* How To Control What's Used For An Individual

[edmacke]

Is there a way to control what, overall, is displayed for an individual (for example, what fields in what order, etc.)?

Specifically, I'm looking for a way to control whether personal notes (i.e. notes attached to a person) and marriage notes (i.e. notes entered in the marriage event) appear in narratives a) when a person is the primary person and b) the narrative when the person is listed as a child of a primary person.

For example, even though the sentence for my marriage fact type doesn't include {note}, the marriage note appears in both the primary and child narrative.

And while I can't find how to control the sentence for an individual, the note attached to that person appears in the primary narrative, but not the child narrative.

[tatewise]

What Report Options have you chosen?
There are several for various classes of Notes that override the Sentence Templates.
If they are all unticked, which is the Installation Setting, then only the template code {note} will apply.

Be aware that {note} only applies to the Fact local Note.

If the Marriage Event local Note is appearing, then presumably you have ticked the Report Option for Inc. Event/Attr Notes but that would include the local Note of EVERY fact.

Are you sure you are talking about the Marriage Event local Note or the Shared Family record Note for the couple?
That is governed by the Report Option for Spouse Family Notes.

The Report Options do not seem to differentiate between Primary or Child narratives.
Similarly, it is not easy for Sentence Templates to behave differently for Primary or Child narratives.
You would have to use a Flag or Named List to tell the Sentence Templates who was Primary.

The order fields are displayed for each fact is governed entirely by the Sentence Templates.

[edmacke]

What Report Options have you chosen?...If the Marriage Event local Note is appearing, then presumably you have ticked the Report Option for Inc. Event/Attr Notes but that would include the local Note of EVERY fact.

I can't figure out how to attach a screen shot, but under the main tab I have every single option ticked (except "Record Ids"). The "Individual Events" and "Marriage Events" both have the "All" radio button chosen.

After playing around, you are correct: the ticked "Inc. Event/Attr Notes" option is what is including the event notes. Makes sense! FWIW, I like that the notes show up - that's what I want.

Also, it seems to even be smart enough to know that if I've manually modified my event sentence to include the note, it doesn't include it a second time.

The Report Options do not seem to differentiate between Primary or Child narratives.

That's what I'm seeing, too. Yet, there are differences between the Primary and Child narratives.

For example, the primary narrative seems to include alternate names, e.g. "John SMITH (also known as John SMYTHE)..." whereas the child narrative seems to exclude that.

Similarly, the primary narrative seems to include note(s) attached to an individual (each note is a separate paragraph), whereas the child narrative does not include any notes attached to the individual.

I guess the question is whether any of that is user-controllable. I'm trying to get the individual notes to show up in the child narrative.

[tatewise]

I am not seeing the Primary and Child differences that you describe.
The alternate names and record notes appear in both.

To post screenshots see info:forums#posting_topics|> Posting Topics.

[edmacke]

OK, so in screen shot #1, we see that John Smith, aka "Johnny Boy Smith", has a note attached to him, "Here is a personal note for John Smith". We also see that he is the child of Steve Smith.

2018-01-02_17-05-40.png (41.83 KiB) Viewed 4632 times

So I choose John Smith, and run an Ancestors by Generation report. We can see that both the alternate name and personal note show up in his narrative.

2018-01-02_17-06-31.png (33.42 KiB) Viewed 4632 times

Then, I choose the father, Steve Smith, and again run an Ancestors by Generation report. In this report, John Smith is now listed as a child. But you can see that his narrative includes neither the alternate name nor the personal note.

2018-01-02_17-06-55.png (27.25 KiB) Viewed 4632 times

[tatewise]

Ah yes, I see what you mean.
A possible explanation is that it is an Ancestors by Generation Report and those children are NOT strictly Ancestors so some details are omitted.

[edmacke]

Thanks for taking a look, Mike.

So am I to take all of that to mean that I can't control what goes into the child narrative?

I think I did find one kinda-work-around... if I put the note into an event (like birth) then it gets displayed.

[tatewise]

Yes, anything you put into a Sentence Template or a Fact local Note will apply whether the person is Primary or Child, but take care to check both scenarios.