At 9/26/2015 14:14, you wrote: >Many thanks for the responses to my >question. Lee is correct that I don’t use >roles, but I’ll explore that option, if it would >simplify the placement of indexing in >memos. Terry, I would definitely be interested >in knowing whether variables referring to >witnesses would indeed generate the entry of >indexing—it’s something I don’t have much >familiarity with, so it’s not easy for me to test it. In reality, you are already using Roles. By default, your Principals are assigned the Principal Role, and any Witnesses are assigned the Witness Role. Thus, in your Sentences, you _could_ change _most_ of the Principal type Variables to the corresponding Principal Role Variable and the same with Witnesses which would use the Witness Role Variable. The downside of this is that the resulting sentence in a report may not quite turn out as you expect because there may be more than a single person assigned to the Roles. For this reason, you may want to have a Role that is used for each person to whom the Tag is attached as a Principal or a Witness. For example, in the Marriage Tag, the Principals might be assigned the Bride and Groom Roles, and Witnesses might be the Best Man, Maid (or Matron) of Honor, Bridesmaid, Groomsman, etc. Then the appropriate Role Variable would be used in the Tag and Witness Sentences. For Roles other than Principal and Witness, most Sentences already include the correct Role Variable. But, as you add Custom Roles, you will need to create/adjust Sentence to use the appropriate Role Variable. These Role Variables are not hard to use and mostly correspond to the or Principal/Witness Variables. >Lee’s suggestion of simply entering the name for >index coding is the most straightforward, and >it’s what I mentioned in my original >posting. But it would be necessary to also >enter the person’s dates (to get them to appear >in the index), as well as their multiple names, >in the case of women with multiple >marriages. This would too easily allow for the >introduction of errors: a single wrong digit in >a date (or even a wrong space somewhere?) could >result in other name entries in the index for >people who are intended to be the same. That’s >why giving just the person’s number in the >project seemed like such a good option, but >apparently no longer a viable one. I need to >index a quite substantial amount of material >this way, so I’m interested in whatever would be >easiest, and least subject to errors. Converting a Tag with names in the Memo field to using those persons as Witnesses can be very easy or a bit complex depending on the Tag. In many cases, you will want to convert the Memo entry by splitting the Memo. That is, remove the person(s)' name(s) and replace it (them) with the Split Memo Separator ,"||". After adding those names as Witnesses, you would adjust the Sentences to include the Split Memo Variables and Role Variables such that the resulting sentence is as you wish. As I noted, this conversion will be fairly easy and straightforward. Some others will be a little more complex. And, a few will be very challenging to get the output you want. In some cases, you may decided to split the Tag into multiple Tags (using the Sort Date to sequence them, and also using the Special Sentence Variables for use with Concatenating Sentences (see TMG Help). Lee

On 9/26/2015 2:56 PM, Lee Hoffman/KY via wrote: > Converting a Tag with names in the Memo field to > using those persons as Witnesses can be very easy > or a bit complex depending on the Tag. In many > cases, you will want to convert the Memo entry by > splitting the Memo. That is, remove the > person(s)' name(s) and replace it (them) with the > Split Memo Separator ,"||". After adding those > names as Witnesses, you would adjust the > Sentences to include the Split Memo Variables and > Role Variables such that the resulting sentence is as you wish. Lee, That's way too hard. There is no reason to break up the Memo and edit the Sentence. Just put the name Variables in the desired place in Memo itself, using the right-click menu provided for that purpose. It's easier than adding the index codes. Terry Reigel