Family Historian User Group

Please can you tell me how to put the icons on next to the boxes? I would also like to know how I can put an icon on to show that I have DNA matches with someone. I am a very basic user even though I have used Family Historian for years. I’m just hopeless at understanding the help information. Many thanks, Judith

Welcome to the FHUG Jay.

I have started a new topic for this as it is not really related to Icon spacing.
It is more closely related to Icons in diagrams V6.2 (18663) that you may want to read through.

See the Using Icons and Worked Examples in the Knowledge Base article Using Icons.

The most important thing you need to consider is what you want the Icons to indicate.
Typically they show you have fully researched the Birth, Marriage, Death, or Census year and added a Source Citation.
When you have a clear idea of what Icons you want and their criteria, we can help set them up.

In order to add Icons for DNA matches, there must be DNA data recorded against each person in your Project.
Exactly what have you got recorded? Facts? Flags?

I have recorded BMD details and whether I have certificates and also census details, but unsure as to how to record DNA matches.

I suggest you keep this thread going for adding Icons, and start a new thread for how to record DNA matches, because until you have that data recorded you cannot add Icons.

I have read the information on icons, but unfortunately cannot follow it. Are there any video tutorials on this please? Thanks.

Sorry, there are no video tutorials.
Please give some more detailed feedback on exactly what you don't understand.
Have you looked at the Diagram > Options > Boxes tab?
Is it data references like %INDI.RETI% that are the problem?

I could talk you through a worked example using the Family Historian Sample Project when you have some free time.

I'm ok with the Diagram > Options > Boxes tab thank you, but yes, it is the data references like %INDI.RETI% that are the problem. I read so much, but have no idea what I'm reading, sorry!
Thank you for your offer of help.

How are you thinking of 'talking' me through it?

The FHUG Knowledge Base has Understanding Data References that explains them.

The data in your Project is organised into a structured hierarchy.
So at the top, there are the records such as Individual (INDI), Family (FAM), Note (NOTE), Source (SOUR), etc.
They are denoted by a code (shown in brackets) that is often but not always the first four letters of their name in capitals.

Inside each record, there are subsidiary fields. So for Individual records, they would include all the facts (Events/Attributes).
If you look in the All tab of any Property Box you will see that hierarchical structure.
Typical facts are Birth (BIRT), Marriage (MARR), Census (CENS), Retirement (RETI), Death (DEAT), etc...
They are similarly denoted by a code (shown in brackets) that is also often the first four letters of their name.

So it goes on with Date (DATE), Age (AGE), Place (PLAC), Address(ADDR), etc, subsidiary fields to the facts.

Data references use those codes to identify a field, so %INDI.RETI% is the Individual Retirement event, while %INDI.BIRT.DATE% is the Individual Birth Date.
You don't have to remember all those codes as wherever data references can be used there is a Data Reference Assistant that lets you select what you want from a hierarchical menu.

If you can decide on a data field that you want to use to invoke an Icon on the boxes in a Diagram, then I can explain step by step what to do in each FH dialogue to achieve that effect. Choose something that only some Individuals have, so only their boxes will gain the Icon.

Thank you for your help tatewise.
I would like to put icons to show that I have birth, marriage and death certificates. If you can help in easy simple steps, I would appreciate it. Many thanks.

OK, so I need to know how you have recorded that you have BMD Certificates.

Do your Source records have a specific Generic Type to identify it holds a BMD Certificate?
e.g.
Does every Source record holding a Birth Certificate have its Generic Type set to Birth Certificate?

Alternatively, does the Title of every Source record include the words Birth or Marriage or Death and Certificate?

It is also important that such BMD Source Citations are the 1st on the list on the yellow Sources For pane.
i.e.
For a Birth event, the 1st Source Citation is for the Birth Certificate and not a Census or Death Certificate.

With the above details the appropriate Data References can be composed.

Hi. I've added details in the same way as when I started with version 4, I think (maybe I should have stuck to it!)
For example for birth, in the diagram I double click on the box, enter date and place, then click on add citation, then 'cite existing' source and click on Certificate. The citation box now pops up and 'Certificate' is in the 'Title'. That's all I have done with certificates. I hope you can help from this. Thank you.

OK, if the Source record Title is just Certificate and nothing else then the three BMD Condition Expressions are:

=IsTrue( %INDI.BIRT.SOUR>TITL% = "Certificate" )

=IsTrue( %CUR~FAMS>MARR.SOUR>TITL% = "Certificate" )

=IsTrue( %INDI.DEAT.SOUR>TITL% = "Certificate" )

Thank you, but how and where do I enter it please?

Sorry, I took your earlier comment "I'm ok with the Diagram > Options > Boxes tab thank you" at face value.

So on that Boxes tab click << Add Condition > Expression and enter one Condition Expression.
Then in the Box Features dialogue select the desired Icon as you did for Flags.
That is explained in the Using Icons article.

Repeat for each Condition Expression...

Sorry, I meant that I had seen the Diagram > Options > Boxes tab.
I have done very little apart from the basics, but am hoping to learn more.
Thank you for all your help.

I now have icons on my diagram thank you, showing B, M, D. For many of the marriages I don’t have certificates, but do have copies from the Parish Records Office registers. Is there a way I put an icon on for that please?
Many thanks.

It seems you have not fully understood what the Expressions are testing.

=IsTrue( %CUR~FAMS>MARR.SOUR>TITL% = "Certificate" )

Asks: Is it true that the current family Marriage event Citation refers to a Source record whose Title is "Certificate".

If you cited a Parish Records Office register entry what would your Source record Title be?

That is what you would use instead of Certificate in the Expression.

It is much the same idea as what name you would give a Record Flag but it this case it is the name of the Source record that is acting like the flag.

Thank you for explaining. I was just going to change Certificate, but did not have the confidence to do it without asking. Also, I didn’t know until your reply, what ‘cur’ meant in the marriage expression. Thank you.

As I do not have Certificates for all ancestors birth, marriage and death, I would like icons for baptism, marriage and burial records from Parish Registers. I now have icons for baptisms and burials, but the expression for marriage does not work if I just change the "Certificate" to "Parish Register". Please could you tell me what I am doing wrong? Thank you.

As usual, it helps us help you more quickly if you post what you actually used as the expression.
So I have to guess that it was =IsTrue( %CUR~FAMS>MARR.SOUR>TITL% = "Parish Register" )
i.e. Just like the Marriage Certificate expression.
The Source record Title must be exactly Parish Register.

It is also necessary for the Source Citation of the Parish Register to be 1st in the Sources For list for the Marriage Event.

Yes, that's the expression I used, but the icon does not appear as it has with the others.

It is necessary for the Source Citation of the Parish Register to be 1st in the Sources For list for the Marriage Event.
The Source record Title must be exactly Parish Register.

I copied and pasted your expression and it has worked fine. On closer inspection, I think I may have missed out the 2nd = sign before "Parish.....
I'm really sorry to have bothered you again and thank you for your support.

No problem, but if you had copy & pasted your expression here, we would have got to the solution quicker.