Managing People And Placeholders

The Family Connections tree builder allows you to add both people and placeholders to the tree, move them, edit them, and remove them.

Adding People And Placeholders

There are several methods to add a person to a workspace.

While in a workspace of a case:

Create a Placeholder Person

Option 1: Shortcut

  • Position your mouse anywhere in the grey unused area of the workspace

  • Double click the left mouse button

  • This creates a "Placeholder" person that can be used when the person is not identiifed

Option 2: Use the builder button:

  • Click the "Add Placeholder" button (question mark in a circle)--the topmost button at the top right of your workspace

  • A Placeholder will appear just to the right of top center of your workspace.

  • Drag the newly added Placeholder to the desired location

Add An Identified Person

  • Open a case and choose a workspace

  • Click the "Add Person" button (single person circle) --second-from-the-top button at the top right of your workspace

  • Enter a new name, or select from the existing case persons list

  • Click the blue checkbox

  • Drag the newly added person to a new location

Change a Placeholder Person To An Identified Person

  • Position your mouse over the Placeholder icon

  • Double click the left mouse button

  • In the popup, enter the name of a new or existing case person

  • Click the blue "Create New Person" button

Selecting Multiple People To View, Move, or Delete

  • Position your mouse anywhere in the unused grey area, right click-and-drag your mouse across multiple people to select

  • OR, select the first person or item, then hold down the control (ctrl) button, and select additional people or items

Moving People

You can move a single individual person, or multiple people at once

Moving a single person

  • Position your mouse over the person to be moved

  • Left-click-and-drag your mouse to move the person


Moving multiple people

  • Select multiple people (see above for multi-select instructions)

  • Position your mouse over any one of the selected people

  • Left-click-and-drag your mouse to move the person

View a Person's Details

  • Left click a single person in the workspace

  • A right side panel will slide out

Editing a Person's Details

  • Left click a single person in the workspace

  • In the right slide out panel, click the "details" tab

  • Click the "Edit Details" button

Assign a Status To a Person

Use the statuses to define your current understanding of each person in the tree. The statuses appear as colors on each person in a tree.

  • Left click a single person in the workspace to select

  • Click a status color in the "Person Status" bar at the top of the workspace

Search For a Person By Name

  • Click the "search" icon (magnifying glass) in the upper left of the workspace

  • Enter the person's name you wish to find

Find People By Status

  • Click one of the colored circles on the left side of the workspace

Deleting People, Lines, or Groups From A Workspace

Note that removing a person from a workspace does not delete the person from the case. To view all people in a case, click the word "People" in the grey menu bar across the top of your workspace.

  • Select one or more people, lines, or groups to be deleted

  • Press the "Delete" or "Backspace" key on your keyboard

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