How to import information in Description box

TreeDraw Standard Edition and TreeDraw Legacy Edition; our genealogy charting software.

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Coldm
Posts: 8
Joined: Sat Oct 04, 2014 10:08 am

How to import information in Description box

Post by Coldm » Thu Oct 09, 2014 10:37 am

Hi

I would like to include the information I have entered into the description box when I import a chart from Kith and Kin to Tree Draw 4. I have tried going into the import field section and dragging/dropping the description tag <description> from the 'Fields available for this type' into the 'Format for this data type', but the information does not seem to transfer over to Tree Draw.

What I would like to do is provide brief additional information (a small paragraph of approx. 20 - 30 words) about the person along with the normal b. m. d. etc. I think the problem may be that I am not setting the fields and importing in the correct sequence. Any help would be appreciated.

Regards

Coldm

Nick Hunter
Posts: 669
Joined: Sun Dec 18, 2005 9:36 am
Location: SpanSoft, Scotland
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Re: How to import information in Description box

Post by Nick Hunter » Thu Oct 09, 2014 11:16 am

Hi,

Do you mean the description field of the "Notes" records? If so, the "Description" field which appears in "Options | Import fields | Person details" is not the same field - it's the string which appears at the top of the person data form: http://kithkinpro.spansoft.org/manual/html/database.php

There are two ways of doing what you are trying to achieve:

1) Use the "Notes" box, not the "Description" box and add "~Notes" to your "Options | Import fields" format.
http://treedraw.spansoft.org/manual/htm ... fields.php

2) Add a user-defined field to the person data form in K&KPro and then add it to your "Options | Import fields" format in TreeDraw.
http://kithkinpro.spansoft.org/manual/html/udf.php

Coldm
Posts: 8
Joined: Sat Oct 04, 2014 10:08 am

Re: How to import information in Description box

Post by Coldm » Thu Oct 09, 2014 2:56 pm

Hi

I've tried what you suggested in your first suggestion but have still not been able to transfer the text in the notes box to Tree Draw. I have an image attached to the person, will this prevent the text being transferred?

Regards

Coldm

Nick Hunter
Posts: 669
Joined: Sun Dec 18, 2005 9:36 am
Location: SpanSoft, Scotland
Contact:

Re: How to import information in Description box

Post by Nick Hunter » Fri Oct 10, 2014 8:35 am

Hi,

Having an image won't affect it.

Does your format for type "Person details" in "Options | Import fields" now contain "<~Notes>"? The only other thing which you need to check is that the "Privacy level" option in the import dialog (where you choose the root person) is set no higher than the privacy level which you set for notes in K&KPro.

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