Property Box

Customize Property Box

The Main tab of the property box can be customized to suit your requirements. You can add fields, remove fields and change the order and layout of fields. If you wish you can also add additional tabs to store extra fields. To do this, you need to use the Customize Property Box dialog. To open this dialog, click on the Menu button on the Property Box main toolbar, and then click Customize Data Entry on the dropdown menu that appears.

Fields that users often wish to add to the Main tab of the Property Box for Individuals, include:

To add an item, simply select it from the list of available items and click on the button. To remove an item, select it from the list of selected items and click the button. If you want to add an item that isn't listed, or if you want fine-grained control over layout, choose <Custom Item> in the list of available items and click on the button (you will first have to untick Show the most commonly-used items only if that is ticked).

Bear in mind that the principle reason for customizing the Property Box is convenience. All fields can be added or edited in the All tab of the Property Box in any case (right-click on a field or record, to add a subfield to it). Also, all Individual and Family facts (that is, events and attributes) can be added or edited in the Facts tab, when viewing Individual or Family records (and, in fact, you can add more details in the Facts tab than you can in the Main tab).

Some of the fields, lists and buttons, on this dialog box, are described below:

Record Type The Property Box can be used to view record details for all record types. You can customize the Main page for all record types, and add additional custom tabs if you wish.
Tab If you haven't added any new tabs, the only tab that will be listed here is the Main tab. Not all tabs can be customized. Tabs that cannot be customized are not listed here.

The position of each custom tab is specified in a box immediately after the tab name.  Custom tabs can be appear at any position within the Property Box, except that they can't be first.  You are not prevented from specifying a position which is greater than the number of tabs in the Property Box (for the given record type). If you do, the custom tab will be placed last (unless there are other custom tabs with even higher position values).
Enabled You cannot disable standard tabs ('Main'), but you can disable any custom tabs you create. Disabled tabs do not appear in the Property Box. This is useful if you want certain custom tabs to be displayed only some of the time. Instead of having to re-create the custom tab each time you need it, you can create it once, and then simply disable it when you don't need it and re-enable it when you do.
More Tab Tasks
The More Tab Tasks button, a dropdown menu appears.  The commands on this menu are listed separately below.
Available Items This is the list on the left side that displays data item types you can choose to add to the current page. If Show the most commonly-used items only is ticked (Individual record type only) the most commonly-used data items only will be displayed.
Selected Items These are the items that will appear in the selected property page of the Property Box, for the current record type.
Installation Settings Affects the current record type only. Deletes all custom tabs, and adjusts settings to revert to what they were when the program was first installed.
Version 3 Compatibility Only affects the Individual record type. Adjusts settings so that the Property Box has one extra tab (a 'Details' tab) and shows the same fields that it showed in Version 3 of Family Historian.
Edit Custom Item Opens the Edit Custom Item dialog. This button can only be used to edit settings for custom items.
Change the order of Selected Items.


  The dropdown menu that appears when you click on the More Tab Tasks button has the following commands:

New Tab
Create a new custom tab.  Custom tabs always appear after the Main tab, and before all other tabs. There is no limit to the number of custom tabs you can have.
Rename Tab Rename the current custom tab (if any).  You can only rename custom tabs.
Delete tab
Delete the current custom tab if any.  You can only delete custom tabs.
Move Tab Up
Move the current custom tab up in the list of custom tabs.
Move Tab Down
Move the current custom tab down in the list of custom tabs.
Import Tab
Import a tab from a file on your hard disk.  The imported tab can be a new custom tab, or can be the Main tab (in which case, the fields in the imported tab will replace those in the existing Main tab).
Export Tab
Export a tab to a file on your hard disk.  The exported tab can be a new custom tab, or can be the Main tab.