Document Account Where Used and Re-Point

Before you retire, replace or rebuild a document account, find everything that uses it, then move those uses to another account.

See Where an Account Is Used

1. Select Document > Manage Accounts.
2. Select the Used By icon on the account’s row.

Where Used lists each use with its project, type, name and how the account is used:

Column	Values
Type	Step, Workflow, or Project default
Used	Directly; Container condition; Project default; or Variable (may be used)

Steps and workflows your role can’t see are counted but not named. The list is gathered a project at a time and says when it may be incomplete or which projects were never scanned.

App Runner manifests and project tile images are not scanned. A use that comes from a variable is listed, and you update that variable by hand.

Re-Point an Account

1. In Where Used, select Re-point….
2. Choose the account to switch to, then select Preview.
3. Review the uses. Nothing has changed yet. Clear any you want to leave alone.
4. Select Re-point and confirm.

Each use then shows its result: Changed, Changed since the preview, Not allowed, Project is locked, No longer exists or Refused. A use that fails doesn’t stop the others. Changing a project default requires an Architect or workspace administrator.

Variable uses are never changed. The preview names each variable and the step to update by hand.

Caution

If you re-point to a Personal Temp Drive, workflows run as the project, which cannot open that drive, and the re-pointed steps fail when they run. PlaidCloud warns you for each affected project.

Using an AI Assistant

• The AI assistant in a project can propose a re-point. It shows the changes on an approval card and applies them only after you approve.
• Over MCP, document_account_describe(include=['used_by']) lists the uses and document_account_repoint previews and applies a re-point.