Customization - Record Details window

The Record Details window is used whenever you add a new animal or edit the details of an existing animal in your data file.

The layout of this window is highly configurable - you can control the data fields that are present, their size and appearance, and organize them into different tabs.

There are 2 stages to customizing this window. First, you need to set up all the fields you want to use - add new fields and customize the existing fields e.g. by changing their labels and their size. Next, you should organize the fields by setting up their ordering within the Record Details window, and assign them to different tabs and columns.

NOTE: The Record Details window is resizable - if you resize the window in the usual way (drag the bottom-right corner) then PedPro will remember the size and use it from that point on.

Adding and Customizing Fields

All these customizations are made using the File Settings window (choose File|Settings).

To add a new field select the User Fields tab, then click the Add button.

Or, to adjust an existing field, find the field you want to change (on either the User Fields or System Fields tabs), select it in the list and either double-click it or click the Edit button.

To permanently remove a user field, find it on the User Fields tab and click the Delete button. WARNING! Deleting an existing field will discard ALL data for that field within the pedigree data file that is currently open.

The following table summarises the different properties you can control for each field.

Property Description
Field Name

The field name or label as it will appear both within the Record Details window and in forms.

For user fields you can set the name to whatever you like.

With system fields the name is not directly editable. System field names are derived from the current terminology settings. To alter those, use the Terminology tab of the Preferences window.

Required

You can choose whether to mark a field as being required or not. A required field is one where you are forced to enter data when adding or editing a record. Once a field has been marked as required, whenever you add or edit a record you will have to enter data in that field in order to save the record.

This condition will not be forced on any existing records that were present at the time you mark a field as being required - i.e. existing record fields that do not contain data for a field subsequently marked as required will continue to be empty until you next edit the record.

Show as a 'Key Field' within the Select Record window

It is generally useful to have the more important fields listed in the Select Record window - such as sex, date of birth and so on. This is the window that is used whenever PedPro needs you to select a record e.g. when choosing a sire within a pedigree.

This checkbox lets you choose which fields will be shown as 'Key Fields'.

Data Type

This is the type of field - text, date, etc. Note that the data type is fixed for system fields and cannot be changed.

Please refer to the next section below for information about the different data types supported.

Default Field Usage

This lets you select which parts of the forms the field is to appear in, by default.

E.g. you may want to have some fields appear in the pedigree title, but not necessarily within the ancestors table.

Display Settings

These control aspects of the how the field value is displayed within a a form.

The available options depend on the field data type.

Edit Settings

These settings control how the field value is displayed and manipulated within the Record Details window.

The available options depend on the field data type.

Field Data Types

The following field types are provided:

Data Type Description
Text

Single line text fields.

Probably the most important field type, this is where the data is one line of text at most.

Editing Settings: Choose the minimum width of the text box, and whether a dropdown list of previously entered values is to be maintained. The latter is useful for any field where you want consistency across records or you want to save time by being able to select from known values. E.g. for a breed or color field. Dropdown lists can be private to a single field, or the same list can be shared over multiple fields. E.g. if you have an eye color field you would probably have no need to have its dropdown list visible to other fields. But if you have breeder and owner fields you might find it useful to use a shared dropdown list of names of previously entered people. You can also specify the default field value.

Display Settings: You can choose whether a field is to use word wrap or not. A word wrapped field will automatically be broken into multiple lines if there is insufficient space on the form. You can also setup a case conversion setting to force a field to be displayed in forms in UPPER CASE or Sentence Case irrespective of how you have entered the data.

Multiline Text

A text field that can span multiline lines.

Editing Settings: You can set the width (no. characters) and height (no. of lines) for the data entry box, and the default text for new records.

Display Settings: As for single line text fields.

Choice

A selection of one of a predefined set of text values.

Editing Settings: Specify the list of possible values, and whether the value is chosen using a dropdown list or a series of radio buttons.

Display Settings: None.

Integer

A whole number (i.e. no decimal part).

Editing Settings: You can specify a minimum and maximum value, and whether the data is entered using a plain box or a 'spin box'.

Display Settings: You can choose a suffix which will be output after the value. E.g. if you had a field for, say, the number of Champion Certificates awarded, you might set a suffix of 'Ccs'.

Date

A value that is a calendar date.

Editing Settings: You can set a default date to be used for new records.

Display Settings: None. However you can set the output format for all dates separately. See Customization - Quick Reference.

Percentage

A percentage value from 0% to 100%.

Editing Settings: You can specify a minimum and maximum value, and whether the data is entered using a plain box or a 'spin box'.

Display Settings: Choose the number of decimal places (precision) to be output.

Number

A number that may have a decimal part.

Editing Settings: You can specify a minimum and maximum value, and whether the data is entered using a plain box or a 'spin box'.

Display Settings: You can choose a suffix which will be output after the value. E.g. if you had a field for, say, weight, you might set a suffix of 'Kg'.

Boolean

Boolean (logical) value - true or false.

Editing Settings: You can specify the default field value (true/false) and whether to use a checkbox or radio buttons to set the value.

Display Settings: Specify the text to be output for true and false values.

Ordering Fields and Setting Up Tabs and Columns

Once you have set up all the fields you want to use, the next step is to control their placement within the Record Details window. You do this from the Details Window Layout tab of the File Settings window.

On this tab you will see a list of all the fields (both user and system) excepting for the name, sex and photo (the positioning of these fields is not configurable).

All the fields listed will be added to the Record Details window in the order given.

By default, PedPro will try to arrange the fields automatically. This does a reasonable job but you may well prefer to manually set your own placement. To change that order, first uncheck the Determine layout automatically box and then:

  • Move fields up or down the list. To move a field, select it then use the Up or Up button.
  • Force a field to start a new column in the Record Details window - check the New Column checkbox.
  • Force a field to start a new dialog tab in the Record Details window - just enter the tab label in the New tab box.

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