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Saving Filtered Lists

Saving Filtered Lists

Posted: 9 Dec 2012 3:48PM GMT
Classification: Query
Surnames: Winfr**, Brooks, Gardner, Bolic*
Is there any way to save the lists of people created by the Filter function?

Re: Saving Filtered Lists

Posted: 9 Dec 2012 4:07PM GMT
Classification: Query
Edited: 9 Dec 2012 4:14PM GMT

If you are talking about using the filter in a report, reports can be saved with the filter intact. See the "save this report" button on the button bar.

If you are talking about the use of the filter at the bottom of the index in the Family page, or in exporting people; no, you can't save it.

But, if it is a complicated, mulit-step, filter, you can create the data set and then create a custom fact to use to record a "tag", or a text string, that you can filter on in one step.

I do that with my military veterans. I have a Military Filter custom fact that shows:

War - Which side (if not evident) - family line(s) - survived or not.

Civil War Union Jones Casualty
Civil War Confederate Jones Survived
Civil War Union Smith Survived
World War II Williams Smith Jones Casualty

With this tag, I can pull out all of my Smith's that died in the Civil War, or died in any war, or all of my lines that participated on the union side in the Civil War, etc. etc.

Unfortunately, you can add that fact to each person in a person's family or one person at a time - but you can't assign "tags" en masse.

Re: Saving Filtered Lists

Posted: 9 Dec 2012 4:44PM GMT
Classification: Query
jedwin,

Actually, you might not like the results, as the Filtered List may not by dynamic. If you were to create a Filter, then add someone who might meet that filter, they may NOT be added to your Filter.

From what I have seen, the Filter is as good as it is WHEN you create it.

Russ

Re: Saving Filtered Lists

Posted: 9 Dec 2012 6:17PM GMT
Classification: Query
Russ' comment

"Actually, you might not like the results, as the Filtered List may not by dynamic. If you were to create a Filter, then add someone who might meet that filter, they may NOT be added to your Filter."

Russ is absolutely correct.

For example, if you create a filtered custom report that includes all the ancestors of person X and then add another ancestor for person X in your data base, that new ancestor will not appear in the report you saved

Re: Saving Filtered Lists

Posted: 9 Dec 2012 6:56PM GMT
Classification: Query
I create filters for projects. Such as Suname=Jones, Birth Place contains MO, Birthdate before 1930, Birthdate after 1830, Deathdate=Blank and Sex=Female. That is easy enough to do each time I boot up FTM2012 but when I add several more parameters, it is hard to consistently reenter the filter correctly. I guess what I really would like to have is the ability to save the filter parameters. I could refresh the resulting list of people whenever I wished.

Thanks

Re: Saving Filtered Lists

Posted: 9 Dec 2012 8:28PM GMT
Classification: Query
jedwin,

I hope that you have provided Feedback to the Developers, using the Help, Online Help Center link. I have.

Russ

Re: Saving Filtered Lists

Posted: 9 Dec 2012 10:09PM GMT
Classification: Query
Jedwin, one more time I agree with Russ

"That is easy enough to do each time I boot up FTM2012 but when I add several more parameters, it is hard to consistently reenter the filter correctly. I guess what I really would like to have is the ability to save the filter parameters. I could refresh the resulting list of people whenever I wished."

I create many filtered reports especially in books and I also have a difficult time remembering the "paramaters" I previously set.

So I agree with Russ, you should send this in to the Development Group as a suggestion. Possibly the best time to refresh the system is on a report by report basis. That is, the next time you run the report the system would run the report based on the saved parameters for that report [ and it would continue to run that report using those saved parameters until you, the user, changed the parameters]

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