| Reference | 462 |
|---|---|
| Title | Default Source Record Field Values |
| Category | General |
| Description | Closed - Plugin Clone Any Record
FEATURE: Every new Source Record will have custom Default Values for each data Field depending on the Source Record Type SCENARIO: When creating a Source Record its Fields often need to be populated with default Values depending on Source Type e.g. Source Type = Birth Certificate or Marriage Certificate or Death Certificate Text From Source field needs heading Labels for a transcript of the Certificate Author field needs to be GRO in the UK Repository field needs to be FindMyPast usually PROBLEM: At present all such Field Values have to be entered manually, which is tedious and leads to inconsistencies between similar records MY SOLUTION: Create a dummy Source Record for each Source Type containing the required Default Field Values Copy and paste the corresponding Fields from the dummy Source Record to the new Source Record WISH LIST SOLUTION: Allow the Source Record defaults for Field Values to be customised for each Source Type When a Source Record is created and its Source Type entered, its Fields will be populated with Values from the appropriate Source Record customised defaults One way of implementing this would be to link each entry in the List of Source Types to a Source Record The Fields in this linked Source Record would define the customised Default Values Also any Field deleted from this linked Source Record (such as Short Title) will also be omitted from the newly created Source Record A similar technique would work for most other Record types REFERENCES: The following Wish List entries are related to this request and have been merged here: WL#102 Define custom fields for Sources (Would be useful to be able to add user-defined field names to master sources. e.g. for a marriage certificate master source, the user could define fields for church, parish, father names, witnesses, etc as entered on UK marriage certificates.) WL#199 General 07/08/06 Automatic Repository Citation (I like the automatic source citation option, but even more I'd like to have an automatic repository citation option in connection to source entries. Usually, I sit in an archive for a day or so, and during that day, the repository remains all the same - so why enter it anew for each source? ) WL#335 General 17/10/07 Allow setting of flags when adding records (Basically to copy the functionality of automatic source citations to flags. So the same way that citations can be made against new records and optionally new fields, it would be nice if flags could be set as individuals are added. The thinking behaind this is similar to that for auto-source in that it's not unusual to be adding a group of individuals in a batch, and because the group is likely to be related there is likely to be some need to identify them. Some researchers might use flags to set a flag to indicate the origin, other's the country of birth, others to indicate that they are work in progress etc. etc. ) WL#351 Template when adding records (A nice feature for those of us who regularly batch up the entry of records, especially from a single source, would be a template facility. This would work a bit like the auto-source feature but would allow fields in an indiviudal's record to be filled with preset data. For instance if entering data for a whole family of people from a certain location, the residence place could be preset. Doing a census entry (when not using Nick's program) a census event could be preset. Knowing that everyone entered is dead could mean the entry of a death event with no date/place or a flag. Entering data from a cemetery would mean the burial place is the same for all records. Etc. Etc. The main reason I would like to see this feature is for record flags. If entering a group of individuals who all have the same feature (i.e. Americans get the Country - USA flag) it would be useful to have this added to the record as it's created rather than remembering to go back and add it later. I realise that flags can be added whilst adding records in the record window, but the awkardness of using the mouse, plus the "special" feature which re-arranges the flag menu depending on where you right-click slows down the process tremendously. Also, it's always the same flags so to cut down on possible errors and repetitive strain, having the flags (or any other repetitive data) created automatically would be very useful. I use the property dialog because I can just press TAB to switch between fields rather than using the mouse as required in the record window. Adding flags when entering records via the property dialog is not possible. I currently have to remember to sort the individuals just entered by record ID and set flags that way (if many records) or select a group of boxes on a diagram (if a small number). ) WL#354 Automatic Repository in new source ( Posted on: 17/10/07 at 12:57:38 GMT I often spend a spare hour collecting people from the IGI and manually enter them from the christening records. It would help me if I could set all new sources to automatically set a particular repository (the one I use for IGI in this case, though the same applies when I troll through the Free BMD for records). ) WL#448 Multimedia 01/12/09 Automatic Multimedia Keywords (Option to auto create keywords, based on the folder an image is in and the title and any keywords recorded in the IPTC data in the file. ) POSTSCRIPT: I know the excellent Ancestral Sources free FHUG download offers some of this functionality, but at present it only supports "Census" sources, although it promises much more. Rather hidden at the bottom of my request I suggest a similar scheme for MOST Record types. This would allow a batch of Individual Records to be created with for example a default Surname, Flags, Attributes, Submitter, etc., or a batch of Note Records to be created with default heading labels. Furthermore, I have several more Source Record types than Birth, Baptism, Marriage, Death, Burial & Probate that are to be supported by Ancestral Sources. All these other Source Record Types would benefit from a Default Records scheme. The concept of Default Records would be switched on and off just like Automatic Source Citation. The user gets the defaults when wanted, but disables them otherwise, and can change the default values whenever required. |
| Votes | 11 |
| Rating | 3.0 |
| Added | Wednesday 26th May 2010 |
| Last Vote | Monday 21st July 2014 |
| Released in version | 5+ Plugin |
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