Gramps 3.4 Wiki Manual - Filters - Revision history

Leonhaeuser: Integrated the customizing section

2012-10-15T09:08:38Z

Integrated the customizing section

Daleathan at 22:42, 15 September 2012

2012-09-15T22:42:31Z

Leonhaeuser: /* Persons-, Relationship-, and Pedigree View */

2012-08-21T09:29:04Z

‎Persons-, Relationship-, and Pedigree View

Romjerome at 06:38, 16 August 2012

2012-08-16T06:38:09Z

Romjerome: /* Filter vs. Search */

2012-08-15T15:43:06Z

‎Filter vs. Search

Romjerome: /* Common variations of a surname */

2012-08-15T15:17:38Z

‎Common variations of a surname

Romjerome: /* Regular Expressions */

2012-08-15T15:09:30Z

‎Regular Expressions

Romjerome at 14:47, 15 August 2012

2012-08-15T14:47:40Z

Romjerome: /* Which filters in which view? */

2012-08-14T09:19:00Z

‎Which filters in which view?

Leonhaeuser: /* Filter vs. Search */

2012-07-17T09:33:12Z

‎Filter vs. Search

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-{{man index|Gramps 3.4 Wiki Manual - Settings|Gramps 3.4 Wiki Manual - FAQ|3.4}}
+{{man index|Gramps 3.4 Wiki Manual - Customizing|Gramps 3.4 Wiki Manual - FAQ|3.4}}
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 *;Has LDS: This rule matches people or families with a LDS event.
-{{man index|Gramps 3.4 Wiki Manual - Settings|Gramps 3.4 Wiki Manual - FAQ|3.4}}
+{{man index|Gramps 3.4 Wiki Manual - Customizing|Gramps 3.4 Wiki Manual - FAQ|3.4}}
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 {{languages|Gramps_3.4_Wiki_Manual_-_Filters}}
 == Filter vs. Search ==

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 *;People with <count> source: Matches people with a certain number of items in the source. Values: Number of instances -- Number must be greater than/lesser/equal to
-*;People with <marker>: Matches people with a marker of a particular value. Values: Marker type ' ', Complete, or ToDo.
+*;People with <tag>: Matches people with a tag of a particular value. Values: Tag name.
 *;People with complete records: Matches all the people whose records are complete.

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 The Custom Filter Editor builds custom filters that can be used to select people included in reports, exports, and other tools and utilities. This is in fact a very powerful tool in genealogical analysis.
-When you launch it, the {{man label|User defined filters}} dialog appears that lists all the filters (if any) previously defined by you. Click the {{man button|Add...}} button to define a new filter. Once you have designed your filters, you can edit, test, and delete selected filters using the {{man button|Edit...}} , {{man button|Test...}} , and {{man button|Delete}} buttons, respectively. All the filters displayed in the list will be automatically saved along with your database and will be available with subsequent sessions of Gramps.
+When you launch it, the {{man label|User defined filters}} dialog appears that lists all the filters (if any) previously defined by you. Click the {{man button|+}} button to define a new filter. Once you have designed your filters, you can edit, test, and delete selected filters using the {{man button|Edit...}} , {{man button|Test...}} , and {{man button|-}} buttons, respectively. All the filters displayed in the list will be automatically saved along with your database and will be available with subsequent sessions of Gramps.
 {{man note|1=Changes on filters |2=The changes made to the filters only take effect when you click the toolbar {{man button|Apply and close}} button.}}
-Clicking the toolbar {{man button|Add...}} button invokes the {{man label|Define filter}} dialog (See Fig.11.1)
+Clicking the toolbar {{man button|+}} button invokes the {{man label|Define filter}} dialog (See Fig.11.1)
 Type the name for your new filter into the {{man label|Name}} field.
-Enter any comment that would help you identify this filter in the future into the {{man label|Comment}} field. Add as many rules to the {{man label|Rule list}} as you would like to your filter using {{man button|Add...}} button. If the filter has more than one rule, select one of the {{man label|Rule operations}} . This allows you to choose whether all rules must apply, only one (either) rule must apply, or exactly one (either) rule must apply, in order for the filter to generate a match. If your filter has only one rule, this selection has no effect.
+Enter any comment that would help you identify this filter in the future into the {{man label|Comment}} field. Add as many rules to the {{man label|Rule list}} as you would like to your filter using {{man button|+}} button. If the filter has more than one rule, select one of the {{man label|Rule operations}} . This allows you to choose whether all rules must apply, only one (either) rule must apply, or exactly one (either) rule must apply, in order for the filter to generate a match. If your filter has only one rule, this selection has no effect.
 Check {{man label|Return values that do not match the filter rules}} to invert the filter rule. For example, inverting "has a common ancestor with I1" rule will match everyone who does not have a common ancestor with that person).
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 {{-}}
-Clicking the toolbar {{man button|Add...}} button invokes the {{man label|Add Rule}} dialog (See Fig.11.2):
+Clicking the toolbar {{man button|+}} button invokes the {{man label|Add Rule}} dialog (See Fig.11.2):
 [[Image:Cfe-ar.png|right|thumb|350px|Fig.11.2 Add rule]]

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 Search and Filter work completely differently and it is useful to understand these differences:
-''Search'' - the topbar search looks through the database as it appears in the rows and columns on the screen. For example, if you have the Name Display in Preferences set to show "Surname, Given" then you can match names such as "Smith, J" and all of the correct rows will match. If you change the way that names are displayed (in Preferences) then you can match that format (for example, "John Smith").  The Search functionality is probably the one you want to use most of the time, as it is most straightforward, but has some limitations (see below).
+*''Search'' - the topbar search looks through the database as it appears in the rows and columns on the screen. For example, if you have the Name Display in Preferences set to show "Surname, Given" then you can match names such as "Smith, J" and all of the correct rows will match. If you change the way that names are displayed (in Preferences) then you can match that format (for example, "John Smith").  The Search functionality is probably the one you want to use most of the time, as it is most straightforward, but has some limitations (see below).
-''Filter'' - Filters use a more complex system. It is not limited to what you see on the screen, but looks at the actual data, rather than just what is showing in the View. The name Filter will try to match on any single name field (given, surname, prefix, etc) of all names (primary and alternate) but only field per name---you can't match the given field and surname field in the same name. You can match surname, but not surname and given in the same name. For example, if you Filter on "John", you will get matches of people with firstname "John" but also those with surname "Johnson". You just can't filter on combinations of first and lastnames.
+*''Filter'' - Filters use a more complex system. It is not limited to what you see on the screen, but looks at the actual data, rather than just what is showing in the View. The name Filter will try to match on any single name field (given, surname, prefix, etc) of all names (primary and alternate) but only field per name---you can't match the given field and surname field in the same name. You can match surname, but not surname and given in the same name. For example, if you Filter on "John", you will get matches of people with firstname "John" but also those with surname "Johnson". You just can't filter on combinations of first and lastnames.
 Filters can be created and controlled from the menu {{man menu| Edit -> Filter Editor}}, or from a special sidebar/bottombar Gramplet. The Filter Gramplets allow for some quick filters that are similar to the topbar Search, but all Filters follow the distinction outlined here.

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 ** does not match: '''Blankenschips'''
-===='''Common variations of a surname'''====
+====Common variations of a surname====
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 '''subgroup3''' is '''(x|t|d|lt)''' = group matching '''x''', '''t''', '''d''' or '''lt'''
 ====testing regular expressions====

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 == Regular Expressions ==
-Regular Expressions are a quick and powerful way to describe text that matches a pattern and we use these in Filters. You must have the '''[ ] Use regular expressions''' option checked.
+Regular Expressions are a quick and powerful way to describe text that matches a pattern and we use these in Filters. You must have the {{man button|[ ]}}{{man label|Use regular expressions}} option checked.
 For example, if you were looking for a surname that started with a "B", and ended with "ship" then you could use regular expressions to describe that pattern. That would be '''^B.*ship''':

← Older revision		Revision as of 14:47, 15 August 2012
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−	This appendix lists of all the filter rules currently defined in Gramps. Each of these rules is available for use when creating custom filters, see ~~''tools~~-~~util-cfe''~~ . The rules are listed by their categories.	+	This appendix lists of all the filter rules currently defined in Gramps. Each of these rules is available for use when creating custom filters, see [[Media:Cfe-df.png\|Custom filter]] . The rules are listed by their categories.

	{{grampsmanualcopyright}}		{{grampsmanualcopyright}}

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 *; Persons View, Relationships View, and Pedigree View: [[#Ancestral_filters|Ancestral filters]], [[#Descendant_filters|Descendant filters]], [[#Family_filters|Family filters]], [[#General_filters|General filters]], [[#Event_filters|Event filters]], and [[#Relationship filters|Relationship Filters]].
-*; Events View, Sources View, Media view, Repositories View, and Notes View: only [[#General_filters|General filters]]. Those General filters are specific for a View: in the Media View the filters will only sort and search on Media Objects.
+*; Events View, Sources View, Citations View, Media view, Repositories View, and Notes View: only [[#General_filters|General filters]]. Those General filters are specific for a View: in the Media View the filters will only sort and search on Media Objects.
 *; Places View: [[#General_filters|General filters]], and [[#Position filters|Position filters]].

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 == Filter vs. Search ==
-There are two ways to find data in Gramps: Search and Filter. Search uses the topbar above a listing View (such as People, Families, etc). Filter can be used in combination with Search, or stand-alone in the sidebar/bottombar Gramplets. The top bar Search only appears when the entire sidebar is closed. You can close/open the Sidebar/bottombar  through menu -> View.
+There are two ways to find data in Gramps: Search and Filter. Search uses the topbar above a listing View (such as People, Families, etc). Filter can be used in combination with Search, or stand-alone in the sidebar/bottombar Gramplets. The top bar Search only appears when the entire sidebar is closed. You can close/open the Sidebar/bottombar  through {{man menu| -> View}}.
 Search and Filter work completely differently and it is useful to understand these differences:
@@ Line 15: / Line 15: @@
 ''Search'' - the topbar search looks through the database as it appears in the rows and columns on the screen. For example, if you have the Name Display in Preferences set to show "Surname, Given" then you can match names such as "Smith, J" and all of the correct rows will match. If you change the way that names are displayed (in Preferences) then you can match that format (for example, "John Smith").  The Search functionality is probably the one you want to use most of the time, as it is most straightforward, but has some limitations (see below).
-''Filter'' - Filters use a more complex system. It is not limited to what you see on the screen, but looks at the actual data, rather than just what is showing in the View. The name Filter will try to match on any single name field (given, surname, prefix, etc) of all names (primary and alternate) but only field per name---you can't match the given field and surname field in the same name. You can match surname, but not surname and given in the same name. For example, if you Filter on "John", you will get matches of people with firstname "John" but also those with surname "Johnson". You just can't filter on combinations of first and lastnames).
+''Filter'' - Filters use a more complex system. It is not limited to what you see on the screen, but looks at the actual data, rather than just what is showing in the View. The name Filter will try to match on any single name field (given, surname, prefix, etc) of all names (primary and alternate) but only field per name---you can't match the given field and surname field in the same name. You can match surname, but not surname and given in the same name. For example, if you Filter on "John", you will get matches of people with firstname "John" but also those with surname "Johnson". You just can't filter on combinations of first and lastnames.
-Filters can be created and controlled from the menu (menu -> Edit -> Filter Editor), or from a special sidebar/bottombar Gramplet. The Filter Gramplets allow for some quick filters that are similar to the topbar Search, but all Filters follow the distinction outlined here.
+Filters can be created and controlled from the menu {{man menu| Edit -> Filter Editor}}, or from a special sidebar/bottombar Gramplet. The Filter Gramplets allow for some quick filters that are similar to the topbar Search, but all Filters follow the distinction outlined here.
 Some additional points: