Find and Replace with Content Replacements

July 06, 2016

Content replacements are “find and replace” functions that are executed before data is captured. This means you can customize the way captured text appears before it is saved to agent’s data collection.

 

    1. Right-click a Capture action in the action list.

    2. Click Refine Captured Text.

    3. In the window that appears, click Content Replacements.

    4. Click New.

    5. Choose Text Replacement.

    6. In the Find: section, enter the text you want to remove or replace.  This will find all matches to the entered text and remove it from the captured text. To replace text that matches a certain pattern instead of specific text, check the box next to Regular Expression. If you haven’t used regular expressions before, there are many useful online resources for learning about and testing them.

    7. In the Replace with: section, enter the new text that will replace the old text. To remove text without replacing it, leave the Replace with: section empty.

    8. Confirm in the Content after replacement window that the content replacement is working as intended.

    9. Confirm in the Capture Text Preview window that the capture definition is still capturing the data correctly. Always update the capture definition after creating a content replacement. If the capture definition was written based on the original text, replacing the text or changing its format using content replacements may cause the capture definition to fail.

    10. To create multiple content replacements, repeat steps 1 through 7. The content replacements will be executed in the order created but can be reordered at any time.

    11. Click Save.

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