Diagram Menu

This menu is only available when the Diagram Window is active.

See also the Diagram Toolbar.

 

Copy Diagram Copy the current diagram to the clipboard in a choice of 2 formats: Enhanced Metafile (good for large diagrams) or Bitmap.
Insert Into Diagram This submenu is used for inserting additional diagram elements into an existing diagram. A diagram element could be an entire tree (any kind), a picture, a text box, a line or a rectangle. There is no limit to the number of trees, or any other kind of diagram element, that you can have in a diagram.

When you insert a tree, Family Historian will put the new tree in the centre of the Diagram Window - even if that means that it overlaps an existing tree. It will also automatically enable Moving/Resizing, and set Tree Moving as the drag-and-move action. This means that you can immediately click on any box within the tree to move it.

To cancel Moving/Resizing mode, click on (i.e. 'uncheck') Enable Moving/Resizing in the Diagram menu (or the equivalent toolbar button).

Find Next Box For Individual It can happen that you get more than one box for a given Individual within a diagram. This feature lets you easily jump between all duplicate boxes for a given Individual. Simply select any box for the Individual in question, and then click on Find Next Box for Individual. The selection will switch to the next box for the selected Individual. Repeat to loop you through all of the duplicate boxes.

If a given Individual has no duplicate boxes you will be told that no other instances were found.

Tip: You can easily see which boxes are duplicates by enabling Check for Duplicates in the General tab of the Diagram Options dialog.

Tip: A fast way to search for duplicate boxes for a given selected Individual is to press the F3 key instead of using the menu command.

Check For Duplicates As well as this menu command, there is also a Check for Duplicates option in the Diagram Options. If the latter is enabled, Family Historian will automatically check for duplicates when you open a new diagram. Depending on the specific options you use, Family Historian will not only detect duplicate boxes within the diagram, it will also link them using coloured ribbons and/or will close duplicated branches of the diagram to keep duplication to a minimum.

If checking for duplicates was not enabled when you opened the diagram, you can run Check For Duplicates… on the Diagram menu at any time to enable it, and (depending on your current diagram options for duplicates) to hide duplicated branches.

Even if Check for Duplicates is already enabled in Diagram Options, you may still want to use the menu command to hide duplicated branches if you have been clicking on branch expansion buttons to explore trees, and now have a number of duplicated branches.

Tip: Check For Duplicates… is affected by front-to-back ordering of trees. If one tree is layered 'in front of' another (even if it isn't actually positioned in front of it), Family Historian will close duplicated branches in the 'background' tree in preference to closing branches in the 'foreground' tree. So you can control which tree gets its branches closed, by right-clicking on any box in one of the trees, and selecting appropriate commands from the Order submenu.

Hide Selected Boxes All selected boxes will be hidden. When you hide a box, the whole branch leading 'outwards' from that box is also hidden. For example, if you hide an ancestor box the whole branch of ancestors leading out from that box is hidden.

You cannot hide the root box in a tree, as this would cause the whole tree to be hidden. If you wish to get rid of an entire tree you must delete it. To delete a tree, click on any box in the tree and click on the Delete key. Leave the selection at Delete Selected Diagram Items Only and press OK. Then confirm that you wish to delete the tree.

Tip: A quick way to hide a box is to click on it with the right mouse button and select Hide from the dropdown menu that appears.

Show Hidden Boxes Check this option to show all hidden boxes. By default these appear with a purple background. You can then unhide whichever hidden boxes you wish by selecting them and unticking the Hidden state on the Box States menu (see below).

To hide hidden boxes again click on Show Hidden Boxes again, to 'untick' it.

Tip: A quick way to unhide a box when Show Hidden Box is enabled is to click on it with the right mouse button and untick Hidden on the dropdown menu that appears.

Expand/Close Branches This submenu allows you to hide or show expansion boxes, and to hide or show tree branches.
Show Expansion Buttons

Hide or show expansion buttons. These are the little circular buttons on branch lines. They are crossed if the branch is hidden. Click on expansion buttons to hide or show tree branches.

Expand Branch (one level) As an alternative to clicking on expansion buttons, use this menu command to expand a branch for a selected box. If the branch has not previously been displayed, only the next level will be shown (e.g. one generation of ancestors or descendants).
Expand Branch (all level)

Click on this command to fully expand the branch of the selected box, as far as it will go.

Close Branch

Click on this command to close an expanded branch for a selected box. You can also click on an expansion button to do the same thing.

Spouse Display Options There are 3 options:
Spouse in Own Box

Each spouse is assigned their own box. Is the best option for displaying information about spouses (and the only one which allows you to view pictures of spouses), but it produces larger diagrams than the other 2 options.

By default, Remarriage boxes are not displayed if spouses are displayed in their own box; however, there is an option to override this if you wish to. See Spouse Display Options in the General tab of the Diagram Options dialog.

This option is not applicable to ancestor boxes.

One Box Per Marriage Spouses are not displayed in separate boxes; however, individuals who have more than one spouse, will be allocated an extra box (a Remarriage box) for each extra spouse, above one. Standard text schemes make use of this Remarriage box to display spouse information.
No Spouse Info

Spouses are not displayed in separate boxes, nor are Remarriage boxes displayed. This option takes up the least amount of space. Use it when you are not interested in spouse information.

With standard text schemes, no spouse information is displayed when this option is chosen. However, in your own custom text schemes you can show all of a person's spouses if you wish, even if this option is selected. If you do so, you should be aware that there will be no visual indication of which spouse is the parent of which child.

Zoom Zooming only affects how a diagram appears on the screen. It has no effect on the size of the diagram when printed. If you wish to change the size of a diagram when printed, you need to adjust Scaling.
Reset Zoom Level to 100% Revert to 'actual size' (i.e. 100% zoom).
Zoom In

Zoom in.

Tip: A quick alternative is to press the + key on the numeric keypad (or Ctrl+L).

Zoom Out

Zoom out.

Tip: A quick alternative is to press the - key on the numeric keypad (or Ctrl+K).

Set Zoom Level Specify a specific zoom level, as a percentage, to 2 decimal places. The maximum zoom is 500%.
View Whole Diagram Adjusts zoom and diagram position so that the whole diagram can be viewed. If Page Boundaries are being displayed the view will be extended to include all of each printable page.
Select Area To View When enabled, you can click-and-drag on the diagram to draw a stretchy box round the area you wish to zoom to. The zoom will occur when you release the left mouse button. Press the right-mouse button, or the Esc key, to cancel.
Centre Roughly-speaking, this centres the diagram on the diagram root. However, for Ancestor and Descendant diagrams, the root may appear near the top or bottom or (depending on the orientation) side of the Diagram Window, as appropriate. Does not cause the diagram to zoom in or out.
Pages Rows/Columns & Boxes This submenu lets you control various related aspects of pages, rows (or columns depending on the diagram orientation) and boxes.
Make All Boxes the Same Height (Width) Depending on the diagram orientation, this will make all boxes the height of the current tallest box, or make all boxes the width of the current widest box.

The Autosize state is disabled in all boxes (see Box States below).

Make All Boxes in the Same Row (Column) the Same Height (Width) Depending on the diagram orientation, this will make all boxes in each row the height of the tallest box in that row, or make all boxes in each column the width of the widest box in that column.

The Autosize state is disabled in all boxes (see Box States below).

Make Selected Boxes the Same Height (Width) Depending on the diagram orientation, this will make all selected boxes the height of the tallest selected box, or make all selected boxes the width of the widest selected box. This option is only available if at least 2 boxes are selected.

The Autosize state is disabled in the selected boxes (see Box States below).

Reset All Box Heights (Widths)/Enable Autosize The previous 3 options all disabled the Autosize state for all affected boxes. This option re-enables Autosize for all boxes. The effect of this is that all boxes will revert to their default size. For more on this, see Box States below.
Make All Rows the Same Height (All Columns the Same Width) Depending on the diagram orientation, this will make all rows the height of the current tallest row, or make all columns the width of the current widest column.
Reset Row Heights (Widths) Depending on the diagram orientation, this will either set all rows back to their default height, or set all columns back to their default width.
Scale Diagram To Fit Exact Number of Rows (Columns) Per Page Depending on the diagram orientation, you will be prompted to specify either how many rows you want to fit vertically onto each page, or how many columns you want to fit horizontally onto each page. If rows are not already the same height (or, depending on orientation, columns the same width) you will be warned that they will be resized to make them the same size. Then the Diagram scale will be adjusted to fit the desire number of rows (or columns) onto each page.

Tip: This function does not automatically align page boundaries with row or column boundaries. But this can be done quite easily. To do it, click on 'Show Page Boundaries' - this will display page boundaries as a grid. Click-and-drag on any grid intersection to move the grid, and hence page boundaries. If you press the Ctrl key while doing this, the page boundary will 'snap' to the nearest row or column boundary.

Reset Diagram Scaling

Diagram scaling will be reset to the default setting (100%). If rows have been resized to make them the same height (or, depending on orientation, columns have been resized to make them the same width) you will be asked if you want to reset these to their normal sizes too.

Tip: Diagram scaling can be adjusted to any value at any time, by updating the value of the Scaling field in the General tab of the Diagram Options Dialog.

Show Page Boundaries

Show (or hide) page boundaries. A grid of lines appears. Each filled and used rectangular area marked out by the grid corresponds to a printable page - that is, to a physical sheet of paper that will be printed if you print the whole diagram. A diagram that extends over multiple grid areas will be printed on multiple sheets of paper.

The grid rectangle size is determined by the paper size used by your printer. It will change automatically if you switch to a different paper size in your printer settings (or switch between portrait and landscape mode). To change printer settings, click on Print Setup on the File menu.

To see all printable pages, click on View Whole Diagram after showing page boundaries.

Tip: Click-and-drag with the left mouse on page boundary intersections to move page boundaries.

Tip: Usually you will use the Scaling option on the General tab of the Diagram Options dialog to set the size of a diagram when printed,
but for convenience you can also adjust scaling, and resize a diagram when printed, by clicking-and-dragging with the right mouse on page boundary intersections (it's usually a good idea to pick one at the bottom right of the diagram). When you do this, it appears to adjust the size of pages. But what you are really doing is adjusting the relative size of pages. If the pages are getting smaller relatively (bearing in mind that the physical paper you are printing on does not change) this means really that you are getting less onto each page - i.e. the diagram as it will appear when printed, is getting bigger. You can confirm this by looking at Scaling value. When it is not 100% it is shown in the status bar.

Tip: If you press the Ctrl key while moving page boundaries, they will 'snap' to the nearest row/column boundary. This is especially useful if you have adjusted row/column sizes so that an exact number will fit within each page (see below).

Avoid Page Boundaries

When checked, Family Historian will layout diagrams so that nodes (boxes) do not overlap page boundaries - either at the side or at the top.

Tip: You can specify how near a box can get to a page boundary by setting the Avoid boundaries gap in the More Dimensions dialog, accessible
from the Dimensions tab of the Diagram Options dialog.

Enable Moving/Resizing

Check this option to enable moving boxes, branches and trees, and to enable resizing of boxes. When Moving/Resizing is enabled, selected boxes have little white boxes in their corners and sides to show that they are selected, instead of the usual little black boxes. Click-and-drag on any little white box to resize.

See Movement Control Box next to learn how to move boxes, branches and trees when Moving/Resizing is enabled. The default drag-action
when Moving/Resizing is enabled is Box and Bar.

Movement Control Box Opens or closes the Movement Control Box.
Order

This submenu allows you to control the display order, front-to-back, of selected diagram elements. A diagram element is anything that can be inserted into a diagram - such as a picture, text box, line or rectangle. Also, each tree counts as a single diagram element.

To select a tree for the purposes of ordering, simply select any box within the tree.

Marks

You can mark any nodes (boxes) that you wish to distinguish for any purpose. Marked nodes have a distinctive background colour (configurable using Sundry Colours in Diagram Options).

Tip: An alternative to using Marks is to set Record Flags for Individuals, and specify conditions for box features based on these flags. This gives much greater flexibility than just using Marks. You specify box features in the Boxes tab of the Diagram Options dialog.

Tip: You must be displaying boxes to be able to see which ones are marked. This is controlled from the Boxes tab of the Diagram Options
dialog.

Mark Selected Boxes Marks all selected boxes.
Unmark Selected Boxes Removes marks from all selected boxes.
Set/Clear Marks Using Query Sets or clears marks using a query. Using this technique you could, for example, mark all of your male ancestors who died of heart attacks under the age of 50 (say). This is a powerful feature which can be used in a number of ways for many different purposes.
Select Marked Boxes A quick way to select all marked boxes.
Clear All Marks Clears all marks in the current diagram.
Box States This submenu allows you to control the states of selected boxes.
Autosize Box When enabled (the default) Family Historian will size a box to fit its text. But if you manually resize the box (or use a command to force a non-default box size - see Page, Rows/Columns & Boxes above), it will disable autosizing and use the size you specify instead. Tick this option to re-enable box autosizing.
Box Size Affects Row (Column) Size When enabled, the row (or column - depending on the orientation) that the box belongs to will always automatically be kept as big as, or bigger than, the box height. Moving a box does not disable this state; but you may wish to set it off, if you have moved a box away from the row it came from, and the box size is now having an inappropriate influence on the row size.
Align with Others in Same Row (Column) When enabled (the default) Family Historian will keep relatives in the same row (or column - depending on the orientation), in line with one another. If you move a branch it will disable this state for the moved boxes. Tick this option to re-enable it, and force Family Historian to realign a box with the others in its row.
Include Box in Row (Column) When you move a box or branch, Family Historian will continue to the treat the moved boxes as part of the rows (or columns - depending on the orientation) that they came from and will take these boxes into account for row/column sizing purposes. If you do not wish Family Historian to do this, disable this state for the moved boxes.
Keep Near Parents Enabling this for one box automatically disables it for all siblings of the selected box. Can be used with box descendant boxes, and with ancestor boxes in All Relatives diagrams.
Hidden This state is ticked for all hidden boxes. See Show Hidden Boxes above.
Diagram Statistics Displays a number of statistics about the current diagram.
Restore Installation Settings Sets all diagram settings back to their installation defaults.
Save as Default Settings Saves the current diagram settings as default settings.
Options Opens the Diagram Options Dialog.
The CHM file was converted to HTML by chm2web software.