If you use workflows to handle follow-ups, reminders, or customer communication, making updates can take longer than it should. Find and Replace helps you quickly locate tags, custom values, and text inside a single workflow so you can make changes faster and keep everything accurate.

📌 Why This Matters

As workflows grow, it becomes harder to spot every place where a tag, value, or piece of text appears. That can lead to missed updates, inconsistent messaging, or time spent clicking through step after step. This feature makes it easier to review what is being used in a workflow and update supported items without checking every action manually.

✨ What’s New

• Search inside one workflow: Look for custom values, tags, or text and see matching results right away.
• Jump to each result: The workflow builder moves you to the matching step so you can review it in context.
• Replace supported items: Swap custom values or tags one at a time or update all supported matches in the current workflow.
• Helpful search behavior: Search supports partial matches and is case-insensitive, making it easier to find what you need.
• Undo changes if needed: If you make a change by mistake, you can revert it using Undo.
• Works in both builders: This feature is available in both the Standard Builder and the Advanced Builder.
• Text search for visibility: You can find step names and trigger names through text search, even though text replacement is not supported here.

🛠️ How to Use It

1. Step 1: Open a workflow and click the Find icon, or use Alt+F / Option+F to open the search panel.
2. Step 2: Choose whether you want to search by custom values, tags, or text, then type in what you want to find.
3. Step 3: Review the matching results and move through them as the builder jumps to each related step on the canvas.
4. Step 4: Turn on Replace if you want to swap a supported custom value or tag with a different one.
5. Step 5: Choose Replace for a single match or Replace All to update all supported matches in that workflow.
6. Step 6: Use Undo if you need to reverse a change.

💡 Pro Tip

Before launching a seasonal offer or updating your customer communication, use Find and Replace to quickly fix old tags and values so your workflow stays accurate and helps you capture more sales without delays.