* Research List

[susanpenter]

I have been working through the guidance on this and it has all worked just as described until I got to the query section, I have realised it is to do with the earlier paragraph. I may be missing something obvious here but I can't for the life of me work out which section to do this in:
'It is recommended that To Do tasks are added to the Note field, one paragraph per task, with a unique Label at the beginning of each paragraph, such as Birth: or Baptism: or Census:. The benefit of these Labels will become clear later under Create Custom Queries and Create Custom Column.'

I have tried adding text into the new tab page, I have gone to the attribute section and the customise property box area but can't seem to work out where I am meant to do this. Sorry if it is obvious [oops] but it is sending me in circles.
Many thanks

ID:6940

[LornaCraig]

Hi Susan,

I guess you are talking about the 'Create Work In Progress or Research To Do Lists' item in the Knowledge Base, at
http://www.fhug.org.uk/wiki/doku.php?id ... o_do_lists

When you were creating the Custom To Do fact did you remember to untick all the Fields Required except Note?
You say

I have tried adding text into the new tab page

so I assume this means you have successfully created the new 'To Do' tab for the Property box.  This  should contain a large area for text (the note field), a single line for date, and a standard Source Pane.  
You could simply enter free text in the note field but if you want to use the queries described later you need to label each task, for example
Birth: Find before 1900
Marriage: Probably Sussex circa 1920

There is a minor typo in the instructions for setting up the first query.  Where it says
Add a Column with a Heading of Birth Tasks and with an Expression of =GetLabelledText(%FACT.NOTE2%,"”Births:"”)
in fact if you have used the label 'Birth' in your note field then the above Expression should not have the 's' in 'Births:'.  

I don't know whether any of this solves your problem.

[tatewise]

I have corrected the Knowledge Base typo error with Birth:.

Perhaps, as Lorna suggests, the confusion is with the term Label.
No customisation is needed to enter a Label into the Note text.
Simply type the Label, such as Birth:, at the beginning of a new paragraph.
Each paragraph is separated by a new line/return character created by pressing Return/Enter key.

This concept is associated with the GetLabelledText( ) function.
See the FH Help > Family Historian Help > Using Family Historian > Advanced Topics > Understanding Functions > Functions (all) > GetLabelledText for details.

[susanpenter]

Thanks both,

I have now worked through all the query stages and created them all and they have all bee accepted. I have included: Birth:, Baptism: Census: Marriage: Death: and Burial:

When I run the query the empty columns can be seen, however, I have entered in one of the records information as follows.

Birth: find the birth in Polruan with a year expected in the date field. When I run the query the column is still empty so this suggests something is wrong....?

[tatewise]

Does the Owner Column list all Individuals with a To Do Fact?

[susanpenter]

Yes all 13 people are listed in the owner column, it is just all the other columns that are empty. (I expected the other columns to be empty but the Birth Tasks should show something I think.

If I do the To Do Tasks query and input Birth: into the pop up box all 13 people are displayed with my notes in the second column.

[LornaCraig]

Have you tried entering notes for any fact type other than birth?  If it works for other facts, did you perhaps leave the errant 's' in  'Births:' in the expression for the column for birth tasks?  This might have happened if you copied and pasted the expression before Mike corrected the typo in the instructions.  

[tatewise]

Since the To Do Tasks Query works, there cannot be much wrong.

Check the To Do List Column Expression such as =GetLabelledText(%FACT.NOTE2%,”"Birth:”") and ensure the text in quotes, e.g. Birth:, actually matches your Note text label.

As Lorna says, you may have inadvertently used Births:.

[susanpenter]

It is really strange, the To Do tasks is working with the Baptism: as well no problems, however the To Do List is still showing the owner column and the other columns blank. I have double checked and I haven't used the stray s and the entries match identically. It is a real puzzle....

[tatewise]

Please Copy & Paste the Columns Expression here, then we can see exactly what has been entered.

Check you are using NOTE2 and NOT NOTE in the Expression.

Ensure your To Do ~ Note contains Birth: including the colon (:).

Alternatively, Copy & Paste the Columns Expression from To Do Task to To Do List Query, and change the ['Label'] to 'Birth:'.

[susanpenter]

Here is the expression:

=GetLabelledText(%FACT.NOTE2%,' Birth:')

The others are identical just swap the word Birth: for the other events.

It looks exactly like it should unless I am missing something.
More than likely one of those obvious little things but I'm blowed if I can think of what it may be.

Many thanks

[susanpenter]

By looking at the copied expression I managed to sort it out, I had an extra space between the speech mark and the word birth and the same with the others. It's amazing what trouble a little bit of nothing can cause [lol]
Problem solved [smile]

[CurtisB48]

I have followed the instructions to create the Research To Do List and have a question about the "Date" field at the bottom of the blank To Do Tab and how to add further To Do's for the same person.

I used the Facts Tab and entered the following in to the Note box of the To Do fact: Birth: Find birth abt 1868 in Wiltshire area. This produced the text into the large space in the To Do Tab, I then entered the date of 1868.

I want to add another To Do item for his Death and added another fact (To Do) to the Facts Tab and entered the following in to the Note box of the To Do fact: Find Death details abt 1930-1935 in Tonbridge, Kent. This did not appear in the To Do Tab !

Have I misunderstood how to use the To Do feature, if so could you please let me know where I went wrong.

[Jane]

If you want to add multiple to do facts rather than 1 with everything in, just use the normal fact tab. However the way I think many people use them is to use the labelled text to mark multiple jobs to do in one note.

[tatewise]

Yes, the idea is to have just one To Do Attribute containing all your outstanding research notes, with a 'label' at the start of each paragraph to identify different threads such as Birth: or Death:, etc.
e.g.

Birth: Find birth abt 1868 in Wiltshire area.
Death: Find Death details abt 1930-1935 in Tonbridge, Kent.

Therefore, the To Do tab only displays the first instance of the To Do Attribute i.e. INDI._ATTR-TO_DO[1]

The intention is that the To Do Attribute appears at the head of the Facts tab list.
Since you have FH V5, the Date in the To Do Attribute is not required in either the To Do tab or Facts tab:

In FH V5 change the Normal Time Frame to Pre-Birth, and untick all the Fields Required except Note. Thus the To Do Attribute will appear at the head of the Facts tab, and unnecessary fields will be hidden.

The Date field is certainly not meant to hold any research related Date. (It is only needed in FH V4 to ensure the To Do Attribute heads the Facts tab list.)

Similarly, the Custom Queries and Custom Columns are designed to work with just one To Do Attribute.

[CurtisB48]

Jane, Mike

Thanks for your replies, I had a "Senior" moment yesterday, but today all is understood and working as expected. Your help is very much appreciated.