* Source Template Definition - use of existing lists etc.

[evinther]

Hi,
I'm working on a a customer Source Template Definition, and i understand all the basics, but i have three questions that i can't find an answer to:

1) I started out using the Generic Source template for Citations, and over time a have build a list of Generic Source Types. How can i define a field in a custom Source Template Definition that provides access to the this list, and if i type a new Source Type in the field, it is added to the dataset (exactly as it works in the Generic Source citation dialog)?

2) I want my custom id as a field in the Source Template. How can i link my custom id field to the FH Custom Id (there is no Field Definition Type for Customer Id)

3) Is it possible to retrieve the FH Source Record Id, e.g. as a function call like "={record_id)". This may seem like and odd request, as the Record Id is shown on the Citation tab, but I'd like it "in my hand", as in a field or varaible, to be used as part of my Customer Id.

Any help and pointers are greatly appreciated.
Erik

[tatewise]

1) See the 'Generic Source Type in FH7' recent posting in this Forum.
2) Use a Text type field with name Custom Id.
3) Use function =RecordId(%SOUR%)
See the FH help for details of all the functions.

[evinther]

Thanks Mike,

Your previous posting answered my Q1 perfectly.

This could potentially also resolve my Q2, By adding the Custom Id on the Main (Generic) tap, it would work exactly as on the generic Source template, but this would prohibit me from adding the field it to the Record Title Format (as far as i can see only template fields can be added as "{}" variables).

Regarding Q3, retrieving the source record id, I am not quite sure how to utilize the function in the context of the source template. I don’t know if it possible, but ideally what I want is ..
- to have the Record Id value as a default value in the Custom Id field (that I can add to)
- to have the resulting Custom Id added to the Title as a variable.

Erik

[tatewise]

Q2) In generic source records I don't think any title formatting is possible. Formats only apply to Footnotes, Short Footnotes & Bibliography in reports.
Q3) What you are requesting is not possible in a Source record Property Box. It might be possible in a query or a report depending on what layout you need.

However, you may still be talking about custom Source Templates and their Format options. With those you can refer to generic Source fields using standard data references, e.g. {%SOUR.REFN%} for Custom Id.
You may also be able to use {=RecordId()} but not sure.

[evinther]

Thanks Mike