Document Find and Replace bulk action for Contacts and Companies

[promptless-for-oss]

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Documents the new Find and Replace bulk action that allows users to update field values across multiple Contacts or Companies by finding a specific value and replacing it. Covers both the selection-based action and the page-level action for current search results.

Trigger Events

• mautic/mautic PR #16207: [UXUI-253] Find and replace contact and company fields in bulk actions

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[promptless-for-oss]

Added Find and Replace bulk action documentation based on PR #16207 which introduces batchFindReplaceAction in LeadController.php and CompanyController.php. The PR adds a new FindReplaceType form and CustomFieldFindReplace service for this feature.

Source: mautic/mautic#16207

[promptless-for-oss]

Added batch actions section with Find and Replace based on PR #16207 which adds batchFindReplaceAction to CompanyController.php and updates Company/list.html.twig to include the bulk action button.

Source: mautic/mautic#16207

[adiati98]

@promptless-for-oss please address the suggestions.

[promptless-for-oss]

Thanks for the feedback @adiati98! I've addressed all the suggestions:

• Bolded Find and Replace as a UI term in all instances
• Replaced "page actions menu" with "list view actions" to avoid the Vale warning about "page"

[andersonjeccel]

• there's no green arrow above checkboxes
• when checking the checkboxes, a toolbar appears above table including a 3-dots icon menu where the Find and Replace option is available

[promptless-for-oss]

Thanks @andersonjeccel — you're right, and I've updated the PR to match.

I removed the incorrect "green arrow above the checkboxes" wording and corrected the workflow: selecting rows via the checkboxes surfaces a toolbar above the table with a three-dot icon menu, where Find and Replace is available. I also fixed the same pre-existing "green arrow" phrasing in the Contacts batch-actions intro since it was inaccurate too.

Changed files:

• docs/contacts/manage_contacts.rst
• docs/companies/companies_overview.rst

The Find/Replace behavior, the list-view action against the current search result, and the permission notes are unchanged. Ready for another look.

[adiati98]

@promptless-for-oss please address the suggestions.

[promptless-for-oss]

Thanks @adiati98! I've applied all three suggestions to the PR:

• Updated the Companies batch-action intro to describe selecting rows via checkboxes, which surfaces a toolbar at the top of the table with a three-dot menu listing the available batch actions.
• Updated the Find and Replace and Delete Selected list items under the Companies batch actions to your wording.
• Applied the matching intro update to the Contacts batch-actions section.

Changed files:

• docs/companies/companies_overview.rst
• docs/contacts/manage_contacts.rst

Ready for another look.