Searching Within Tasks

Task Builder includes search capabilities and bookmarks that allow you to find specific text or steps within your tasks. This can be particularly helpful with long tasks or tasks that include numerous steps. There is also a Replace function that you can use to replace a string of text in one or more places in the task.

Finding Text in a Task


You can quickly search for every occurrence of a specific word or phrase in a task by using the Find dialog. This dialog box searches through a document from the insertion point down or from the insertion point up, depending on which search direction you choose. In addition, the search automatically continues when it reaches the beginning or end of a file. The status bar displays a message when the beginning or end of a document has been passed. A message box appears when you have reached the starting point of the search.

To find text in a task:

  1. In the Steps pane, click the step from which you want to start the search. (You can search up or down in the task.)

  2. If using the Ribbon interface, select the Home tab and click Find.

OR

If using the Menu/Toolbar interface, click the Find button or click Find on the Search menu. A Find dialog box appears (as shown below).

  1. In the Find What parameter, enter the text, along with wildcards or regular expressions, for which you intend to search. Select the drop-down list to display the last 16 items entered.

  2. Under Conditions, select any conditions you want to use:

  3. Under Direction, select the direction in which search should be performed. The available options are:

  4. Click Find Next. The found text (if any) is highlighted in the task.

  5. Click Find Next again to find additional instances of the text.

  6. Click Close when finished.

NOTE: You can close the dialog box, and find the next instance by clicking Find Next on the Ribbon or Search menu.

Replacing Text in a Task


You can automatically replace text in a task by using the Replace dialog. This dialog box allows you to make text substitutions in the current task.

To replace text in a task:

  1. If using the Ribbon interface, select the Home tab and click Replace from the Find command group.

OR

If using the Menu/Toolbar interface, select the Search menu and click Replace. A Replace dialog box appears (as shown below).

  1. In the Find what parameter, enter the text, along with wildcards or regular expressions, for which you intend to search. Select the drop-down list to display the last 16 items entered.

  2. In the Replace with parameter, enter the text, along with any wildcard or regular expressions, which you intend to use as a replacement for the matching text entered into the Find what text box.

  3. Under Conditions, select any conditions you want to use:

  1. The Scope parameter allows you to define the scope of the current replacement operation. The available options are:

  2. Click the available buttons during operation:

  1. Click Close when finished.

Using Bookmarks


Bookmarks are a means of marking steps in a task so you can find them easily when building or editing the task.

To set or remove a bookmark:

  1. In the Task Builder Steps pane, select the step where you want to place or remove the bookmark.

  2. If using the Ribbon interface, select the Home tab and click Bookmark from the Step command group.

OR

If using the Menu/Toolbar interface, on the Search menu, click Toggle Bookmark.

To go to a bookmark:

OR

If using the Menu/Toolbar interface, on the Search menu, click Next Bookmark or Previous Bookmark.  

Finding Comments


If you have included comments in your task, you can use the Comments debug view to jump to any comment.

To jump to a comment:

  1. In the Debug window, click the Comments tab.

  2. Right-click the comment you want to go to and click Jump to.

See Also

Editing Task Steps

Comments Debug View