I’m trying to figure out the easiest way to ‘find and replace’ certain words/text from playbook tasks and email templates.
Our products get renamed from time to time and we need to be able to follow the new brand names when we talk about them to clients in email templates or to CSMs in playbook tasks.
It has been a hassle to 1) try to find tasks and emails with specific text in them. Our inventory is in the hundreds. and 2) replace the text in the source.
I was hoping an API might be able to do that but none exists for playbooks and email templates.
I can update the description in the CTA task via an API but that doesn’t solve the root instance having the outdated text.
Curious if others have had similar needs and whether GS is putting this on a roadmap.
Thanks,
Jasmina
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If you are talking about the templates then you don’t even need API. You can get the configuration. details from analyzer and then go to your playbook tab and search. Or search the entire workbook.
Read the entire message. I think you are saying identification is only half the battle.
Which that doesnt identify email templates also. Not sure there is a way to identify that and I def don’t think there is an API for it. playbooks I think there is an API but can’t remember right now.
However, long term solution, why not just use tokens in these product name spots and then push the name to them instead? So then you just update the product name in one spot and it changes everywhere.
Hi Wayne,
Thank you for your idea!
I’m not sure the analyzer will help me find a specific word/text in a playbook. Can you, please provide a few more steps of how you did it?
We have let’s say 35 playbooks where at least 1 of many tasks has the word ‘ProductA’ in task details. We also have at least 1 email template attached to some of the tasks where we ask clients to adopt ‘ProductA’. When we go through rebranding and ProductA is renamed to ProductAB, then I need to have a way to replace ProductA with ProductAB in all the places.
In a similar use case, we recently renamed the CSM service levels, and that was another massive effort to replace all the wording.
In an upcoming project, we need to replace all links to Tableau that were mentioned in playbook tasks. It would be precious and time-saving if I could do this all at once instead of going task by task.
Tokens might work if we can anticipate what attributes will change in the future, and on top of that they have to be stored somewhere for reference.
Best,
Jasmina
Oh you need task level details? Then I don’t see that happening from analyzer. But, I tihnk you can build a report on cockpit templates and see all the task details.
Updating, not sure there is a way to do that. Maybe look at the evens when you update the task on the actual page and see if you can replicate it?
Thank you, Wayne!
I have a report to find the task details and then parsed the json to make it readable.
It is just the replace piece I’m trying to work on. I will play with your idea and report back if I have any success.
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