Page 1 of 1

Customize Data Entry - 2 Projects

Posted: 21 May 2017 04:12
by shoshk
I am working on two projects, one for my ancestry and one for my husband's ancestry.

For each project, I would like a different configuration of the 'Main' tab of the properties box. Any ideas on how I might accomplish this?

Thanks,
Shoshana Kalson

Re: Customize Data Entry - 2 Projects

Posted: 21 May 2017 10:24
by tatewise
You will have to keep two saved versions of the Main tab customisations.

In your ancestry Project, after customising the Main tab, use More Tab Tasks > Export Tab, and save it in your Project's Public folder as FH Property Box - Main tab for Individuals.fhpbt or you can rename it if you like.

Repeat that process for your husband's ancestry Project.

Then when you switch from Project to Project, use More Tab Tasks > Import Tab and load the customisation saved above.
Alternatively, File > Import/Export > Import > Property Box Tab will also load the customisation.

Re: Customize Data Entry - 2 Projects

Posted: 21 May 2017 10:38
by shoshk
Mike,

As always, you have given me a good working solution.

Thank you!

Shoshana