How to Add and Manage People and Placeholders

Managing People And Placeholders

The Family Connections tree builder allows you to add both people and placeholders to the tree, move them, edit them, and remove them.

Adding People And Placeholders

There are several methods to add a person to a workspace.

While in a workspace of a case:

Create a Placeholder Person

Option 1: Shortcut

Position your mouse anywhere in the grey unused area of the workspace
Double-click the left mouse button
This creates a "Placeholder" person that can be used when the person is not identiifed

Option 2: Use the builder button:

Click the "Add Placeholder" button (question mark in a circle)--the topmost button at the top right of your workspace
A Placeholder will appear just to the right of top center of your workspace.
Drag the newly added Placeholder to the desired location

Add An Identified Person

Open a case and choose a workspace
Click the "Add Person" button (single person circle) --second-from-the-top button at the top right of your workspace
Enter a new name, or select from the existing case persons list
Click the blue checkbox
Drag the newly added person to a new location

Change a Placeholder Person To An Identified Person

Position your mouse over the Placeholder icon
Double click the left mouse button
In the popup, enter the name of a new or existing case person
Click the blue "Create New Person" button

Selecting Multiple People To View, Move, or Delete

Position your mouse anywhere in the unused grey area, right click-and-drag your mouse across multiple people to select
OR, select the first person or item, then hold down the control (ctrl) button, and select additional people or items

Moving People

You can move a single individual person, or multiple people at once

Moving a single person

Position your mouse over the person to be moved
Left-click-and-drag your mouse to move the person

Moving multiple people

Select multiple people (see above for multi-select instructions)
Position your mouse over any one of the selected people
Left-click-and-drag your mouse to move the person

View a Person's Details

Left click a single person in the workspace
A right side panel will slide out

Editing a Person's Details

Left click a single person in the workspace
In the right slide out panel, click the "details" tab
Click the "Edit Details" button

Assign a Status To a Person

Use the statuses to define your current understanding of each person in the tree. The statuses appear as colors on each person in a tree.

Left click a single person in the workspace to select
Click a status color in the "Person Status" bar at the top of the workspace

Search For a Person By Name

Click the "search" icon (magnifying glass) in the upper left of the workspace
Enter the person's name you wish to find

Find People By Status

Click one of the colored circles on the left side of the workspace

Deleting People, Lines, or Groups From A Workspace

Note that removing a person from a workspace does not delete the person from the case. To view all people in a case, click the word "People" in the grey menu bar across the top of your workspace.

Select one or more people, lines, or groups to be deleted
Press the "Delete" or "Backspace" key on your keyboard