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WikiTree Browser Extension

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WikiTree

The WikiTree Browser Extension (WBE), a collaborative effort from the WikiTree Apps Project, is a downloadable software component that plugs into your browser, enhancing your WikiTree browsing, reading, and editing experience.

Highly configurable, WBE offers over seventy-five distinct and switchable features, allowing you to fine-tune your viewing and editing preferences. Some of the key features include a sticky toolbar, access keys, Find->Apps and Find->What Links Here submenus, clipboard and notes management, an extra watchlist, link previews, Family Group & Family Timeline, distance & relationship calculations, category display controls, Auto Bio & Bio Check, Auto Gedcom Cleanup, date, location, and language helpers, a gender predictor, Dark Mode, smooth scrolling, and more applications of scissors.

The extension also provides a collection of readability options, such as Reading Mode, to further enhance your WikiTree experience.

See the WBE Stable and Preview Version Updates — an update change log.

If you are interested in contributing to this project, please see Development, Communication and Testing and Feedback at the end of this document.

InstallationConfigurationFeaturesSettings

GlobalProfileEditingNavigationCommunityOther

DevelopmentCommunicationTesting and FeedbackKnown Issues

Contents

Installation

We recommend that you:

  • save all of your editing sessions before you begin an update.
  • refresh all of your WikiTree tabs/windows after an update is installed

Stable version (updated monthly):

  • For Chrome and other Chromium-based browsers, including Opera, Edge, Brave, and Vivaldi.
"Starting out with the WikiTree Browser Extension" with Greg Clarke & Murray Maloney
Play the "Starting out with the WikiTree Browser Extension" with Greg Clarke & Murray Maloney.
This video begins with Greg Clarke demonstrating how to install WBE on Chrome, Firefox, Safari on a Mac, and Safari on an iPad.

Preview version:

If you want to have the most up-to-date version of the extension and you don't mind the chance of encountering a bug or two, you can try the development 'Preview' version. See it and try it here first.

  • For Chrome and other Chromium-based browsers, including Opera, Edge, Brave, and Vivaldi.

Permissions

When you first install WikiTree Browser Extension, you will be asked to grant it permission to run on your computer, to access wikitree.com (and maybe wikitreebee.com), to download backup files, and to read or write to your system clipboard. Each of these are legitimate requests. When a new permission is required for a new feature of the extension, the extension will be disabled until you accept the new permission. We apologize for the inconvenience.

Safari Extensions — Allow Private Browsing

Enable WikiTree Browser Extension while using Private Browsing mode in Safari.

Safari Extensions — Allow Private Browsing
Safari Extensions — Allow Private Browsing

Other WikiTree Extensions

  • Numerous features that were formerly in the WikiTree BEE extension have migrated into the WikiTree Browser Extension (WBE). Others will follow. In order to avoid conflicts, features that are migrating from BEE to WBE will be disabled in BEE before they are enabled in WBE.
  • You can remove the WikiTree+ and AGC extensions, which have been wholly integrated into the WikiTree Browser Extension.

InstallationConfigurationFeaturesSettings

Configuration

WikiTree

WikiTree Browser Extension — On installation, you'll be greeted by the WikiTree Browser Extension features page. You can switch the features on or off, depending on your preferences. Many features are switched on by default. Flicking a switch is enough to switch a feature on or off (there's no save button).

The All switch at the top-right of the Options page will turn all features (apart from Dark Mode) on or off, by toggling to the left or right. The switch adopts a middle position if some features are disabled. Each category and sub-category of features has a similar three-position toggle switch, positioned before the feature heading.

The gear wheel icon leads to WBE Settings and Data Backup options.

Click on the (?) icon beside the feature heading to open a new tab with a description of the feature and its options, if any.

WikiTree Browser Extension features page
WikiTree Browser Extension features page

Several of the features have options or settings of their own. Just click the Show options button next to the feature's heading to reveal them.

After making changes or enabling/disabling any of the features in your Options, you'll need to refresh any WikiTree pages that you have open to see the effects of your changes. Any new pages that you open will take on the most recent Options settings.

Accessing WikiTree Browser Extension features page

To access the WikiTree Browser Extension features page and change any options in future, just click on the WikiTree icon in your browser toolbar.

Click on the WikiTree icon to access Options and Settings
Click on the WikiTree icon to access Options and Settings
  • Chrome and Firefox: You'll probably need to pin the icon to the toolbar - click the browser's extension icon (a jigsaw puzzle piece, a cube, or something similar), and find the pin next to the orange WikiTree icon.
  • Safari: Right-click on your Safari Toolbar and it will offer you a "Customize Toolbar..." option. You will then be able to arrange the position of the WBE icon wherever you choose on your toolbar.
  • The Options page can also be accessed via your browser's extension manager.

InstallationConfigurationFeaturesSettings

Features

The features are grouped into six categories:

  • Global: tools and features available on or affecting every page.
  • Profile: presentation and layout of profile elements.
  • Editing: features to facilitate profile creation and editing.
  • Navigation: menus: apps, drafts, my menu, random profile; links and previews.
  • Community: G2G pages, badges, contributions, and thank yous.
  • Other: several table features and some usability tweaks.

Features marked with "(Preview)" are currently only in the Preview version.

On YouTube There are videos on YouTube that review many of the features of the WikiTree Browser Extension.

Flo Straub demonstrates WBE Category Management feature, starting at 34:00 minutes.
GlobalProfileEditingNavigationCommunityOther

Global

Features available on or affecting every page.

Access Keys

Access Keys feature
Access Keys feature

Enable the Access Keys feature for quick keyboard shortcuts.[1]

Access Keys settings. Choose which access keys you want to enable. Please note that some accessibility tools may use some of these access keys. In particular, D is known to be used by some browser accessibility tools.
Access Keys settings.
Navigational Keys
  • 1: Nav Home Page — jumps to Nav Home
  • F: Find — jumps to the WikiTree person search page
  • G: G2G Recent Activity — jumps to the G2G Recent Activity page
  • H: Help Search — jumps to WikiTree Help search page
  • R: Random Profile — jumps to a random profile
  • W: Watchlist — jumps to your Watchlist
Information Management Keys
  • I: ID — copies the WikiTree ID of the current profile into the clipboard for pasting
  • J: User — copies the WikiTree user number of the current profile into the clipboard for pasting
  • L: Link — copies the WikiTree link for the current profile into the clipboard for pasting
  • U: URL — copies the URL of the current profile into the clipboard for pasting
  • N: Clipboard and Notes: Toggle Notes open/close
  • V: Clipboard and Notes: Toggle Clipboard open/close
  • X: Extra Watchlist: Toggle open/close (browse mode only)

Some access keys work differently depending on whether you are browsing or editing a profile.

While Browsing a Person Profile

Profile Activity
  • A: Ancestors — like pressing the Ancestors button
  • D: Descendants — like pressing the Descendants button
  • E: Edit profile — opens an edit session in the current person profile
  • T: Tree apps — opens the Tree Apps
Image Handling Keys

While Editing a Person Profile

Edit Session Keys
  • C: Compare — compare draft with saved information
  • E: Enhanced Editor — toggles Enhanced Editor while in Editing session
  • P: Preview — like pressing the Preview button in Edit mode
  • Q: Quit — return to profile / delete draft
  • S: Save — saves your current edit session
Content Enhancement Keys
  • A: AGC — run Auto Gedcom Cleanup (AGC)
  • B: Bio — run Auto Bio
  • K: Category — opens the Category helper box
  • T: Template — Add any template

Key Combos

For Chrome:
  • PC: Use Shift-Alt + letter (e.g., Shift-Alt-G for G2G Recent Activity)
  • Mac: Use Ctrl-Opt + letter (e.g., Ctrl-Opt-G for G2G Recent Activity)
For Firefox:
  • PC: Use Shift-Alt + letter (e.g., Shift-Alt-G for G2G Recent Activity)
  • Mac: Use Ctrl-Opt + letter (e.g., Ctrl-Opt-G for G2G Recent Activity)
For Safari:
  • Mac: Use Ctrl-Opt + letter (e.g., Ctrl-Opt-G for G2G Recent Activity)

See also:

Find more key combinations for different browsers and operating systems in the Wikipedia Access Keys article.

Also see: Betsy Ko's Tips of the Week

Add Search Boxes

Add Search Boxes feature

Enable this feature and its options to add a Help Search box and/or a Google Search box to the bottom of every page.

Add Search Boxes.

Clipboard and Notes

Clipboard and Notes feature.
Clipboard and Notes feature.
Clipboard and Notes icons.
Clipboard and Notes icons.

Easily store and access frequently used text snippets in the clipboard and notes. Icons for clipboard and notes are located at the top right of the page on profile pages and G2G. When editing text, the buttons are placed conveniently with the editing toolbar.

You can also sort your clippings and notes into groups.

Clipboard Feature of WikiTree Browser Extension
Clipboard Feature of WikiTree Browser Extension

Clipboard

A repository for multiple clippings that you can quickly paste into the current edit session. Very handy for storing collections of citations that you expect to use during an extended session or an event such as a Connect-a-Thon.

  • With Enhanced Editor off: click the position in the editor where you want to insert a clipping, then click the clipping.
  • With Enhanced Editor on: clicking a clipping copies it to your system's clipboard for pasting in the editor.
  • Re-order notes or clippings by dragging the item up or down using the number on the left.

Notes

A handy scratchpad for genealogists to keep ephemeral notes. Stuff that you might need to check occasionally and want to keep handy, but you don't expect to paste into any profiles. Your to-do list(s), for example. Or maybe a short text passage that you are working on, and is not yet ready to move into your Clipboard. Notes are there for you to record and consult — they don't interact with the Clipboard.

Clippings and notes are stored in your browser and can be backed up using the Back Up button. Note that they won't sync across browsers on different devices.

Keyboard shortcuts

There are some key controls to use with the Clipboard and Notes:

  • Shift-left/right arrow moves between tabs
  • Shift-up/down arrow selects the previous/next clipping on the active tab
  • Shift-Enter copies the current selected clipping to the document and closes the clipboard
  • Shift-PageUp: select the clipping 5 positions up, or the first one
  • Shift-PageDown: select the clipping 5 positions down, or the last one
  • Esc: close the Clipboard or Notes popup

The above shortcuts are convenient to use together with the V and N Access Keys feature, which then allows you to paste or lookup items while editing a profile without having to use your mouse.

Extra Watchlist

Extra Watchlist feature.
Extra Watchlist feature.

Enable this feature to monitor profiles you're not on the Trusted List for with the Extra Watchlist.

Extra Watchlist buttons
Extra Watchlist buttons
  • Use the '+' button to add or remove a profile,
  • Use the binoculars button to view your Extra Watchlist.
Extra Watchlist feature
Extra Watchlist feature

You can sort your watchlist by ID, Name, or Change Date by clicking on the column headings.

You can Export your list as a comma-separated txt file to preserve it when clearing your browser's cache, and use the Import feature to restore your list afterward. (You can also use the extension's back-up feature (see below).)

The Extra Watchlist file format is quite simple, a comma-separated list of WikiTree IDs (E.g. "Hilton-1013,Mainwaring-42,Hilton-18,Hilton-52,"), where a trailing comma is expected. So, if it's easier for you, you can manually create your lists of profiles in .txt files to import anytime. You can keep different sets of profiles to import into your Extra Watchlist depending on where in your tree you are working. For example, keep different lists for ancestors from different parts of the world or in different time periods.

If a profile won't disappear from the list (usually if a LNAB was changed after the profile was added to your watchlist), you can export the watchlist, edit it to remove, and import again.

Image Zoom and Magnifier

Image Zoom and Magnifier feature.
Image Zoom and Magnifier feature.

This feature allows you to interact with images in the following ways:

  • Zoom-in and Zoom-out: Click on the magnifying glass icon 🔍 at the bottom right corner of an image to get a closer look. Click or touch (if you're using a touch screen device) the magnifying glass 🔍 and the image will appear in a popup window. You can make it even bigger with your mouse (or with a touch gesture). A simple mouse click (or tap gesture) on the popup image will increase its size. To shrink it back, use the mouse wheel (or a pinch gesture). You can use the mouse wheel and/or pinch/expand gestures to manage the image size.
Click on the magnifying glass icon 🔍  at the bottom right corner to zoom this image.
Zoomed image of a baptism record.
  • Zoom in Place: Select this options and most images are also zoomable in place with a mouse wheel or with pinch/expand gestures. If you want to keep this feature in reserve, you can enable/disable this capability with your access key combos:
      • Mac: Ctrl-Opt-z
      • Not Mac: Shift-Alt-z
Here's the same baptism record image, zoomed in place.
Here's the same baptism record image, zoomed in place.
  • Exit Zoom: You can dismiss the Zoomed Image by clicking anywhere outside the image, or by pressing the Escape key. The image returns to its original size and is re-centered.
  • Magnifier: As you hover over an image, a rectangular lens will appear, offering a close-up view of the part of the image under the cursor. This Magnifier feature provides you with a way to view details of the image without having to zoom in. The Magnifier lens moves with the cursor and disappears when the cursor leaves the image. If you want to keep this feature in reserve, you can enable/disable this capability with your access key combos:
      • Mac: Ctrl-Opt-m
      • Not Mac: Shift-Alt-m
Magnifier lens examining baptism record.
Magnifier lens examining baptism record.

When the cursor hovers over the magnifying glass icon 🔍 at the bottom right corner of the image, where the zoom control is located, the Magnifier lens will not be displayed. This is to ensure that the zoom control, the magnifying glass icon 🔍, remains visible and accessible to initiate a closer look at the image by clicking (tapping) on the 🔍.

Style

Custom Style
Custom Style feature.

Enabling this feature:

  • allows you to change some font and background colors.
  • adds font size adjustment buttons (A+ and A-) to the WikiTree Edit Toolbar.

Press the A+ or A- button to increase/decrease the edit box text by 10% increments.

WikiTree Edit Toolbar with A+ and A- buttons. Increase/decrease the edit box text by 10% increments.
WikiTree Edit Toolbar with A+ and A- buttons.

Note: When this feature is initially enabled, it will have no effect unless/until any of the settings have been changed from their default values, and then only those settings will apply. The default value of individual settings can be restored by pressing the corresponding circular arrow icon, and restore all of the default values by pressing the Reset all button. So, if all you want is to use a larger font in the edit box, you can adjust that setting and leave the others in their default values.

Note: As a safeguard against creating unreadable pages, WBE will override a selected text color if the resulting contrast ratio between text and background color is less than 4.5:1.[2][3]

Custom Style options (part 1).
Custom Style options.
Custom Style options (part 2).
Custom Style options for G2G.

Dark Mode
Dark Mode feature
Dark Mode feature

Enable this feature to make WikiTree dark. An option allows WBE to follow your system preferences, turning on and off at set times of the day as set by your system.

Dark Mode
Dark Mode

Smooth Scrolling
Smooth Scrolling.
Smooth Scrolling.

With this feature enabled, when clicking on links within a profile, it will scroll smoothly to the particular source, citation, or section of a profile, instead of jumping suddenly.

Sticky Header
Sticky Header feature.
Sticky Header feature.

Enable this feature to keep the WikiTree header at the top of the page instead of letting it scroll off the screen. This gives you quick access to the menu and options in the header without having to scroll back to the top. To make sure it does not overlap the page content, it also compacts the header on narrow screens.

WikiTree Browser Extension Sticky Header
WikiTree Browser Extension Sticky Header

Visited Links
Visited Links feature.
Visited Links feature.

Enable this feature to see previously visited links in a distinguishing purple color.

GlobalProfileEditingNavigationCommunityOther

Profile

Category Display

Category Display feature
Category Display feature

Enable this feature to move the location of the profile's categories list to the top of the profile or the sidebar for better visibility, and quicker access.

Categories listing at top of profile
Categories listing at top of profile

Change Family Lists

Change Family Lists feature.
Change Family Lists feature.

Enable this feature and its options to exercise control of the position and arrangement of the Family List (parents, siblings, spouses, and children) on a profile.

When this feature is enabled, any children whose profiles have the DNA Confirmed radio button enabled to indicate that that parent is DNA Confirmed, will have a DNA label appended to their name. This is helpful when trying to identify descendant paths to DNA testers.

Changed Family List. All options enabled. (Subject is Stærk-3.)
Changed Family List. All options enabled.

This feature has the following options:

  • Move the lists to the right-hand column.
  • Display vertical lists with:
    • Dates for each person.
    • Color-coded genders.
    • Color-coded indicators for child-parent relationships:
      • multiple spouses
      • half-siblings
    • Profile person in sibling list in correct position.
  • Parent age (yrs) when subject was born.
  • Age difference (𝚫t yrs) between subject and siblings/children.
  • Add ages at marriage.
  • Change the headings of the lists from:
    • "Son/Daughter of" to "Parents:"
    • "Brother/Sister of" to "Siblings:"
    • "Husband/Wife of" to "Spouse(s):"
    • "Father/Mother of" to "Children:"

Collapsible Descendants Tree

Collapsible Descendants Tree feature.
Collapsible Descendants Tree feature.

Enable this feature to make the descendants tree (on profile pages) collapsible for easier navigation and to allow you to conveniently focus on specific descendant lines.

Collapsible Descendants Tree
Collapsible Descendants Tree

Connector Image

Connector Image feature.
Connector Image feature.

This feature gives you a Connector jigsaw puzzle symbol (as used by the Connectors Project) in the header of a profile page if the person is not connected to the big tree.

Connector Image.

Distance and Relationship

Distance and Relationship feature.
Distance and Relationship feature.

Enable this feature for a display of the distance (in degrees) and any relationship between you and the profile person.

Distance (in degrees) and relationship
Distance (in degrees) and relationship

These are the results of the Connection Finder and Relationship Finder pages. This feature fetches those results for you the first time you visit a profile and displays them with the heading. The results are then stored for future display. This means that the distance/degree number may be out of date due to recent additions to the database bringing you and the profile person closer together. To refresh the information, click the degree number or the relationship text box.

In this example, the distance (20 degrees) and relationship (10th cousin) are listed, along with the names of their Most Recent Common Ancestors (MRCA).

Distance and Relationship feature
Distance and Relationship feature

In the next example, the people in the relationship have multiple shared ancestors. Click on the "MORE" button to expand the listing to expose the entire list, which reveals that they share a dozen MRCAs.

Distance and Relationship feature
Distance and Relationship feature
Distance and Relationship feature
Distance and Relationship feature

Family Group

Family Group feature.
Family Group feature.

Enable this feature to add a "Family Group" button to the profile submenu.

Family Group
Family Group
  • Select "Family Group" to display dates and locations of all family members.
  • Close the popup window by pressing the Esc key, clicking the x (top right) or double-clicking the popup.

Family Timeline

Family Timeline feature.
Family Timeline feature.

Enable this feature to add a "Family Timeline" button to the profile submenu.

Family Timeline
Family Timeline
  • Select "Family Timeline" to display a table of events in the life of the profile person and their immediate family, including births, marriages, and deaths, as well as some information from stickers in profiles.
Notes:
    • Entries in parentheses are approximate dates.
    • Bold entries represent events for the profile person.
    • The ribbon shows the person's death. Events after the death are shown as 'Ribbon (death) + [x]' (number of years).
  • Close the popup window by pressing the Esc key, clicking the x (top right) or double-clicking the popup.

Printer Friendly Bio

Printer Friendly Bio feature.
Printer Friendly Bio feature.

With this feature enabled, WBE will optimize the display of pages for printing to PDF or paper.

With the first two options provided, you can make the Printer Friendly Bio your default Print... option if you like, or you can leave the default Print... option the way that it was and use a new Profile menu item when you would prefer to use the Printer Friendly Bio. Mix and match, as you like. (The Profile menu is the one with the person's WikiTree-ID at the top.)

You can choose to not include an assortment of profile page elements:

  • Vitals and Family Relationships
  • DNA Confirmations
  • Research Notes
  • Sources

You can also set the font size of the profile text, between 8 pt and 22 pt.

Note: If you choose to include vitals and family relationships, the family relationships list will either appear near the top of the first page (horizontal), or at the end of the last page (vertical), depending on your Readability Options settings.

Printer Friendly Bio print dialog
Printer Friendly Bio print dialog
Page 2 of Bio example
Page 2 of Bio example
Page 3 of Bio example
Page 3 of Bio example
Page 4 incl... family relationships
Page 4 incl... family relationships


Readability Options

Readability Options feature
Readability Options feature

Enable this feature to take greater control over many aspects of WikiTree profile presentation. You can enable Reading Mode to hide various elements of a WikiTree page.

The following overview provides a brief insight. For a comprehensive description of the feature and its settings please see WikiTree Readability Options.

When you select "Show options", a popup box presents your options list. — The top half of the Readability Options concerns Reading Mode, Line Spacing, the Sources Section, and Inline Citations. You can apply standard formatting and line spacing rules to lists, sources, and citations, to make them easier to read. — The bottom half of the Readability Options lets you choose to hide various profile elements from four sections (right, top, biography, bottom) of the profile, while in Readability Mode and otherwise.

In Reading Mode, this profile is presented in full-screen width. You may notice that various elements of the page have been hidden and the Sources section is collapsed.

Profile in Reading Mode
Profile in Reading Mode

In this example, references to sources have been slightly reformatted, losing the underline, for example. We could have chosen to hide all references. We could have chosen to hide the Categories listing at the top, too.

Sort Theme People

Sort Theme People feature.
Sort Theme People feature.
Sort Theme People feature
Sort Theme People feature

A popular feature on WikiTree is the Theme of the Week, where WikiTree selects a group of profiles to represent a given theme, such as Star Wars, On the Farm, or Veterans. At the very end of every WikiTree profile, that list of people is presented, annotated by the number of degrees distance between the theme person and the subject of the current profile. That list is normally presented as a single, unsorted paragraph-style listing.

Enable this feature to see those theme people listed in a titled tabular form, sorted by closeness (degrees). Click on the distance (degrees) to jump to a Connection Finder result between the profile person and the theme person.

Unconnected Branch Table

Unconnected Branch Table feature.

Enable this feature to add an "Unconnected Branch" button to the profile submenu (with Categories, Comments, etc.) on the unconnected profiles. Click this to see a table of all the people in the unconnected branch.

In the screenshot presented below, we consider the profile of Mary Bennet Lever (Dawson) Robinson, whose ancestral lines are disconnected from the main tree, and whose only line of descent recorded here is her matrilineal line. Her line of descent, her unconnected branch, to Hazel Prime is reported in the background table. By clicking on any of the house symbols beside a name in the background table, a smaller foreground table lists the person's household—in this case, the household of Florence Read,

Unconnected Branch Table.
  • Double-click on table to dismiss.
GlobalProfileEditingNavigationCommunityOther

Editing

Add Person

This small collection of features are found only while adding a person profile.
See also:
Add Person Choreography describes the process of adding a person profile as a relative from an existing profile. It also contains, in its final section, a listing of the full complement of WBE Features to set for Add Person Process.

Add Person Redesign
Add Person Redesign feature.
Add Person Redesign feature.

Enabling this feature introduces a redesigned Add Person page for the convenience of WikiTree's advanced members; it displays the "Text with Sources" box all the way through the process, which has become one screen shorter.

Enter biographic statements and supporting sources.
Add Person Redesign

Advanced members tend to have been through the profile creation process many times and are ready to add citations in their first steps. They tend to need less guidance and more of an opportunity to use the WikiTree toolkit to get the job done and move on to the next.

Added fields (Prefix, Nicknames, Other Last Names, and Suffix)
Added fields (Prefix, Nicknames, Other Last Names, and Suffix)

This feature has two options:

  • Add additional fields (Prefix, Nicknames, Other Last Names, and Suffix). Once again, the advanced users are ready to fill in those fields, or not, at initial data entry. The browser extensions, WikiTree Sourcer and WikiTree BEE, can fill in those fields if it has gleaned the information from a record and has its rules set to discern them.
  • Add a category picker (keyboard shortcut k). Advanced users may wish to include categories when creating a new profile. A category picker is immediately above the Biography. As you enter a text string, the category picker will show you available categories from which you may select.
When using the Advanced Sourcing mode, your selection will appear at the top of the field Text with Source(s).
Add Category in Advanced Sourcing mode.
Add Category in Advanced Sourcing mode.
In Basic Sourcing mode (with separated Biography and Sources fields), it will be inserted in the Sources field, in order to prevent duplication of the Biography headline. After creating the profile from there, the category will be automatically moved to the top of the biography, once the profile has reached edit mode. It will also add a pre-filled summary "Moving Categories" in this case.
Add Category in Basic Sourcing mode.
Add Category in Basic Sourcing mode.

Dates/Locations on New Profile Page
Dates/Locations on New Profile Page feature.
Dates/Locations on New Profile Page feature.

When this feature is enabled, creating a profile for a person as a family member of an another, you will see the starting person's birth and death dates and locations along with their name at the top of the page, in case you need a reminder of place names or are estimating a birthdate when you are adding data to the new profile.

Dates/Locations on New Profile Page feature.
Dates/Locations on New Profile Page feature.
Add child of ...
Add child of ...

This feature has an option: "Add correct Welsh patronymic as the last name at birth". If you are in need of this service, please select the option toggle. Implementation of other culture-specific patronymic naming rules is not imminent. Here is the reference for the Welsh patronymic naming rules that were implemented.[4]

Gender Predictor
Gender Predictor feature.
Gender Predictor feature.

Enable this feature to set the gender on a new profile page based on the name and its gender frequency in the WikiTree database.

Gender Predictor feature
Gender Predictor feature


Send to Merge
Send to Merge feature.
Send to Merge feature.

Enable this feature to add a SEND TO MERGE button, during the Add Person process, when the suggestion buttons appear saying "SET AS ...", the new SEND TO MERGE button takes the data from the form (data fields, biography, and sources) and sends it to a MergeEdit page.

Send to Merge.
Send to Merge.

On the MergeEdit page, you can choose work your way through each of the data fields to determine whether to keep the existing values or to update them. You will also have an opportunity to copy and paste content from the Biography and Sources sections.

CAUTION: Please exercise care. You are about to modify an existing profile by merging in data fields, biography content, and sources.

Editing ... with External Data
Editing ... with External Data

Suggested Matches Filters
Suggested Matches Filters feature.
Suggested Matches Filters feature.

Enable this feature to add location, name, and date filters to the Possible Matches Found list that is in the final step in the new Add Person process.

The goal of this step is to help prevent duplicates before they happen. This tool will help you to determine whether the person you are about to add is already in the system. Remediating duplicates is taxing on the WikiTree system, so please try to avoid creating them.

Suggested Matches Filters feature
Suggested Matches Filters feature

Highlight and Sort
In this example, we tried to create a new profile for Marie Curie, born 1867 in Warsaw, Warsaw, Poland and died in 1934. The Highlight and Sort option has found the real Maria Curie for us. The real Maria Curie's profile gives her birthplace as "Warszawa, Warszawskie, Polska", which is not matching with "Warsaw, Warsaw, Poland". However, it found the birth and death year matches, and it detected that the birth place "Poland" matches with the local name "Polska".

Search Filters
These search filters allow you to narrow down the list of matches based on refinement criteria described here.

  1. Your 1st click on a filter button refines the search criteria a little.
  2. Your 2nd click refines the search criteria even further.
  3. Your 3rd click on any of the buttons removes the applied filter, restoring the original list of suggested matches.

Location:

  • 1st click: Same country. Exclude individuals based on their country of birth or their family members' birth country. This applies if the new person and the suggested matches have different countries of birth.
  • 2nd click: Same place. Further refine the filter to only include individuals born in the same place with the same name within the same country.

Name:

  • 1st click: Middle name. Filter based on the middle name status. If the new person has 'no middle name' selected, exclude individuals with a middle name. If 'no middle name' is not selected and the new person has a different middle name, exclude those individuals as well.
  • 2nd click: Given and family names. Narrow the filter to exclude individuals with different given or family names.

Date:

  • 1st click: Birth year is +/-2 years. Exclude individuals born 2 years or more before or after the new person.
  • 2nd click: Same birth year. Further refine the filter to only include individuals born in the same year as the new person.

Also, if a suggested match lacks location details but their family members have such information, the system will automatically include and display the family members' locations alongside the suggested match, providing you with a more complete picture of the suggested matches, considering both individual and family-related location data.

Suggested Matches Filters feature
Suggested Matches Filters feature

In this example, we can see that there is already a WikiTree profile for Albert Einstein, and there seems to also be a second profile for Albert Einstein. (Which, as it happens, has already been flagged for a merge. Early detection of duplicates, in action.)

Verify ID
Verify ID feature.
Verify ID feature.

Enable this feature to preview some details and ensure the correct ID is entered when adding a person by their WikiTree ID.

Surely some mistake?
Surely some mistake?

Sometimes, you need to attach a family member to someone by using their ID as this person already has a WikiTree profile. You may paste or type the ID into the box... But what if you type or paste the wrong ID by mistake? Trouble. Now, when you put an ID in the box, you will see the name and dates of the person whose ID you've added. You can take a quick glance at this just to make sure it's the right person.

Bio Check

Bio Check feature.
Bio Check feature.

Enable this feature to examine the profile biography for sources and style issues as you Add or Edit a profile. This feature will also add a Bio Check button for your Watchlist. Click the ? icon on the Bio Check results for more information. The checks and reports for sources, required sections, and style issues are the same as those in the Bio Check app, described in detail in the Bio Check Help. The results will be updated periodically, and whenever you move the mouse over the Save Draft or Add Person button.

When you edit a profile, the Bio Check results are after the Save Draft button:

Info box showing Bio Check Results
Bio Check Results Edit Profile

When you add a profile, the Bio Check results are after the Sources box:

Info box showing Bio Check Results
Bio Check Results - Add Person Basic Sourcing
Info box showing Bio Check Results
Bio Check Results - Add Person Advanced Sourcing
"Bio Check" with Kay Knight
Play the "Bio Check" with Kay Knight.
Kay Knight describes Bio Check in this YouTube video.

Category Management

Category Management feature.
Category Management feature.

When enabled, this feature will

  • add links, at the bottom of a category listing, depending on the options that have been selected.
    • [batch categorize] — Leads to a pre-filled edit view, also reachable via keyboard shortcut k
    • [delete]
    • [rename]
    • [copy & rename]
  • add [batch categorize] link at the top of search results (currently not in surname listings).
  • add small links in the category section. Lead to a pre-filled edit view, like batch categorize.
    • (–) — delete the previously-named category from this profile
    • (±) — replace the previously-named category
    • (+) — add a category to this profile (at end of category list, keyboard shortcut k)

Categorize with Care
The Category Management tools offered by this WBE feature should be exercised with care. These tools are intended for advanced users. If you are experienced and comfortable editing categories by hand, then you will appreciate these tools. — If you are not familiar, comfortable, and experienced with categories, then please err on the side of caution. (You can always ask for advice on G2G and on Discord.)

[batch categorize]
[batch categorize] is available on Category pages and on search results pages. When selected, it will add check-boxes beside all of the listed profiles, so you can select which profiles should be used for batch categorization.

  • On Category pages, if adding or moving categories is selected, enter the destination category.
  • In search results, only adding categories is possible.
  • Push the now-visible "cat-a-lot" button to cause each and every one of the checked profiles to open (in a new tab) in edit mode with the selected operation already performed, a filled-in summary, and an enabled save button, ready to be clicked or triggered via keyboard shortcut S (for save).
  • You now have to save each profile so that the category changes can be recorded by WikiTree. Note: Make sure you always leave two seconds between two saving operations, else you might end up blocked by WikiTree.

[delete] and [rename]
Use [delete] and [rename] to automatically insert Delete Category or Rename Category into the category and save it to be processed by EditBot. Optionally, they also insert <nowiki>, in order to disable the category until it's deleted. Like this it already doesn't show up in the parent category anymore.

[rename] and [copy & rename]
Both [rename] and [copy & rename] will ask for the name of the new category, which will be opened in a new tab and populated with the content of the current one. [copy & rename] doesn't invoke any EditBot actions.

Enable category change in profile
When this option is enabled, the category section of the profile view, () will remove the category from the profile, (±) will allow you to change the category to another one, and the final (+) will allow you to add another category. These also lead to a pre-filled edit view, like batch categorize.

The text box for the target category as well as the one to add a category to an individual profile suggest auto-complete matches and are reachable with the shortcut K (like the traditional category picker when editing a profile).

On cemetery reports (the ones linked from CategoryInfoBox Cemetery) and partial cemetery reports (example) it will also show "(add)" links on profiles that link to a memorial on the cemetery, but are not in the category of the cemetery.

add profile directly from category
When this option is enabled, an ADD PROFILE button is added to the category header, which leads to a dialog where you can enter a profile ID or URL.

add profile directly from category.
add profile directly from category.
profile ID or URL entry dialog.
profile ID or URL entry dialog.


Flo Straub demonstrates WBE Category Management feature, starting at 34:00 minutes.

See also: Help:WikiTree Plus

Childless (Preview)

Childless feature.
Childless feature.

Note: This feature is pending (v.1.19.2.2). Formerly the "Unnamed Infant" feature.

When this feature is enabled, WBE recognizes those who died young (based on birth and death date), and it also recognizes profiles without attached spouses and children. Choose one or more of these options:

  • set the First Name and Preferred Name to 'Unnamed Infant'.
  • add a 'Died Young' sticker (optional).
  • automatically set 'No spouses' and 'No children' boxes for children who died before 13 years of age.
  • automatically prompt to set the 'No spouses' and 'No children' boxes.
Would you like to check the "No spouses" and "No children" boxes?
Check the "No spouses" and "No children" boxes?

If a profile is over six months old and the person has no spouses or children, WBE can suggest checking 'No spouses' and 'No children' boxes.

Copy Bio Changes

Copy Bio Changes feature.
Copy Bio Changes feature.

Enable this feature to add Copy buttons to the profile's Change Details page.

The Change Details page shows you the differences between a) how the profile was before the recorded change (on the left), and b) how the profile is after the change (on the right). It uses colored highlighting to distinguish added, deleted, and changed text.

Sometimes, maybe having just used AutoBio or AGC, you may want some things to revert to the way they were, but you're not sure that you want to wind back all the changes. You can visit the Change Details page, find the edit that you want to recover from, and select the Copy button. Then you can switch to edit mode and paste that content where you need it.

Note: Screenshot forthcoming. The person who asked for this knows how to use it.

Date Fixer

Date Fixer feature.
Date Fixer feature.

Enabling this feature provides a robust way to handle dates in different formats and languages, correct common typos, and standardize dates to a common format, improving data consistency and user experience.

Date Fixer in action. The input string is "2.11.1872" which could be interpreted two different ways, so the Date Fixer assistant asks for clarification.
Date Fixer in action.
  • When you enter (or paste) a mixed numeric/alpha value into the date field, the software will scan for and correct typos, converting "1 Avr 1960" to "1 Apr 1960", for example, and removing double hyphens and extra spaces. WBE accepts English, French, Spanish, German, Dutch, Portuguese, Slovenian, Italian, and Swedish month names. WBE also accepts extra spaces, special characters, extra hyphens and dashes. WBE even tries to correct for typos in the entry. So, if the text and numeric characters you entered can be interpreted as a date, WBE will make its best effort to do so.
  • The feature has an option to convert dates from DD-MM-YYYY format(s) into the standard 'DD Mon YYYY' format. With this option enabled, after you enter (or paste) a numeric value into a date field, the software will convert DD/MM/YYY, DD-MM-YYYY, or DD.MM.YYYY to DD Mon YYYY.
  • (Preview) — DateFixer can also interpret locations that accompany dates, like "12 Dec 1927 in New York" or "1723<tab>Toronto". It will then put the location in the corresponding location field.
<tab> represents the keyboard Tab character as it might occur in a string that is copied from two columns of a table, for example.

Note: This feature applies while

    • adding a new person
    • editing a person profile.
    • editing a free-space page
    • uploading an image

WikiTree date fields (on forms) normally accept only a small variety of input date formats. (See Help:Date Fields.)

  • MM-DD-YYYY (e.g. 12-11-2023)
Normally, MM-DD-YYYY is WikiTree's accepted numeric date format. The DD-MM-YYYY is the convention used outside of the United States. One option of this feature then, accepts non-US date entry and converts it to DD Mon YYYY. (e.g. "12-11-2023" becomes "12 Nov 2023".
  • Month DD, YYYY (e.g. December 11, 2023)
  • Mon DD YYYY (e.g. Dec 11 2023)
  • Mon. DD, YYYY (e.g. Dec. 11, 2023)
  • DD Month YYYY (e.g. 11 December 2023)
  • DD Mon YYYY (e.g. 11 Dec 2023)
  • Month YYYY (e.g. December 2023)
  • YYYY (e.g. 2023)
  • YYYY-MM-DD (e.g. 2023-12-11)
Here is what Date Fixer does:
  • Checks the input date against a series of valid date patterns. If the date matches one of these patterns, it's considered valid and returned as is. If the date doesn't match any of the patterns but matches certain other patterns, the date is reformatted into a DD Mon YYYY format.
  • Reads a date string and normalizes it by performing several replacements. These include replacing multiple spaces with a single space, removing special characters, replacing multiple hyphens with a single hyphen, replacing multiple slashes with a single slash, and ensuring spaces exist between digits and alphabetical characters.
  • Interprets non-English month names, employing a comprehensive mapping of month names to their English equivalents, covering multiple languages including French, Spanish, German, Dutch, Portuguese, Slovenian, Italian, and Swedish.
  • Tries to correct typos in the month names. It uses the Fuse.js library for fuzzy searching and typo correction. If a match is found within a certain similarity threshold, the typo is corrected.

Dates are stored in the database as an eight-digit number (e.g. 18690414), but when you go to the edit page, they're displayed in this kind of format: '14 Apr 1869'. One needs to ensure that dates are entered in an acceptable/accepted format. After that, the system converts them into YYYYMMDD date format.

Edit Profile

This small collection of features is available only while editing a person profile page.

Auto Bio
Auto Bio feature.
Auto Bio feature.

When this feature is enabled, the Edit Toolbar will contain an Auto Bio button that creates an automated biography from existing data in the form, text editor, and database. Find the Auto Bio button under 'Biography' in the toolbar above the biography editor (see below for more details).

Auto Bio feature in Edit Toolbar
Auto Bio feature in Edit Toolbar

Auto Bio is designed to transform a simple biography that may be just a small collection of simple sentences and a list of sources and turn it into a biographical narrative with inline citations. The more clear citations you include in the biography, the better the result. Auto Bio has lots of options to allow you to fine tune the result, making it more or less verbose, deciding which family members are listed and what details are included about them. It manages date formats, location names, punctuation, and a host of other details.

There are many options for the Auto Bio. Please click the WikiTree/WBE icon in the toolbar of your browser to see the WBE options and then go to Editing > Auto Bio > Show options.

Auto Bio options

Features (mostly optional):

  • Add an {{Unsourced}} template if Bio Check judges the biography to have no sources.
  • Automatically add categories (Location, Occupation, Needs Profiles Created, Unsourced)
Died Young sticker image options in Auto Bio.
Image options.
  • Automatically add Died Young sticker and optionally choose the accompanying image.
  • Automatically add One Name Study stickers.
  • Automatically fetch a full citation for a Find A Grave page if the profile has a Find A Grave memorial number without a citation.
  • Interpret census tables and citations, converting them into a narrative with inline citations.
  • Customize wording options, such as 'died' or 'passed away', date format, and sentence structure.
  • Fix locations in the form fields.
    • Change 'USA' to 'United States'; OK to Oklahoma; or UK to United Kingdom.
    • Remove 'United Kingdom' from locations before 1801 or 'United States' from Louisiana before '1812-04-30' (for example) (or add these when they're missing).
    • Change country names from English to their native name (e.g. Germany to Deutschland).
  • Timeline: A table of events in the life of the profile person and their family with source citations where available.
  • Use only the South Africa Project style.

Caution: Starting with a biography that has plenty of narrative text requires a little more forethought and preparation. You are hoping for the best, but what will happen to all of your carefully crafted paragraphs, and your notes? And where did all those categories come from? You'll quickly learn which option settings you prefer, which starter biographies will benefit the most, and which ones require a bit too much cleanup afterwards.

How to use Auto Bio

1. Hover over the Biography heading below the Edit Toolbar to find the Auto Bio button.

2. Click the Auto Bio button. It may take a short while to generate the bio. (The code is long and complicated, and it may need to fetch data from outside sources like Find a Grave or WikiTree+, which can take time.)

3. The newly-generated bio is placed at the top of the profile, followed by a set of instructions, and then the old bio.

<!--
--- WikiTree Browser Extension Auto Bio ---
NEXT:
1. Edit the new biography (above), checking the output carefully and adding any useful information which Auto Bio may have missed from the old biography.
2. Delete this message and the old biography (below) by clicking the 'Delete Old Bio' button (above).
Thank you.
-->

Caution: Please don't just hit the Auto Bio button and do a full save. If you do that, you'll be saving the new bio, the message, and the old bio. No-one wants that.

4. Carefully consider the contents of the newly-generated biography to determine whether it is an improvement on the old biography.

5. Carefully consider the contents of the old biography. Move any useful text from the old biography, that is not already included in the generated biography, and insert it in the right place in the generated biography.

6. After you've edited the new biography, merged in useful information from the old biography, and you're happy with the result, click the 'Delete Old Bio' button.

Notes:

1. If you're cleaning up profiles that were created through the import of a GEDCOM file, use the Automatic GEDCOM Cleanup (AGC) button (see below).

2. Every effort is made to iron out any bugs in the Auto Bio, but if you do come across one, please report it by clicking the 'Report Bug' button.

Please report Auto Bio bugs.
Please report Auto Bio bugs.

Auto Categories
Auto Categories feature.
Auto Categories feature.

Enable this feature to add an Auto Categories button under 'Categories' in the Editing Toolbar.

Auto Categories feature
Auto Categories feature

Click the "Auto Categories" button to automatically add appropriate categories to the profile, based on all the available data. It works in almost the same way as the category options in the Auto Bio (see above), but it only includes options to add location, occupation, and unsourced categories, and a Died Young sticker.

Auto Categories will also re-arrange the categories, research note boxes, and project boxes according to the order dictated by WikiTree style guidelines:

  • Categories
  • Research Note boxes
  • Project boxes

Automatic GEDCOM Cleanup (AGC)
Automatic GEDCOM Cleanup (AGC) feature.
Automatic GEDCOM Cleanup (AGC) feature.

Enable this feature to add an "AGC" button to the WikiTree Editing Toolbar.

The Automatic GEDCOM Cleanup (AGC) reformats a biography and updates the data fields in a profile that was created from a GEDCOM. It is considered best practice to use this tool immediately after importing the GEDCOM data, and before any other changes are made to the profile.

Press the AGC button to begin the transformation.
Automatic GEDCOM Cleanup (AGC)
Press to undo the transformation
AGC Undo

The AGC button only appears in the toolbar if AGC detects that the profile contains GEDCOM data. Press it to activate the transformation. Upon completion, the button will morph and if you press it again, it will undo the transformation.

See the WikiTree AGC page for details on how to use AGC and its settings.

Change Summary Options
Change Summary Options feature.
Change Summary Options feature.

Enable this feature so that you can add your own change summary phrases to the standard set.

Change Summary Options
Change Summary Options
  • There is an option to display the box with the save buttons and summary options in the right hand column (sidebar) next to the editor. It saves you having to scroll down the page to find the Save buttons, and lets you keep an eye on your Bio Check results. The box stays with you as you scroll up and down the page.
Save buttons in the sidebar
Save buttons in the sidebar
  • There is an option to apply these same change summary options on space pages.

Family Dropdown
Family Dropdown feature
Family Dropdown feature

Enable this feature to add a dropdown box above the editor to easily copy family members' wikilinks.

Copy Wiki Link & Show Sources
Copy Wiki Link & Show Sources

The dropdown contains a labelled list of the current profile person's closest relations, including parents, spouses, and children. Selecting 'Other' in the dropdown lets you input the WikiTree ID of any other person (perhaps a grandmother, for example) to see their source citations. As a bonus, your own wikilink is also listed in the dropdown.

When the Shareable Sources feature is enabled, the dropdown doubles up as the selector for that. Choosing a family member from the dropdown will display the sources from that person's profile for you to copy into the current biography where appropriate.

There are two different kinds of buttons: Add and Copy. Which buttons appear depends on whether or not the Enhanced Editor is enabled.

Enhanced Enhanced Off:

  • Add to Sources: The source, preceded by an asterisk, is added at the bottom of the page.
  • Add Inline Citation: Place the cursor where you want the source added, and click.

Enhanced Editor On:

  • Add to Sources: As above.*
  • Copy Inline Citation: An inline citation will be added to your system's clipboard for you to paste into the bio.

* This should (without you seeing it) switch off the Enhanced Editor, paste the source, preceded by an asterisk, at the bottom of the page, and switch the Enhanced Editor back on.

Family Lists
Family Lists  feature.
Family Lists feature.
Biography Menu

Enable this feature to add new buttons to the Biography menu:

  • Birth and Parent Details
  • Death Details
  • Sibling List
  • Spouse and Child Details

Click a button to generate narrative text and/or a list of siblings and/or children.

Enhanced Editor On: You'll see a 'Copied ~' message as the text is copied to your system clipboard for you to paste where you need it.

Enhanced Editor Off: Place your cursor where you want your new content added, then click the button. The generated text will appear where you want it.

Save Buttons Style Options
Save Buttons Style Options feature.
Save Buttons Style Options feature.
All buttons small.

Enable this feature to change how the "Save", "Compare", and "Return" ("Delete Draft") buttons/links look on profile and space edit pages.

  • Make the Compare and Return (Delete Draft) links look like buttons.
  • Choose the size of these buttons
    • All buttons small
    • Only "Compare" and "Return" to be small
    • All buttons large.

Editor Expander

Editor Expander feature.
Editor Expander feature.
Editor Expander button.
Editor Expander button.

Enable this option to add an Expand Editor button to the editor toolbar so that you can expand the editor text area.

Edit Toolbar with Editor Expander button at left side
Edit Toolbar with Editor Expander button at left side

Enhanced Editor Style

Enhanced Editor Style feature.
Enhanced Editor Style feature.

Add colors to the Enhanced Editor to help you distinguish the main text from references, etc.

Enhanced Editor Style on display.
Enhanced Editor Style on display.

Language Setting

Language Setting feature
Language Setting feature

This feature allows you to establish a default language context to determine the right form of location suggestions. By default, the default language will be updated automatically each time you select a different language on an Add Person page. You can modify this behavior in the settings.

Locations Helper

Locations Helper feature.
Locations Helper feature.

Enable this feature to Improve location suggestions by highlighting likely correct locations based on family members' locations and demoting likely incorrect locations based on dates.

If there's a location suggestion with dates that don't match the relevant date on the form, it will be sent to the bottom of the list and highlighted in pink. Locations which match family members' locations will be highlighted in green and taken to the top of the list.

In this example, 'Fayette, Pennsylvania, United States' matched a family member's location (green):

Location Helper: Matched a family member's location
Location Helper: Matched a family member's location

Many 'Fayette' suggestions have been sent to the bottom of the list as the dates don't match this birthdate of 1820.

Location Helper: It's none of these Fayettes.
Location Helper: It's none of these Fayettes.

Options: Sometimes, there are issues with some of the locations in the dropdowns. These two options can help.

  • Correct Locations: Make various corrections:
    • Automatically correct the names of US states before they joined the Union. e.g. 'Massachusetts Bay Colony' to 'Province of Massachusetts Bay'.
    • Remove the phrase 'Regional District' from Canadian locations.
    • Brisbane City → Brisbane
    • Durham, England → County Durham, England
    • Add the correct name of Germany for the time period
    • Add 'Steyning, Stogursey, Somerset, England'
    • Correct South African regional names based on the time period
  • Add 'County' to US Locations : US Locations can be confusing without the word 'County' (or 'Parish' in Louisiana). This option fixes that.

Make Radio Buttons De-selectable

Make Radio Buttons De-selectable feature.
Make Radio Buttons De-selectable feature.

When this feature is enabled, you can de-select radio buttons like data status options ('certain', 'uncertain', etc.). Without this feature, you can only select an alternative, not de-select all options.

Migration Category Helper

Migration Category Helper feature.
Migration Category Helper feature.

When enabled, this feature will automatically fill in {{CategoryInfoBox Migration}} when creating/editing new categories that match the naming convention of Migration Category Structure. Currently only some country-entity relationships are guessed correctly, for the others one has to manually delete the country or the entity from the template. Feel free to request additional countries by providing a page/list of valid entities for it to Florian Straub.

Starting with v1.15.1 this feature will also react when creating a category containing the word ship or a year with four digits in brackets. It will then assume that you're about to create a category for a ship and will insert some potential parent categories. False positives can't be excluded on the year pattern. Please reach out to Florian Straub in case you have repeating problems with it.

Probably v1.16 will also insert CategoryInfoBox Migrant Ship if the category name contains the word "Arrived".

Scissors

Scissors feature.
Scissors feature.
Scissors feature
Scissors feature

Enable the Scissors feature, along with its ID, Link, and URL buttons, on all Category, Help, Project, Template, Changes, and Change details pages. Also adds a 'Reference' button to the Change Details page.

The Scissors feature has long been popular on profile and free-space pages.

  • Click on the name of the type of link you want and it will be copied into your system clipboard so that you can paste it in anywhere.

Alternatively, you can use your Access Keys to access the ID, Link, or URL values:

    • I: ID — copies the WikiTree ID of the current profile into the clipboard for pasting
    • L: Link — copies the WikiTree link for the current profile into the clipboard for pasting
    • U: URL — copies the URL of the current profile into the clipboard for pasting

There are three options that control the form of the link that will be copied:

  • Profile Link: Remove Dates
Example: [[Wray-688|Vina Fay Wray]] vs. [[Wray-688|Vina Fay Wray (1907-2004)]]
Result: Vina Fay Wray vs. Vina Fay Wray (1907-2004)
  • Category Link Format: [[:Category:X|X category]] (not [[:Category:X]])
Example: [[:Category:Notables|Notables category]] vs. [[:Category:Notables]]
Result: Notables category vs. Category:Notables
  • Space Link Format:[[Space: X| X ]] vs. [[:Space: X]
Example: [[Space: X| X ]] vs. [[:Space: X]
Result: X vs. Space: X

Shareable Sources

Shareable Sources feature.
Shareable Sources feature.

Enable this feature to easily copy sources from another family member's profile to paste into the current profile. You can also easily see the whole biography to copy relevant parts from it.

  • On an Add Relative page, it appears at the bottom of the page.
  • On the profile edit page, this connects to Family Dropdown;

When you create a new profile, the Shareable Sources feature presents a list of citations from the originating family member — the one to whom you're attaching the new profile person. The source citations of the originating person's profile are listed on the new profile page to easily click to add to the Sources box.

When you are editing an existing profile, use the Family Dropdown to select a close relative, or a profile that you specify, and the citations from that profile will be shown. (Selecting 'Me' will just copy a wikilink to your profile).

Sticky Toolbar

Sticky Toolbar feature.
Sticky Toolbar feature.

Enable this feature to ensure that the WikiTree Editing Toolbar remains on the screen and doesn't scroll out of sight.

Sticky Toolbar feature
Sticky Toolbar feature

Unnamed Infant

Unnamed Infant feature.
Unnamed Infant feature.

When this feature is enabled, it checks for the same birth and death date and 'Unknown' or 'Unnamed' in the First Name field. It then sets the First Name and Preferred Name to 'Unnamed Infant', checks the 'No spouses' and 'No children' boxes, and adds a Died Young sticker (optional).

Wikitable Wizard

Wikitable Wizard feature.
Wikitable Wizard feature.
Wikitable Wizard under Biography.
Wikitable Wizard under Biography.

This feature helps you to create and edit wikitables. Go to the editor toolbar: Biography > Wikitable Wizard to open the editor.

You can create a new table or edit an existing table or a family census list (created by Sourcer). Just copy the table/list and hit the 'Paste Table or List' button.

You can paste the contents of your recently copied clipboard.

  • It will read a wikitable, so people who are afraid of editing tables can paste one in, edit it, and then generate a new version.
  • It will also accept a census list that Sourcer produces, and turn that list into a table.
  • it will also accept a regular Excel or Sheets table
  • It will also accept a delimited-data representation of a table, like this:
A,B,C,D,E
F,G,H,I,J
K,M,N,O,P
Q,R,S,T,U
V,W,X,Y,Z
where the delimiter can be a comma (,), a tab, or four spaces.

In the following screenshot, we have pasted in the CSV alphabetic lists, added a caption, and specified the details of the cell padding and table border.

Wikitable Wizard.
Wikitable Wizard.
Noël
A B C D E
F G H I J
K M N O P
Q R S T U
V W X Y Z

For anyone reading this text who happens to also have the Table Filters and Sorting feature enabled, the columns will be sortable whether the Sortable option has been enabled or not. A wikitable that has been marked as Sortable will always be presented with sorting capability enabled. A wikitable that has not been marked as Sortable will only be presented with sorting enabled when WBE's Table Filters and Sorting feature is enabled.

Other points to note:

  • The rows and columns are draggable/moveable.
  • Right-clicking in a cell will give you a menu of actions: Copy, Paste, Delete Row, Delete Column, Insert Row Above, Insert Row Below, Insert Column Left, and Insert Column Right.
  • The 'sortable' class will make the table sortable.
  • The 'wikitable' class will make the table look like a wikitable. It will also make it available to the WBE's Table Filters and Sorting feature.

Known issue: The effect when moving a column looks strange on Chrome on a Mac. (Any developers with a Mac are welcome to help us fix this issue.)

WikiTree+ Edit Helper

WikiTree+ Edit Helper feature.
WikiTree+ Edit Helper feature.

Enable this feature to access multiple editing features that will be found in a special menu below the standard WikiTree Edit Toolbar.

WikiTree+ Edit Helper feature
WikiTree+ Edit Helper feature

The menu adapts itself to profiles, category pages, template pages, and other pages, offering slightly different tools to suit each purpose.

  • On profile pages: Sources, Templates, Categories, Biography, and Misc.
  • On category pages: Templates, CIB, Categories, Content, EDITBOT, and Misc.
  • On free-space pages: Templates, Categories, Content, and Misc.
  • On template pages: Templates and Misc.
  • On other pages: Templates, Categories, Content, and Misc.

The Sources menu contains a Paste Sources tool. This tool is mostly for formatting Find a Grave citations.

The Categories menu group

The WikiTree+ Edit Helper can be especially helpful when you are adding categories, notably those for locations and cemeteries.

Category Finder

Select Any Category
Select Any Category
Select Cemetery Category
Select Cemetery Category
Select Location Category
Select Location Category

See also: Category Finder Pins

The Templates menu group

The WikiTree+ Edit Helper can be especially helpful when you are adding project boxes, research notes, stickers, and any other kind of template to a WikiTree profile.

Template Finder

Select Template - Project Box
Select Template - Project Box
Select Template - Sticker
Select Template - Sticker
Select Template - Research Note
Select Template - Research Note
Select Template - External Link
Select Template - External Link

Edit Template

Edit Template feature
Edit Template feature

When you enter a template, or when you choose to edit a template, the WikiTree+ Edit helper provides a convenient interface to edit the individual fields. In this example, the Puritan Great Migration Project template accepts several parameters. (See WikiTree+ Edit Template for details.)

The Biography menu contains these features:

  • Auto Bio feature takes a basic profile with even a few sources listed or as inline citations, and it turns it into a well-crafted biography with citations and additional sources.
Biography Menu
  • Automated Cleanup
    • performs rudimentary cleanup of a messy file.
    • corrects some commonly misspelled place names in location fields.
    • asks you to verify changes before they occur.
  • Family Lists feature offers three text generators borrowed from Auto Bio
    • 'Birth and Parent Details' — generates a narrative sentence
    • 'Sibling List' — generates a list
    • 'Spouse and Child Details' — generates a list

The Misc menu includes a listing of WikiTree Apps and Help.

See the help page of the former WikiTree+ extension for more details.

GlobalProfileEditingNavigationCommunityOther

Navigation

AKA Name Links

AKA Name Links feature.
AKA Name Links feature.

Enable this feature to add links to surname index pages from the "aka" names on a profile page.

This is how the name(s) look with AKA Names on. More links.
AKA Names on
This is how the name looks with AKA Names off.
AKA Names off

On: The other last names have links to the surname index page.

Off: Only last name at birth and current last name have links to the surname index page.

Category Finder Pins

Category Finder Pins feature.

With this feature enabled, the results of a Category Finder search (edit toolbar) will each have a link icon on the left. These links open the corresponding category page in a new tab, affording you an opportunity to ensure that the correct category is selected.

If you have enabled previews on category page links, hovering over these links should provide a preview of the corresponding category.

We should point out that there are two category finders, and while you may be a fan of the one that you know, you might grow fond of the other one.

  • There is a Category Finder that is part of the standard WikiTree Edit Toolbar. Beside the "C" (for Citation) button, to the left, there is this button:
Categories Icon

When you click on it, a text completion box appears below and you can just type in a few characters to begin seeing matches for your category. This feature adds Category Finder pins to this Category Finder.

Standard WikiTree Edit Toolbar Category Finder
Standard WikiTree Edit Toolbar Category Finder

WikiTree+ Category Finder Pins

  • There is a second Category Finder that is part of the WikiTree+ Edit Helper feature. When that feature is enabled, an extra set of menus appears below the standard WikiTree Edit Toolbar. One of them is labelled "Categories", and under that menu is the option "Add Any Category" which then presents a convenient popup window with search filter box and button to make your selection. In the accompanying example, the user has hovered over the Category Pin for "Paris, France" and a popup preview of the Category is presented for review. (Other aspects of WikiTree+ Edit Helper are discussed elsewhere.)
WikiTree+ Edit Helper Category Finder, with category preview
WikiTree+ Edit Helper Category Finder, with category preview


WikiTree+ Template Finder Pins

  • There is a Template Finder that is part of the WikiTree+ Edit Helper feature. When that feature is enabled, an extra set of menus appears below the standard WikiTree Edit Toolbar. One of them is labelled "Templates", and under that menu is the option "Add Any Template" which then presents a convenient popup window with search filter box and button to make your selection. In the accompanying example, the user has hovered over the Template Pin for "Adopted Child" and a popup preview of the Template is presented for review.
WikiTree+ Edit Helper Template Finder, with template preview

Find Menu

Apps Menu
Apps Menu feature.
Apps Menu feature.
Find->Apps feature
Find->Apps feature

This feature adds an Apps submenu to the Find pull-down menu when you hover your mouse over Apps.

CC7 Changes
CC7 Changes feature.
CC7 Changes feature.
Find menu: CC7 Changes.

Enable this feature to add CC7 Changes to the Find menu.

NOTICE: WBE will ask you to Login to the App Server (if you are not already) so that it can use your login credentials to request information about any profiles in your CC7 list who are living non-members and for which you are on the Trusted List and/or are a Profile Manager.

The first time that you click the CC7 Changes button in the Find menu, WBE will collect a baseline list of IDs from your current CC7. Subsequently, when you click CC7 Changes it will use that list to compare against your most recent CC7, generating a list of differences.

CC7 Changes. No changes since you last checked.
CC7 Changes. No changes since you last checked.

Click the CC7 Changes button in the Find menu to see additions to and removals from your CC7 since the last time you clicked the CC7 Changes button.

CC7 Changes. Added since you last checked.
CC7 Changes. Added since you last checked.

You can also see other recent changes from before the current check.

CC7 Changes. Added recently.
CC7 Changes. Added recently.

Draft List
Draft List feature.
Draft List feature.

When you enable this feature, the extension will build and thenceforward maintain a list of your uncommitted drafts. This feature adds a Drafts button to the Find menu to show your uncommitted drafts.

Find->Drafts
Find->Drafts
  • Press Find->Drafts to display your list of uncommitted drafts in a small window.
My Drafts feature
My Drafts feature

Note: This extension has no knowledge or access to any drafts created before this feature was activated.

Random Profile
Random Profile feature.
Random Profile feature.

Enable this feature to add a Random Profile link and a Random Space Page link to the Find menu.

Select the "Constrain to Watchlist" option to limit the selection criteria.

Find->Random Space Page
Find->Random Space Page

Have you ever wanted to jump to a random profile? Now, you can.

  • Left-click (standard click on Macs) to get any random profile.
  • Right-click (control-click on Macs) on Random Profile to:
    • specify a location constraint for your random person. This location is then used to limit the selection of all Random Profile calls until it is changed. Use double quotation marks for locations with a space in them or to specify certain text, like a city and a country (e.g. "City, Country").
    • specify a Watchlist constraint

My Menu

My Menu feature.
My Menu feature.

Enable this feature to create a custom menu for quick access to your most-used links.

My Menu feature
My Menu feature
  • Click the 'My Menu' heading to start selecting links to include in 'My Menu'.
    If you are on a tablet, you will have to click twice; once to open My Menu and then a second time to indicate that you want to edit the menu.
  • Click a link to add it to the menu (in the top right of the window that opens up).
  • Click a link in the top-right menu to remove it.
  • Re-order the links by dragging them up or down the list.
  • Save the menu by clicking the 'x' in the top-right of the window.

Preview Pages

Page Previews feature.
Page Previews feature.

With this feature enabled, you'll see a preview of what's at the end of a link when you hover over the link, similar in concept to source previews, but slightly different in practice. The popup display will be scrollable if the content is long enough.

Space Page Preview feature
Space Page Preview feature

Segment Preview

When you write a URI, sometimes you use a segment, like '...#Sources' or '...#Research_Notes', to refer to a specific section within a target profile, or to a named section within a Space page. WBE supports having the Page Preview scan to the Segment ID, so that you can get to the part that the author intended for you to see. This feature will save you from having to open a new tab to get to the right place in the target document.

Page Types

This feature is designed to work with different kinds of WikiTree pages. Here are some examples:

Category Page Preview feature
Category Page Preview feature

For explanations of the types of WikiTree pages and how to use them, see these Help topics: Help:Categorization, Help:Free-Space Profile, Help:Writing Help Pages, Help:Project FAQ, and Help:Template Guidelines.

See also: Category Finder Pins

Preview Sources

Preview Sources feature.

Enable this feature to display a popup containing the full text of a source while hovering over inline references. There may be a slight delay, less than a second, when you move your mouse over the reference before the popup arrives. You can also mouse into the source box and copy text or even follow a link. (There are no previews from within previews.) The popup will disappear when you move your mouse away.

Preview a source by hovering over its inline reference
Preview a source by hovering over its inline reference

Redirect External Links

Redirect External Links options
Redirect External Links feature.

With this feature enabled,

  • old Ancestry link formats will be redirected to the new link format.
  • links to any Ancestry site will be redirected to your selected Ancestry domain.
  • links to any Find My Past site will be redirected to your selected Find My Past domain.

There are now over 1 million WikiTree members from all over the world, many of whom have contributed to WikiTree profiles with links to Ancestry and Find My Past resources. Depending on each person's membership, they may have posted from "ancestry.com" or from "ancestry.ca" or "ancestry.com.au", etc. Meanwhile, you may have your subscription with "ancestry.co.uk" or even "ancestrylibraryedition.co.uk". Some of the links in those older profiles may also be dead.

What Links Here

What Links Here feature.
What Links Here feature.
Find menu.
Find menu.
  • This feature adds a 'What Links Here' button to the Find menu.
    • Click to visit the What Links Here page.
    • Right-click to copy wiki markdown for links to the page.
'What Links Here' report
'What Links Here' report

The report generated by the 'What Links Here' button presents a listing of all the WikiTree IDs of all pages that are linked to the current WikiTree page. Among these you may see a '(redirect page)' mentioned for pages that have been previously merged into the current page and now require a redirect.

In the accompanying example, you can see that there have been early, multiple, and disjoint attempts to replicate Hilton-406, such that there are now five other Hilton IDs that will lead back to Hilton-406.

  • This feature also includes an option to add a 'What Links Here' section to profiles and edit pages.

The What Links Here section appears between the Biography and Comments sections. Click the button to expand the contents.

'What Links Here' (collapsed)
'What Links Here' (collapsed)
'What Links Here' (expanded)
'What Links Here' (expanded)

The 'What Links Here' section includes a list of WikiTree profiles and other pages that have a link to the current WikiTree page, regardless of whether they are profiles (sorted by last name), Space pages, or even Help pages. (Redirect pages are not listed here, use the Find->What Links Here menu.)

GlobalProfileEditingNavigationCommunityOther

Community

Confirm Thank Yous

Confirm Thank Yous feature.
Confirm Thank Yous feature.
Confirm Thank You dialog
Confirm Thank You dialog

Enable this feature to add a confirmation dialog to 'Thank you' links in case you hit one by mistake.

G2G Options

G2G options feature
G2G options feature

Enable this feature and its options to add some usability features to your G2G experience.

  • Checkmarks indicating visited questions
  • Plus signs highlighting favorited questions
  • A 'WikiTree ID Go' box
  • More tab buttons: Recent Activity, My Activity, + (Favorited)
  • Copy ID / URL / Question links (Scissors)
  • 'Back to Top' links at the bottom of each G2G page
  • Filter: Checkboxes to hide questions in certain categories
  • Big Comment and Reply buttons
  • Page links (Page: [1], [2], [3]) at the top of a page
  • Turn WikiTree IDs into links to the profiles
When you enter a WikiTree ID into a G2G post, it will be converted into a link to the profile.
  • Make links to answers and comments show preview when shared on Discord
When you copy a link to an answer or a comment, the URL is modified so that when you include it into a Discord or Facebook post, it will generate a preview of the answer or comment

Hide My Contributions

Hide My Contributions feature
Hide My Contributions feature

Enable this feature to remember your preference to hide or show your contributions on Activity Feed pages. The setting can be changed on the options page, or simply by clicking the 'hide/show my contributions' link on the Activity Feed pages.

Simply click on [hide my contributions] or [show my contributions] to toggle preference.
Hide My Contributions.

Sort Badges

Sort Badges feature.
Sort Badges feature.

Enable this feature to add new buttons to manage your Club 100/1000 badges.

[hide Club badges] button
[hide Club badges] button

On your own profile page, when you click on "[hide Club badges]", the software will take you to the Badges page, check all the 'hide from profile' boxes for Club badges, and save the page.

HIDE or MOVE Club Badges
HIDE or MOVE Club Badges

On your Badges page, there are two new buttons:

  • "HIDE CLUB BADGES": the software will check all the 'hide from profile' boxes for Club badges, and save the page.
  • "MOVE CLUB BADGES DOWN": the software will move all of your Club badges to the end of the list of badges.
GlobalProfileEditingNavigationCommunityOther

Other

Anniversaries Table

Anniversaries Table feature.
Anniversaries Table feature.

Enable this feature to transform the Family Anniversaries list into a sortable table with filter.

There are two options:

  • Show the table automatically (as opposed to just putting a button there to produce the table)
  • Pagination (to show the table 10, 25, or 50 rows at a time). There is also a choice to show all.

Features of the table:

  • Readability
  • Event colour coding
  • Last Name at Birth is included where applicable
  • A filter box
  • Sortable columns
  • Distance and Relationship columns (see Note)
Family Anniversaries table
Family Anniversaries table
  • Select the Switch Format button to toggle between tabular and list presentation.
  • Choose how many entries to show.
  • Click on a column heading to sort the table on that column.
  • Enter any text string in the Filter box.

Note: The data for the Distance and Relationship columns comes from the indexedDB(s) where they are stored in the Distance and Relationship feature when you visit a profile. If you haven't visited a profile since you've been using WBE, there will be no data for that person.

Category Filters

Category Filters feature.
Category Filters feature.

Enable this feature to add filter buttons to Category pages (in the Person Profiles heading).

Category Filter and Apps Login Buttons.
  • Predefined Filters: On Category Pages, you can now limit the listed person profiles with predefined filter buttons to:
    • Show Unconnected Profiles.
    • Show Orphaned Profiles.
    • Show profiles Missing a Parent.
  • Advanced Text Filter: Alongside the predefined filter buttons, an advanced text filter has been added to the Category Pages. This advanced filter supports:
    • Year-based Filtering: Use '<', '>', and '=' followed by a year (e.g., <1900, >1950, =2000) to sort profiles by their birth years.
    • Exclusion Filters: Use '!' before a term (e.g., !USA) to exclude all profiles containing that term.
    • OR Logic: Combine multiple filters using the pipe '|' symbol. For example, USA|UK will show profiles containing either "USA" or "UK", and !USA|UK will exclude profiles containing either "USA" or "UK".
  • and — Selects profiles that match all of the selected Filters, including the text filter
  • or — Selects profiles that match any of the selected Filters, including the text filter
  • only — Only one filter applies at any one time—most recently selected clears any other.

Note: There are some limitations that apply for Private and Unlisted profiles. Private profiles belong to members who choose to keep their profile Private. Unlisted profiles are profiles of Living people who are not members, whose profiles are managed by someone else, and those profiles are required by WikiTree and by Law to remain Private.

  • The only effective text searches to include private/unlisted pages are a) the string "Living" and b) a family name, or part of a family name. ("Smith" matches "Smith" and "Smithfield". )
  • Normally, WBE would not be able to determine whether such a profile is Unconnected or Missing a Parent, which means that private/unlisted profiles will not be reported when you use any of the predefined filters.
  • However, if you login to the app server, then any profiles for which you happen to be the profile manager or on the Trusted List, will be included in the results of Unconnected and Missing Parent filters.

Category Table

Category Table feature.

Enable this feature to add a Table button to category pages with person profiles to generate a sortable and filterable table with the profiles shown on the page. This also includes a button to show only unconnected profiles.

Table button on a category page.
Table button on a category page.
Table on a category page.
Table on a category page.
Table with Only Unconnected profiles.
Table with Only Unconnected profiles.

Connection Finder Options

Connection Finder Options feature
Connection Finder Options feature

Adds features/options to the Connection Finder page.

  • Detailed Table: Clicking the 'Table' button next to the 'Connection Finder' heading generates a detailed vertical table. This table contains information about all the people listed in the Connection Finder results and their relationships. Details for each person include Family Timeline and Family Group tables (click the buttons to see these). The color coding in this table signifies two things:
    • Colors in the relationship column change at each connection by marriage.
    • Colors in the birth date column signify 50-year periods.
Connection Finder Table
Connection Finder Table
  • Downloadable Table: Once the table loads, a download button appears next to the 'Connection Finder' heading, allowing you to download the table as an Excel file.
  • Branch Information: The extension now includes branch information in the header. A branch represents a unique bloodline in the connection chain, marked by marriage events. For instance, "George Harrison is 27 Degrees from Charles Darwin: 5 branches (8-4-8-6-2)" suggests the connection spans five unique branches, with the respective number of people in each branch.
  • Text Relationship Explanation: The table footer provides a text-based explanation of the relationship between the two individuals (e.g., "Great-grandaunt's husband's niece's husband's 3rd cousin once removed").
Darwin-Harrison Connection
Darwin-Harrison Connection
  • Surname Lists: The 'Surname summaries' button allows you to see surname lists related to the connection.
Harrison-Darwin Surnames
Harrison-Darwin Surnames
  • Support for Heritage & Lineage Organizations Applications: For direct descendants/ancestors, an additional text box is provided to assist with applications to heritage and lineage organizations, such as the Daughters of the American Revolution.

DNA Connections Table

DNA Connections Table feature
DNA Connections Table feature
ADD BIRTHPLACES button
ADD BIRTHPLACES button

Enable this feature to add an ADD BIRTHPLACES button to the DNA Connections table page.

The are at least two ways to find the DNA Connections table. 1. Start with a surname Genealogy page, like the Hilton family in our example, and you will note that the WikiTree menu list reflects the Hilton name. Under the Hilton menu, in our example, you can choose DNA Connections. 2. Profile Menu > DNA > [Hilton] DNA (on the right at the top)

HILTON Genealogy example.
HILTON Genealogy example.
HILTON DNA Connections Table example
HILTON DNA Connections Table example

My Connections

My Connections feature.
My Connections feature.

Enable this feature to add a button on the "My Connections" page. The button can reveal brick walls and highlight anomalously missing marriages and children. It is a research tool and an overview tool, depending on how recently you acknowledged this particular brick wall. Either way, it can be helpful if you are in process of documenting a family group's relationships.

Missing Connections feature
Missing Connections feature
  • Press the "Missing Connections Table" button to create a table of people in each degree showing missing parents, possible missing spouses, and the number of children.
  • Continues finding more connections in a degree after the maximum 1000 has been reached.


  • Click on column headings of "missing connections table" to sort.
  • Click the small house icon on the left of each row to see the selected person's family connections table including their parents, siblings, spouses, and children.
Missing Connections feature (wide table)
Missing Connections feature (wide table)

To help you see which connections are missing, the columns on the left show the following:

F: Missing father is indicated by a blue wall.
M: Missing mother is indicated by a pink wall.
Sp: Number of spouses is listed.
Ch: Number of children is listed.
Missing Connections feature (normal table)
Missing Connections feature (normal table)
  • Some cells may be highlighted to suggest a missing spouse or child(ren).
  • If the person was over a certain age and has no spouse listed (and the no spouse flag hasn't been set), they get a "?" in a highlighted box as a possible missing spouse.
  • If they were over a certain age and they have no children listed, the blank child box may be highlighted to show that there are possibly missing children.
Missing Connections feature (normal table)
Missing Connections feature (normal table)
  • When you subsequently press "Hide Table", color-coded dots remain to remind you of missing male/female connections.

Note: The results will be empty for unlisted people unless you log in to the apps server. To log in, look for the button in the top right of the screen, next to the CC7 number.

Remove Profiles From Watchlist

Remove Profiles From Watchlist.
Remove Profiles From Watchlist.

On your Watchlist page, select profiles by clicking the checkbox to the left of the name. Remove the profiles from your watchlist by clicking the Remove Selected from Watchlist button.

If you receive an error message stating "We're sorry, we have had an internal error" when trying to remove non-open profiles, you might want to try again after performing API login using your normal WikiTree credentials at https://api.wikitree.com/api.php.

Note: We recommend that you also enable the Table Filters and Sorting feature.


Remove Selected from Watchlist.
Remove Selected from Watchlist.

Search and Watchlist Table Options

Search and Watchlist Table Options.
Search and Watchlist Table Options.

The feature adds columns and functionality to Search result pages and to Watchlist pages.

Table Filters and Sorting

Table Filters feature.
Table Filters and Sorting feature.

Enable this feature to add filters and sortability to wikitables (any table that has class="wikitable") and tables on Watchlist and Surname Genealogy pages.

This feature has an option to add Distance and Relationship columns to the Watchlist table. If enabled, it will also show an additional column containing suggestions to improve or correct the profile.

Table Filters feature
Table Filters feature

Usability Tweaks

Usability Tweaks feature.
Usability Tweaks feature.

Enable this feature for a small collection of mini-features that may not warrant their own space on the options list.

  • Global
    • Remove the "turn off preview" and "turn off temporarily" buttons from profile previews.
  • Profile
    • Remove Me Button: Adds an X on profiles for which you are the manager. Double-click the X to remove yourself as manager and from the Trusted List. (A requested tweak that may be useful for people doing challenges.)
  • Add Person
    • Put the focus in the First Name field (Add Person page, First Name at Birth).
  • Profile Edit Page
    • Open Add/Remove/Replace links in the same tab.
    • Replace Add/Remove/Replace links with Add, Remove, Connect links.
    • Remember the dimensions of the editor on the edit page — height and width.
  • Free Space Pages
    • Leave edit view after saving: same behavior as it is for profiles by default
  • Navigation Home Page
    • Add an Edit/Save button above the Scratch Pad.
  • Search Page
    • Add a button to the search page to save the form data to populate fields on the Add Person page.
    • Add a link to show only active members.
  • Other
  • * Fix a known bug in Chrome on Windows 10 that prevents good printing of WikiTree profiles.


Wills and Estates

Wills and Estates feature
Wills and Estates feature

Enable the Wills and Estates feature to see a sortable table. Sorts on Name, Date, and Place columns.

Wills and Estates table
Wills and Estates table

See the Gloucestershire Wills and Estates category page, for example. (Obviously, you'll need to have WBE installed and this feature enabled.)

InstallationConfigurationFeaturesSettings

Settings

The Settings dialog can be accessed by clicking the gear button at the top of the page. This contains buttons to reset, back up, and restore your extension settings as well as the data associated with certain features such as "My Menu", "Change Summary Options", "Clipboard and Notes", and "Extra Watchlist."

Settings & Data Backup.
Settings & Data Backup.

Default Features

Select this button to reset the main toggle switches to only enable the default features. This replaces the "Default" button that was located in the header in previous versions of the extension. This does not change any of the options that were set for the features (see Reset Options below).

Back Up Options

Select this button to generate a text file recording all of your settings for the features on the options page. Once the file is ready, a "Download" button appears so that you can save it to your local device.

The download process will, most likely, present you with a dialog offering you the option of where you want to save it, and potentially even afford the opportunity to assign a filename of your choice, or (depending on your browser) the file may simply download to your system-default downloads folder, in which case you may want to find it, rename it, and save it somewhere memorable.

When you are running different instances of WikiTree and the WikiTree Browser Extension, your settings on one browser/OS will not be automatically transferred to another browser/OS. These backup files are therefore useful not only for recording your settings over time, but also for transferring settings from one browser to a different PC or even a different browser on the same PC.

Restore Options

This will pop up a dialog box to select the file downloaded from your previous options backup (see above). It will overwrite all of your current options, so make a second backup if you want to be able to return to your current settings.

Reset Options

This will reset all of the features and options to the defaults as if you had installed the extension from scratch. This will wipe out all of your current options, so make a backup (see above) if you want to be able to return to your current settings.

This option does NOT affect the data stored by individual features in your browser (see below).

Back Up Data

The WikiTree Browser Extension stores some data within your browser's memory that is relevant to certain features:

Select the "Back Up Data" button* to create a backup of this data. This will generate a text file containing all of your data. Once the file is ready, a "Download" button will appear so that you can save it to your local device.

The download process will, most likely, present you with a dialog offering you the option of where you want to save it, and potentially even afford the opportunity to assign a filename of your choice, or (depending on your browser) the file may simply download to your system-default downloads folder, in which case you may want to find it, rename it, and save it somewhere memorable.

When you are running different instances of WikiTree and the WikiTree Browser Extensions, the settings in the features named above on one browser/OS will not be automatically transferred to another browser/OS. These backup files are therefore useful not only for recording your settings over time, but also for transferring settings from one browser to a different PC or even a different browser on the same PC.

* There are also backup and restore buttons on the Nav Home page, labeled "DOWNLOAD WBE FEATURE DATA" and "IMPORT WBE FEATURE DATA".

Restore Data

This will pop up a dialog box to select the file downloaded from your previous data backup (see above). This only updates your feature data and does not affect any of the extension options.

If your current browser tab is not a WikiTree page, the backup and restore options for feature data will not be available.

Note: Safari is quirky. See [known issues] below.

InstallationConfigurationFeaturesSettings

DevelopmentCommunicationTesting and FeedbackKnown Issues

Development

The collaboration is hosted on GitHub. For more details on how to contribute, see 'Communication' below and/or contact Jamie Nelson.

You will find a version log at WikiTree Browser Extension Update.

A development ('Preview') version of the extension can be found in the Chrome Web Store (for Chrome, Opera, Edge, and many Chromium-based browsers) and in the Firefox Add-ons Store.

Communication

Developers can communicate with others in these places:

  • WikiTree Apps Google Group: Any question you ask here will go out to the members of the WikiTree Apps Project.
  • G2G: Ask WikiTreers for feedback on what you are working on.
  • GitHub: The Issues section of the repository has a few discussions going on.
  • Discord is another popular place for discussion. Join the WT Apps project and join us in the wikitree-apps and wikitree-browser-extension channels on the WikiTree Discord server.

Is there some feature you wish were added to the WikiTree site, or do you wish the layout of some page were different? You could probably add it as a feature to the browser extension.

You can also check the issues pages on GitHub to see what needs to be worked on.

Testing and Feedback

Testers are greatly appreciated. You can check the 2022 and 2023 Hacktoberfest testing and feedback requests posts on G2G or contact developers directly via Discord or email.

Any feedback, including suggestions for changes/improvements or feature requests, is welcome. The options page of the extension (click the icon in the toolbar) shows the developer(s) who worked on each feature. If you have a bug report or a suggestion for improvement, you can contact the developer directly.

Known Issues

Firefox problems with the pop-up

Open a modal window (like the colour picker or file selector) from the extension pop-up and the extension pop-up closes. The easiest way around this is to go to the options page (Right-click on icon > Manage extension > ... > Options). This will give you the same page (WBE options) in its own tab and you won't have Firefox's bug.

Safari file download quirks

It has ever been the case that web browsers behave differently, and that the same brand browser may behave differently on a different operating system (OS). There are two features of WikiTree Browser Extension that offer you the opportunity to Back Up Options and Back Up Data. Each of these features rely upon the browser and the operating system to cooperate in the process. Luckily, the Chrome and Firefox browsers do cooperate enough that WBE can offer the services of a file dialog when you are downloading these data collections.

Safari download permission request.
Safari download permission request.

Unfortunately, the Safari browser running on Mac OS X has some security restrictions and data management limitations that makes it less cooperative with WBE's efforts. In result, when you use these features, instead of a file dialog, your browser will open a new tab and issue a warning, asking for permission to allow downloads. After you grant permission, it will download the data into your system-default download folder. It is up to you to immediately go find that file, give it a suitable name, and store it somewhere memorable. The developers hope to offer a more satisfying solution in the future.

InstallationConfigurationFeaturesSettings

GlobalProfileEditingNavigationCommunityOther

DevelopmentCommunicationTesting and FeedbackKnown Issues

Sources

  1. Wikipedia contributors. "Access Key" (Accessed 6 Dec 2023) https://en.wikipedia.org/wiki/Access_key .
  2. W3C. Web Content Accessibility Guidelines (WCAG) (Accessed 13 Aug 2023) https://www.w3.org/WAI/standards-guidelines/wcag/
  3. WebAIM Contrast Checker. (Accessed 13 Aug 2023) https://webaim.org/resources/contrastchecker/
  4. Wikipedia. "Patronymic" Welsh and Cornish naming rules (Accessed 10 May 2023) https://en.wikipedia.org/wiki/Patronymic#Welsh_and_Cornish

Acknowledgments

To BEE, or to WBE by ChatGPT

To BEE, or to WBE: that is the query—
Whether 'tis nobler in the mind to bear
The slings and arrows of outrageous errors,
Or to take arms against a sea of glitches,
And by opposing, end them. To code—to sleep,
No more; and by a sleep to say we end
The heart-ache and the thousand natural shocks
The code is heir to: 'tis a consummation
Devoutly to be wished. To code, to dream—
To dream! Perchance to code! Ay, there's the script,
For in that dream of code, what dreams may come,
When we have shuffled off this mortal loop,
Must give us pause—there's the respect
That makes calamity of so long life.
For who would bear the bugs and patches of time,
Th' extension's wrong, the proud man's contumely,
The pangs of despised code, the system's delay,
The insolence of bugs, and the spurns
That patient merit of the unworthy takes,
When he himself might his quietus make
With a bare script? Who would these fardels bear,
To grunt and sweat under a weary life,
But that the dread of something after deletion,
The undiscovered bug, from whose bourn
No coder returns, puzzles the will,
And makes us rather bear those bugs we have
Than fly to others that we know not of?
Thus conscience does make coders of us all,
And thus the native resolution
Is sicklied o'er with the pale cast of thought,
And enterprises of great pitch and moment
With this regard their currents turn awry,
And lose the name of action. Soft you now,
The fair WikiTree! Nymph, in thy orisons
Be all my sins remembered.

With apologies to William Shakespeare.





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Ian, could you please add instructions for how to access WBE Features page after an update? I'm having trouble figuring out how to access or return to WBE features later. Thanks.
posted by Jillaine Smith
Just to confirm- after reading through everything again (I was directed here when I asked about the few of us who don't have a desktop and Only use a smart phone for ALL online work) but basically it is not relevant at all to someone like me, correct? Or am I missing an option for Anything that could be downloaded to assist someone who uses their phone? I tried the Chrome browser option for my Samsung but it requires a desk top then I tried Safari for my work phone (not to keep there but to try it out) and found the same to be true. I understand I am in the minority but have been losing access to even the most basic functions (copy&paste in G2G and other forums , for example) and more complex like the tool to compare managed profile with possible FamilySearch matches. I ave accepted I will always have to do more "work" or extra writing and create my own sources, write bios etc but don't know why features would be removed from cell phone access- I digress. The main question is relevance with the extension or similar types of assistance for any phone browser.

Thanks in Advance- Becky Elizabeth Simmons-11603

posted by Becky Simmons
On an Android, you can install extensions on Puffin. On iPhone, you can install it on Safari. I recommend a PC. :) (Though iPad isn't the worst thing in the world.)
posted by Ian Beacall
edited by Ian Beacall
I would like to know if you are working on or intend to work on, an version of WBE for the DuckDuckGo browser. DuckDuckGo claims to use Microsoft Edge WebView2 Technology, but your Edge version wants me to install Chrome.

Max Haiflich, Jr.

posted by Max Haiflich Jr.
As far as I can see, it doesn't support extensions.
posted by Ian Beacall
Thank you. I'll check with them.
posted by Max Haiflich Jr.
This is a question about 'Distance and Relationship'

in particular the 'distance'

- i see it says

' The results are then stored for future display. This means that the distance/degree number may be out of date due to recent additions to the database bringing you and the profile person closer together. To refresh the information, click the degree number or the relationship text box. '

... my question is - is the 'distance' being stored in the cookies ?

two wikitree accounts are using the same computer and the 'distance' is getting confused as to which account it refers to.

posted by Allan Entwistle
The data is stored in a database (indexedDB) in your browser in this kind of format:

{userId: 'Beacall-6', id: 'Entwistle-620', distance: 19}

If you're sure the code is ignoring the userId, I'll look into it.

posted by Ian Beacall
edited by Ian Beacall
Kitson-33 is showing 7 degrees from me  : Entwistle-620

whereas as it is actually 7 degrees from : O'Neill-6556

edit: i should say that when i click on refresh - it does then show the correct value.

posted by Allan Entwistle
edited by Allan Entwistle
Allan: Thanks for clicking it. :)

I'll send you an email.

posted by Ian Beacall
I do most (ok, all) of my work on an iPad, current OS. I Do not have a physical keyboard. The virtual keyboard does not have a CTRL key. Is there a workaround? Or am I missing something?
posted by Jerry Regan
On Apple hardware, there should be a CONTROL key and a COMMAND key.

Could you post an image of your keyboard?

posted by Murray Maloney
Yup, COMMAND & CTRL are right there on my MacBook Pro.

But I'm using and asking about the iPad! The iPad user guide should provide what you https://support.apple.com/guide/ipad/type-with-the-onscreen-keyboard-ipad997da459/17.0/ipados/17.0 I've personally verified there is no ctrl key on the numeric or special keyboard. My apologies. I've called it the virtual keyboard. Apple obviously calls it the onscreen keyboard, definitely not a physical keyboard.

posted by Jerry Regan
Not really, but thanks.

I've taken to using my MacBook Pro more, so the problem has gone to sleep for a while. In the process, however,I rediscovered that in 'Sidecar' mode Apple provides all or most of the missing keys. This may help https://support.apple.com/en-us/102597 you figure out how to emulate it.

/s/jr

posted by Jerry Regan
Kia ora,

I have Wikitree Browser with everything enabled except dark mode. I am using Firefox Browser. I have tried several times to ensure that the CC7 update functions, but it has never appeared in the Find drop down menu (or anywhere else). I am really keen to have this working. Nga mihi nui Clare

posted by Clare Pierson
Thanks, Clare. As you know, I've written you an email. Let me know how you get on.
posted by Ian Beacall
Kia ora Ian,

I removed WBE from my laptop. Downloaded and reinstalled it. I was asked to log in and did so. I approved everything except dark mode. CC7 changes is still not in the Find drop down menu or anywhere else. I deleted cookies, turned off security apps and restarted my computer. Still no CC7 changes. I have no idea what i am doing wrong or what my computer is doing to interfere and don't have enough IT skills to work that out. Nga mihi nui, Clare

posted by Clare Pierson
I'm using the DuckDuckGo browser version 0.66.1, which uses Microsoft Edge Webview technology. But I can not download the Edge version of WBE. It starts but never finishes.
posted by Max Haiflich Jr.
Hi. I am interested in using the CC7 functions. However, I cannot find how to enable these. When I click on "Find," the Apps and other options do not match the above images in the instructions for CC7. When I click on "App," I cannot find anything about CC7. Anyone can help? Thanks.
posted by Kimberly Cooper
Assuming that you have WBE installed, you first enable "CC7 Changes", then refresh your screen, then look under the Find menu.

There will be no result the first time you use "CC7 Changes". Subsequent uses should show you any additions to your CC7 since the initial use.

posted by Murray Maloney
Date fixer (converter) in Preview is changing full month to 3 letter format, no options visible to select preferred date format. Switching Preview off removes this problem. Not happening in Stable version. Seemed not to be occurring earlier this evening.
posted by Gary Burgess
The Date Fixer accepts a lot of different inputs and converts them to an unambiguous DD Mon YYYY format.

This is not a problem; it is a solution.

WikiTree does not offer users the ability to define their own date formats.

posted by Murray Maloney
Just to agree with Murray... Typing out a full month doesn't help you in the slightest as all dates are stored in the database as an 8-digit number. The Date Fixer changing a full length month to a short one is not a problem.
posted by Ian Beacall
edited by Ian Beacall
Hey Murray, I noticed a different question in that same section.

Key Combos For Chrome: PC: Use Shift-Alt + letter (e.g., Shift-Alt-G for G2G Recent Activity)


I'm on Windows with Chrome, but the "Shift-Alt-letter" will only work for a few of the combinations I have tried, but "Alt-letter" (without Shift) so far works for all the ones I have tried. Am I missing something there?

posted by Kent Smith
Kent,

This is news to me. I only use Safari on a Mac, so I am only reporting what I have been told.

Are you saying that "Alt+letter" works in all cases?

posted by Murray Maloney
I have only started to realize the power of this extension! You guys have done a great job developing all the elements and to put it in one extension is the icing on the cake!

I was reviewing the Access Keys feature and I bet a lot of NeWTs aren't familiar with the term or know what key combination they should use for their system. Could the team consider adding a hyperlink to the initial Access Keys phrase to https://en.wikipedia.org/wiki/Access_key .

posted by Kent Smith
I can't add a link from the first occurrence of the term's use because that first use is referring to the WikiTree feature, not the general concept of Access Keys.

There is a link to the Wikipedia article at the end of the section describing the feature.

I have added a reference with a citation as the end of the first sentence.

Does that satisfy your request?

posted by Murray Maloney
Thanks, Murray. You make a good point I had not considered. Your solution would provide the missing context, so consider the request closed.
posted by Kent Smith
Hi- I’ve been unable to use the extension on my iPhone for about a month…. I tried deleting and redownloading but no dice. Glad to provide other details as needed!
Just guessing... probably WBE is waiting for you to grant it permissions. Go to your browser settings, find the extension, and check whether it requires your input to grant permissions.
posted by Murray Maloney
Hi Everyone! I so love the WBE!!

In Firefox, when I try to backup the data, no "Download" button pops up. I am thinking that I can't back up the data. Is there a way to fix this? Want to be sure I can back it up.

Thank you so much for all the work you all do on this WBE, it makes such a difference.

Best to everyone!

posted by Bob Land
Hi Bob. I'm not seeing a problem in Firefox, so I'm not sure what to say... You've tried restarting the browser and updating the extension?
posted by Ian Beacall
Hi Ian, I fixed it. It works now. I had some duplication in my notes and clipboard (left over from when I had that wild endless notes problem). I deleted them and the backup occurred fine. Odd. Well, all set now.

Thank you again as usual! Best to you!

posted by Bob Land
In the list of possible matches to a new profile, I like the new feature of colored boxes for date and place/partial place matches. However, is it intentional that the "Death date match" box appears when neither profiles has a death date? I'm not convinced that two blank dates should equate to a matching date any more than one blank and one filled-in date.
posted by Sharon Casteel
No, that's not intentional. I'll fix that. Thanks.
posted by Ian Beacall
Another question: I'm seeing that profiles that use United States in a birthplace aren't showing the "Partial Birth Place Match" with profiles that use USA. Is it possible for the app to treat United States and USA as synonyms?

I'm finding the boxes really helpful for bringing my attention to the closest matches.

posted by Sharon Casteel
OK. .
posted by Ian Beacall
Great catch. Thank you, Sharon.
posted by Murray Maloney
Child list is not produced. For a few weeks now when I use Spouse and Child details, I get the spouse information but no child list. There are linked children but no list is produced. I use autoupdate for the extension on my Firefox browser and it was last updated Oct 2.

Possibly unrelated but the last time I got a child list this ( - ) followed each child. What does that mean? I removed them.

Thanks for your help - I love Auto Bio and am having a hard time living without the children :)

posted by Cindy (Bourque) Cooper
Thanks for your report, Cindy.

Ian is aware that AutoBio (and its constituent members in the Biography pulldown menu) is/are sometimes misbehaving.

So far, he has not been able to definitively determine what is causing this to happen. Usually when he tries, it all works fine on his side.

Hopefully he will find a solution to this soon.

posted by Murray Maloney
I've been having this issue too, I've noticed that it seems to happen when the children have special characters in their WikiTree ID (like é or Ø).
Thank you for that report. Your observation may prove helpful. We have encountered problems with spaces in names too.
posted by Murray Maloney
Thanks for pointing this out. I've found the problem with the accents and (hopefully) fixed it. There'll be an update soon.
posted by Ian Beacall
I think I've found the reason for the missing child lists (and fixed it). It will be in an update soon.

"( - )" after a person's name would mean they don't have dates in the database (or possibly that the data hasn't come from the apps server).

posted by Ian Beacall
Ian, thank you for your dedication to the Auto Bio and all things WBE. These have made my WT life so much easier and biographies much better. I try to get everyone to use them. Cindy
posted by Cindy (Bourque) Cooper
Clipboard not working, I've just enabled clipboard on a computer I purchased last week, installing all extensions including WBE Monday last week, Avast browser, Win 10, all updated in the days since.

Clipboard loads and I can type into the box, but not save, nothing happens when I try to save. I also copied my backup file to this computer and trying restore to copy this to the clipboard also fails, I can access the file but does not load. I also changed one option, after backing up options, when I tried restore I was told invalid file.

posted by Gary Burgess
edited by Gary Burgess
I've lost the quick link icons/buttons on a profile page again eg relation or connection to me, I noticed this last night after the update, it's happened on two computers so I doubt it's me changing settings. I seem to recall this happening once before. I'm on preview version, Avast browser, win10.
posted by Gary Burgess
Auto bio is changing all place names ending in New France to New, France (with a comma). I haven't checked to see if the French version Nouvelle France is doing the same thing or not.
posted by Mike Houde
Ah! Sorry. That doesn't sound good. I'll fix that. If it helps, it's only doing that with the 'Fix locations' option. But... I will prevent that from happening with 'New/Nouvelle France'.
posted by Ian Beacall
It should be "Nouvelle-France", btw.
posted by Murray Maloney
Autobio is since the day before yesterday no more publishing the full data on marriage and the lifespan of the children is 'null'. I have Firefox, Windows 11 and WBE 1.8.8

example draft of: https://www.wikitree.com/wiki/Van_Rijn-345

posted by Klaas Jansen
Using Safari on iPad IOS 16.6. Tried auto bio on a couple of profiles in both cases baptisms and burials are removed from the new biography, even though properly sourced. I can understand if there is confusion between UK English and US English re the spelling of Baptised, or baptism, but burial should be the same, I think?? Or do some different keywords need to be in the original biography?

Sorry, still learning Wikitree! I don’t really want to cut and paste several hundred instances.

posted by Ian Hames
Hi Ian. Can you show me an example?
posted by Ian Beacall
Following on from the "Died Young" issues on G2G and Discord, there is considerable interest in flexibility or freedom of choice so I'm asking if you will add a feature to WBE to allow that, if technically feasible an option where the user can insert the template version into a input box or something to that effect would cater for everyone, so far there are 49 different versions in use on WT across 68k profiles. If the sticker image/template code needs to be written into your extension as a menu item, identifying a shortlist might require another G2G post.

A lot of the different sticker codes generate a identical looking sticker anyway. Obviously this request must take it's place in the queue if it's accepted.

posted by Gary Burgess
I'm having problems with Clipboard restore from backup in Avast browser, I can access the backup file but it will not upload, nor can I add fresh items to the now empty clipboard, I can add them to the box but attempting to save them fails. Changing to Chrome on the same computer, or Vivaldi on another computer and everything seems to work fine, note did not try to overwrite the existing clipboard on Chrome or Vivaldi but could add new items. Avast, Chrome and WTE all updated on Win10 today on the computer I'm using Avast on.
posted by Gary Burgess
edited by Gary Burgess
This looks like it might be very handy, but as I don’t have much software experience, I can imagine there’s a steep burning curve. Will it work for Opera and Chrome? I mainly do research on my iPhone, where I use Opera. Does it use secure JavaScript? Thanks for the dark mode! As my eyes get worse I find that it’s much easier to use dark mode than regular.
posted by Geoff Oosterhoudt
In terms of using the extension, I think anyone can do that. Just install it and see what you want to use.

It works for Opera, Chrome, Edge, and other Chromium based browsers, as well as Firefox. Unfortunately, Opera (and all these other browsers) don't have extensions on iPhone/iPad. We have a Safari version, which will hopefully be in the App Store by the end of this month.

posted by Ian Beacall
Wonderful, lots of reading, are you going to make a video showing the new things?

Also is there a way to add a second language, currently you can only pick one language that the person spoke. However I have many ancestors who spoke more than one language.

The Language setting lets WBE choose renditions of the place names that are in the appropriate language.

An English child who was born in Munich beside a German child who was born in München, for example.

https://www.wikitree.com/wiki/Space:WikiTree_Browser_Extension#Language_Setting

Reporting an ancestors linguistic abilities is best left to a prosaic treatment in the Biography.

Others have done video expositions of WBE. Hopefully more will follow. See YouTube.

https://www.youtube.com/watch?v=6ctf3n0A8zA

https://www.youtube.com/watch?v=NflosCnG_W0

posted by Murray Maloney
I was using this with Brave and loved it. But I have switched to the new DuckDuckGo Browser for the higher security. It uses Microsoft Edge Webview and I think it's Chrome based. Will this app work and which version should I use.

Max

posted by Max Haiflich Jr.
Ian and Jamie,

I have a Kool One name study. Cole is a variation of Kool (Dutch) and (Kohl (German) surname. The Kool name for many turned into Cole. My study has a Cole tag. There is a Cole One Name Study. If you use WBE auto bio the Cole name defaults to the Kool One Name Study. If you don't use the WBE there's no issue. How can this be resolved? Great work on the extension!

Vertical family lists appears to have stopped working on preview version.
posted by Gary Burgess
Could you tell us exactly which version you are using? OS/Browser combination?

You can find the WBE version number at the top of the Settings. Use the gear wheel.

posted by Murray Maloney
Win 10, Avast browser, WBE checked and updated to latest version.

It was all working perfectly this morning, and I tried all the usual tricks last night eg disabling then re-enabling the family list features.

posted by Gary Burgess
I have sent you a message in Discord. Let's debug the problem there...
posted by Murray Maloney
Great job! A suggestion: make it MUCH easier to find how to make changes to the settings.

In particular this text is very useful and easy to miss:

To change any options in future, just click on the WikiTree icon in your browser toolbar.

Click on the WikiTree icon to access Options and Settings Click on the WikiTree icon to access Options and Settings Chrome and Firefox: You'll probably need to pin the icon to the toolbar - click the browser's extension icon (a jigsaw puzzle piece, a cube, or something similar), and find the pin next to the orange WikiTree icon. Safari: Right-click on your Safari Toolbar and it will offer you a "Customize Toolbar..." option. You will then be able to arrange the position of the WBE icon wherever you choose on your toolbar.

posted by Rob Wilson
Added the bold text: "Accessing WikiTree Browser Extension features page"

Does that help?

posted by Murray Maloney
It helps, yes. But there is still a big sea of text! I guess it will take time to improve accessibility.
posted by Rob Wilson
Your concrete suggestions are welcome.
posted by Murray Maloney
Isn't there a function for automatically checking no middle name button? I had it but now I don't. Could it be on BEE and not WBE?
posted by Cindy (Bourque) Cooper
https://www.wikitree.com/wiki/Special:Settings under Miscellaneous Settings:

Hide Middle Name field when creating profiles and automatically set "no middle name" selector.

posted by Murray Maloney
Thank you! Oddly, I did have that box checked but wasn't working over the last few days. I unchecked and rechecked it and will try again. Appreciate the pointer.
posted by Cindy (Bourque) Cooper
I seem to have lost the ability to post to Discord AT ALL (in ANY channel).... My posts (in channels or DM) show up "gray" text, then disappear. I logged out and back in again; no change. Weird. So I've come here. Three things:

1. I use an iPad with Safari (for WBE testing; normally I use Chrome); WBE installed with auto-update turned on. I also use a keyboard with my iPad. I have WBE's "Access Keys" turned on. None of them work.

2. I set Categories to appear in right-hand column, but when I turn Read Mode on, they disappear completely--- not in right column, not at bottom of column.

3. Love the Google search at bottom of all profiles; could you please add ability to search Freespace pages? That's the one I use most from the standard Search interface.

Thanks!

posted by Jillaine Smith
I think the default settings for reading mode collapse the right-hand column to make the profile fill the screen. If you click on "Show options" there is a setting to change that to "never" and you can instead choose to hide individual elements.

Profile >> Readability Options >> Show options >> Hide Profile Elements >> Right Section >> Collapse the entire sidebar

There is a similar option to hide categories that also defaults to "in reading mode" which could apply here.

Profile >> Readability Options >> Show options >> Hide Profile Elements >> Bottom Section >> Hide categories

posted by Jonathan Duke
edited by Jonathan Duke
Hi Jillaine. I've done some searching and I currently have no idea how to make access keys work with an iPad keyboard. But... Not the end of the world, eh?
posted by Ian Beacall
In preview I am now getting the red print conflict box on every profile, including newly opened profiles, WBE is current version, Avast browser has been shut down and restarted, issue continues to occur.
posted by Gary Burgess
Hi Gary. Yes, this is a (new) known problem. I'm sure it will be resolved soon. Thanks for using the Preview version and putting up with the occasional hiccup. It helps us find bugs more quickly.
posted by Ian Beacall
Hi

Thanks for the quick reply, I had a look on G2G and didn't see it mentioned. The amazing thing about Preview (and Bee) is the rarity of finding bugs, must be the result of clever design and coding.

posted by Gary Burgess
Yes, this was the result of a combination of updates, including the one to fix the Firefox issue below, and a conflict if you had a couple of particular features enabled. It should be fixed in the current version (1.6).
posted by Jonathan Duke
edited by Jonathan Duke
Since I installed the WBE, I've been often seeing a multiple repetition of the four dark green buttons, sometimes stretching all the way across the page, sometimes stacked. Refreshing the screen fixes it, but I shouldn't have to do that! Using Firefox, v.111.0.1.

I don't think I can post a picture here, but I have a screenshot if you want it.

posted by Shelley (Mair) Monson
There are 4 dark green buttons for the clipboard/notes/watchlist features, but I do not see any repetition or stretching across the page on Firefox 113.0.2. Is there a specific scenario or page that this happens on? If you can post on G2G with the screenshot, that would probably help diagnose the problem.
posted by Jonathan Duke
Shelley, I believe this is fixed in the latest version of the extension (1.6).

This issue is related to Firefox reloading the extension when it updates or is disabled and enabled again. The new fix should prevent the duplicate buttons, but if your extension does update or you see any issues, you still may need to refresh any WikiTree browser windows that you may have had open for the latest changes to take effect.

posted by Jonathan Duke
edited by Jonathan Duke
Something odd happened overnight. The birth and death are now clumped together at the top of the profile. Turning off this extension restores it to normal. I can't find anything on the options page to fix it.
posted by Aaron Gullison
Yes, we know. Sorry about that. It will be fixed soon.
posted by Ian Beacall
The 1.5.9.0 preview is out, which should have it fixed (this is now an option under Change Family Lists to reorder it so that the date comes before the family). The 1.5.9 stable has been uploaded but is awaiting approval on the Chrome store.
posted by Jonathan Duke
clip board and notes ..Clip board is fine but notes is too large when editing a profile so not at all useful as you can't get to the right side of the popup

also is it possible to have a clipboard (maybe there is one??) when adding a new profile--I used to use the source section to paste the info and copy and paste from there to name and other field above. Now I have to retype and at my age typo errors happen too often. or I have to keep changing screens to copy and paste and that is hard on the arms.

posted by Jean (Tennant) Skar
Hi Jean,

I'm not sure what you mean about the notes being too large, but I'll look into that. About the 'add person' page and using the sources section... Try the 'Add Person Redesign' feature. I've tried to kind of replicate how it used to be.

posted by Ian Beacall
Hi Ian

I'm a bit confused with what appears to be changes with the Backup function, possibly due to inconsistences in the descriptions or pop-up info. First the write up on this page doesn't say that the access to Backup buttons are accessed thru' the Settings button. Next, hovering over the Back Up Data button gives a message " This will pop up a dialog to select the download location...." the description on this page states that download is automatic to the downloads folder. Using Chrome I get a box come up allowing me to save to my choice of location, using Avast it downloads straight to my Downloads folder. WBE freshly updated on both browsers. The option to save to a chosen folder seems preferable, rather than having to transfer again after download. I'm using the Preview version.

posted by Gary Burgess
edited by Gary Burgess
Yes. If you have the Preview version of the extension, you will have seen a change in the backup feature. Sorry if it was confusing. You seem to understand it now... If you have any free time, please feel free to update this page with fuller descriptions of any of the features. The page is open for editing. (I've been too busy busting bugs to think very much about updating this page.)
posted by Ian Beacall
I updated the information about the upcoming changes to the Settings dialog. Let me know if anything needs clarification. I added the dialog so that I'd have a way to reset all of the options for the individual features (instead of just the toggle buttons), and then I added options for backup/restore, so it made sense to move Ian's backup/restore under the same location. His options should still work the same way as they did before, though. There was also an issue with Firefox that should be fixed now.
posted by Jonathan Duke
Using the auto bio function it is picking up inaccurate categories. eg - for a Parramatta birth it is picking up the Parramatta rifle club! For Newtown it is 'Moore Theological College, Newtown". It seems to be picking up the first location for say, Parramatta rather than the correct one
posted by Carolyn Ball
Hi Carolyn. Thanks for bringing this up. I've made some changes and you should see better results soon. (The current bug fix update is pending approval in the Chrome Store and live in Firefox.)
posted by Ian Beacall
Also when using the AutoBio, it doesn't pick up sources for marriages. It used to.
posted by Aaron Gullison
Transferred Firefox from old Windows 10 desktop to new Windows 11 desktop. WBE was transferred with looks like all its features. However, the stored data in My Menu, Clipboard and Notes did not transfer.

What do I need to do?

posted by Stuart Awbrey
On your old one, click the WT icon in the toolbar and scroll down to the bottom of the features list, where you should find the 'Backup' button. Take the file that you get from that to your new computer; go to the same place and use the 'Restore' button to 'upload' the file. This should do it.
posted by Ian Beacall
edited by Ian Beacall
Followed above steps. Restarted Firefox.

Data is not appearing in My Menu and the others.

Using latest version of Firefox and v 1.4.8 for WBE.

The old pc is Win 10 and the new one operates on Win 11.

posted by Stuart Awbrey
edited by Stuart Awbrey
I cannot find a description of what this extension is supposed to do. How can I evaluate whether to install or not if I don't know it's intended use? Can someone add a description?

Thanks

posted by Sheila Fields
Hi Sheila, the extension adds optional UI tweaks/advanced features to the WikiTree site. The features are described above: https://www.wikitree.com/wiki/Space:WikiTree_Browser_Extension#Features
posted by Jamie Nelson
I don't seem to have the auto bio feature any more. Is that something that can be fixed up? It's so handy.
posted by Gillian Thomas
Just saw the post that discussed this, so no need to reply. Hopefully it will all come good in a little while!

Just worked out how to use the new bio-generator. Thanks for that!!

posted by Gillian Thomas
edited by Gillian Thomas
I'm looking for that post (how to use new bio-generator) can you direct me? tnx D
posted by Darryl Rowles
I used the + sign to add this page to the Extra Watchlist, but when I click on the binoculars it keeps telling me that the extra watchlist is empty.

Chrome on macbook air laptop.

Edited to add: mmm... I'm not now sure what extension I have, and there appears no way to figure that out. Nor do I see instructions for how to uninstall the extension. (I'm thinking I should re-install to make sure I've got the right one.)

Edited again: Okay, I found out how to uninstall it; click on the appropriate link to INSTALL, and Chrome will recognize if it's installed already. AND give option to remove the extension.

posted by Jillaine Smith
edited by Jillaine Smith
I have Sticky Toolbar on and often use the Clipboard when on a Text Box but it now opens at the top of the screen and I have to scroll up to select it. It didn't used to do that.

Also, when creating a spouse or child I cannot get to all the BIO info from the profile I am adding to. Usually I have 4 lines of text with the bottom being the Death record but when I select BIO, the pop up window does not let me highlight or see the bottom line.

posted by Kylie Fowler
The clipboard issues are fixed.

As we've just found out, the BIO issue is a BEE issue (and I think we're OK now).

posted by Ian Beacall
Hi

I've lost the backup button in Chrome, it's showing in Vivaldi on one computer but not the other. Chrome updated recently. edit I've just checked Vivaldi version numbers, the version on the computer with the back-up button still working is an older version, the computer with the button not showing is current version.

posted by Gary Burgess
edited by Gary Burgess
The backup button should show up if you're on a WikiTree page and you click the the icon. It's not visible if you're not on a WikiTree page or if you right-click the icon and choose the options page. Can you check to see if this is the case?
posted by Ian Beacall
Hi

I was doing it correctly, tried again this morning and the button is back, checked on 4 different browsers this morning on my laptop, and that was on sleep overnight. Mystery glitches are a pain.

posted by Gary Burgess
I use the clipboard all the time. I would like to be able to move the order of my clipped items for ease of use. Please put that in a future update.
Hi Michelle,

I'm sorry if the instructions are not clear (or non-existent), but you can re-order the items by dragging them. Grab onto a number on the left and move it up or down in the list and see if that works for you.

posted by Ian Beacall
Thank you so much! I have not read the directions for the extension in quite some time. I never tried dragging them into the order I wanted... silly me! This clipboard is tied for first place in my list of tools I LOVE to use.
Hi Ian

Where can I find the instructions for how to restore the clipboard from the backup?

posted by Gary Burgess
See just above these comments, where it says 'Backup'. (I've added a little more information.)
posted by Ian Beacall
Is there a reason that Chrome extension has different layout choice, and Firefox doesn't, for adding a new profile?
posted by Kylie Fowler
Can you explain a little more? The Chrome and Firefox versions are exactly the same. Are you maybe asking about WikiTree BEE? (This is the page for the WikiTree Browser Extension, which is a different thing.)
posted by Ian Beacall
I have the extension on Firefox - positive that is what I got as it is in my extensions tab and called Official ...Extension. I saw a screenshot of someone using Chrome, so I installed that. On Chrome a feature exists called 'Change Field Order' on the add New Person page. I do not have that on Firefox. I have enabled every feature I can find but do not have that. Have ensured ad blocker etc is not active on Wiki Tree but they look different and operate differently granted I am a computer user and have basic skills in underlying issues that could be causing it.
posted by Kylie Fowler
The Change Field Order button is a feature of WikiTree BEE. (I seem to have forgotten to add it to the BEE space page, but it's listed on the on the update page. https://www.wikitree.com/wiki/Space:WikiTree_BEE_Update#:~:text=You%20can%20now...-,Change%20the%20field%20order,-on%20a%20profile )
posted by Ian Beacall
Okay, thank you! I presume this means I have BEE on Chrome then? Wow, this is a minefield for us novices..lol
posted by Kylie Fowler
Yes. Sorry about the confusion.
posted by Ian Beacall
Installed BEE on Firefox and now I have it. THANK YOU! (and it is me that's confused..lol)
posted by Kylie Fowler
Last night I had the 'Change field order' and 'Minimal tabbing' features disappear and others in my Discord group reported the same. How do I get them back?
posted by Kylie Fowler
Sorry about that. It should be OK now.
posted by Ian Beacall
Ian,

There seems to be some issue with the Printer Friendly Bio option selection for MyMenu. I click on the button, it gets added to my My Menu box, but when I use the button on any profile, it comes back with a "This page does not exist." [and a web address of https://www.wikitree.com/wiki/Undefined] If it matters, I am using latest FireFox (V 109.) on a Windows 10 machine. Thanks for any help, Jeff

posted by Jeff Lewis
Thanks, Jeff. I've fixed this (you may need to update the extension in your browser to see it). Let us know if you see any more problems.
posted by Ian Beacall
Hi all, there seem to be some stability issues with the app.

https://prnt.sc/Mcr8hGmWUt8w this is a screenshot of a profile I am working on, to illustrate the problem I am seeing. Can't give you a screenshot of the other part of it, but when I hover my cursor over the yellow band that bears the name, all the green icons beside it align, the last one, which is showing beneath the others in the middle, moves to its rightful place at the end of the line.

I also notice some bouncing around of other things when I am using category picker for instance. Any way to fix this?

Thanks all.

Danielle

posted by Danielle Liard
Hi Danielle, I think you'll find that the first issue you mention is unrelated to the extension. Disable the extension (or disable all its features) and you'll see the same thing.

In the category picker, there is some jumping about as the links to the category pages (for people to check that they have the right category) are added to each result. There are two ways to fix this: 1) Switch the feature off. Options > Editing > Category Finder Pins (the link images were originally pins). 2) Have this feature built into the site itself rather than the extension. As it is, the dropdown list of category options is populated on each press of a key; then, the link images are added. This is what gives the impression of the list jumping about. If the link images were included along with the category results, there would be no jumping about.

Edit: On second thoughts, I may be able fix this jumping about in the Category Finder.

Edit 2: It seems that I can stop the jumping, but the image links will still load after the categories appear, so it may seem to flash slightly.

posted by Ian Beacall
edited by Ian Beacall
Excuse my ignorance but it says "To go back to the Options page in future, look for the WikiTree icon in the browser's toolbar at the top and click it. "

Nothing happens when I click my wikitree logo in my fire fox browser. How do I get to the Options page?

posted by Kylie Fowler
I'm not sure what's happening to you there. I hope we're talking about the same place. After you've installed the extension, there should be a WT logo in the browser - at the top, on the right, near the little hamburger (three lines) menu button. If you see that, you should be able to just click it to see the options. If you see it, but you haven't updated it for a while, you may see a small menu with 'Manage extension' as the first option. In this case, or if you just don't see it, you need to update the extension. To open the extension manager, you can go "Ctrl + Shift + a". Then look for the gears icon (top right); click that, and then choose "Check for Updates". You may need to accept some permissions for the extension to access remote data (from the apps server, for example). After it's updated, you should be able to click the icon and see the options.

Does that help?

posted by Ian Beacall
Reading others' comments, because I selected the only option available to me on my ipad, which was "add to desktop" which I don't understand because the ipad isn't a desktop. I checked the iPad's Home Screen; no extension. (The old Sourcer is there, but I never use it.). And there is no WT logo anywhere on my Chrome browser screen. (Also no "hamburger."). Maybe my ipad is too old?
posted by Jillaine Smith
Jillaine, the extension isn't available on the iPad yet. When it is, it will be for Safari.
posted by Ian Beacall
Any update on this, please?


Your comment must be at least 30 characters long.

posted by Jillaine Smith
Hi Jillaine, we are getting close to releasing at least a preview version; there are just some differences between the code compatible with Safari and the other browsers that need to be worked out.
posted by Jamie Nelson
Thanks for the update, Jamie. If I can help with testing, let me know.
posted by Jillaine Smith
When I go to my extensions menu, I find the extension there and click details. There is a button there to open the options page
posted by Michelle Ketcham
I just realized one downside to the "Change Family Lists " option, which I otherwise really liked: You lose the DNA confirmation tags seen in the normal WikiTree view.
posted by Joe Murray
Thanks, Joe. That's not the intention - there is some code in it to deal with those tags, but I guess you're saying the code isn't working well. I'll take a look soon and fix that.
posted by Ian Beacall
I think I'm missing something. Where is the "My Menu heading" located that I'm supposed to click on?
posted by Michael Smith
Have you enabled 'My Menu' in the settings? When it's enabled, you should see it in the header of each page where the other menus are.
posted by Ian Beacall