RootsMagic 8:Sharing Facts - Revision history

Renee: /* Sharing Facts */

2022-11-15T15:12:28Z

Sharing Facts

Renee: /* Sharing Facts */

2022-11-15T14:41:54Z

Sharing Facts

Bruce: /* Editing a Shared Fact */

2021-08-28T23:57:45Z

Editing a Shared Fact

Bruce: /* Editing a Shared Fact */

2021-08-28T21:45:16Z

Editing a Shared Fact

Bruce: /* Editing a Shared Fact */

2021-08-28T21:43:24Z

Editing a Shared Fact

Renee at 21:18, 28 August 2021

2021-08-28T21:18:54Z

Bruce: /* Sharing Facts */

2021-08-28T21:07:45Z

Sharing Facts

Bruce: /* Sharing Facts */

2021-08-28T21:01:09Z

Sharing Facts

Bruce at 20:31, 28 August 2021

2021-08-28T20:31:51Z

Bruce: /* Sharing Facts */

2021-08-28T13:48:43Z

Sharing Facts

@@ Line 14: / Line 14: @@
 #;RootsMagic will display a list of anyone who shares the fact
 #;[[File:RM8_EditPerson-Panel-SharedEvent-1.jpg|Shared Event Panel]]
-#Click the "Share fact" button to add the person who shares the fact.
+#Click the "Share fact (multiple)" button to open the Select People dialog which lists the people in the database, each with a check box to let you select specific individuals. These people are added to the list with the role witness.
 #;[[File:RM8_EditPerson-Slide-Shared-SelectWitness.jpg|Select Witness]]
 #There are 2 ways to add the person who shares the fact:

@@ Line 13: / Line 13: @@
 #*Click the shared column in the fact list
 #;RootsMagic will display a list of anyone who shares the fact
-#;[[File:RM8_EditPerson-Panel-SharedEvent.jpg|Shared Event Panel]]
+#;[[File:RM8_EditPerson-Panel-SharedEvent-1.jpg|Shared Event Panel]]
 #Click the "Share fact" button to add the person who shares the fact.
 #;[[File:RM8_EditPerson-Slide-Shared-SelectWitness.jpg|Select Witness]]

@@ Line 25: / Line 25: @@
 ==Editing a Shared Fact==
+To edit a shared fact, select a fact in the Edit Person form and either:
-The Edit shared event dialog lets you enter or edit the details about a person that shares an event (fact.)
+*Click Shared in the edit panel
+*Click the shared column in the fact list
-When you are entering a new person, you can select someone in the database or add the name of someone who is NOT in the database. You can also select a role or add a new role as well as add a note for the role to appear after the shared person's role sentence.
+You will see a list of everyone who is sharing that fact.  Just click on the person you want to edit.
 [[File:RM8_EditPerson-Panel-EditSharedEvent-1.jpg|Edit Shared Event]]
-*This person is NOT in my file – If you selected a person who was not in your database, this option would have been chosen. To change the person, edit the First name(s) and Last name of the witness. While prefixes can be included in the first name field such as Mrs. or Dr. if a given name is not known, and suffixes such as Jr. or Sr. in the last name field, if you specify the :first or :casual field option for the witness name, the first item in the field will be shown, even if that part is "Dr." rather than an actual first name. Similarly, the complete Last name field contents will be shown if you specify the :Surname field option or use the :Reverse field option with the name.
+If the person is in the database you will see their name, and clicking that name lets you change the person if desired.
-person not in file
+If the person was a typed in name, you will see 2 fields (Given and Surname) which you can edit.
 *Role – Select a role for the witness from the drop list, or select Add new witness type... to add a new role. In the dialog, enter the new role name and enter a sentence template for the role. (This will be added to list of roles for the Fact Type when saved.) Click OK to save the role, or Cancel to exit without saving.
 *Note – Enter a note associated with this person in the selected role. This will appear as a separate sentence following the role sentence.
 ==Deleting a Shared Fact==
 To remove a person who shares a fact, simply repeat the steps from "Editing a Shared Fact", and click the Trash Can button on the edit panel.

← Older revision		Revision as of 21:45, 28 August 2021
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	*Click OK to save the entry as a person sharing the fact, or click Cancel to close the dialog without saving the entry.		*Click OK to save the entry as a person sharing the fact, or click Cancel to close the dialog without saving the entry.
		+
		+	==Deleting a Shared Fact==
		+	To remove a person who shares a fact, simply repeat the steps from "Editing a Shared Fact", and click the Trash Can button on the edit panel.

← Older revision		Revision as of 21:43, 28 August 2021
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	*This person is in my file – If you selected a person who is in your database, this option will be chosen. To change the person, click the Select button, choose a name from the RootsMagic Explorer window, and then click Select.		*This person is in my file – If you selected a person who is in your database, this option will be chosen. To change the person, click the Select button, choose a name from the RootsMagic Explorer window, and then click Select.
−

	[[File:RM8_EditPerson-Panel-EditSharedEvent-1.jpg\|Edit Shared Event]]		[[File:RM8_EditPerson-Panel-EditSharedEvent-1.jpg\|Edit Shared Event]]

← Older revision		Revision as of 21:18, 28 August 2021
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−	[[File:RM8_EditPerson-Panel-EditSharedEvent.jpg\|Edit Shared Event]]	+	[[File:RM8_EditPerson-Panel-EditSharedEvent-1.jpg\|Edit Shared Event]]

	*This person is NOT in my file – If you selected a person who was not in your database, this option would have been chosen. To change the person, edit the First name(s) and Last name of the witness. While prefixes can be included in the first name field such as Mrs. or Dr. if a given name is not known, and suffixes such as Jr. or Sr. in the last name field, if you specify the :first or :casual field option for the witness name, the first item in the field will be shown, even if that part is "Dr." rather than an actual first name. Similarly, the complete Last name field contents will be shown if you specify the :Surname field option or use the :Reverse field option with the name.		*This person is NOT in my file – If you selected a person who was not in your database, this option would have been chosen. To change the person, edit the First name(s) and Last name of the witness. While prefixes can be included in the first name field such as Mrs. or Dr. if a given name is not known, and suffixes such as Jr. or Sr. in the last name field, if you specify the :first or :casual field option for the witness name, the first item in the field will be shown, even if that part is "Dr." rather than an actual first name. Similarly, the complete Last name field contents will be shown if you specify the :Surname field option or use the :Reverse field option with the name.

@@ Line 14: / Line 14: @@
 #;RootsMagic will display a list of anyone who shares the fact
 #;[[File:RM8_EditPerson-Panel-SharedEvent.jpg|Shared Event Panel]]
-#Click the "Share fact" button.  RootsMagic will display
+#Click the "Share fact" button to add the person who shares the fact.
 #;[[File:RM8_EditPerson-Slide-Shared-SelectWitness.jpg|Select Witness]]
-##Add a person – Click the Add a person button and select from:
-###Choose witness from list – Opens RootsMagic Explorer to let you find a person to add as a witness to share the event. Click Select, and in the Edit shared event dialog:
+#There are 2 ways to add the person who shares the fact:
-####Select a role for the person from the drop list, or add a new role name.
+##'''Select witness''' - Just select the person from the list of people displayed. A search box is provided to let you quickly filter the list.  The highlighted person's data is displayed to the right of the list.
-####Enter a note associated with this person in the selected role. This will appear as a separate sentence following the role sentence.
+##'''Just type name''' - This lets you just type in the name of a person who is not in the database.  While this lets you share the fact with someone not in the file, it also has limitations because the only info for the person is their name.  Enter the first name and last name of the witness – this can include prefixes in the first name field such as Mrs. or Dr. if a given name is not known, or suffixes such as Jr. or Esq. in the last name field. However, if you specify the :first or :casual field option for the name, the first item in the field will be shown, even if that part is "Dr." rather than the actual first first name. Similarly, the complete Last name field contents will be shown if you specify the :Surname or :Reverse field option for the name.
-###Just type in name of witness – Lets you add the name of a witness who is not in the database.
+#Select a role for the witness from the drop down list, or add a new role name.
-####Enter the first name and last name of the witness – this can include prefixes in the first name field such as Mrs. or Dr. if a given name is not known, or suffixes such as Jr. or Esq. in the last name field. However, if you specify the :first or :casual field option for the name, the first item in the field will be shown, even if that part is "Dr." rather than the actual first first name. Similarly, the complete Last name field contents will be shown if you specify the :Surname or :Reverse field option for the name.
+#Enter a note associated with this person in the selected role. This will appear as a separate sentence following the role sentence.
-####Select a role for the witness from the drop down list, or add a new role name.
+#Click OK to save the entry as a person sharing the fact, or click Cancel to close the dialog without saving the entry.
 ==Editing a Shared Fact==

← Older revision		Revision as of 20:31, 28 August 2021
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	The "Share" feature in RootsMagic lets you share a person’s fact or event with other people in your database, by assigning roles to the other people involved in the event. For some events like marriage, the role could be a witness or minister, or best man or maid of honor, while for other events like a census or residence there would be no witnesses per se, but those mentioned would be assigned roles like wife, child (or son or daughter), father, mother, father-in-law, mother-in-law, nice, nephew, sister, brother, boarder or domestic, or a whole range of other possible roles.		The "Share" feature in RootsMagic lets you share a person’s fact or event with other people in your database, by assigning roles to the other people involved in the event. For some events like marriage, the role could be a witness or minister, or best man or maid of honor, while for other events like a census or residence there would be no witnesses per se, but those mentioned would be assigned roles like wife, child (or son or daughter), father, mother, father-in-law, mother-in-law, nice, nephew, sister, brother, boarder or domestic, or a whole range of other possible roles.
−
−	~~'''There are three steps to sharing a fact:'''~~
−	~~#Add roles and role sentences to the fact type (this can be done in the fact type or on the fly when adding shared people.)~~
−	~~#Add the people to the shared fact (see below.)~~
−	#Add the "shared" people into the fact sentence for the principal. (This is the step that shows all the shared people together in the main fact sentence.) Usually this is done by Customizing fact sentence.

	==Sharing Facts==		==Sharing Facts==

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 #*Click Shared in the edit panel
 #*Click the shared column in the fact list
 #;[[File:RM8_EditPerson-Panel-SharedEvent.jpg|Shared Event Panel]]
 #From the "People who share this fact" dialog, you can: