* Merging or Deleting Source Templates

Questions about Generic and Templated Sources within FH and their associated Citations and Repositories
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StephensKS
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Merging or Deleting Source Templates

Post by StephensKS »

I struggled a bit with editing source templates until I understood the Compare/Sync function and I ended up creating duplicative templates. I deleted the dups from the Source Template Definitions dialog, but they are still in the list when creating a new source. Is there any way to either delete the duplicate source template or merge it with the one I want to keep?
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tatewise
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Re: Merging or Deleting Source Templates

Post by tatewise »

I've moved this to the Sources, Citations & Repositories forum.

Maybe you've not recognised the difference between Source Template Definitions and Source Template Records.

Source Template Definitions are managed via the Tools > Source Template Definitions... dialogue and are held globally external to all Projects.

Source Template Records are held within each Project and are a subset derived from the definitions above.
They can be merged like any other records via the Edit > Merge/Compare Records... dialogue that you know well from the Branch Merging (22539) discussion. That will preserve any Links from Source Records.
If a Source Template Record has zero Links then it can be safely deleted by selecting it in the Records Window Source Templates tab and hitting the Delete key.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
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StephensKS
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Re: Merging or Deleting Source Templates

Post by StephensKS »

I couldn't figure out how to select Source Templates in the Merge dialog. I was trying to go from the Records Windows and that wasn't working because there is no tab for Source Templates. So, I tried a creating a custom query with the Query Type of "Source Template" and was able to open the Merge dialog from there. Thanks!
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LornaCraig
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Re: Merging or Deleting Source Templates

Post by LornaCraig »

StephensKS wrote: 03 Jan 2024 19:43 ... there is no tab for Source Templates.
Use Tools > Preferences > Records Window > Record Type Display Options and for Source Templates set the option to either Always Show or Hide if none. (You must have the option set to Always hide.)
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tatewise
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Re: Merging or Deleting Source Templates

Post by tatewise »

FH in its infinite wisdom hides several Records Window tabs by default, but they do all exist.
Either use View > Other Record Lists > or use Tools > Preferences > Records Window tab and set all the Record Type Display Options to Always show.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
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StephensKS
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Re: Merging or Deleting Source Templates

Post by StephensKS »

Thanks everyone, sounds like I need to spend some time going through all the preferences.
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