacePro

The ReplacePro function allows for modifications or changes to data that meet specific qualifications. 

ReplacePro is may be used to replace one value within another in any instance where the original value appears. 

 

Step 1           Log into the CDP

The active Institution and File will display in the upper right-hand section to the left of the name of the user logged in.

Step 2           Click Data Processing

Step 3           Click DataPro

Step 4           Click ReplacePro from the menu on the left hand side

Note: ReplacePro items require a saved filter be applied. The filters must first be created and saved within Discovery/Research before building the replacement. 

Step 5           To create a new replacement, click the green Add New button

5.1                 Type a description into the Name box

5.2                  Make the Select Filter selections:

  • Click drop down arrow to select the Filter Group
  • Click drop down arrow to select the Filter

5.3                  Make the Field to Replace selection:

  • Click the drop down arrow to select the Field Group
  • Click the drop down arrow to select the Field

5.4                  Select the Replace with option:

  • Value
  •  Field

5.5                  Type in or make the selection within the Value/Field box

5.6                  Click Save to complete the ReplacePro setup

                       The replacement will now display at the top of the ReplacePro window with a Process box to the left of the Name

Step 6           To run the replacement manually, place a check mark in the Process box next to the replacement name

6.1                  Click the Run Now button

6.2                  A pop up message will appear when it completes. To see the results of the replacement, click the Results menu item located on the left-hand side of the page

Step 7          To Edit a replacement, simply click on the Name of the replacement within the list

7.1                 Make the desired changes

7.2                  Click Save

Step 8             To Delete a replacement, simply click on the Name of the replacement within the list

8.1                   Click the Delete button

8.2                   Click Yes in the confirmation message

Note: A replacement may also be created in Discovery/Research.
The Replacement and deletion options will only appear after a filter has been activated. To see the results of the replacement, return to DataPro and click the Results menu item.

       

  

Note 2: While the replacement can be run manually here, it can also be set up to automatically processed within the Automation Manager.

 

Article Reference CDP605

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