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Gramps 5.2 Wiki Manual - Filters

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People with the
{{man note|Name filtering behavior has [[Rule_expansions#Gramps_5.2.0_.28Aug._2019.29|changed for Gramps {{new|5.2}}]]|In prior versions of Gramps, the name portion of the Filter Gramplet would try to match on any single name field (given, surname, prefix, etc) of all names (primary and alternate) but only field per name &mdash; you couldn't match the given field and surname field in the same name. You could match surname, but simultaneously matching surname and given in the same query wasn't possible. For example, if you Filter on "John", you would get matches of people with firstname "John" but also those with surname "Johnson". More complex search required use of the regular expressions pattern matching options or custom filters.<br /><br />This constraint has been removed and simultaneous search of multiple terms is now the default behavior.}}
Search and Filter work completely differently and it is useful to understand these differences:
If the Filter Sidebar is inadequate for your purpose, you will need to build custom filters.
{{man tip|Building a quick Custom Filter for an object|The clipboard has a Custom Filter generation shortcut. Copy any View object to the Clipboard (by drag'n'drop or by selecting and pressing the {{man key press|Ctrl|C}} [[Gramps_5.2_Wiki_Manual_-_Keybindings|keybinding]]), then select the object on the Clipboard and right-click to reveal the [[Gramps_5.2_Wiki_Manual_-_Navigation#Clipboard_context_menu|Clipboard's contextual pop-up menu]]. The bottom menu item will offer to create a Filter for the selected object.}}
<span id="CategoryName Filters dialog"></span>==CategoryName =<category> Filters editor dialog===There is a {{man label|'<category>' Filter Editor}} option in the {{man label|Edit}} menu for each category. (i.e., The '<category>' is a placeholder. We mean it stands for the Person, Event, Sources or other categories that is currently active.) This dialog shows a list all the Custom Filters specific to the current category and allows you to manage those Custom Filters. (Similar to the way the [[Gramps_5.2_Wiki_Manual_-_Filters#Organize_Tags_Window|Organize Tags dialog]] allows managing Tags.) There is no option to simultaneously organize the custom filters in all categories.
{{man note|1=Note:Changes on filters |2=The changes made to the filters only take effect after you use the {{man button|Close}} button from this window.}}
[[File:PersonFilters-dialog-example-50.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Person Filters - dialog - example]]
To create new or show previously created custom filters use the {{man label|''CategoryName<category>'' Filters}} editor dialog list where the ''CategoryName<category>'' name changes based on the category you are currently selected in egthe Navigator:
* {{icon|peop}}&nbsp;Person Filters
* {{icon|fami}}&nbsp;Family Filters
===Define Filter dialog===
{{man tip|Addon Rules for custom filters are available|Filter Rules can be expanded through the addons interface starting with the Gramps 5Aug.2.0 2019 version.<br />''See: '''[[Example filters]]''', '''[[#Which_filter_rules_in_which_Category.3F|built-in rules]]''' and '''[[Rule_expansions|Addon Rules]]'''''}}
[[File:DefineFilter-dialog-default-50.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Define filter - dialog - default]]
===Add Rule dialog===
{{man tip| A filter you have already designed may be used as a rule parameter for another filter.|This gives you nearly infinite flexibility in custom-tailoring your selection criteria that can be later used in most of the exports, reports, and some of the tools (such as comparing individual events).<br />''See: '''[[Example filters]]''', '''[[#Which_filter_rules_in_which_Category.3F|built-in rules]]''' and '''[[Rule_expansions|Addon Rules]]'''''}}
[[File:AddRule-selector-dialog-PersonFilters-example-50.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} Add Rule - selector dialog - available for Person filters - example]]
*; Families Category: rules for [[#Child filters|Child filters]], [[#Citation/source filters|Citation/source filters]], [[#Event_filters|Event filters]], [[#Father filters|Father filters]], [[#General_filters|General filters]], and [[#Mother filters|Mother filters]]
*; Charts Category: rules for [[[#Ancestral_filters|Ancestral filters]], [[#Citation/source filters|Citation/source filters]], [[#Descendant_filters|Descendant filters]], [[#Event_filters|Event filters]], [[#Family_filters|Family filters]], [[#General_filters|General filters]], and [[#Relationship filters|Relationship Filters]]
*; Events, and Media Category: rules for [[#Citation/source filters|Citation/source filters]], and [[#General_filters|General filters]].
===Ancestor of bookmarked people not more than <N> generations away===
{{stub}}Matches however many generations Ancestors (defined by <n>) for each person on the bookmark list.
===Ancestor of the default person not more than <N> generations away===
The ”default person” is the individual that has been defined as the ”Home Person”. (The ”default” is a legacy term in Gramps that caused minor confusion she nice the word is used in so many different parts of the wiki to describe different things.) {{stub}}
===Duplicate ancestors of <person>===
====Person with at least one direct source >= <confidence level>====
{{stub}}Matches persons who have a Citation attached directly to the Person object. Citations to the Family, or secondary objects such as Events are ignored. The minimum acceptable confidence threshold is selectable:Very Low, Low, Normal, High, Very High
=== Families Category===
====Families with at least one direct source >= <confidence level>====
Matches families with at least one direct source with who have a Citation attached directly to the Family object. Citations to the Person, or secondary objects such as Events are ignored. The minimum acceptable confidence level(s)threshold is selectable:Very Low, Low, Normal, High, Very High
====Families with the <citation>====
====Events with at least one direct source >= <confidence level>====
Matches events with at least one direct source with which have a Citation attached directly to the Event object. Citations to the Family, or secondary objects such as Notes are ignored. The minimum acceptable confidence level(s)threshold is selectable:Very Low, Low, Normal, High, Very High
====Events with source matching the <source filter>====
{{stub}}Matches events with any source (or citation under a Source) which matches a specified source fileter and is directly attached to the Event object. Sources attache to Event's media or attributes are ignored.
====Events with the <citation>====
====Place with a direct source >= <confidence level>====
Matches places with at least one direct source with which have a Citation attached directly to the Place object. Citations to secondary objects such as Notes are ignored. The minimum acceptable confidence level(s)threshold is selectable:Very Low, Low, Normal, High, Very High
====Place with the <citation>====
====Media with a direct source >= <confidence level>====
Matches media with at least one direct source with which have a Citation attached directly to the Media object. Citations to the secondary objects such as Events are ignored. The minimum acceptable confidence level(s)threshold is selectable:Very Low, Low, Normal, High, Very High
====Media with the <citation>====
=== Events matching parameters ===
General filters rule that matches Events with particular parameters:
* {{man label|Event type}}
* {{man label|Date}}
* {{man label|Place}}
* {{man label|Description}}
* {{man label|Main Participants}}
Also offers the option to {{man label|Use regular expression}}.
=== These filter rules are view dependent ===
====People probably alive====
Matches people without indications of death that are not too oldby a specified date. Values: If the specified "On Date{{stub}}<!-- link " value is blank then compare to page on how Gramps calculates this-->"today()". The probably alive considers the date approximations and lifespan lengths set in the Preferences.
For more detailed information about this calculation, read the "[[Gramps_5.2_Wiki_Manual_-_Probably_Alive|Probably Alive]]" section.
* [[Gramps_5.2_Wiki_Manual_-_Probably_Alive#Probably_Alive_Filter|Probably Alive Filter]]
====People with id containing <text>====
Matches people whose Gramps ID matches the regular expression
 
====People with a name matching <text>====
Matches people's names containing a substring or matching a [[Gramps_Glossary#regex|regular expression]]
====People with a nickname====
====People with the <name>====
[[File:Rule_Person_with_the_name-52.png|right|thumb|450px|Fig. {{#var:chapter}}.{{#vardefineecho:figure|{{#expr:{{#var:figure}}+1}}}} People with the <name> filter rule - with example RegEx search for non-blank]]Matches people with a specified (partial) name.  Values: * Given name* Full Family name : searches Prefix, surname and connectors with multiple surnames* Title* Suffix * Call Name * Nick Name* Prefix* Single Surname : searches only the [[Gramps_5.2_Wiki_Manual_-_Entering_and_editing_data:_detailed_-_part_1#Preferred_name_section|Preferred name]]* Connector : search in connectors for [[Gramps_5.2_Wiki_Manual_-_Entering_and_editing_data:_detailed_- _part_1#Multiple_Surnames|multiple surnames]]* Patronymic* Family Nick Name  Options:* Use [[Gramps_Glossary#regex|regular expressions]] - the example in the screenshot uses the expression <code>(.|\s)*\S(.|\s)*</code> to find non-blank prefixes* Case sensitive===== See also =====* [[Gramps_5.2_Wiki_Manual_-_Filters#People_with_a_name_matching_.3Ctext.3E|People with a name matching &lt;text>]]* [[Gramps_5.2_Wiki_Manual_-_Filters#People_with_a_nickname|People with a nickname]]* [[Gramps_5.2_Wiki_Manual_-_Filters#People_with_an_alternate_name|People with an alternate name]]* [[Gramps_5.2_Wiki_Manual_-_Filters#People_with_incomplete_names|People with incomplete names]]* [[Gramps_5.2_Wiki_Manual_-_Filters#People_with_the_.3CName_type.3E|People with the &lt;Name type>]]* [[Gramps_5.2_Wiki_Manual_- Suffix _Filters#People_with_the_.3CSurname_origin_type.3E|People with the &lt;Surname origin type>]]* [[Gramps_5.2_Wiki_Manual_-_Filters#People_with_the_.3Cname.3E|People with the &lt;name>]]* [[Gramps_5.2_Wiki_Manual_- Title _Filters#Soundex_match_of_People_with_the_.3Cname.3E|Soundex match of People with the &lt;name>]]* [[Gramps_5.2_Wiki_Manual_-_Filters#Families_with_child_with_the_.3Cname.3E|Families with child with the &lt;name>]]* [[Gramps_5.2_Wiki_Manual_- Prefix _Filters#Families_with_father_with_the_.3Cname.3E|Families with father with the &lt;name>]]* [[Gramps_5.2_Wiki_Manual_-_Filters#Families_with_mother_with_the_.3Cname.3E|Families with mother with the &lt;name>]]* [[Gramps_5.2_Wiki_Manual_- Patronymic _Main_Window#Search_bar|Search bar]] (Names contains, Name does not contain)* [[Gramps_5.2_Wiki_Manual_-_Gramplets#People_Filter|People Filter]] gramplet (Name)* Isotammi [[Addon:Isotammi_addons#Filter.2B|People Filter+]] add- Call on gramplet (Name)* Isotammi [[Addon:Isotammi_addons#SuperTool|SuperTool]] query tool (People category){{-}}
====People with <tag>====
====Ancestor families of <family>====
{{stub}}Matches families who are ancestor families of the partners in a specified Family. There is an option to include specified Family in the results. Included blended families and non-birth relationship families.
====Bookmarked families====
====Descendant families of <family>====
{{stub}}Matches the Family object descended from a specific Family. (No person objects are included.) Also see:* Descendant family member of <filter> match* Descendant family member of <person>
====Every family====
====Places enclosed by another place====
{{stub}}Matches Places under the Hierarchical structure of a Specified place. Does not include the Enclosing Place and ignores dates.
====Places having <count> notes====
====Places matching parameters====
Matches places General filters rule that matches Places with particular parameters: * {{man label|Name}}* {{man label|Place type}}* {{man label|Code}}Also offers the option to {{man label|Use regular expression}}.
====Places matching the <filter>====
====Citations matching parameters====
Matches citations General filters rule that matches Citations with particular parameters: * {{man label|Volume/Page}}* {{man label|Date}}* {{man label|Confidence level}}Also offers the option to {{man label|Use regular expression}}.
====Citations matching the <filter>====
====Repositories marked private====
Matches repositories that are indicated as private.
 
====Repositories matching parameters====
General filters rule that matches Repositories with particular parameters:
* {{man label|Name}}
* {{man label|Type}}
* {{man label|Address}} : searches all text fields in all mailing addresses
* {{man label|URL}} : searches all text fields in all URLs (See Bug {{bug|13225}})
Also offers the option to {{man label|Use regular expression}}.
====Repositories matching the <filter>====
====Media objects matching parameters====
General filters rule that matches Media objects with particular parameters: * {{stubman label|Text}}* {{man label|Media type}}Also offers the option to {{man label|Use regular expression}}.
====Media objects matching the <filter>====
====Notes matching parameters====
Matches notes Notes with particular parameters* {{man label|Text}}* {{man label|Note type}}Also offers the option to {{man label|Use regular expression}}.
====Notes matching the <filter>====
===Places within an area===
{{stub}}Matches places within a given distance of a specified place. After selecting a place (which must have a valid set of coordinates), match any place whose coordinates lie within a circle on the globe (an ellipse on a flatten map) centered on those coordinates of a specified radius. The units of distance can be selected: kilometers (linear measure), degrees (angular measure), and miles (linear measure).
== Source filters ==
===Sources matching parameters===
Matches citations General filters rule that matches Sources with a source of a particular value: * {{man label|Title}}* {{man label|Author}}* {{man label|Abbreviation}}* {{man label|Publication}}Also offers the option to {{man label|Use regular expression}}.
== Relationship filters ==
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