Searching Workflows

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

Using Find and Replace

To find text in a Workflow

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

  2. Click the Find icon or click Find on the Search menu.

  3. In the Find what box, type the text to search for.

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

  5. Under Direction, select Up or Down.

  6. Click Find Next. The text is highlighted in the Workflow.

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

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

To replace text in a Workflow

  1. On the Search menu, click Replace.

  2. In the Find what box, type the text to search for.

  3. In the Replace with box, type the replacement text.

  4. Select any other options that you want.

  5. Click Find Next, Replace, or Replace All.

Using Bookmarks

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

To set or remove a bookmark

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

  2. On the Search menu, click Toggle Bookmark.

To go to a bookmark

Finding Comments

If you have included comments in your Workflow, 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.