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How to edit a template already in use
Posted: 18 Feb 2022 23:06
by Kai Chandler
I recently asked for advice on how to
Change the citation template for an existing source
May I now ask for advice on a related subject - is it possible to edit a template already in use eg to change the punctuation and effect the change on each source that uses that template, as well as new uses of the template?
Thanks!
Re: How to edit a template already in use
Posted: 19 Feb 2022 10:34
by tatewise
Yes, just use the Tools > Source Template Definitions... command and View/Edit... the template.
Then after Save use the Compare/Sync with Source Template Record... feature.
The Help button explains the details.
Re: How to edit a template already in use
Posted: 19 Feb 2022 15:38
by Kai Chandler
yes, I have that working now, thank you!
Re: How to edit a template already in use
Posted: 19 Feb 2022 16:53
by fhtess65
tatewise wrote: ↑19 Feb 2022 10:34
Yes, just use the
Tools > Source Template Definitions... command and
View/Edit... the template.
Then after
Save use the
Compare/Sync with Source Template Record... feature.
<SNIP>
The second step was one I missed for ages, as, in RootsMagic, the update is automatic when a template gets edited. Imagine how happy I was to finally take note of Compare/Sync with Source Template Record! And, yes, I know, I should have RTFM first...
Re: How to edit a template already in use
Posted: 19 Feb 2022 16:56
by Kai Chandler
yes, it's not very intuitive is it, but thanks to Mike and the documentation, I got there, and so did you!