I am trying to use the advanced search feature to create a list of people with a specified user event type. I am using the Note field under Fact Items for the event type to put fact specific info. When creating the search criteria I see Notes listed but is there a way to customize the list to include it in the displayed fields? Or perhaps include a Notes field in the User defined event type
Have you tried declaring the specific event type and then setting the Notes field to “Contains” plus the text you want to search on
clarifying – do you have people with note field?
what “Fact Type” are you looking for? with Note field of certain criteria or any criteria?
Yes I have info in the notes field. I am using the Note field in Fact Items section that appears below the Fact type info. Not sure which Note field the search criteria is looking at as has no effect when I use as part of the search. Could be the Note for the Person which I don’t have anything in. Also Note is not one of the field you can customize the display to use. That is why I thought if a Note field could be added to the Event type it might become an option.
It took me a while to understand the problem you are encountering. That’s because using RM’s Advanced Search for notes works well for me. For example, I can search for text in a Birth note or a Death note or Any Fact note. So my initial reaction was that the same kind of search was not working for you and I couldn’t understand why.
But I now think your concern is something different. Namely, there are a huge number of columns that you can set up to be displayed in response to an Advanced Search. The columns you set up are not related to your search criteria. Rather, the columns are just whatever you set up. And for example, if you are searching on Birth dates it might make sense to set your columns up to include the Birth date, but it doesn’t do that automatically. Indeed, prior to RM11 the columns for an Advanced Search were exactly the same as the columns for People View. The ability to have separate columns for Advanced Search and for People View in RM11 is a huge and very welcome improvement.
Unfortunately, the note field for facts is not supported as a column for Advanced Search or for People view. It has been requested before, and the request was turned down. The best I can remember, the reason was that it was too much data. I don’t agree with that analysis because I can do the same kind of query with SQLite and the response is virtually instantaneous and clearly is not too much data.
Well, there is a bit of a problem with the display of the notes because notes can be quite long. With an SQLite manager, it will show me the first 20 or 30 characters of each note, and then I can click on any one note and see the whole note. I can’t see all of all the notes at the same time, but I can see some of all the notes and all of one of the notes.
I think a good start with the display with Advanced Search and People View would be to display some of all the notes. Then maybe the ability to see all one note at a time might make sense. But I can’t picture any way to see all of all the notes.
Well, there is a way to see all of all the notes. You can set up a Custom report with note fields as columns. Then you can filter the Custom report based on the note fields. It’s a little bit of work to set up, and it does work. But if you have a lot of long notes, you still might not find the results to be very satisfying.
My notes are not long. I just spent a lot of time copying data that I initially recorded with the source info into the note field only to find out I could not display it using the advanced search. I should have determine that before I copied the data from the sources. I expected the Notes in the Search criteria to be the Notes from the event, but it appears it is not. (or there is a bug in the logic.)
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I expected the Notes in the Search criteria to be the Notes from the event, but it appears it is not. (or there is a bug in the logic.)
Understood. Could you perhaps post a screenshot of your advanced search details? Perhaps there’s something off that we could see. Otherwise, it could be some type of a bug.
I agree that there is a need to post a screen shot. In my experience, the logic of searching for notes works just fine.
I found my problem using the Notes field in the search criteria. It is using the Note from the event.
My other problem was not being able to display the note using the advanced search. That remains and per thejerrybryan is a known issue.
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That’s what we were after when we were asking for screen shots. You can search for the individual note (the person note). you can search for a particular fact note such as the Birth note or the Death note. You can search for Any Fact note. You just have to search for what you are really after.
Advanced Search finds people. It doesn’t find notes or facts or sources or anything like that. It’s a subtle distinction, but Advanced Search finds people with things like notes or facts or sources or lots of things. But the final result is people.
Having found people who have the searched criteria, you can click the Edit button at the top of the screen to go into the Edit Person screen to see the notes or facts or sources or whatever that was in the criteria. Unfortunately, you can’t double click the person. You do have to click the Edit button. But having clicked the Edit button, you can see the searched for data. It’s perhaps not as easy as it might be wished to be, but it is possible.
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