Named Lists are a way in FH to group related items — which can be records of any type(s) — so that you can easily find them to work with. are a valuable tool for planning and tracking research.
Before reading on, please consult the Family Historian help for generic instructions on using Named Lists. What follows here is guidance specific to using them to plan and track research.
Keeping the Named List pane in view
The Named List pane, where you view your Named Lists, is viewed alongside the Records List. You can toggle its visibility using Lists > Named List Pane or the corresponding Named Lists Pane button. You can copy (by drag and drop) any record into the named list.
The top panel, that shows a list of of all the Named Lists in the current file, from which you can select an active Named List.
The middle panel, that shows a list or records in the selected Named List, from which you can select an active record.
The bottom panel, in which you can see a note associated with the the active record within the Named List only – for example, an explanation of why the item is in the list or a detailed specification of the work you want to carry out on that item.
Tip: If your screen is big enough you can view the Records List (including the Named List Pane) alongside another window such as the The Focus Window is the primary workspace window. It displays information about a chosen person, called the ‘Focus Person’. by using the Window > Tile Vertically or Window > Tile Horizontally commands. And can adjust the slider between the Records List and the Named List Pane to hide the Records List if you wish. You will need to view the Records List and re-tile the windows every time you start ƒh to restore the configuration.
To Querying is a very powerful feature that allows you to specify and save criteria for identifying a set of records of a given record type. items in a list, In a Query Window on the Rows tab use the List tab, or use the =IsInList() A ‘function’ is an expression which returns values based on computations. Typically, functions require data to be supplied to them as ‘parameters’. A function in Family Historian is similar to a ‘function’ as used in spreadsheet applications (such as MS. However, you are limited to querying just a single type of item (Individual, According to GEDCOM, a Place should hold “The jurisdictional name of the place where the event took place…” , Note etc.) so if you have multiple items types in a Named List you’ll need to do a query per item type.
To Report on items in a List, you can use the List Report (under Publish > Miscellaneous Reports). This report will display the identifiers of all items in the list (irrespective of type) and also any list-specific note associated with each item.