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Highlighting facts

Posted: 20 Jun 2015 07:00
by WeefordHoldcroft's
Is there any way of highlighting a fact or facts in the facts screen to indicate you are carrying out work in progress. Sometimes I come across a fact and source I need to do some more research on and it would be very useful to flag it in some way.

Re: Highlighting facts

Posted: 20 Jun 2015 08:25
by MB@RE
Although I'm sure there's a better way, which someone will post up. For me, I would use a common phrase "W.I.P.". Place this in the note field for the fact.

Run the query "Contains text" add "W.I.P." in the search criteria.

If necessary add these to a new named list called "W.I.P." where you will pick up the name of your person, and if I'm right in saying, this will not point direct to your fact line, but direct you to your work in progress against a particular person. :)

Update :

I created a fact query from the standard set.
added one filter on the row tab :
Add if %FACT.NOTE2% contains 'WIP' or however you wish to enter label.

The result pointed directly to the person and to the fact(s).

Re: Highlighting facts

Posted: 20 Jun 2015 09:02
by mjashby
If you want a more complex method which can provide more detailed information on your research needs/aims then take a look at the 'To Do' approach explained in the Knowledge Base: http://www.fhug.org.uk/wiki/doku.php?id ... o_do_lists

Mervyn

Re: Highlighting facts

Posted: 20 Jun 2015 09:51
by MB@RE
I previously quoted :
"Update :

I created a fact query from the standard set.
added one filter on the row tab :
Add if %FACT.NOTE2% contains 'WIP' or however you wish to enter label.

The result pointed directly to the person and to the fact(s)."

Unquote.


I'm suspecting even this method is not entirely correct since the Query Menu only allows you to save the result set under "add selected cells records to the named list", but it will not allow you to set/reset the flags, which are needed if you remove the "WIP" phrase from the FACT note field.

The record will no longer appear on the report result but the FACT owner will still appear in the Named List which was pre-selected before.

If there is a classic way of doing this, I too would like to see it, or know whether you should be able to change flags on FACT records.

Re: Highlighting facts

Posted: 20 Jun 2015 10:03
by MB@RE
Thanks Mervyn.

Re: Highlighting facts

Posted: 20 Jun 2015 13:36
by DavidNewton
A method for showing up individuals with a W.I.P. somewhere in their record is to create an extra custom column in the individual tab of the Records window The expression for the custom column reads

=ContainsText(%INDI%,"W.I.P.",EXT)

this will whow a Y for any individuak whose record contains the string W.I.P. and you can click the column header to bring them up to the top. If you remove the string W.I.P. then the Y correspondingly disappears.

I expect there is some way to identify whcih fact needs work but I an not expert enough with expressons to work out how.

David

Re: Highlighting facts

Posted: 20 Jun 2015 16:42
by MB@RE
Thanks David.



I'm still left feeling why it's not possible to set flags on fact set results. :?:

Re: Highlighting facts

Posted: 20 Jun 2015 18:59
by mjashby
MB@RE,

Ah, we've all been trying to give you answers to how you can do what you want, but missed your key question.

It's because visual 'Flags' in Family Historian are for flagging Individual Records and can't be attached to individual facts. A full explanation of Record Flags can be found in "Getting the Most Out of Family Historian Version 5" (available from the Family Historian Website Download page if you don't already have a copy), although the history of Flags dates back to the earliest public version (Version 2). They are really intended as a visual guide for inclusion in charts. You could, of course design your own flags to indicate WIP which you could then attach to individual Records and they would then show up on Charts/Diagrams.

Mervyn

Re: Highlighting facts

Posted: 20 Jun 2015 19:18
by MB@RE
Hi Mervyn,

I'm pretty much familiar with adding flags to drawings, from the query result set, etc.

It just seemed peculiar why flags applied to individual records and not fact result sets too. I can live without it, but it seemed natural (in the case described above) to set flags off a fact set result in exactly the same manner as you would do under the individual's record.

Thanks for your reply. :)

Re: Highlighting facts

Posted: 20 Jun 2015 20:49
by mjashby
Mike,

Yes, I can see your point. My guess would be that the Flags feature was devised as a method for providing positive visual indicators of the facts that have been recorded against individual records rather than those that haven't; so no Flag would then equate to 'WIP/WorkToDo'. Must admit, they're not something I've made any significant use of. I only really use the stock 'Private' and 'Living' Flags on a regular basis as I'm not a great user of 'diagram mode'.

Mervyn

Re: Highlighting facts

Posted: 20 Jun 2015 21:18
by DavidNewton
Following on from a previous thread about decorating the fact list to show the existence of sources

http://www.fhug.org.uk/forum/viewtopic.php?f=32&t=12275

perhaps an extension of that method might help. It involves some one-off preparation as it is necessary to edit the Override Template for Facts tab listings for all facts (or at least for all the facts that you might use. Add to the front of each template the following expression

{=ContainsText(%FACT%,"W.I.P.",EXT)}.

This will show a Y if the text W.I.P. occurs in the fact and otherwise is blank. Clearly it is not highlighting the fact but it does mark it. For example the line for an 1841 census with a W.I.P. would start as

6 Jun 1841 YCens:...

and if you use the column method in the Records window described earlier than you can quickly identify where you are working

David