I think I just discovered a bug in RM9’s processing of source templates. Namely, if I have an existing source and citation where the field in question is a Master Source field, I cannot change the contents of the field, neither in the Edit Person screen nor from the main Sources tab. This is with my own custom source templates. It doesn’t seem to matter if the field is a text field or a name field or a date field. It can’t be changed.
Well, I can change the contents of the field, but the footnote sentence is not updated to reflect the change I made to the field. You can see that the footnote has not changed in the Edit Person screen, and you an also see that the footnote has not changed by running a report and looking at the citation in the footnotes. There is always a question in my mind if the footnote I see in the Edit Person screen is really the footnote I’m going to see in a report. So in this case, I definitely looked both places.
I am on the now current RM9, namely 220.127.116.11. I don’t have a good way to run any earlier build of RM9. The closest analog I can test in the RM8 and RM9 world is RM8, where the error doesn’t occur. Namely, in RM8 if I change a field it immediately changes the footnote, both on the Edit Person screen and in reports.
I am early in the process of investigating this problem. All my source templates are completely split source templates where all the fields are Master Source Fields. I plan to do some testing where the fields are are Source Details fields, but I wanted to go ahead to report the problem as a sanity check to see if anyone else can replicate it before I spend hours in investigation.
Here is one clue. If I click on the Customize text on the Footnote bar on the bottom of the Edit Citation area of the Edit Citation panel, one of the options is Reset To Defaults. If I click on that option, then my footnote is updated properly to reflect the changes I just made to the fields. It’s almost like RM9 thinks I have customized my footnote rather than letting it take its value from the fields I have entered. And because it thinks I have customized my footnote, it doesn’t want to undo my customization.
I promise I have never customized any of my footnotes using this customization feature, ever, except in a test database a long time ago to see how the feature works. I think it’s a terrible feature that should never be used and which probably should not even be in the RM product at all. The feature makes it too easy for a user to shoot themselves in the foot. But I’ve never raised this issue because I thought it was better just not to use the feature myself and not worry about what other RM users might think about the feature. But now I’m wondering if the feature is preventing me from updating my sources and citations, even though I don’t use the feature. And I do understand that I’m not totally “prevented” because I have a workaround of doing a Customize => Reset to Defaults. But such a strange workaround should not be necessary.
I look forward to finding out if I’m the only one who can see this problem.