Save as

The Save as action saves all or part of your genealogy as another Gedcom file, using several very useful filters.

The Save as function can be used to export branches of a genealogical tree.

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Description

The Save as window is not just a classic file explorer. It has the great particularity of having several filter tabs on the right hand side, which can be combined together to define precisely what you want to extract from your genealogy.

As with classic file tools, the file list allows you to choose the directory and the name of the file to save your genealogy, with the possibility of creating a directory that does not already exist.

The filters are made of 5 tabs:

  • Filter by Entities: used to include or exclude categories of entities
  • Filter by Properties: used to exclude specific properties of each entity
  • Filter by View: used to limit the entities to those included in the views currently displayed
  • Media and source files: used to indicate whether media files should be copied along as well or not
  • Options: used to specify the encoding and encryption of the saved Gedcom file

Usage

The most significant benefit of this Save as function is to export tree branches. The other possibilities are pretty self-explanatory.

Exporting branches is done using the Filter by View tab. In the example below, we have restricted the display of the Kennedy tree to 3 generations and then we have folded a branch. There are therefore 4 individuals and 2 families displayed.

Here is what the Dynamic tree looks like as well as the Save-as window Filter-by-View tab:

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By checking the corresponding box "6 individuals and families", we will create a Gedcom file extracted from the main genealogy, with only the 6 entities displayed.

Combined with the other filters, we can add the corresponding media, notes, sources, etc. to make it a complete Gedcom file but limited to that part of the tree branch.

Other views can be used in a similar way:

  • the Geographic map view, where you can display a limited number of events and individuals using geographic filters
  • the Advanced search view, where you can select individuals and families meeting some specific criteria on names, occupations, places, etc.

Here is what the Save-as Filter-by-View tab could look like:

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This is a powerful way to finely define genealogical exports.