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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...

  • 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