Family Tree Maker (TM) FAQ 034
How does the "Include Individuals" dialog work?
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This dialog is used to select individuals in different contexts:
  1. Custom Reports 
  2. Merge
In each case, the object is the same: to specify which individuals are to be included in the object or process at hand. You can choose All or Select Individuals. If you choose to select individuals, you can change which individuals to include by pressing the big button marked Individuals to Include. This will display the Include Individuals dialog.

The idea behind this dialog is that you have:

  • a list of all available individuals on the left 
  • the list of selected individuals on the right 
  • a group of function buttons in the middle to move individuals to and from the right-hand list. (The left-hand list always remains the same.)
The meanings of the function buttons are (with reference to the selected list, on the right in the dialog):
     
    > Include the selected individual on the left
    >> Include all
    Ancestors> Include all ancestors of the selected individual on the left
    Descendants> Include all descendants of the selected individual in the left
    Find>. Present a Add Individuals search dialog to locate individuals to include
    < Exclude selected individual on the right
    << Exclude all
    <Find Present a Remove Individuals search dialog to locate individuals to exclude
The Add/Remove Individuals dialogs both have a pulldown on the left in which you select the field or attribute that you want to use to search for the target individuals. On the right is the search string or criterion. Fields that have a limited input, such as "Sex" will present a pulldown here with the available values to search for. Others, like "Name" will present an input space to enter a string to search for. The Help dialog gives a summary of the various (sometimes arcane) search mechanics.
Find
String searches are case insensitive, and will locate your string no matter where it appears in the target field(s).
You cannot do string searches in the date field; you must confine your search to the cases listed in Help.
Date months can be abbreviated, except that "dec" is taken to be "deceased" [?] and flagged as an error.
The Ancestors of and Descendants of choices refer to a selected individual in the left or right list, depending on whether you are respectively Adding or Removing.
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