Search found 9 matches

by KayCee
18 Jun 2022 21:12
Forum: General Usage
Topic: Streamlining Sources in a Book?
Replies: 2
Views: 547

Streamlining Sources in a Book?

I'm experimenting with using the Books feature to create a working project notebook -- a place to collect the information about a particular individual I'm analyzing. I'm including a couple of standard reports -- Individual Summary, Family Group, etc. Problem I'm having is that it insists on appendi...
by KayCee
12 Jul 2021 03:31
Forum: General Usage
Topic: Applying a template AFTER a source is created?
Replies: 6
Views: 1911

Re: Applying a template AFTER a source is created?

Even changing from an existing Template to another Template will, I think, only be successful if the old Template metafields are a subset of the new Template metafields. Yes, you can always change the associated Template, but some old metafields may become 'orphaned' by the new Template. Yes, there...
by KayCee
08 Jul 2021 04:17
Forum: General Usage
Topic: Applying a template AFTER a source is created?
Replies: 6
Views: 1911

Re: Applying a template AFTER a source is created?

I don't believe it -- there IS a way to change it! Sharing in case anyone else needs to know. From Sources window, right-click on the source in question and select Properties. Go to the All tab, highlight the Template field, and press Delete. Confirm the deletion of the field, and close the source p...
by KayCee
08 Jul 2021 01:17
Forum: General Usage
Topic: Applying a template AFTER a source is created?
Replies: 6
Views: 1911

Applying a template AFTER a source is created?

I suspect this is a futile hope, but is there any way to apply a template AFTER a source has been created?

For a large group of sources, I just found the *right* template I should have been using all along. :shock:
by KayCee
09 Dec 2020 14:32
Forum: General Usage
Topic: FH7 - Text from Source - how to MODIFY table after initial save
Replies: 12
Views: 2314

Re: FH7 - Text from Source - how to MODIFY table after initial save

Nick, the editing commands seem to be only available when I create the source initially. When I try to go back into the source to modify it, I can't find the commands.

Am I right in thinking AS won't edit a source record I created in FH7?
by KayCee
09 Dec 2020 14:20
Forum: General Usage
Topic: FH7 - Text from Source - how to MODIFY table after initial save
Replies: 12
Views: 2314

FH7 - Text from Source - how to MODIFY table after initial save

I've entered a source record, including the "text from source" info. It's a census, so there is a table of data entered. Now I discover that the table is too wide to print nicely, so I'd like to modify the table. I can slide the column widths easily enough, but I don't have the table editor controls...
by KayCee
06 Dec 2019 21:15
Forum: Plugin Technical Support & Development
Topic: Research Planner -- what templates do you use?
Replies: 5
Views: 3747

Re: Research Planner -- what templates do you use?

So far, I've also added templates to search for military service documentation, and for residency (city directories, newspapers, and such). I think the one that will be the most fun, though, is one I've called "Time and Place". I'm doing a lot of work to provide context to my ancestors' lives. So fa...
by KayCee
05 Dec 2019 13:20
Forum: Plugin Technical Support & Development
Topic: Research Planner -- what templates do you use?
Replies: 5
Views: 3747

Research Planner -- what templates do you use?

I've just started trying the RP, and it's a lot of fun :) Pretty sure I'm thinking too narrowly about it's uses, though. What templates do you find useful?
by KayCee
23 Jan 2017 00:58
Forum: General Usage
Topic: Source Citations for Sex?
Replies: 1
Views: 2002

Source Citations for Sex?

For the life of me, I can't figure out where to include these. Any suggestions where to look? It might seem minor, but I have one individual whose name is ambiguous, and who is reported as both male and female on various census records. Now, I'm pretty confident I have it correct, based on the spous...