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Example filters

4,153 bytes added, 11:17, 7 January 2021
3-stage FILTERS: add Example 6
==Introduction==
For more info, see [[Filter]] and also [[Gramps_4.1_Wiki_Manual_Gramps_{{man version}}_Wiki_Manual_-_Filters|the wiki manual on Filters]].When creating custom filters, always make sure you have the [[Gramps_{{man version}}_Wiki_Manual_-_Gramplets#Filter|Filter Gramplet]] in the [[Gramps_{{man version}}_Wiki_Manual_-_Main_Window#Bottombar_and_Sidebar|sidebar ]] visible so you can test them before use: either click on . This allows testing the Filter tab filter on real data before putting the right, or click on filter in general use. Test each filter individually... don'Add t set up a Gramplet' and select 'Filter'2nd stage filter until the 1st stage has been tested. To test: in the Filter tab of the sidebar, select the custom filter you made; then click the {{man button|Find}} button.
You create '''Create a custom filter by taking with the following steps: ''' <!--* {{man button| {{icon|stock_add}}}}&nbsp;{{man tooltip|Add a new filter}}:shows the {{man label|Define filter}} dialog and adds a new (as yet unnamed) custom filter framework.* {{man button| {{icon|stock_edit}}}}&nbsp;{{man tooltip|Edit the selected filter}}:opens the {{man label|Define filter}} dialog and loads your existing custom filter for editing.* {{man button|Clone}}&nbsp;{{man tooltip|Clone the selected filter}}:makes an exact copy of the selected filter* {{man button|Test}}&nbsp;{{man tooltip|Test the selected filter}}:brings up the {{man label|Filter Test}} results dialog containing a list of matches following a successful test. If the filter test is invalid, an error may be shown instead.* {{man button| {{icon|stock_remove}}}}&nbsp;{{man tooltip|Delete the selected filter}}::removes the selected filter from the Gramps collection of custom filters.{{-}}-->* Click on {{man menu|Edit}} in the menu bar to display the drop-down list: The last item is the {{man menu|____ Filter Editor}} and it is contextual, changing the filter editor to only show filters for the category of the current View* Click on the {{man menu|Filter Editor}}* Click on {{man label|Filter Editor}} {{man button| {{icon|stock_add}}}}&nbsp;{{man tooltip|Add a new filter}} to start creating a new filter* Give your filter a unique '''name'''* Click on {{man label|Define Filter : Rule List}} {{man button| {{icon|stock_add}}}}&nbsp;{{man tooltip|Add another rule to the filter}} to see the filter rules ([[Gramps_{{man version}}_Wiki_Manual_-_Filters#Which_filters_in_which_Category.3F|limited to those available in the current View]])* Select an appropriate filtering '''rule'''
Click on '''Editor''' in the top bar to display the drop-down list The last item is the '''Filter Editor''' for your current View Click on the '''Filter Editor''' Click on ''''+'''' to start creating a new filter Give your filter a '''name''' Click on ''''+'''' to see the filter * Add further rules available to you in your current View Select an appropriate '''rule'''as needed
Add further * Select the appropriate {{man label|Define Filter : Options}} pop-up menu item to define how the rules as needed  Set the necessary interact. '''Option'The [[man menu|All rules must apply}} option is selected by default.''This is only necessary when there are multiple rules. '''* Click on the {{man label|Define Filter}} {{man button| OK'''}} '''* Click on the {{man label|Filter Editor}} {{man button| Close}} ''' ''[Note that new custom filters (or changes ) only take effect after Closing closing the Filters window]Filter Editor.''
There are rules to allow you to use filters defined for another View. In this way you can build up complex filtering involving several Views.
''Note that very {{man warn|Custom Filters are resource hungry|Very large databases may encounter resource limitations when handling some complex filters''}}
Most of the following examples appeared on the Gramps-Users mailing list in response to posts from users and cover ''Gramps versions 3.4.x to 4.1x''
''Comment: if the spelling of the surname has changed over the generations, you'll need to use a regular expression for the Full Family Name in Filter B and enable “Use regular expressions”''
 
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=== Example 5. Show birthplaces of all people with the surname Whitesmith ===
 
'''''Person Filter Editor'''''
'''''Filter A:'''''
 
General filters=>
People with the <name> : Full family name:="Whitesmith"
 
'''All rules must apply'''
 
 
'''''Events Filter Editor'''''
'''''Filter B:'''''
 
General filters=>
Events of persons matching the <person filter>: Filter name:="A"
General filters=>
Events with the particular type: Event type:="Birth"
 
'''All rules must apply'''
 
 
'''''Places Filter Editor'''''
'''''Filter C:'''''
 
General filters=>
Places of events matching the <event filter>: Event filter name:="B"
 
'''All rules must apply'''
 
'''''<Run Filter C> in Place View''' to check''
 
 
 
 
These Places can be displayed in '''Geography View'''
 
Select '''All Known Places''', but use '''Filter sidebar''' with '''Custom filter "C"''' to restrict the places shown to birthplaces of the Whitesmith family
 
 
''[Acknowledgement: thanks to S. Noiraud for pointing out this very useful combination of filter and Geography View]
''
 
=== Example 6. People with a common ancestor with <person>, their spouses and their spouse's children ===
 
'''''Person Filter Editor'''''
----'''''Filter A:''''' Ancestral filters => People with a common ancestor with <person>'''All rules must apply''' '''''Filter B:''''' Family filters => Spouses of <filter> match: Filter name:="A" '''All rules must apply''' '''''Filter C:''''' Family filters => Children of <filter> match: Filter name:="B" General filters => People matching the <filter>: Filter name:="A" General filters => People matching the <filter>: Filter name:="B"'''At least one rule must apply'''
----<Run Filter C> in Person View
=='''''4----stage FILTERS'''''==
== '''''5-stage FILTERS''''' ==
'''''Place Filter Editor'''''
 
''Comment: previous Filter A written for gramps 4.1 does not work in gramps 5 with the new Place hierarchy. It needs to be replaced by new
'''''Filter A:'''''
General filters=>
Places matching parametersenclosed by another place: Name:= "Illinois"; Place type:= "State" Inclusive:="1" [NOTE "Include selected Gramps ID" - this is important or the filter excludes events where "Illinois" is the first part of the place address title]
'''All rules must apply'''
 
'''All rules must apply'''
 
 
 
'''''Person Filter Editor'''''
'''''Filter C:'''''
General filters=> People with events matching the <event filter>: event filter name:= "B"
Event filters=>
People with the personal <event>: Personal event:="Residence"
Event filters=>
People with the personal <event>: Personal event:="Death"
Event filters=>
People with the personal <event>: Personal event:="Birth"
 
'''**At least one rule must apply**'''
'''All rules must apply'''
'''''Filter D:'''''
General filters=>
People with events matching the <event filter>: event filter Filter name:= "B" Event filters=> People with the personal <event>: Personal event:="Death" '''All rules must apply'''  '''''Filter E:'''''
General filters=>
People matching the <filter>: Filter name:= "C"
General filters=>
People with a name matching the <filtertext>: Filter nameText:= "DDoe"
'''**At least one rule All rules must apply**'''
'''<Run Filter ED> in Person View.'''
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{{languages|Example filters}}
[[Category:Gramps Examples]]
[[Category:Filters]]
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