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