* FH V7 Research Notes: Shared vs New

[Gary Carson]

My question relates to using a shared note or create a new note.

Background:
I have a number of people that I am trying to find their burial location.
I have created a Log type Research Note with a Title of Burial location retaining the header and table with headings of Date, Research Activity, and Result. On one line I prepopulated Research Activity with Search Find A Grave

Research Note.png (23.84 KiB) Viewed 2131 times

I would like to add and link this note to all individuals and track each individual with varing dates and results. Can I do this with one Research Note or I have to created a new Research Note for each individaul?

[ColeValleyGirl]

You can link a research note to as many other records (except other notes) that you like -- they behave like 'ordinary' notes with the major exception that they are excluded from reports (except reports specific to Research Notes).

[tatewise]

You can use either one shared or separate Research Notes, but consider the long term scenario.
In the shared version, as the table grows larger and larger, how will it be managed?
Once a Research Activity has been completed will its row entry be deleted?
If you don't do that the table could become difficult to search to discover outstanding activities.

Regarding linking to Individuals (or other records) you can link in two directions.
In the Property Box of each Individual, on the Notes tab, you can Add Note > Shared Research Note for as many as you like.
Also, in the Research Note you can have a column in your table that holds links to Individual (or other) records.
The Where Used Record Links plugin (when updated to V1.5) will identify links in either direction.

[Gary Carson]

Can the table within a shared note be sorted?

[tatewise]

I don't think rich text tables can be sorted manually, but you could write a plugin to do it.

Anyway, the table would eventually still become extremely long and unprintable.
So maybe you would have to start a new one perhaps each year?

[davepacey]

Can the table within a shared note be sorted?

You can right click on a cell in the table and move the row up or down, but you have to do it for every move, ie. you cannot, as far as I can see, move multiple rows or have a short cut key.

EDIT: you could of course, paste it into excel, sort then paste it back again

[tatewise]

Dave, if you used that Excel workaround, would cells with hyperlinks to records & external URL be preserved? I suspect not.
Also dates prior to 1900 might pose a problem.

[davepacey]

Dave, if you used that Excel workaround, would cells with hyperlinks to records & external URL be preserved? I suspect not.
Also dates prior to 1900 might pose a problem.

No they are not Mike, you are 100% correct