Ancestral Sources Tutorial ~ Working With Templates ~ (3) Auto Text

Introduction

Most users should consider editing existing, or creating new, Auto Text Templates to customise transcripts of the source data entries.

There is also a growing number of templates in the Downloads and Links ~ Ancestral Sources library.

Remember to use Help to obtain extra advice, and hover the mouse over buttons and boxes to obtain a brief Tooltip.

Auto Text Template Editor

These templates allow the Family Historian Text From Source field to hold a customised transcript of the source data. When the Auto button is used on the main screen, the Text field is composed from the selected template. This may be further edited as necessary before the entry is saved to Family Historian.

If any Text From Source field appears in a Family Historian Report then it usually follows on the same line as the header, unless it starts with a blank line. So it is recommended that all Auto Text Templates start with a blank line.

For more advice on how to format a Text From Source field and obtain a tidy presentation in both Source Records and printed Reports, see how to Tabulate Multiline Text in Records and Reports.

Census Auto Text Tutorial

This tutorial demonstrates how to create a simple generic Census transcript template.

  • Open Ancestral Sources and ensure the Family Historian Sample Project or the Sample.ged file opens by default, but if not then Configure Initial Settings
  • Ensure that the Census Records mode is active by clicking the Create census entries button near the middle of the toolbar, or by choosing View > Census Editor
  • Set Census Year: = 1901 and Place: = Guildford and Address: = 28 Park Road, which may auto-complete
  • Use the menubar option Tools > Autotext Template Editor…
  • Ensure Source: is set to Census and select the Template: named Default
  • Click the Duplicate button to create a template with Title: = Copy of Default
  • Note that the {CENSUSGRID} keyword produces the grid headings in the Preview: and when the grid is populated with the household it will list the household details
  • Place the cursor next to {CENSUSGRID}, press the Home key and Enter key, then hold Ctrl and press Home key
  • Type in Date: and a space, then from < Keyword select {DATE}, and press Enter
  • Type in Place: and a space, then from < Keyword select {PLACE}, and press Enter
  • Type in Address: and a space, then from < Keyword select {ADDR}, and press Enter
  • Notice that the Preview: illustrates how the transcript will finally appear
  • Click the Save button to preserve the template and then click the Close button
  • Now click the Auto button near the Text field and choose Copy of Default
  • The ticked Auto option below, means that the Text transcript will automatically update as data changes
  • So alter the Census Year: to 1911 and note how both the Date and the grid Headings change in both the main screen and the transcript

Census Auto Text Template Editor

See the Ancestral Sources Template ~ Census Auto-Text library for templates that you can Copy & Paste into the editor.

The Enter Census Facts tutorial illustrates how an Auto Text transcript is included in a Census data entry.

Baptism Auto Text Tutorial

This next tutorial demonstrates similar capabilities for Baptism transcript templates.

  • If necessary, open Ancestral Sources and ensure the Family Historian Sample Project or the Sample.ged file opens by default, but if not then Configure Initial Settings
  • Ensure that the Baptism Records mode is active by clicking the Create baptism entries button near the middle of the toolbar, or by choosing View > Baptism Editor
  • Set Place: = Guildford and Address: = Parish Church, which may auto-complete
  • Use the menubar option Tools > Autotext Template Editor…
  • Ensure Source: is set to Baptism and select the Template: named Generic Baptism
  • Click the Duplicate button to create a template with Title: = Copy of Generic Baptism
  • Notice that the Preview: illustrates how the transcript will finally appear
  • Click the Save button to preserve the template and then click the Close button
  • Now click the Auto button near the Text field and choose Copy of Generic Baptism
  • The ticked Auto option below, means that the Text field will automatically update as data changes
  • Experiment with entering data and note how the transcript changes
  • Use menubar option Tools > Autotext Template Editor… again, and select the Template: named Copy of Generic Baptism
  • Experiment with editing the template, Save it and click Auto to see the resulting transcript
  • Close Ancestral Sources and OK any warning messages

Baptism Auto Text Template Editor

See the Ancestral Sources Template ~ Baptism Auto-Text library for templates that you can Copy & Paste into the editor.

The Enter Baptism Facts tutorial illustrates how an Auto Text transcript is included in a Baptism data entry.

Marriage Auto Text Tutorial

This next tutorial demonstrates similar capabilities for Marriage transcript templates.

  • If necessary, open Ancestral Sources and ensure the Family Historian Sample Project or the Sample.ged file opens by default, but if not then Configure Initial Settings
  • Ensure that the Marriage Records mode is active by clicking the Create marriage entries button near the middle of the toolbar, or by choosing View > Marriage Editor
  • Set Place: = Newton and Address: = Parish Church, which may auto-complete
  • Use the menubar option Tools > Autotext Template Editor…
  • Ensure Source: is set to Marriage and select the Template: named Generic Marriage
  • Click the Duplicate button to create a template with Title: = Copy of Generic Marriage
  • Notice that the Preview: illustrates how the transcript will finally appear
  • Click the Save button to preserve the template and then click the Close button
  • Now click the Auto button near the Text field and choose Copy of Generic Marriage
  • The ticked Auto option below, means that the Text field will automatically update as data changes
  • Experiment with entering data and note how the transcript changes
  • Use menubar option Tools > Autotext Template Editor… again, and select the Template: named Copy of Generic Marriage
  • Experiment with editing the template, Save it and click Auto to see the resulting transcript
  • Close Ancestral Sources and OK any warning messages

The Enter Marriage Facts tutorial illustrates how an Auto Text transcript is included in a Marriage data entry.

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