To edit data fields, just click in the desired field.

 

Field Types

There are different types of edit fields:

 

•Text fields - This is a simple text field for data like names. Just type what you want into the field.

•Drop list fields - Clicking on a drop list field displays a list of options to select from. Just select the choice you want from the drop down menu. This is used for data like sex, proof, etc.

•Check box fields - This is a checkbox for data that is either true or false. Just check the box if true, or leave it unchecked if false. This is used for fields like Living, Private, etc.

•Place field - This works just like a text field, but it automatically displays matching places as you type. You can either just type the place or select the place from the drop list. The place field also has 2 buttons which open the place list and/or the gazetteer.

•Selection field - This is a special field which opens up a form to select information. It is different from the drop list fields because it lets you select from a larger list of items than a simple drop list can display. This is used for fields like fact type.

 

 

Fact Fields

Enter the information for the new fact in the live-edit pane at the right side of the window. Some of these fields many not appear for a particular fact type.

 

1.Fact type - You can change the fact type by clicking the fact type on the edit panel and selecting a new fact type from the Fact type list. This is useful when you need to do something like change a baptism to christening for example. Note: An existing Fact can be changed to another fact type without having to delete or add a new fact. Click the Fact type field to open a form to change the fact type. Be aware that you can't change an individual fact type (birth, death, etc) to a family fact type (marriage, divorce, etc) or vice versa.

2.Date (or date range) – Enter the date the event occurred (like 2 Jan 1893), or the date range of a fact (like "from 2 Jan 1893 to 3 May 1912). RootsMagic supports a variety of date modifiers and formats. You can enter directional modifiers, such as before, after, since, until or by, or qualitative modifiers, such as say, circa, about, estimated, calculated, possibly or likely, or combinations of the two (like "before possibly 23 Feb 1867".) You can also enter double dates and Quaker dates. You can click the "Date calculator" button to assist with calculating dates from other known data, or click the "Calendar" button to pop up a calendar to select a date.

3.Place – Enter the place where the event or fact occurred. Enter it from most specific to least specific, like "Avon, Polk County, Iowa". As you begin typing in the place name, RootsMagic will begin filling out the place using places you have already typed in. If there is a close match, you can use the down arrow to see if the exact place name is available. You can also click the "Place list " button at the right end of the field to open a list of places from which to select a place name.

4.Place details – Enter the details about the place, such as the name of the church or hospital or cemetery, or the actual address. As you begin typing in the place details name, RootsMagic will begin filling out the place details using place details you have already typed in. If there is a close match, you can use the down arrow to see if the exact place details name is available. You can also click the "Place Details list " button at the right end of the field to open a list of place details associated with the place from which to select a place details name.

5.Description – The description field will appear for facts that need an additional piece of information, like occupation ("teacher") or reference number ("123-45").

6.Proof – Assign (optionally) a proof value to indicate whether a fact, or relationship like spouse, father, and mother, has been proven, disproven, or disputed

7.Primary – Check this box if you have more than one of this fact type for a person, and want this one to be the primary one. For example, if you have 2 conflicting birth facts entered for a person, you can check this box for the one you want to be printed on pedigree charts, etc.

8.Private – Check this box if you want this event considered "private". Reports, GEDCOM export, and website creation give you the option of using or excluding the private facts.

9.Sort date – The sort date is a "non printing" date which you can enter to force RootsMagic to sort the facts in the order you want. It can contain any or all of the day, month, and year parts. When you enter the normal date for the fact, RootsMagic will automatically fill the sort date, including directional modifiers, but not qualitative modifiers (see date formats for more information.) You can change the sort date if you want. This is useful in situations like when you have a death fact with a place but don’t know the date. Instead of putting in a fake date like "after 1 Jan 1900" in the date field, you can go ahead and leave the date field blank but put in a sort date to force the fact into the position you desire.

10.Name fields – The "alternate name" fact type has name fields (given, surname, prefix, suffix, and nickname) as well as a drop list to select the type of alternate name (also known as, immigrant, etc).  A name fact will also have a Display option to choose how to display the name (in some cultures a person's name is displayed with the surname (or family name) first).

11.Ordinance status – LDS ordinance fact types have an "ordinance status" drop list to select from.

12.Live – The LDS baptism fact type allows you to choose whether the ordinance was a live or proxy one.

 

•Click Save to save your changes or additions made in the active pane, or click Cancel to discard any changes you’ve made.

•Click Close to close the Edit Person window. Any changes made in the active pane are saved by this command.

 

Notes, Sources, Media, Tasks, Addresses, and Witnesses

To edit additional information about a fact (notes, sources, media, tasks, addresses, or witnesses), highlight the fact in the fact list, then click the desired button in the edit panel on the right side of the screen. You can also just click the icon for the desired item in the fact list itself. This will directly open the note, or list of citations / tasks / addresses / witnesses, where you can select and edit any one.

 

1.Note – Highlight a fact and click this button to add or change a note for this fact. You can also click the box in the fact note column to edit the fact note.

2.Sources – Highlight a fact and click this button to add or change a source for this fact. You can also click the box in the fact source column to edit the fact sources.

3.Media - Highlight a fact and click this button to add or change the media for this fact. You can also click the box in the fact media column to edit the fact media.

4.Tasks - Highlight a fact and click this button to add or change a task for this fact. You can also click the box in the fact task column to edit the fact tasks.

5.Share – Highlight a fact and click this button to add or edit people who share, or were witnesses to, this fact.

 

 

Slide-In Workflow

RootsMagic offers an optional slide-in workflow for sources, tasks, addresses, media, and shared events that you can turn on via the program settings. If you choose to use this slide-in workflow, clicking the icon in the fact list will slide in the list directly over the fact list, and turn the fact edit panel into an edit panel for the type of record you clicked on.  For example, if you click on the citation icon for a fact, the edit screen will turn into a list of all the citations for the selected fact.