* Managing Customised Source Templates

[terryjacombs]

Hello all

Have been playing around with cloning and customising source templates on the sample project to establish what is involved.

All worked fine, I cloned a couple of the provided templates and made some changes, then added them to the project and used them to Create Source From Template/Prepare Citation, added some facts using the newly created source records automatically creating the citations and everything working as expected.

As these were experiments and not what I want to actually do, I then deleted the newly created facts and source records, and deleted the custom source templates from the Source Template Definitions window.

However the custom templates are still selectable from the Create Source From Template/Prepare Citation drop down menu, and if they are selected all the customisation is still there and able to be used. I have closed and reopened the project and checked that there is no Custom.fhst file in the custom directory in the appropriate Family Historian settings directory so it is not being picked up from there.

I also noted that if you edit a template from the Source Template Definitions window after adding it to a project, the changes made are not reflected when you select it from Create Source From Template/Prepare Citation menu.

It appears that when you add a source template to a project it physically puts a copy into the project somewhere and not just a reference to the definition in the Custom.fhst file. However I cannot find anyway to remove a template definition from a project or update the loaded one with a new definition after editing or find any file in the program or project settings which might contain the relevant data.

As I have only done this on the sample project it is not an issue for me, but when I create templates for real projects, I may well want to revise and update them as time goes by and would not want to have to have several versions of essentially the same evolving template all loaded into a project.

Anyone know how to remove them from a project or am I missing something obvious as I can do at times.

Terry Jacombs

[terryjacombs]

Hello

Yes I am msiing something obvious.

There is a source template tab which can be shown in the records window if you choose from the options and source templates can be deleted from the projects there.

Always nice to able to answer your own question!!

Terry Jacombs

[dkbutler13]

Hi Terry, I'm having the same issue as you, but I'm not seeing a source template tab anywhere to delete them from. Where are you finding that at?

Thanks,
Danielle

[tatewise]

In Tools > Preferences > Records Window you can set several extra tabs to Always show.
I have never understood why Calico Pie chose they should be hidden by default.

[terryjacombs]

Hello Danielle

Tools/Preferences Records Window section

Set Source Templates section to Always show.

If you understand the coding, ou can also edit the template definition directly on the all tab of the Source Templates records property box for minor changes although you would still need to edit the master to include any changes when creating future sources from the template.

For major changes, probably easier to delete the template from the project, edit the master and reload it back into the project.

Am having fun with V7.

Kind Regards
Terry Jacombs

[dkbutler13]

Thank you both!

[ColeValleyGirl]

For major changes, probably easier to delete the template from the project, edit the master and reload it back into the project.

Tools > Source Template Definitions... has a Compare/Sync with Source Template Record option for a template (you might need to press the More>> button to see it.