* Shared Note Records

[gapperly]

FH allows me to attach both a local note and a shared note (note record) to a family record.  The family record detail report lists both the local note and the shared note.

The family group sheet includes only the local note and makes no reference to the shared note, however, it does include a shared note attached to an individual spouse.

The individual summary report refers to the local family note but not the shared family note, however, it includes a shared note attached to the individual.

Why are shared notes attached to family records not included in reports?  What is the point of attaching them there if you can't report them?

ID:5621

[tatewise]

You make a good point. It is inconsistent.

However, these attached Note Records can be included by editing the Report Options.
In Report Options on Contents tab Family Member Main Items or Main Section Items click Add button.
Enter a suitable Label name, and Expression data reference as %INDI.FAMS[1]>NOTE[1]>TEXT%.
Ensure Show if not empty is selected and click Add.

I would advise that you use Save Report As > Custom Report Type to preserve your options.
You can then export this to your Project Public folder where it can be backed-up.

[gapperly]

Thanks for the advice.  That works but the result is not effective for two reasons.

The shared note text is displayed to the first line break.  My shared notes tend to be longer pieces, formatted in paragraphs;  only the first paragraph is displayed.

This is an edit of the family member items, not the family itself.  Consequently, on the family group sheet, the note is displayed twice; once in the husband data and once in the wife data.

What is needed is a toggle in the 'Optional Sections' to include shared notes, similar to that in the narrative and outline report options.

[tatewise]

There are workarounds for both problems.

The notes can be restricted to the Husband by using the =TextIf() function in Expression:
e.g. =TextIf( %INDI.SEX%='Male', %INDI.FAMS[1]>NOTE[1]>TEXT%, )

The Note paragraphs can be shown in full by using the =GetParagraph() function in Expression:
e.g. =GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 1 )
This must be repeated to allow for the maximum number of paragraphs.

There are two approaches:
(1) If you don't mind all the paragraphs being run together, then use Expression:
=Text(
   GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 1 ) . ' ' .
   GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 2 ) . ' ' .
   GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 3 ) . ' ' .
    ... repeat for as many paragraphs as is needed ...
 )
(2) To start each paragraph on a new line then use multiple Labels and Expressions:
Note 1:    =GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 1 )
Note 2:    =GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 2 )
Note 3:    =GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 3 )
    ... repeat for as many paragraphs as is needed ...

Combining all the above together you could have one large Expression:
=TextIf( %INDI.SEX%='Male', Text(
   GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 1 ) . ' ' .
   GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 2 ) . ' ' .
   GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 3 )    ), )
or
several separately labelled smaller Expressions:
=TextIf( %INDI.SEX%='Male', GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 1 ), )
=TextIf( %INDI.SEX%='Male', GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 2 ), )
=TextIf( %INDI.SEX%='Male', GetParagraph( %INDI.FAMS[1]>NOTE[1]>TEXT%, 3 ), )