Difference between revisions of "RootsMagic 8:Groups"

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Navigation: [[RootsMagic_8:RootsMagic_8|RootsMagic 8]] > [[RootsMagic_8:Working_With_People|Working With People]] >
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Navigation: <u>[[RootsMagic_8:RootsMagic_8|RootsMagic 8]]</u> > <u>[[RootsMagic_8:Working_With_People|Working With People]]</u> >
  
 
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Groups lets you predefine groups of people that you can later select to perform some action with, such as printing reports or exporting names, when you want to repeatedly select the same group of people.  You would create a "Group" by selecting any group of people, and giving the group a name, which will appear in the Groups list in the sidebar. New groups can be created or existing groups edited. Groups can be used any time you have the option to select people to include – the group name will appear in the selection list.
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Groups lets you predefine groups of people that you can later select to perform some action with, such as printing reports or exporting names, when you want to repeatedly select the same group of people.
  
RootsMagic also provides QuickGroups which let you quickly add, change, or remove people from groups.
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There are 2 locations you can view and edit groups:
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#<u>[[RM8:People_Page#Sidebar|The Groups View on the People page side view]]</u>
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#<u>[[RM8:Editing_a_Person|The Groups row on the Edit Person form]]</u>
  
To create a new Group:
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In both places the groups view displays a list of all the groups you have created, with checkboxes to show which groups the currently highlighted person belongs to.
  
namedgroups       
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[[File:RM8_SidePanel-Groups-1.jpg||Groups View]]
 
 
 
 
 
 
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In the sidebar, select the Groups tab and click on the Groups button beside the drop down list. The list of current groups are listed in the Named Groups dialog.
 
 
 
 
 
 
 
 
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New – lets you select a group of people using the Select People window. Check those who you want to choose, the click Select.
 
 
 
 
 
 
 
 
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Edit – lets you modify the group of people using the Select People window. Check those who you want to add and uncheck those you wish to remove, then click OK to save the changes, or Cancel to discard the changes.
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'''Creating a group'''
 
 
 
  
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To create a group, click the + on the Groups view, then enter the name for the group.
  
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Delete – lets you delete the group. You will be asked to confirm that you want to deleted the selected group shown. Click "Delete group" to delete the group, or Cancel to close the dialog without deleting the group.
 
 
  
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'''Adding a person to a group'''
  
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Select the person in a person view, then mark the checkboxes of any groups you want the person to belong to.
  
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Rename – lets you change the name of the group. A pop-up dialog will let you enter a new name. Click OK to save the changes, or Cancel to close the dialog without renaming the group.
 
 
  
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'''To edit or delete a group'''
  
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Click the "Edit Group" (Pencil) button to bring up a form where you can:
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*'''New''' - Create a new group.  You will be asked to enter a name for the group.  RootsMagic will then display the <u>[[RootsMagic 8:RootsMagic Explorer|RootsMagic Explorer]]</u> where you can select the initial people to include in the group.
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*'''Edit''' - Modify the group of people in a group using the Select People form.  Check those you want to add and uncheck those you wish to remove.
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*'''Delete''' - Delete the selected group
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*'''Rename''' - Change the name of the selected group
  
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[[File:RM8_EditGroups-1.jpg|Edit Groups]]
 
Click Close to close the dialog. Any new groups will appear in the Groups list.
 

Latest revision as of 16:24, 16 May 2022

Navigation: RootsMagic 8 > Working With People >


Groups lets you predefine groups of people that you can later select to perform some action with, such as printing reports or exporting names, when you want to repeatedly select the same group of people.

There are 2 locations you can view and edit groups:

  1. The Groups View on the People page side view
  2. The Groups row on the Edit Person form

In both places the groups view displays a list of all the groups you have created, with checkboxes to show which groups the currently highlighted person belongs to.

Groups View

Creating a group

To create a group, click the + on the Groups view, then enter the name for the group.


Adding a person to a group

Select the person in a person view, then mark the checkboxes of any groups you want the person to belong to.


To edit or delete a group

Click the "Edit Group" (Pencil) button to bring up a form where you can:

  • New - Create a new group. You will be asked to enter a name for the group. RootsMagic will then display the RootsMagic Explorer where you can select the initial people to include in the group.
  • Edit - Modify the group of people in a group using the Select People form. Check those you want to add and uncheck those you wish to remove.
  • Delete - Delete the selected group
  • Rename - Change the name of the selected group

Edit Groups