* Applying a template AFTER a source is created?

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KayCee
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Applying a template AFTER a source is created?

Post by KayCee » 08 Jul 2021 01:17

I suspect this is a futile hope, but is there any way to apply a template AFTER a source has been created?

For a large group of sources, I just found the *right* template I should have been using all along. :shock:

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KayCee
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Re: Applying a template AFTER a source is created?

Post by KayCee » 08 Jul 2021 04:17

I don't believe it -- there IS a way to change it! Sharing in case anyone else needs to know.

From Sources window, right-click on the source in question and select Properties. Go to the All tab, highlight the Template field, and press Delete. Confirm the deletion of the field, and close the source property.

Still in the Sources window, right-click on the source again, and select Add Template. Make your template choice.

Double-click on the source to open the contents of it, and your new template fields are there.

HTH

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ColeValleyGirl
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Re: Applying a template AFTER a source is created?

Post by ColeValleyGirl » 08 Jul 2021 06:37

I'm not sure it would help you with moving from a generic source to a templated one, if if you want to change a template look at Change source template (19143)

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tatewise
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Re: Applying a template AFTER a source is created?

Post by tatewise » 08 Jul 2021 09:25

Even changing from an existing Template to another Template will, I think, only be successful if the old Template metafields are a subset of the new Template metafields.

Yes, you can always change the associated Template, but some old metafields may become 'orphaned' by the new Template.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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ColeValleyGirl
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Re: Applying a template AFTER a source is created?

Post by ColeValleyGirl » 08 Jul 2021 10:55

Joop's plugin allows you to specify the mapping of fields from old to new, so there needn't be any orphaned metafields.

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tatewise
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Re: Applying a template AFTER a source is created?

Post by tatewise » 08 Jul 2021 11:18

Agreed, but I was talking about problems with KayCee's method in this thread.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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KayCee
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Re: Applying a template AFTER a source is created?

Post by KayCee » 12 Jul 2021 03:31

tatewise wrote:
08 Jul 2021 09:25
Even changing from an existing Template to another Template will, I think, only be successful if the old Template metafields are a subset of the new Template metafields.

Yes, you can always change the associated Template, but some old metafields may become 'orphaned' by the new Template.
Yes, there are some orphans, but they are easy enough to correct. It's a manual process, but putting the data in the fields of the new template, where they properly belong, has cleaned up my citations quite nicely.

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