Will tab from FHUG


Edward Sneithe
 

I read with interest the ability to customize the property Box with new tabs. I found on FHUG a Wills tab and this is what I found (All from the FHUG Download Type: Property Box Tabs):
Downloaded Enhanced Death and Burial Fact set
Downloaded Wills (property Box Tab)

Filling in the data I get the following:

Under facts:
Will facts Administrator ok
First executor no date
Value of estate no date
First occupation no date
Second executor no date
Probate fact ok
Beneficiaries are in the Notes Tab but do not show on a narrative report.

Why no dates on four facts? They all seem to track with the administrator fact but how with no dates? The sequence of facts may not be what is being created. A value may be created many months after the probate process has started. 


Mike Tate
 

Hi Edward,

Did you notice the tab was designed about 10 years ago?

I suspect it was intended just to display the information rather than enter the facts.

You can either add the dates directly to the facts, or customize the tab to include fact dates.

 

Some items in the Downloads are more illustrative of what is feasible than a finished product.

 

The beneficiaries in the Notes can be included in Narrative reports by suitable customization.

 

That Wills tab design dates from before shared Fact Witnesses were added to FH V6 in 2014.

I would imagine that nowadays most users would use Will/Probate standard facts with Fact Witnesses for Executor, Beneficiary & Witness roles.

To show all those on a Wills/Probate tab would require a major redesign.

 

Mike Tate

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of Edward Sneithe via groups.io
Sent: 19 February 2021 15:26
To: family-historian@groups.io
Subject: [family-historian] Will tab from FHUG

 

I read with interest the ability to customize the property Box with new tabs. I found on FHUG a Wills tab and this is what I found (All from the FHUG Download Type: Property Box Tabs):
Downloaded Enhanced Death and Burial Fact set
Downloaded Wills (property Box Tab)

Filling in the data I get the following:

Under facts:
Will facts Administrator ok
First executor no date

Value of estate no date
First occupation no date

Second executor no date
Probate fact ok
Beneficiaries are in the Notes Tab but do not show on a narrative report.

Why no dates on four facts? They all seem to track with the administrator fact but how with no dates? The sequence of facts may not be what is being created. A value may be created many months after the probate process has started. 


Edward Sneithe
 

Mike,

I had noticed that all the references were from quite a while ago but thought I would look at this as a perhaps easier way to enter data. I had already created  a customized probate record and a will record. I also have been using shared facts and roles to create the output that  I want. 

From what you say the Wills tab is obsolete? I will go back to my own customization. 

Just a question. How was that interface created? And can others create similar interfaces?


Mike Tate
 

Hi Edward,

Use the Property Box cog Menu > Customize Property Box and click Help for advice.

The Property Box for any type of record can be customized.

However, unlike other Expressions, the fields can only use data references within the record.

They cannot link to other records nor use functions. I have never understood why they are so restricted.

 

BTW: When talking about things such as Probate and Will (also Birth, Marriage, Death, Census) please use the term ‘fact’.

In FH/GEDCOM terms ‘records’ are only Individuals, Families, Sources, Repositories, Media, Places, etc, listed as tabs in the ‘Records Window’.

 

Mike Tate

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of Edward Sneithe via groups.io
Sent: 19 February 2021 23:23
To: family-historian@groups.io
Subject: Re: [family-historian] Will tab from FHUG

 

Mike,

I had noticed that all the references were from quite a while ago but thought I would look at this as a perhaps easier way to enter data. I had already created  a customized probate record and a will record. I also have been using shared facts and roles to create the output that  I want. 

From what you say the Wills tab is obsolete? I will go back to my own customization. 

Just a question. How was that interface created? And can others create similar interfaces?