Item Settings Dialog

Item Settings Dialog: Item Tab

The Item tab is always the first tab when viewing the settings for any item in a book. It allows settings to be edited which are applicable to all items.

Fields

Type Indicates the type of item.  Not editable.
Heading The item's Heading is used to identify the item in the list of current items in the Edit Book Dialog.  If the item has a heading of any kind when it appears in the book (e.g. if it is a report, a table-of-contents, a diagram or the index), the value in the Heading field is used as the text for this heading.  If the item is a chapter (see the Format field below), the Heading field gives the Chapter name.  If you add 'Free Text' to a book, and specify 'No Heading' in the Format field, the Heading value will not be used within the book itself.  But even then,  it will still be used to identify the item in the Edit Book Dialog list of items; so it is advisable, even in those cases, to give each item a suitable, memorable name (e.g. even if your preface has no heading, it is still a good idea to call it 'Preface' rather than leaving it as the default 'Free Text').

Why does the Heading field have a yellow background with some items?  Why, with some items, does it change to white if you change the value of the heading?  This aspect of headings is for the benefit of advanced users who wish to make use of some of the 'power-user' features of Family Historian (see 'Using Expressions in Headings' below).  Ordinary users should feel free to change the value of headings in any way they wish, and ignore the background colour.
Short Heading
If a chapter extends over more than one page, you can specify that the chapter name be mentioned in the header for all pages except the first - in fact this is the default.  To do this, you use the special code '=Chapter()' in the header or footer - both of which are specified in the Book Settings Dialog. By default, the chapter name displayed will be whatever is in the Heading field.  However, if that value is too long for a header or footer, you can optionally specify a shortened version in the Short Heading field.
Format The available Format values vary depending on the item type.   The possible values are:
  • Chapter
  • Heading Level 1
  • Heading Level 2
  • Heading Level 3
  • No Heading
  • Title
  • Table of Contents
  • Index
Font and style settings for these are set in the Book Settings Dialog.  Chapter and Index items will be listed automatically in the table of contents, if there is one.  Page numbering in roman numerals starts at the table of contents, but the actual values of the numbers represent the 'real' page number  (e.g. if the table of contents is on the 3rd physical page, it will be numbered 'iii').  Numbering continues in roman numerals until the first chapter is encountered at which point page numbering switches to arabic numerals and the numbers start again at '1'.  This is standard page numbering policy for most books.
Start on
Specify here whether you want the item to start on a new page, on a new odd-numbered page, or continue on the same page.  The first chapter must always start on a new odd page, regardless of this setting.  This is because page numbers start at 1 for the first page of the first chapter, and odd page numbers must always be on right-side pages (this is another industry standard).
Show Expressions
Only available for report items.  See the note 'Using Expressions in Headings' below for an explanation of this option.
Insert Data Ref (x2)
Only available for report items, and even then, only when Show Expressions is ticked.    The buttons appear to the right of the Heading and Short Heading fields respectively.  See the note 'Using Expressions in Headings' below for an explanation of the function of these buttons.

Using Expressions in Headings

This section is for advanced and technically-minded users only.

To understand why the Heading box sometimes has a yellow background, a little context is needed.  Suppose you create a book about one of your ancestors, Jane Smith.  You add various reports about her, and charts and diagrams.  You keep the book in your project, you don't delete it; and over time you learn more about Jane Smith and add considerably to your records about her.  At some point you even discover that she didn't spell her name 'Jane'.  She spelled it 'Jayne'.  You make the appropriate changes to your records.  When you later go back to view your book, you find that it has automatically updated itself and includes all the new information you have acquired.  It even has her name spelled the new way in all contexts - even in chapter headings and headers and footers.  How did Family Historian do that?  The answer is that every time you view your book, it is re-generated from the original records.  That way any new details, or changes are picked up.  Or to be more accurate - the contents of all reports and diagrams are re-generated.  Any 'Free Text' items you have added are not regenerated.  So if you had written "Jane Smith" anywhere in a free text item, that would not have been updated.  Free text is output exactly as it was originally entered.

What about heading text?  The answer is: if it has a yellow background it is generated text.  If it has a white background it is free text.  The moment you alter the generated text it switches to become free text, and is no longer generated.  Which also means that it won't update automatically if the original source records change.

Advanced users can, if they wish, change the headings without converting it all to free text.  To do this, you need to be able to see the actual expressions Family Historian uses to generate the headings.  To see these expressions, tick the Show Expressions box.  Remember that this option is only available for some items.  When you tick Show Expressions, the contents of the heading boxes change to show the actual expressions used to generate the text and the background of the boxes switches to white (if it had been yellow) - because what you are seeing is no longer generated - and two << Insert Data Ref buttons appear next to each of the two heading fields.  To learn more about the function of these buttons, and the expressions used in the headings, see Understanding Data References (an advanced topic).

How important is it to change headings without converting them to free text?  Not very important at all.  What is the worst that can happen?  Suppose the generated name of a chapter had been "Individual Report for Jane Smith" (generated), and you had changed this to "Jane Smith - A Woman Ahead of Her Time" (free text).  Then later you changed the spelling of her name to 'Jayne'.  Given that the heading is now not generated, you will presumably want to correct it before printing more copies of the book.  But that's all you have to do.  The actual report is still generated; so there's nothing to be done there.