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Add a 'To Do'Tab using 'Create a custom Attribute Aproach'

Posted: 10 Feb 2017 15:41
by Malchal
I have added. 'To Do' tab to the Individual Property Box using the 'Create. Custom Attribute Approach' in my project.
I click on the 'To Do' tab for an individual and I cannot work out how to actually enter any text!

Can anyone help please.

This is my first try at using the forums.

Thanks

Re: Add a 'To Do'Tab using 'Create a custom Attribute Aproach'

Posted: 10 Feb 2017 15:58
by tatewise
Welcome to your first posting at the FHUG.

Ok, so you have seen the advice at how_to:create_work_in_progress_or_research_to_do_lists|> Create Work In Progress or Research To Do Lists but did you follow the link to the fhugdownloads:contents:fact_set_to_do_lists|> Fact Set ~ To Do Lists downloads with a preconfigured Fact Set, Property Box Tab, Queries and Report for you to install, or did you attempt to configure them manually?

If configured correctly the To Do tab should have a large Note box labelled To Do: or New paragraph for each Task into which you can type each task with suitable label headings such as Birth: , Census: , or Death: , and as illustrated in how_to:create_work_in_progress_or_research_to_do_lists#create_custom_tab|> Create Custom Tab.

Re: Add a 'To Do'Tab using 'Create a custom Attribute Aproach'

Posted: 11 Feb 2017 09:39
by Malchal
Thanks Mike for replying. I will now work with what you suggest.
M

Re: Add a 'To Do'Tab using 'Create a custom Attribute Aproach'

Posted: 11 Feb 2017 10:18
by Malchal
Hi,

I believe that I have followed the procedure that you outlined.

I do have the 'To Do' Tab with the large text box but it will not accept text.

i have a Snagit screen grab of it but realise i do not know how to add an attachment to this post.

The other tabs work as normal! Main, Facts, Notes, Media.

Sorry to be so slow.

m

Re: Add a 'To Do'Tab using 'Create a custom Attribute Aproach'

Posted: 11 Feb 2017 10:25
by Malchal
Hi, More thoughts,
I used the 'Create Custom Attribute' method but I did not go into the 'further refinements possible' section as at this early stage of learning I thought I might be out of my depth.
Cheers
M

Re: Add a 'To Do'Tab using 'Create a custom Attribute Aproach'

Posted: 11 Feb 2017 10:51
by Malchal
Hi,

I've now installed a second 'To Do' tab using the 'download FHBT file' method thanks.

I'll now follow instructions for removing my dud attempt.

Looking at the new tab - for the prefix 'Birth: Death: etc., do I enter the prefix in the small text box by that reminder, or into the main text box?

Thanks.

Re: Add a 'To Do'Tab using 'Create a custom Attribute Aproach'

Posted: 11 Feb 2017 10:58
by tatewise
Use the main box as illustrated in how_to:create_work_in_progress_or_research_to_do_lists#create_custom_tab|> Create Custom Tab under where it says New paragraph for each Task.

To attach an image use the Attachments tab below the Post a reply text box, or just drag it directly into the Post a reply text box.

Re: Add a 'To Do'Tab using 'Create a custom Attribute Aproach'

Posted: 11 Feb 2017 14:52
by Malchal
Thank you that has all been helpful and informative.
I'm progressing on many fronts..
M