This dialog box is reached by clicking on the button of the Property Box tab, of the Preferences dialog. It is used for configuring the captions in the Property Box. The Property Box is used to display information about all 9 record types supported by Family Historian. You can tailor the caption it displays appropriately for each record type.
For example, suppose you want each individual’s Custom Id to be displayed in the caption when viewing an Individual record. Position the cursor where you want the Custom Id to appear within the caption labeled ‘Individual’ and click on the “<< Insert Data Ref” button immediately to the right of this caption. A new dialog box “Data Reference Assistant” appears. Beneath ‘Individual’ in the listing in this dialog box are a number of items: ‘Name’, ‘Sex’, and so on. Locate ‘Miscellaneous’ and click on its small expansion button to expand it. Locate ‘Custom Id’ in the expanded area (you may have to scroll) and select it. Click ‘OK’. The Data Reference Assistant dialog box closes and the text “%INDI.REFN[1]%” is inserted into the caption for Individuals, at the current cursor position.
Use care when doing this. Expressions that start and end with a ‘%’ character are Data References (see Understanding Data References). Do not insert your data reference into the middle of another data reference. That will result in an expression which Family Historian will not recognise.
By default, the caption for an Individual looks like this:
Individual: %INDI% [=RecordId()]
%INDI% is a data reference that refers to the Individual record as whole. The caption also contains another expression however: “=RecordId() is a function which returns the Record Id that Family Historian keeps for each record (for more about functions, see Understanding Functions). If you want to see the Custom Id instead of the Record Id, you could simply substitute the two expressions - i.e..:
Individual: %INDI% [%INDI.REFN[1]%]
If you want to see them both (separated by a slash character let us say) you could use the following:
Individual: %INDI% [=RecordId()/%INDI.REFN[1]%]
You don’t have to use a slash character. Nor do you need the square brackets. These are only there to make the caption easier to read. If you prefer some other arrangement you can change these. You can shorten the label “Individual:” or remove it altogether if you like.
You can make similar changes to the captions for other record types if you wish.
There is no harm in experimenting. The worst that can happen is that you will not get the results you want. You can return to the default settings for all captions at any time, by pressing the button.