Customise or Print Records Window Columns

Introduction

The columns in the Records Window (and a Named List) can be customised to suit the user's own preferences. Many researchers find it helpful to include an extra column to show a woman's married name. It is then possible to do a sort on spouse name which can be particularly helpful for example when sorting out burial records. Some researchers also find it helpful to add extra columns to show date and place of marriage or date and place of death. Many other column values are also possible.

The Lists > Configure Records Window Columns dialogue customises the columns, and offers a Save to Query button, which not only saves the customisation as a Query file that can be restored via Load from Query button, but also allows the Query to be used to printout the Records Window details. Similar features exist in the Configure Columns for Named List dialogue. An alternative way of opening those dialogues is to right-click any Column Heading and choose Configure Columns.

Use Tools > Preferences > Records Window to adjust the Record Type Display Options and other settings.

Configure Columns

This tutorial is for fh V3 on Windows XP, but despite slightly different layout and colours, the concepts are still valid for later versions. See Index for related topics.

Modifying Record Window Columns

Note: The above tutorial shows you how to add a spouse surname as a column in the Records Window. If you only want the spouse surname to appear for women, follow the tutorial until the Add Column window is displayed. It has two fields. Set the Heading field to Husband's Surname (say), and copy and paste the following into the Expression field:

  =TextIf(%INDI.SEX% = "Female",%INDI.~SPOU>NAME:SURNAME%,"")

or since fh V6.1.4:

  =Sex(%INDI%,"",%INDI.~SPOU>NAME:SURNAME%,"")

(Press Ctrl-C to copy and Ctrl-V to paste). Click the Add button.

Another animated tutorial, Using Lists to Mark a Diagram, illustrates a Custom Column in conjunction with other features.

Beware that in fh V6.2.5 the text in the Edit Column Details dialogue Heading and Expression must not exceed about 470 characters, otherwise that configuration will NOT be saved when fh is Closed, so the Column vanishes!

See Index for related topics.

After using the Save to Query button, use View > Custom Queries to run the saved Query, and then the Print and Save options are in the toolbar top right.

If only a subset of columns are required, then on the Columns tab delete the ones not needed, and run the Query again.

If only a subset of rows are required, then select those rows in the Records Window and add them to a Named List as explained in Using Named Lists. (Skip this step when working from an existing Named List.)

Next run the Query, and on its Rows filter tab, use the List tab at the bottom to choose the Named List populated above, and run the Query again, which should now list just the chosen rows.