* Help with Diagram Box Text

Questions about creating, customising and using diagrams and charts
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Help with Diagram Box Text

Post by ADC65 » 13 Sep 2022 18:18

Could some kind and knowledgeable soul help me with customising text in diagram boxes please.
tree.jpg
tree.jpg (82.04 KiB) Viewed 2151 times
The woman in the top left of this tree was married to the man in the top right, but her marriage date does not show. The text for the box is:

Code: Select all

M: %CUR~FAMS>MARR.DATE:COMPACT% in =TextPart(%CUR~FAMS>MARR.PLAC%,1,1,STD), =TextPart(%CUR~FAMS>MARR.PLAC%,-1,1,STD)
I believe the problem is the "CUR~FAMS" part of the expression, which is probably picking up the "<no spouse> " person. I have tried changing MARR.DATE to MARR[2].DATE and MARR[3].DATE, but it does not produce anything and I'm really just guessing anyway.

In a related issue, if a person has been married multiple times, I would like each date to show in the box, whereas currently only the first marriage date shows:
tree2.jpg
tree2.jpg (46.95 KiB) Viewed 2151 times
Many thanks for any help.
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Re: Help with Diagram Box Text

Post by tatewise » 13 Sep 2022 20:01

Adrian, the Marriage Event is somewhat tricky!

As you suspected, both issues are associated with the Marriage item in the Text Scheme.

The first issue is governed by the Box Type designated to display the details.
Edit the Marriage item and review the Box Type settings.
Notice that under Sex it says females only for Ancestor boxes.
Under Display option for Spouse Boxes it says not displayed for Descendant boxes.
It is not entirely clear what Box Type your screenshot shows because you have changed the box fill colours.
However, set each Box Type option to any or displayed and all boxes should show Marriage details.

The second issue is governed by the Template and you were sort of heading in the right direction.
You are correct that CUR~FAMS restricts the display to the partnership that is in focus.
The point is that there are not multiple instances of Marriage Events (MARR) but multiple Spouse Families (FAMS).
To reference all Spouse Families use INDI.FAMS[1+] in place of CUR~FAMS in all three data references.
The looping index [1+] says use INDI.FAMS[1], INDI.FAMS[2], INDI.FAMS[3], and so on.
e.g.

Code: Select all

M: %INDI.FAMS[1+]>MARR.DATE:COMPACT% in =TextPart(%INDI.FAMS[1+]>MARR.PLAC%,1,1,STD), =TextPart(%INDI.FAMS[1+]>MARR.PLAC%,-1,1,STD)
See FHUG Knowledge Base Understanding Data References and the associated FH Help page Understanding Data References that go into more details about these features.
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Re: Help with Diagram Box Text

Post by ADC65 » 13 Sep 2022 22:45

Hi Mike,

Thanks for your help. Yes I have a bit of blind spot around family records, but what you explain does make sense.

Changing the expression to the one you kindly supplied fixes the second issue, and displays all marriages:
new_marr.jpg
new_marr.jpg (49.34 KiB) Viewed 2113 times
I reviewed the box types as you suggested, and I had already changed them previously
text_scheme.jpg
text_scheme.jpg (63.8 KiB) Viewed 2113 times
However this has not made any difference, the marriage does not display in the woman's text box. I removed the two "<no spouse>" records, just leaving the marriage, and this works (as expected). If I add in one daughter, this works as long as the family record FOLLOWS the marriage
m1.jpg
m1.jpg (77.82 KiB) Viewed 2113 times
However, changing the order of the spouses so that the "<no spouse>" comes first reverts to the marriage date not showing in the woman's text box again.

Any ideas if I'm doing something wrong?

Thanks for your help.
Last edited by ADC65 on 13 Sep 2022 22:53, edited 1 time in total.
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Re: Help with Diagram Box Text

Post by ADC65 » 13 Sep 2022 22:48

Here's the graphic to show what happens:
m1_2.jpg
m1_2.jpg (75.05 KiB) Viewed 2113 times
And just to show the box types:
m1_type.jpg
m1_type.jpg (42.37 KiB) Viewed 2113 times
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Re: Help with Diagram Box Text

Post by tatewise » 14 Sep 2022 10:47

I did say the Marriage Event is somewhat tricky!
The problem I have discovered is that the [1+] looping index terminates when there is no Marriage (MARR) event.
So if the <no spouse> Family record comes first the looping index terminates immediately.

The solution is to make the Template conditional on the existence of %INDI.FAMS[1+]% Spouse Family link.
i.e. If %INDI.FAMS[1+]% exists then display M: etc.
=TextIf( Exists(%INDI.FAMS[1+]%), Text("M:" ... ), )

After M: the next component to display is the date:
CombineText( " ", %INDI.FAMS[1+]>MARR.DATE:COMPACT%, , )

Then the Place parts need to be displayed:
CombineText( " in ", TextPart(%INDI.FAMS[1+]>MARR.PLAC%,1,1,STD),
Text( ", " . TextPart(%INDI.FAMS[1+]>MARR.PLAC%,-1,1,STD) ), )


Finally, I propose that the partnership Status is displayed especially for the <no spouse> case:
CombineText( " ", %INDI.FAMS[1+]>_STAT%, , )

Notice that each CombineText(...) starts with a space to separate it from the optional preceding component.

So the complete Template is:

Code: Select all

=TextIf( Exists(%INDI.FAMS[1+]%), Text( "M:" . CombineText( " ", %INDI.FAMS[1+]>MARR.DATE:COMPACT%, , ) . CombineText( " in ", TextPart(%INDI.FAMS[1+]>MARR.PLAC%,1,1,STD), Text( ", " . TextPart(%INDI.FAMS[1+]>MARR.PLAC%,-1,1,STD) ), ) . CombineText( " ", %INDI.FAMS[1+]>_STAT%, , ) ), )
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Re: Help with Diagram Box Text

Post by ADC65 » 14 Sep 2022 13:30

Thanks for the invaluable help, Mike.

This now works as shown below. I don't think I could have figured this out on my own, so your help is much appreciated. The final Status part had me foxed for a while as they were appearing blank ... until I realised I didn't have a Status set :roll:

I will have to spend some time understanding the expression fully. Sometimes what appears a relatively simple requirement turns out to be much more complicated than initially thought!

Thanks again.
fixed.jpg
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Re: Help with Diagram Box Text

Post by tatewise » 14 Sep 2022 14:31

I agree it is a complex Template expression and took me several attempts to achieve.
It is complicated by the multiple Spouse Family record structures that may have a Marriage Event or a Status or both, and the Marriage Event may have a Date or Place or neither or both. Your novel use of first & last Place part added another dimension.
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Re: Help with Diagram Box Text

Post by PyreneesPirate » 14 Sep 2022 20:05

Fascinating thread...... so I tried it out with success!! Thanks.

Two questions come from this though on my part.

1) I have an ancestor who was married twice and had a child in between the marriages, so in effect, unmarried. So now I have the two marriage dates showing in the Diagram box, plus another M in between saying unmarried couple. Is there anyway of removing the M: Unmarried Couple from the Diagram Box or should I just leave it?

2) Both married Husbands have an Marriage icon attached below the box (M), but the wife hasn't an (M) icon at all, even though she has the two marriages listed in the diagram box. Is there anyway of having a M1 and M2 icon registered below the box of the wife?

Any ideas would be taken on board as usual.

I assume we are pushing the FH program to its utmost here...... I just wonder if any other Genealogy software program is as flexible as FH? Never ceases to amaze me.

Regards,
PP

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Re: Help with Diagram Box Text

Post by ADC65 » 14 Sep 2022 21:12

I hadn't remembered that I would need to update the expressions in the boxes section that control the icons - thanks for the reminder ;)

1) I've set the status as Never Married rather than Unmarried Couple as I believe that the children here may have been born in an "upstairs/downstairs" situation, and Unmarried Couple seems inappropriate. My guess is you could suppress certain relationships with defined statuses, but at the moment this is a bit beyond my abilities. I prefer judicial use of the status itself.

2) I have amended my expressions to do something similar to what you mention. For my icons, I use a triangle (red/green/black) to show I have found the GRO (birth/marriage/death) Index entry. If I have the (birth/marriage/death) certificate I use a (red/green/black) square instead. I have changed the expression to display a triangle or square with a 1/2/3 inside it to show which marriage it relates to. Note the number relates to each person - so in the second picture, that man has a '1' and a '2', but the women both have a '1' (as it is their first marriage for both). It might be debateable in the first picture whether the woman should have a '1' rather than a '3', but *I* understand what it means, and these icons are only for my use anyway, i.e., not on charts I print for others.

I've attached some examples below. I know the figures are a little small, but it was just a quick fix to see if I could get it working. If you are interested I would be happy to give you the expressions I use to generate these.
Attachments
marr_gro.jpg
marr_gro.jpg (80.63 KiB) Viewed 1991 times
marr_cert.jpg
marr_cert.jpg (56.3 KiB) Viewed 1991 times
marr_gro_and_cert.jpg
marr_gro_and_cert.jpg (51.77 KiB) Viewed 1991 times
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Re: Help with Diagram Box Text

Post by tatewise » 14 Sep 2022 21:46

PP, I think it should be possible to exclude the partnerships without a Marriage Event, which is my interpretation of what you have asked for, but I need to check the Template expression tomorrow.

PP, what Box Condition do you currently use to add your marriage icon?
As Adrian says, it should be possible to have an icon for each Marriage.
The clue is the %INDI.FAMS[n]>MARR% data ref where n is 1, 2, 3, etc, for icon M1, M2, M3, etc.
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Re: Help with Diagram Box Text

Post by tatewise » 15 Sep 2022 10:44

PP, it seems that what you want is not possible with a single Template expression.
As soon as a partnership with no Marriage Event displays nothing the looping index [1+] terminates even when there are subsequent Spouse Family (INDI.FAMS[n]>MARR) links.

The only solution is a series of Text Scheme Marriage items with one for each possible Spouse Family Marriage Event.
e.g. Derived from the default FH V7 Template: =FactText(%CUR~FAMS>MARR%,"CT","E_Marr: _ in _") you need:
Marriage 1 ~ Template: =FactText(%INDI.FAMS[1]>MARR%,"CT","E_Marr: _ in _")
Marriage 2 ~ Template: =FactText(%INDI.FAMS[2]>MARR%,"CT","E_Marr: _ in _")
Marriage 3 ~ Template: =FactText(%INDI.FAMS[3]>MARR%,"CT","E_Marr: _ in _")
and so on for as many Spouse Family entries as needed for the maximum for any one person.
After the first one, the easiest way to create the others is the Clone Line button and edit the index [n] number.
These are much simpler than Adrian's because his expression uses a non-standard Place display.

To get a numbered marriage icon for each Marriage Event, use a similar technique in the Boxes Conditions.
Box Condition: %INDI.FAMS[1]>MARR% with number 1 icon
Box Condition: %INDI.FAMS[2]>MARR% with number 2 icon
Box Condition: %INDI.FAMS[3]>MARR% with number 3 icon
and so on for as many Spouse Family entries as needed.
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Re: Help with Diagram Box Text

Post by PyreneesPirate » 15 Sep 2022 17:28

Hello and thank you both for the input and information.

I have changed the label to 'Never Married' instead of 'Unmarried' in the Diagram Box and I am happy with that.

I would like to display all Marriage icons for both the individual concerned and the spouses, a bit like satyricon has achieved but maybe with separate icons for each Marriage.

I have two Marriage icons, (M) if I have the actual certificate and (MR) if I have seen the Church entry or GRO ref.

These are my current expressions:

=ContainsText(%CUR~FAMS>MARR.SOUR>%,"Certificate Marriage",STD)

=IsTrue(Exists(%CUR~FAMS>MARR.DATE%) and Not(ContainsText(%CUR~FAMS>MARR.SOUR>%,"Certificate Marriage",STD)))


Can we achieve this with the two expressions above?

I suppose I will need to find extra icons M2, M3 etc?

All the best,
PP

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Re: Help with Diagram Box Text

Post by tatewise » 15 Sep 2022 20:12

You will need a series of pairs of Box Condition expressions for each Spouse Family record as I explained earlier.

Instead of CUR~FAMS each expression must use INDI.FAMS[1] or INDI.FAMS[2] or INDI.FAMS[3], etc.
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Re: Help with Diagram Box Text

Post by ADC65 » 15 Sep 2022 21:31

Hi PP,

I have amended my layout slightly so it looks like the diagrams below:
latest1.jpg
latest1.jpg (72.14 KiB) Viewed 1879 times
latest.jpg
latest.jpg (94.25 KiB) Viewed 1879 times
In case you want to use them, I have attached the icons I use (red/green/black) circles and squares. Circles means GRO Index and squares means certificates. I have included green circles and squares with the numbers 1, 2, 3 and 4 inside.

To display the Index (circle) Icons, I have the following expressions, one after the other in the BOXES tab of the Diagram Options:

=IsTrue(%INDI.FAMS[1]>MARR.SOUR>_TYPE% = "Index - BMD Index")
=IsTrue(%INDI.FAMS[2]>MARR.SOUR>_TYPE% = "Index - BMD Index")
=IsTrue(%INDI.FAMS[3]>MARR.SOUR>_TYPE% = "Index - BMD Index")

In your case, you will need:

=IsTrue(Exists(%INDI.FAMS[1]>MARR.DATE%) and Not(ContainsText(%INDI.FAMS[1]>MARR.SOUR>%,"Certificate Marriage",STD)))
=IsTrue(Exists(%INDI.FAMS[2]>MARR.DATE%) and Not(ContainsText(%INDI.FAMS[2]>MARR.SOUR>%,"Certificate Marriage",STD)))
=IsTrue(Exists(%INDI.FAMS[3]>MARR.DATE%) and Not(ContainsText(%INDI.FAMS[3]>MARR.SOUR>%,"Certificate Marriage",STD)))

and for the Certificate Icons, you will need:

=ContainsText(%INDI.FAMS[1]>MARR.SOUR>%,"Certificate Marriage",STD)
=ContainsText(%INDI.FAMS[2]>MARR.SOUR>%,"Certificate Marriage",STD)
=ContainsText(%INDI.FAMS[3]>MARR.SOUR>%,"Certificate Marriage",STD)

To change the TEXT scheme so that only marriages show, add these three templates into the EDIT TEXT SCHEME on the TEXT tab of the diagram options:

=FactText(%INDI.FAMS[1]>MARR%,"CT","E_M: _ in _")
=FactText(%INDI.FAMS[2]>MARR%,"CT","E_M: _ in _")
=FactText(%INDI.FAMS[3]>MARR%,"CT","E_M: _ in _")

If you need any help, please ask.
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Re: Help with Diagram Box Text

Post by ADC65 » 16 Sep 2022 19:08

Mike,

Can you help with a function related to these boxes please? I wish to display the first name of the spouse in a diagram box.

If I create a line with the reference:

%INDI.FAMS>HUSB>NAME:FIRST%

I get what I expect in the box - the first name of the husband (or wife if I change HUSB to WIFE)

However, If I use the function

=ItemIf(%INDI.SEX% = "Male",%INDI.FAMS>WIFE>NAME:FIRST%,%INDI.FAMS>HUSB>NAME:FIRST%)

It will give me the Full Name of the Husband/Wife, not the first name. In fact, it appears to return the Full Name whatever suffix to NAME is used (SURNAME, etc.)

Any idea what I am doing wrong please?
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Re: Help with Diagram Box Text

Post by tatewise » 16 Sep 2022 19:23

Yes, you are using =ItemIf(...) when you should be using =TextIf(...).
=ItemIf(...) returns a pointer to a data item so ignores qualifiers like :FIRST and :SURNAME that display part of an item.
=TextIf(...) returns a text string and supports qualifiers.

Consider using the =Sex(...) function:
=Sex( %INDI%, %INDI.FAMS>WIFE>NAME:FIRST%, %INDI.FAMS>HUSB>NAME:FIRST%, "?" )

Beware of Individuals with no Sex defined and same-sex partnerships.
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Re: Help with Diagram Box Text

Post by ADC65 » 16 Sep 2022 22:26

Thank you Mike for the solution, and explaining the difference. The functions in FH work much differently to what I am used to in other environments. I guess I'm now a bit of a dinosaur and I need to get my brain to work around the different paradigms modern environments present. Thanks for the continued support.
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Re: Help with Diagram Box Text

Post by PyreneesPirate » 20 Sep 2022 16:52

Hello again and sorry to prolong the pain!

I made a decision to keep my Marriage Cert and Marriage Record expressions in the Diagram Boxes as they were (so far that is).

I have been re-designing (or trying to re-design some icons) via various other very frustrating drawing / paint programs over the past few days.....finally, with a little success.
Marriage example.jpg
Marriage example.jpg (163.92 KiB) Viewed 1688 times
As you can see so far, I have managed to design 4 icons relating to number of relationships R1-R4 and they seem to be working to some extent.

Like I said earlier, I still wish the M (cert) and Mr (non cert) icons to appear against both the spouses if possible. It appears to be doing it, but not with all persons (see Louisa Ann Taylor on diagram) , she is missing the Mr icon. How do I get the Mr Icon appearing under her box please?

You can also see that she has R2 and R4 attached as icons, but no R1 and R3. Two questions come up from this.....1) Is it easy to show all the R numbers under her box or 2) and more preferably, just the icon that signifies number of relationships i.e. in her case R4?

Any help or advice would be very much appreciated.....and yes I have backed up both the project and the settings before I started to have a go!!

Cheers
PP

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Re: Help with Diagram Box Text

Post by tatewise » 20 Sep 2022 17:26

As always, we need to see all your Box Condition expressions in order to advise on your particular custom criteria.

We need to see where you are using CUR~FAMS or INDI.FAMS[1] or INDI.FAMS[2] or INDI.FAMS[3], etc, to display the M, Mr, R1, R2, R3, etc, Icons.

Louisa is the only person in your screenshot with multiple Spouse Family records, so only her box will exhibit problems for INDI.FAMS[2] or INDI.FAMS[3], etc.
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Re: Help with Diagram Box Text

Post by PyreneesPirate » 20 Sep 2022 18:10

Thanks Mike for your very quick response!

I have made a screenshot of the pecking order, but is there a way of giving you the full list as the box with the info doesn't expand?

Marriage example 2.jpg
Marriage example 2.jpg (37.58 KiB) Viewed 1667 times

I tried changing the status of the Marriage from Never Married to Unmarried but it didn't seem to change anything.

Hope this helps,

PP

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Re: Help with Diagram Box Text

Post by tatewise » 20 Sep 2022 18:44

The best you can do is drag the Condition | Priority dividing bar in the header to the right.
However, I guess the first two are the ones you posted earlier:
=ContainsText(%CUR~FAMS>MARR.SOUR>%,"Certificate Marriage",STD) invokes the M icon.
and
=IsTrue(Exists(%CUR~FAMS>MARR.DATE%) and Not(ContainsText(%CUR~FAMS>MARR.SOUR>%,"Certificate Marriage",STD))) invokes the Mr icon.

The other four invoke the R1 to R4 icons.

All those six conditions require a Marriage Event (MARR) to exist in a Family record.
So altering the family Status (_STAT) will have absolutely no effect.

As I said earlier, the first two conditions must be replicated to use INDI.FAMS[1] & INDI.FAMS[2] & INDI.FAMS[3], etc, instead of CUR~FAMS, much like the last four conditions to detect all Spouse Family Marriage Events.
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Re: Help with Diagram Box Text

Post by PyreneesPirate » 21 Sep 2022 11:14

Hello again Mike,

Having tried to implement your previous instructions, I hope that I haven't made too many errors!!

I have removed the following from the diagram boxes:

=ContainsText(%CUR~FAMS>MARR.SOUR>%,"Certificate Marriage",STD)

=IsTrue(Exists(%CUR~FAMS>MARR.DATE%) and Not(ContainsText(%CUR~FAMS>MARR.SOUR>%,"Certificate Marriage",STD)))

I now no longer have the M or Mr icon showing against the boxes.

I have entered the following in the template area and removed the original Marriage string from the Marriage template.

Marriage 1 ~ Template: =FactText(%INDI.FAMS[1]>MARR%,"CT","E_Marr: _ in _")
Marriage 2 ~ Template: =FactText(%INDI.FAMS[2]>MARR%,"CT","E_Marr: _ in _")
Marriage 3 ~ Template: =FactText(%INDI.FAMS[3]>MARR%,"CT","E_Marr: _ in _")
Marriage 3 ~ Template: =FactText(%INDI.FAMS[4]>MARR%,"CT","E_Marr: _ in _")


I now have the following display.
Marriage example2.jpg
Marriage example2.jpg (173.05 KiB) Viewed 1611 times
It looks like I have gone from all Relationships being displayed in the Box to just the two actual Marriages showing M2 and M4 with of course no M or Mr icons below, just the R2 and R4 showing.

Is it possible to display all the relationships in the box including the "Never Married" ones like before and just display the one icon on number of relationships i.e R4 in Louisa's case below the box? Is that achievable? If not, I would like to call on your experience to understand what is possible please?

Thanks for your help and input Mike,

PP

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Re: Help with Diagram Box Text

Post by tatewise » 21 Sep 2022 11:41

Why did you do that?

The text inside the boxes was exactly what you wanted. So why use Edit Text Scheme... that we were not discussing?
( BTW: Your posted Templates use Marr: prefix but the Diagram screenshot shows M:, M2:, M4: prefixes! )
Delete what you added and revert to the Marriage item Template you had before that was probably:
=TextIf(Exists(%INDI.FAMS[1+]%),Text("M:" . FactText(%INDI.FAMS[1+]>MARR%,"CT","E_ _ in _") . CombineText(" ",%INDI.FAMS[1+]>_STAT%,,)),)

We were discussing the Icons below the box that are governed by the Boxes tab Condition Expressions.
Please refer to the advice I gave yesterday for the M icon, Mr icon, and the R1 to R4 icons.
Once that is working, then we can investigate further refinements like only showing the largest Rn icon.
Please post your working Box Condition Expressions and screenshots of the same Diagram as earlier.
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Re: Help with Diagram Box Text

Post by PyreneesPirate » 23 Sep 2022 09:38

Ok Mike,

I seemed to have grasped the wrong end of the stick by using Edit Text Scheme.

I have re-entered the information as before and I now have this:

Marriage example3.jpg
Marriage example3.jpg (176.94 KiB) Viewed 1523 times
My original icon of Mr shows twice for Louisa which is correct.

If we could either get the two Mr icons to show one Mr2 and the relationships to one R4 or similar that would be great.

If it is possible of course.....

Thanks for your ongoing help Mike.

PP

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Re: Help with Diagram Box Text

Post by tatewise » 23 Sep 2022 10:23

Providing specific advice and examples is always difficult without your Box Condition Expressions.
In my Wednesday post, I requested "Please post your working Box Condition Expressions".
Previously you said:
I have two Marriage icons, (M) if I have the actual certificate and (MR) if I have seen the Church entry or GRO ref.
These are my current expressions:

=ContainsText(%CUR~FAMS>MARR.SOUR>%,"Certificate Marriage",STD)

=IsTrue(Exists(%CUR~FAMS>MARR.DATE%) and Not(ContainsText(%CUR~FAMS>MARR.SOUR>%,"Certificate Marriage",STD)))
Only Mr icons appear in your Diagram screenshot, so I guess none of those Marriages is sourced with a Certificate.
Do you still want M icons to appear where Marriage Certificates have been found?

I think the only number that can be associated with a Spouse Family entry is the index.
So for Louisa, the numbers are 1 = Never Married, 2 = Married 7 Jun 1914, 3 = Never Married, 4 = Married 7 Feb 1925.
It should be possible to display an icon for just the largest index, i.e. R4 in this case.
The same would be the case for 1 = Married 7 Jun 1914, 2 = Married 7 Feb 1925, 3 = Never Married, 4 = Never Married.
The Box Condition Expressions would be:
=IsSameItem(%INDI.FAMS[last]%,%INDI.FAMS%) for icon R1
=IsSameItem(%INDI.FAMS[last]%,%INDI.FAMS[2]%) for icon R2
=IsSameItem(%INDI.FAMS[last]%,%INDI.FAMS[3]%) for icon R3
=IsSameItem(%INDI.FAMS[last]%,%INDI.FAMS[4]%) for icon R4
If you only want the Rn for the last Married case it gets rather more complex (if possible at all).

It is going to get extremely complicated to display a count of the number of Marriages (with or without a Certificate).
So for Louisa, the icons would probably have to be Mr2 and Mr4.

I don't understand the need for the Rn icon since the number and type of M: rows in the text are pretty clear.
To me, the criteria for each icon are still quite vague.

It would help me to understand what you are trying to achieve if you could explain the purpose of each of the icons.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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