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The Genealogy Pro Editor - Formatting

The Genealogy Pro Editor has two tabs - a data tab and a format tab. The format tab simply depicts how the data is displyed in a window. The formatters associated with each type of field are very similar. They include options for exclusion or inclusion of any part of the field for display (eg you may wish to exclude the middle name for display in a name). They also include options for abbreviations (eg first middle initial in a name formatter), and the addition of text before or after any field element. The text may be conditional upon the existence of the field element (eg middle name) for a person or family.

The format does not alter any data in the genealogy database.

Clicking on the format tab of the Genealogy Pro Editor will show a view similar that shown below for the formatter associated with the Name Editor.

An example of a formatter - the Name Formatter


Smart Formatting

Formatting allows "Smart" formatting. Sometimes data is not known for individuals - a date of birth or date of death is missing. A middle name is not known. Formatting can be made conditional on the presence or absence of one or more fields for an individual.

As an example using the name formatter, use the following procedure:

1. Choose the components of the name, and the order they will occur, starting from top to bottom.

For the name formatter, there are four menus. Each menu may have a name component, such as a title, first name, surname, etc.

2. Insert any "extra text" that is requied with the name. This may include a comma, space, inverted quotes, brackets, etc. For the name formatter, there are eight locations where extra text may be inserted, before and after each name component.

3. Choose the required "conditions" for the extra text. It may be conditional on the presence of one or more name components,. For example, a ", " between the first and surname would not be suitable if the first name or surname is unknown. Therefor the ", " should be set to be conditional on a valid first name and surname.

as an example, to format a name to "Smith, John L."

a. select Surname in the top menu, First Name in the second menu, and First Middle Initial in the third menu, Unused in the fourth menu.

b. Enter a comma followed by a space prior to first name, select "requires first name and requires middle name". For conditional context, select "requires one selected item only". this means that the comma and space is present when middle name OR last name is present. If there is no first or middle name on the database the comma will not be displayed.

c. enter a full point after first middle name. select "Requires middle name". The full point will be displayed only where there is a middle name.

Other Formatters

Formatters are available for data, place and text fields. The operation of these formatters is analogous to the Name Formatter.

Including spouse Numbers (Charts only)

For family charts, the format can include the spouse number of an individual, where there is more than one spouse for a person in a family chart. You include the spouse number by adding the "#" symbol as extra text in any of the text boxes (see depiction below).

The example below has the letter 'm' followed by '#', folow by '. This results in the chart as shown below, where John Smith was married twice.

Selecting all of one type of field in a chart

Your can also format for fields of any one type in a chart at the same time. Select the relevant field in one individual (eg select the name), then choosethe menu Edit⇒Select All "Field Name" (where 'Field Name' is the name of the field). Formatting is then applied to the entire selection