* Creating a Research to Do List

[philiphaddock]

I have recently tried to create a Research to Do list following advice on the FHUG note on "Custom Attributes Approach". I followed each step but have ended up with an Individual Property Box that shows no information relating to spouses. Have I made an error along the way. If not, how can I undo the process and return to the fully populated Individual Property Box?

Can anyone help? Thanks in advance.

Philip Haddock

[tatewise]

Philip, I have moved this to the FH General Usage Forum where it fits better.

It sounds like you tried following the manual instructions rather using the predefined downloads.
See fhugdownloads:contents:fact_set_to_do_lists|> Downloads and Links > Fact Set ~ To Do Lists.

Assuming you had no other customisations of the Individual Property Box tabs, then use the Menu > Customize > Installation Settings button to return to FH installed settings.

If you did have other customisations, then have you backups of the customisation settings (NOT the Project)?
i.e. Used the Backup & Restore Family Historian Settings Plugin, or have backups of the C:\ProgramData\Calico Pie\Family Historian folder as advised in glossary:backup_and_recovery|> Backup and Recovery.

[ireneblackburn]

Hi Mike

I have downloaded the pre-defined downloads, but when I double click on them Windows 7 asks me to select a program to open them and FH is not there (I am using FH6.0.4) and I am trying to run them from the downloads folder

[LornaCraig]

Within FH, use File > Import/Export > Import > Fact Set
and
File > Import/Export > Import > Property Box tab

[tatewise]

Irene, Lorna's suggestion will work, but to fix your double-click problem try the following.

When Windows 7 does not list FH V6 there should either be a drop-list down arrow or a Browse button.
FH V6 should be listed, or found at C:\Program Files (x86)\Family Historian\Program\Fh.exe
(.exe may be excluded on your PC, also don't browse C:\Program Files\ unless you have a 32-bit PC).

If there is an option to Always use the selected program... then ensure it is ticked.

[ireneblackburn]

I used the import and it has worked perfectly. Thank you both for your help

[philiphaddock]

I have now successfully set up 'To Do' sections in Individual Property Boxes. I know that it is possible to generate To Do List reports for individuals but is it possible to produce reports showing a full list of 'To Do' notes?
Philip Haddock

[tatewise]

I presume you mean a list of 'To Do' Notes for all Individuals.

The quick way is to simply select all Individuals when publishing the Report by clicking the >> button in the middle of the Select Records window, but this will include everyone even if they have no 'To Do' Notes.

A better method involves the use of Custom Queries.
These produce on-screen lists that can also be printed.

If an Individual 'To Do' query is created similar to the Fact queries, then another option is possible.
When you Publish the Report, in the Select Records window, use Add using Query, and choose the custom Individual 'To Do' query to add just those Individuals with 'To Do' Notes.

[ampt]

Hello,

I am a newbie to FH. I have version 6.0.4 running in Win 7. I have successfully created a To Do tab in the Property Box, but I cannot enter any text. It's just a blank, grey box. Any suggestions? Thanks

[tatewise]

Welcome to the FHUG.

You need to follow the advice in how_to:create_work_in_progress_or_research_to_do_lists|> Create Work In Progress or Research To Do Lists, especially the Create Custom Attribute section, because nothing will work without that.

You can short-circuit the process by using the fhugdownloads:contents:fact_set_to_do_lists|> FHUG Download > Fact Set ~ To Do Lists mentioned in the Custom Attributes Approach.

As a newcomer, may I strongly advise you work through how_to:key_features_for_newcomers|> Key Features for Newcomers and follow up its links.

[ampt]

Thank you. I am going through the whole documentation for FH5, bit by bit. Didn't get quite that far yet