Fact
Find, Set-up Rows and Items
A “row” is one individual
line in a fact find, which will typically comprise a number of “items” for text
prompts, data fields and blank spaces. However a row might also comprise “items”
for the page title, a sub-heading, a table, a total or sub-total, or just a
horizontal line to divide blocks of rows into groups. Each row has a
descriptive name such as “Forenames” or “Column headers” to help you locate the
one you want. If you change these descriptions or the actual items in the row
you should endeavour to keep them meaningful and the items relevant to the
row’s description. To add or edit a row of your fact find...
- Use the “Select layout” drop-down to select the
layout you wish to edit (e.g. the “Full Factfind (rev 5)”, as shown above)
- Click the “Setup” button, which will take you to
the “Factfind Editor” dialogue, shown below
·
To view a
section, like the “Personal Details” one shown above, simply left-click it
·
To view a row
(i.e. all the items that create a single line, or row, of the selected section)
click the “+” next to that row, as per the “Forenames” row, shown above
·
To view an item
(i.e. an individual text prompt, spacer or data field that appears in a row)
click the “+” next to that item, as per the “text” item in the “Forenames” row,
shown above
·
To preview your
selections click the “Preview” tab
Working with Whole Rows
Right-click any row to
display a menu of options to apply to the whole row (i.e. as opposed to editing
the individual items in it). The options are...
·
Edit description
(e.g. to change the name of the row for “Forenames” to “First Names”. It’s up
to the user to ensure each description matches the actual items in that row)
·
Move up or down
(e.g. to re-locate the “Forenames” row after the “Surname” row)
·
New row above or
below the current line (i.e. create a new row with a description, but without
any items)
·
New page break
above or below the current line (i.e. to force the printer to start a new page)
·
New item at the
top or bottom of the current row (i.e. to create a new blank item within the
current row)
·
Copy and Paste
above or below (i.e. to copy the whole row with all of its items so that you
can paste a second version of it into the section for subsequent editing)
·
Paste First or
Last child (i.e. to paste an item (that has previously been copied) as the
first or last item of the current row)
·
Delete (i.e. to
delete the current row)
Moving Rows Up or Down
In addition to using the menu
option to move rows up or down, you can click on the row to be moved then use
the “Up-arrow” or “Down-arrow” buttons in the middle of the screen.
Pasting “Children”
A lesser object is referred
to as the “child” of a higher one, so for example, a copied item can be pasted
into the first or last line of a row, while a copied row can be pasted into the
first or last line of a section.
Importing and Exporting Sections (n.b. and All of
Their Rows)
You may copy and paste whole
sections (i.e. with all of their rows) while working with a given fact find
layout. If you need to copy a section into a different fact find layout then
you’ll need to use the options (n.b. right-click one of the sections on the
left of the screen to see these options) to export it from the first layout
(i.e. as a file), then import it into the second one.
Editing an Individual Row
Click the “+” sign to the
left of a row to see all of its items. Similarly click the “+” sign to the left
of an item to see the actual content and properties of that item (e.g. height,
width and style).
Recommended Method of Working
As far as possible you should
create new rows by copying an existing one (from any section) and then pasting
it into the section you’re working on. You should then immediately right-click
the newly copied row, change its description and then move it up or down as
required. Finally you should add, delete or edit its individual items (see
below, and also the Help section on “Fact find, Set-up Styles”).
Example
In the illustration below,
the user wishes to add some rows to create a “Previous address”. The rows 18 to
24 contain the prompts and data fields for the “Current address”, so one-by-one
these are right-clicked and “Copied”, then right-clicked and “Pasted
below”.
The pasted versions are then
renamed as “Previous address 1”, etc, by right-clicking them and selecting
“Edit description”, as shown below.
The newly created row for
“Previous address 1” still contains the prompt “Current address” (like the
“Current address 1” row, of which it is a copy), so to change it...
·
Click the “+” next
to this row to display its items
·
Click the “+”
sign next to the first “text” item to display its properties
·
Right-click the
“content” item and select “Edit”
·
Change the value
from “Current address” to “Previous address”
The data fields in the “Previous
address 1” row are also still those as copied for the current address. To
change them to the “Previous address”...
·
Click the “+”
sign next to the first “field_text” item to display its properties
·
Right-click the
“fieldname” item and select “Edit”
·
In the resulting
“Select a Field” pop-up, shown below, click a table folder on the left then
double-click the field you require on the right (e.g. the field
“FF_Data7.L1_Paddress_Line1”)
It takes a little while to
learn which table folders contain the various fields. You can either use
patients and common sense, or pay Durell to create your fact find for you.
The data fields in Durell’s
Full Fact Find use a style called “Standard” which just sets the font to
Verdana at size 9px. To change this to the “Field” style that also includes for
blue characters on a yellow background...
·
Click the “+”
sign next to the first “field_text” item to display its properties
·
Right-click the
“Standard” ffstyle item and select “Edit”
·
Select the style
called “Field”, as shown below
·
Note that you can
apply more than one style to an item, for example, one style to set its font,
then a second to specify its alignment (e.g. right-justified)
Adding a Style
To add a style, as opposed to
editing an existing one as described above, simply right-click any item in a
row and select “Add style”. Note that different items in the same row can have
different styles (e.g. to allow individual items of text to appear in bold, or
right-justified, etc). See also “Fact
find, Set-up Styles”).
Making Data Un-editable
To display data but prevent
it from being changed simply right-click the completed “field” item and select
“Lock”. A gold padlock will appear as one of its properties. To remove this
lock and put the field back into an editable state simply right-click it again
and select “Unlock”.
Spacers and Row Length
Rows need spacers between the
items, and in order to fit on an A4 page each row is limited to 650 pixels. If
you add too many items to a row they will disappear off the right side of the
screen.
Types of Items
The range of items that you
can add include...
·
Text – for
prompts, headings and sub-headings
·
Field – for data
(n.b. field types include text, numeric, select [dropdown], area [multiple text
lines] and Boolean [yes/no])
·
Spacer – to
separate items on the same line
·
Formula – to
create totals based on other fields (see also “Fact find, Formulas and
Functions”)
·
Anchor – creates
a clickable title that appears on the left margin of the fact find to allow the
user to jump to that section
·
Address button –
clickable button to find addresses and pass them to the current item (e.g. for
banks, doctors, accountants and solicitors), as shown below
·
Date button –
clickable button to pass the current date to the date field in the same item,
as shown below
