Formats

Customizing the Subtext format

1. On the Progeny Main window navigation bar, click the Pedigrees module. 
2. Select a folder and double-click on a pedigree to open it.
3. On the pedigree canvas main menu, click Icons.
4. The Icons window opens on the left side of the Pedigree canvas. The window has three tabs—Subtext, Symbols, and Markers. By default, the Subtext tab is the active tab.
5. Click the Fields button inside the Subtext tab to open the Fields dialog box.
   
   
6. From the Fields dialog box, drag each field that is desired to be displayed in the Icon Subtext onto the Subtext tab. When you are dragging the fields, note the following:
   • The order in which you drag the fields into the subtext configuration menu does not matter. You can use the Row column to the left of each field to configure the vertical placement (1 = first row) and the Order column to configure the horizontal placement (1 = first column).
   • You can use negative values in the Row column (ex. -1) to have a subtext row display above the individual icon.
   • You can display table fields in icon subtext. When you drag a table field from the Field dialog box to the Subtext tab, all the table subfields are included under the table name. To include a table subfield in the icon subtext, enter a number into the Order column for that particular subfield. If you drag a lookup table to the Subtext tab, then only the lookup table field is displayed on the tab. The lookup table subfields are not displayed.
   • If your data is too long/verbose to display, you can either turn on the Autosize Subtext based on Data option within the Properties dialog box on the Progeny tab, or adjust the pedigree’s Smart Draw dimensions to allow for the extra horizontal spacing from the Properties dialog box on the Dimensions tab.
   • If you add a field in error or decide that you do not want a field incorporated into your subtext, select the field, and click the Delete button.
7. After you have set the desired order for the icon subtext, click the Apply button.
8. When you have finished constructing your subtext format, click the Save button within the subtext configuration window to save this as a subtext format.
9. Enter the desired name for this new format or replace an existing format, then select the folder that you would like to save it in, then click Save.

Customizing the Symbols format

1. On the Progeny Main window navigation bar, click the Pedigrees module. 
2. Select a folder and double-click on a pedigree to open it.
3. On the pedigree canvas main menu, click Icons.
4. The Icons window opens on the left side of the Pedigree canvas. The window has three tabs—Subtext, Symbols, and Markers. By default, the Subtext tab is the active tab.
5. Click the Symbols tab, then click the Fields button inside the Symbols tab to open the Fields dialog box.
6. From the Fields dialog box, drag each field that is to be represented by a symbol to the Symbols tab. When you are adding fields, note the following:
   • You can create symbols for any database field (including System Fields) and/or define a symbol to represent ranges or queries such as individuals with a current age > 50.
   • The order in which you drag the fields is the order from top to bottom in which the symbols are applied to the icon. You may need to experiment a bit with your field order as when an individual has too many active symbols, they can cover each other.
   • If you select a table field, then the Select Symbol Row Field dialog box opens. This dialog box lists all the table subfields. You must select the table subfields that are to be used as symbol rows. If you select a lookup table field, then only the lookup field is added to the Symbols The lookup table subfields are not.
   • You can select the same table field multiple times in order to apply symbols for each individual subfield that is within that same table field. For example, if you are creating a pedigree that shows the cancer history for a family you could drag the Cancer History field multiple times to apply the symbols for Cancer Diagnosis subfields: Cancer Diagnosis = Colon, Cancer Diagnosis = Prostate, and Cancer Diagnosis = Breast.
     
7. After you have determined which fields you want to display symbols for and have added them to the Symbols tab, do the following for each field:
   • Click on the left-most column (Symbol) to open a dropdown list from which you can select the symbol to be displayed for each field.
   • Click on the Operator column to open a dropdown list from which you can select the logical operator for the field.
   • Enter into the Field Value column, the data you want a symbol to display.
   • If you have specific requirements for the Symbols Legend or just do not like the default Symbols Legend display schema (ex. Cancer History.Cancer Diagnosis = Breast OR Current Age >30) you can use the Custom Legend Label column on the far right to enter a personalized label which will be displayed on the pedigree Symbols Legend instead. Using the two examples in the previous sentence, we could set up our Symbols Legend to instead display easy to understand language for the symbols like Breast Cancer instead of Cancer History.Cancer Diagnosis = Breast or you could configure Patient over 30 instead of Current Age > 30.
8. If you add a field in error or decide that you want to delete a field, select the field and click the Delete button.
9. After you have selected all the necessary icon symbols, click the Apply button.
10. When you have finished constructing your symbols format, click the Save button within the symbols configuration window to save this as a symbols format.
11. Enter the desired name for this new format or replace an existing format, select the folder that you would like to save it in, then click Save.

Customizing the Markers format

1. On the Progeny Main window navigation bar, click the Pedigrees module. 
2. Select a folder and double-click on a pedigree to open it.
3. On the pedigree canvas main menu, click Icons.
4. The Icons window opens on the left side of the Pedigree canvas. The window has three tabs—Subtext, Symbols, and Markers. By default, the Subtext tab is the active tab.
5. Click on the Markers tab, then click the Fields button to open the Fields dialog box.
   • The left pane of the dialog box lists available marker sets in the Progeny database. Select All Markers to open the list of available sets, and then select one of the sets to view the information for the markers contained in that set. The middle pane is the Chromosome List pane, which lists the chromosomes on which you can view or add markers. Select a chromosome to display an image of the chromosome above the top of the right pane. A list of the markers and SNPs that are found in the selected chromosome is displayed below the image in the right pane.
6. Drag each marker that is to be displayed on the pedigree from the Fields dialog box to the blank Marker tab. As you select the markers that are to be displayed on the pedigree, note the following:
   • Make sure to drag the markers in order of ascending bps. The order in which you drag the markers is the order in which they are displayed under each icon in the pedigree.
   • If you add a marker in error, or you decide you want to delete a specific marker or all markers, then right-click on the marker name on the Markers tab, and on the context menu that opens, click Remove selected marker. To remove all markers in a singlet, right-click anywhere on the Markers tab, and on the context menu that opens, click Remove all markers.
7. After you have selected all the necessary marker symbols, click the Apply button.
8. When you have finished constructing your markers format, click the Save button in the markers configuration window to save this as a markers format.
9. Enter the desired name for this new format, select the folder that you would like to save it in, then click Save.

You can always change the format that is currently loaded into the format that you desire. In order to load this or any other markers format, click Icons, Markers tab, Load, search for the desired format, then click on the Load button.

Customizing the Pedigree Fields format

1. Open the pedigree for which you would like to change the Pedigree Fields Format.
2. Click on the Fields button on the top menu bar to open the Fields dialog box.
3. Search for the pedigree level fields you would like to display and drag them on to the pedigree canvas.
4. Close the Fields dialog box.

In order to save this new format please refer to the following steps:

1. Click on the Pedigree Fields Format drop down.
2. Click on the Save Format… option in order to open the Save Format dialog box.
3. Enter the name of the format, select the folder you would like to save it in, and then click on the Save button.

Setting the default formats for specific folders

1. Right-click the pedigree folder that you want to set default formats for, then click Edit Folder.
   
2. In the Modify Folder Settings dialog box, select which formats you want to enable a template for. Format options are Individual Datasheet, Pedigree Datasheet, Icon Subtext, Icon Symbols, Icon Markers, and Pedigree Drop Fields. The other options refer to various settings on a pedigree.
3. Once you have checked the desired Template Options, click the Formats… button to open the Template Formats dialog box. Select the specific default template formats for the folder by clicking the … button. Once completed, click OK.
4. Be sure to click Save on the Modify Folder Settings dialog box to ensure your settings are saved and applied.

Setting the default formats for specific users (overrides folder level formats)

1. Head to the Administration – User Maintenance section to manage users.
   

   If you do not see the User Maintenance option, you are not an administrator in the database. Check with your administrator to make these changes.

   
2. Select the user whose default format you would like to add/modify, then click on the Formats tab.
3. Click on the … buttons to add each specific format for the user or the X button to remove formats. Once completed, changes will be made immediately. The user will need to log out and log back into Progeny to see the changes.