Forum Help

Since you are reading this page then it is safe to say to that you already know basic website navigation such as typing web addresses, clicking through links and maybe even watching or listening to multimedia. That's great! What we'll do here is try to familiarise you with how to use our forum and its many options.

When you get done reading this you will be able to reply to existing posts as well as make new posts. You will know how to format your text, make links, add images and videos and much more. We're not going to teach you how to use every little button, gizmo or forum feature but rather provide you sufficient working knowledge to feel comfortable enough to get involved here in the forum. After that, you can do a sleuthing around to learn what the rest of the goodies do.

Set up your profile

To start it is a good idea to set up and complete your profile. You access your profile by clicking 'Profile' located at the top of the forum. This area is not much different than any other form you have filled out online or in real life except that much of the information in here is optional.

Personal Info

  • Summary - All your settings from other tabs summarized.
  • Edit Your Details - Edit your login name, email address and password.
  • My Avatar - Select an avatar from those available or upload your own image. If you upload your own image, you can upload an image up to 250 x 250 pixels and 50 kilobytes. The forum will automatically scale the image for use in various locations. We recommend a square size, as this is the format displayed  in most places. A non-square image may be distorted to fit.

Signature

  • It is useful to add information about what your site uses in terms of version of webtrees,  php, etc. 
  • You may list your sites URL "if" it points directly to a webtrees home page.
  • You may not list other URLs such as for commercial exposure, etc.

Forum Settings

  • Look and Layout - Tweak a few forum appearance settings.
  • My Profile Info - Fill in personal information that you don't mind sharing publicly. This is also where you fill out your forum signature.
  • My Posts - List of your posts ordered by most recent. Handy for finding a post that you don't recall which board you posted it in.
  • My Subscribes - List of topics that you have subscribed to send you an email notification for all new responses.
  • My Favorites - List of topics that you have ticked as a favourite of yours so they are more easily identifiable in the forum list
  • Email addresses - The forum is configured to allow viewing email addresses on each user's profile, unless the user has chosen to hide it. Get to a profile by clicking on the user's name or avatar. To enable / disable viewing your email address go to your profile; click on "Edit" (near top right); select the "Forum settings" tab. This is a more secure method of sharing email addresses than on the message display.
  • Remember to press the 'Save' button any time you make changes in your profile.

The forum is configured to allow viewing email addresses on each user's profile, unless the user has chosen to hide it. Get to a profile by clicking on the user's name or avatar. To enable / disable viewing your email address go to your profile; click on "Edit" (near top right); selct the "Forum settings" tab. This is a more secure method of sharing email addresses than on the display here.

Reply to an existing post

So, you have been lurking around the forum for a while reading every post and getting to know everyone. You have just read someone's post and you have finally decided you are going to reply and contribute some information of your own. Great! This is done by pressing one of the 'reply' buttons.

  • Quick Reply - this brings up a small text area (without reloading the webpage) where you can quickly type a short reply. Press 'Submit' when you are done typing your response. If you have a change of heart you can press cancel and nothing gets posted regardless if you typed anything or not.
  • Reply - This is the standard method in which you should reply when you want to reply primarily to the most recent post. The reason for this is because the subject line of your reply will autofill with the subject of the post from which you are replying. In case you were wondering, yes, you can change the subject. OK, now you are looking at what is called a text editor. Think of it as a slimmed down version of a word processor (such as Microsoft Word) in which you can format your text, add links, images, smilies, etc. More on how to format your post later. For now, type your response and press the  'Preview' icon in the board code menu if you wish to view your post prior to submitting it. When you are done editing and are satisfied your post is ready to contribute to the forum then press the 'Submit' button.
  • Quote - If you wish to quote someone's post whether in whole or in part you simple press the 'Quote' button located beside the 'Reply' button underneath each post. The is very useful if you wish to make light of or expand upon a prior post. Once you press the Quote button you are brought into the same editing environment that you use to edit or create any other post. At this point, you type your response directly to that quote. When you are done replying, press the 'Submit' button.
  • Reply Topic - This button functions the same as the 'Reply' button with the exception that your subject line will autofill with the subject of the original post (OP). This may come in handy if you replying to a long post whose subjects may have changed over time but you want to reply to the OP. When you are done replying, press the 'Submit' button.

Create a new post of your own

Now that you have responded to a few other posts, you will be feeling ready to start your own thread. To do this, navigate to the appropriate category for your topic and click on it so that you can see the list of all of the existing posts. At the top of the list is a button labelled 'New Thread'. Click that button to start your very own topic. You are placed at the same text editor that you used earlier when replying to posts. Simply type your message and press 'Submit'. Don't forget to tell us about your system. Its a great help when trying to respond. Now you have your own post topic in the list.

Format your post

Remember we said earlier that the text editor is very similar to a word processor? Well, as in any word processor you can format and arrange your text for emphasis here in the forum.

The first, basic thing you should know is that the forum uses what's called BBcode or Bulletin Board Code. BBcode uses 'tags' to 'mark up' your text. Each 'tag' has an opening and closing 'tag' denoted within brackets. An opening tag will look like [ ] and a closing tag looks like [/ ]. Notice the slash in the closing bracket is the only thing that is different. If you forget the slash, the forum will interpret your closing bracket as an opening bracket.

The easiest way to 'mark up' your text is usually to type it out first, then select it, and press the appropriate button at the top of the editor. For example, if you wanted to make 'some text' bold you would type it out 'some text', then select 'some text' with your mouse, and then press the 'B' icon in the toolbar located just above the Message area (where you are composing your message). You will now see: [b]some text[/b]. When you preview or submit your message it will be displayed as 'some text'. Alternatively, if you know them, you can type the tags manually right along with the rest of your text or you can use the buttons at the top of the editor to insert the tags the fill in your text.

The BBcode Wiki covers the basic mark up tags so let's move on to what the Wiki doesn't cover.

Lists

There are two types of lists: ordered and unordered. An ordered list is a numerical list like you might use to list the finishing order of a race. An unordered list is a list you might use to list groceries. There are two different tags needed to create a list.

First, you use a tag that creates the kind of list you want.

[ul] [/ul] = unordered list [ol] [/ol] = ordered list

Second, you use a list tag for each item in the list

[li] [/li] = each list item.

So, the code for an ordered list would look like this:

[ol] [li] 1st place[/li] [li] 2nd place[/li] [li] 3rd place[/li] [/ol]

Edit your own post

There will be times when you make a post and you don't catch a misspelled word, fix a broken link or something that will require you to edit you post. It happens to us all so the edit button is easily accessible. When you are looking at one of your own posts that you need to edit you will find the 'Edit' button at the bottom of your post. Simply press the edit button and you use the same editor you used to create your post populated with the actual post. Edit your post as you see fit and, when you are satisfied, press the 'Submit' button at the bottom of the page. All done!

You can also delete you post, even after you've submitted it, if you changed yur mind. You can't delete it after anyone has replied though.

Visibility and notification of your favorite posts

Now that you have settled into your new community and everyone has met you, you want to be able to keep up with your favorite posts without checking in every five minutes to see if something new has posted. There a couple of ways that you can do that.

Subscribe

At the top and the bottom of every thread you will find the 'Subscribe' button. Pressing this button subscribes you to that topic so that any responses to that topic will generate an email notification to your email address stating that a new post has been made along with a link directly to said post for your convenience. You will notice the button now reads 'Unsubscribe' indicating that you are subscribed and pressing the button again will remove your subscription to that thread. Remember that you can also manage your subscriptions in your profile.

You can also choose to subscribe to an entire category (or as many as you wish). That means you will be notified by enail of any new post on that category, as well as replies. You subscribe to a category in the same way as threads. The option is at the top of the catefgory page, above the list of threads.

Favourite

Another way of gaining visibility of threads that wish to keep an eye on is set them as your 'Favorite'. This will place an obvious indicator, such as a star, beside the topic name of the thread so that it will stand out in the forum list of topics. You will notice the button now reads 'Unfavorite' indicating that the post is already one of your favourites and pressing the button again will remove it from your favourites. This is a great way to get visibility on multiple topics that you wish to watch without getting spammed by email subscriptions. Remember that you can also manage your favourites in your profile.

Adding attachments to posts

Both images and files can be added as attachments to posts, and then downloaded by registered users. Just click on "Add file" below the message area when you reach the right point in your post to add the attachment. Remember though, there are limitations on the attachments you can use:

  1. Image size must not exceed 800px X 800px.
  2. The only image types allowed are jpg,jpeg,gif,png
  3. Files or images must not be larger than 150KB
  4. The only file types allowed are pdf,zip,txt,gz,tgz

You cannot upload ".php" files or any file that contains ".php" in its title. When you need to add those as attachments you must first 'zip' them in one of the accepted zip formats above. Amend the title of the zip file to (example) "functions.zip", NOT "functions.php.zip".

User "ranks"

As you start to create or reply to forum threads you will see that your user profile gains a "rank". As a new member your rank will be "New", but as you post more that will change.

It is a very simply system, based on the number of posts you make. Here are the different levels we use:

Rank Minimum posts
New 0
Junior 100
Senior 250
Frequent 500
Gold 1000
Platinum 2000

Two other ranks, Administrator and Moderator describe the user's status, and are not based on number of posts.

You should also be aware that as our forum grows it might be necessary to adjust these levels. So don't be surprised if your "rank" changes one day!

Conclusion

Now that you know how to create your own posts, edit them, set notifications, etc, you are ready to explore the rest of the forum. Don't be afraid. Go click things and see what they do. If something 'breaks' or you don't understand how to use something make a post in the forum and ask for help.

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