Differences Between Sidebars and the List Window
Similarities Between Sidebars and the List Window
Editing Directly in the List Window
Columns and Fields in the List Window
Sorting in the List Window
Total Entries in the List Window
ID Numbers in the List Window
Resizing the List Window
Advanced Find Results List, Special Features
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Color in Lists
Marking People in Lists
Sharing a List (Printing, Emailing, etc)
By now, you are probably familiar with Reunion's sidebar, an area on the right side of the Reunion window which holds various lists. Sidebars are handy for navigating, searching for names, and managing data (such as sources, multimedia, places, etc.).
The content of some sidebars can be viewed in an entirely separate window with its own special features. This is called the List window, a separate window with more power and flexibility to view and manipulate data.
To open the List window, click
in the navbar on the left. Or press Command-L.For much of your time spent working with your family tree, the sidebar may suffice. It's a very useful tool. However, there are times when you'll want the power and flexibility of the List window to boldly go where no sidebar can go.
Before we explain the differences between the Sidebar and the List window, here are a few important points...
Differences Between Sidebars and the List Window
Footprint
Content
Sorting
Editing
Similarities Between Sidebars and the List Window
You can open the List window and select the desired list, using the
menu button in the navbar of the family view. To do this, click the right side of the button to see the pop-up menu...The List window has its own "navbar" on the left side. So if the List window is already open, you can change the contents of the List window by clicking one of the buttons in the list's navbar. The name of the currently selected list appears with an orange highlight in the navbar. And the name of the list also appears in the title bar of the List window.
Note: If the navbar is in its space-saving narrow mode (showing icons, without text), the button inside the button won't appear (there isn't enough room).
If the List window is opened via the button at the bottom of a sidebar, then the List window will switch automatically to match the contents of the sidebar.
A person's name in the List window can be double-clicked to see the person in the family view. When you do this, the List window will remain open. On larger displays, you can position both the List window and the main Reunion window (with the family view) side-by-side. If using multiple displays, it's very effective to put the List window in a secondary display and the Reunion window (with the family view) in the primary display.
If the List window is closed and reopened, Reunion will scroll to and select the previously highlighted entry in the list.
Option-double-click any name in the List window to show the person in the family view and simultaneously put the List window behind the family view.
When the List window is showing People, Relatives, Results (Advanced Find), Contacts, or Calendar, information can edited directly in the list. To do this, click a field in any row once to select an entry, and then click again in the field to "open" the field for editing.
To disable this feature, visit the General Settings and uncheck the button . Some users prefer to disable this feature to avoid accidentally modifying data.
Family or marriage information can't be edited in the List window (except for contact information related to a family).
To reorder the columns in the List window, click and drag the column title horizontally to the desired position.
To choose the fields that appear in list columns, use the
button in the column title — the little blue button with up/down arrowheads.The
button also lets you choose None (for empty columns) and Remove for removing a column. (More about adding and removing columns is explained below.)Reunion will remember the arrangement of columns independently for each list — even if the total number of columns is temporarily reduced so the extra columns are no longer shown. For example, your People list can contain a different set of columns than your Calendar list, and all will be remembered independently.
To add or remove columns in a list, or to set the number of columns, click the button, in the bottom bar. This opens the Column Options window, shown below.
Columns can be resized by clicking and dragging their right vertical boundary lines.
In each List window, the choice of fields displayed in the columns, the number of columns, and the sorting of columns is remembered when the List window is closed and later reopened.
Tip: to quickly adjust the widths of columns in the List window, Control-click a column title and choose or .
Note: when the List window is displaying Find search results, the list does not contain multiple columns. When the List window is displaying Advanced Find search results, the list does contain multiple columns.
Multiple Spouses in the List Window
When a column in the List window is set to display the field Spouse Name, people with multiple spouses will have a red menu button to the right of their name. Clicking on this icon will show all the spouses for this person in a pop-up menu.
Selecting one of the spouses from the pop-up menu will show the corresponding couple in the family view. This applies to the List window when it's showing people, relatives, results, or calendar.
Holding down the Option key while selecting a spouse from the pop-up menu will show the corresponding couple in the family view and move the family view to the front.
When a column in the List window is set to display the field "# of Spouses", a little button will appear to the right of the number of spouses. Clicking this button will show each spouse.
Selecting one of the spouses from the pop-up menu will show the corresponding person in the family view.
When a column in the List window is set to display the field "# of Children", a little button will appear to the right of the number of children. Clicking this button will show each spouse and the children with each spouse.
Selecting one of the children from the pop-up menu will show the corresponding person in the family view.
To sort the contents of the List window by any column, simply click the title of the column. To change the direction of the sort (ascending or descending), click the title again. The little gray arrowhead near the right edge of the field title indicates the direction of the sort and will flip each time the sort direction is changed.
Reunion remembers the sequence of your last three sorts. For example, to quickly create a sort based on last name, first name, birth date (in that order) simply click the column titles in the reverse order: birth date, first name, last name.
The List window will not sort by the following fields: Flags, Never Married Checked, Spouse Name, Parents, Ancestor/Descendant/Relative numbers, event memos, and the combined "(Birth-Death)" field. I.e., if these fields are selected to display in a list column, clicking that column title will not sort the list by that field.
In some List windows (People, Relatives, Results, and Couples), a purple button appears in the bottom bar. This button opens the Sorting Options window which is used to save, recall, edit, and delete your sorts. The custom sorts that you save can be used not only to sort lists, but also to sort batches of person sheets and family group sheets.
When a list is sorted in a particular order that you want to save, click the button and select Save Preset.
To rename a preset, change the sorting fields or the sort order or a preset, or delete a preset, click the button and select Edit Presets.
Both
and will open the Sorting Presets window, shown below.Presets are named by typing directly into the list. Use the buttons on the bottom to add, edit, or delete a sort. Clicking the
or button opens the Manual Sort window, described below.There are instances when you may need to sort a list "manually," for example...
To sort "manually" means using a separate window to...
I.e., the results of your sorting choices are not instantly displayed.
To create a manual sort, click the button and select Manual Sort. This opens the Manual Sort window.
Primary, secondary, and tertiary sort sequencing means that the list will be sorted first by the primary field, second by the secondary field, and third by the tertiary field. The default sort direction is ascending. To sort a field in a descending direction, check the
button under the field's name.The Manual Sort window also appears if you select an item in the Sorting Presets window, and click
or .When sorting lists of couples, note the use of constructed names.
Subsections In Lists
Sorting in Calendar and Relatives lists applies to entries within subsections of the list.
For example, the relatives list contains many subsections, such as "1st Cousins," "2nd Cousins," etc., and thus sorting applies to the people in these subsections. Put another way, the calendar and relative lists all have a "master" sort key that begins with dates and relationships, respectively.
Sorting Punctuation in Last Names
Names that do not begin with a letter will appear at the beginning of the list. However, surnames that are enclosed in braces, brackets, or parentheses are sorted by the text following the first character. See example below.
To learn more about the Married Name field, click here.
The total number of entries in a list appears in the title bar of the list.
In the bottom-left, in green text, the number of marked people appears (if the list contains people).
Near the bottom-right of the List window, the ID number of the selected person or family appears. These are the ID numbers assigned by Reunion, not User ID numbers. If you prefer to see ID numbers in columns, use the button explained above. You may also sort the list by ID number.
Another way to select a person by ID number is to type the ID number into the search box in the People or Results List windows.
To change the size of a List window in order to see more or less names and/or columns, click and drag the lower-right corner of the List window. Reunion will remember the size of the List window when closed and reopened. While resizing the List window, the arrangement of your columns will be remembered — even if the total number of columns is temporarily reduced so the extra columns are no longer shown, due to resizing the window.
The minimum dimensions of the List window are 510 x 282 pixels.
Advanced Find Results List, Special Features
Advanced Find results lists have a few unique features, compared to other lists that appear in the List window...
Saving, Recalling, and Editing Advanced Find Results Lists
When a Results list is created (via the Advanced Find feature) and viewed in the List window, the results of the search can be saved as an "Advanced Find results list." If the results are not saved, the next time the Advanced Find feature is invoked and opened in the List window (via the
button), the results in the List window will be replaced by the results of the most recent search.Saving the Column and Sorting Options for the Advanced Find Results Lists
When an Advanced Find results list is created and viewed in the List window, the initial setup of columns and sorting will adhere to a "default" setup. If you create or open an Advanced Find results list and tweak the choice of columns, the order of columns, the sorting, etc... and want that particular setup to become the default setup for new Advanced Find results lists, then click the and choose Save Default Column & Sort Options. (See the illustration above.)
The default setup of columns/sorting for Advanced Find results lists containing lists of people (individuals) are saved independently from Advanced Find results lists containing lists of couples.
Also, the default setup of columns/sorting applies only to Advanced Find results lists in the List window, not in the sidebar.