In my main TB file I have a prototype called “Notes Prototype” which I use all the time to record notes during meetings, thoughts, records of telephone calls etc… It has a number of Key Attributes (KAs) that help me identify the note context, the satellite missions involved and other meta data that makes sense to me. If the note is long or it makes sense to split into different sections I usually add subnotes to the main note with the same prototype.
These notes and their use in TB has proven very useful especially in combination with Agents and Dashboards (hopefully in the future cross-tabs ). For instance I have Agent called “This Week” which retrieves all notes from this week using the following code:
($Created.week==today.week) & ($Created.year==today.year) & ($Prototype==“Notes Prototype” | $Prototype==“Task”)
which I view in Outline mode. One challenge I still face is how to recognise the Sub Notes within the view. As the Agent flattens the hierarchy and the prototype of a sub note is the same as the container it is difficult to recognise the relationship/hierarchy at a glance. This being TB there are many options that I know of to address this including inter alia:
- Create a new prototype for sub notes derived from the main note prototype and use
OnAddaction. The disadvantage of this is that you create a new prototype for what is essentially the same thing (a proper note on its own)
- Link the sub note to the containing note. I already do this via an
OnAddaction so that I can always find the container note using BrowseLinks. However, visually there is no connection in Outline View so it requires some extra steps e.g. BrowseLinks pop-up or similar to establish this connection.
- Add a KA with
$Containerattribute to sub notes. Probably one of the better solutions (although this requires the text pane to be open). I’m not so keen on using up even more real-estate on my text panes. I usually only need this info inside Agents in any case, so not more than 1 or 2 times a day at most.
- Use the excellent
$HoverExpressionconnected to some action code along the lines of
which also works well once you know that the note is a sub note.
I guess what I miss most is a visual way of saying that this is a subnote within the outline view. Visual clues in outline are much less than you have in say Map (flags, different edges) in indicate that - while this is a note - it is a child to another note.
Any thoughts or suggestions ?