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Rob Freundlich

Widget/shortcut to create new note with specific tag and/or in specific notebook?

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Is there a widget or shortcut that I can use to create a new note that has a specific tag (or set of tags) assigned to it and/or is in a specific notebook?

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Hi.  You could set up a template note with the correct set of tags and copy that whenever a note with those parameters is required (but check the copy options to make sure you include the tags...) or you could use a service like Transpose.com which will allow some quite complicated fields to be set up in a note with preset tags and other settings.

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Thanks for the ideas!  I ended up creating a Tasker task that queries for the journal entry text, builds an enex file and uses the "Send Intent" action to send it to Evernote to create the entry.  But Transpose looks interesting, and I'll check it out at some point.

 

Two questions:

 

  1. How would I set a notebook for my template?
  2. How would I create a homescreen shortcut to create a new note from a template?  Would I use the web URL?

Thanks!

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Thanks for the ideas!  I ended up creating a Tasker task that queries for the journal entry text, builds an enex file and uses the "Send Intent" action to send it to Evernote to create the entry.  But Transpose looks interesting, and I'll check it out at some point.

 

Two questions:

 

  1. How would I set a notebook for my template?
  2. How would I create a homescreen shortcut to create a new note from a template?  Would I use the web URL?

Thanks!

 

1

The notebook needs to exist to get chosen.

So first create a notebook in Evernote

And when you're finished with your template you save it and follow this

http://help.transpose.com/Connected-Apps-and-Services/connect-other-apps-and-services

 

2

In your browser, Firefox you find "page" and "add to home screen" in the menu,

in Chrome "add to home screen" is directly in the menu, no extra swiping.

 

And you can change the name of the shortcut (I use 5 templates and all has the name Transpose as default... https://transpose.com/public/profile/42132/ This is anonymized version of my most used templates)

 

You can use Web forms. http://help.transpose.com/Web-Forms/creating-a-web-form

If you are going to share to form/template Webform is safer. No access to your Transpose account

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Thanks again, Morticia.  Four more questions:

  1. I just set up a template, and instead of applying the tags as Evernote tags, it seemed to just put them into the note.  Did I miss something obvious?
     
  2. When I created my first note, I tried entering a tag whose value was 09.  It wouldn't let me.  Have you ever tried anything like this?
     
  3. Do you know of a way to generate tags?  I have a tagging system in which I tag everything with the year as one tag and the month as another (hence the 09 attempt), and I'd like to have that happen automatically.
     
  4. Do you know of any way to un-webify a form so I can use it offline or just not have to wait for it over a slow network connection?

Thanks!

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Thanks again, Morticia.  Four more questions:

  1. I just set up a template, and instead of applying the tags as Evernote tags, it seemed to just put them into the note.  Did I miss something obvious?

     

  2. When I created my first note, I tried entering a tag whose value was 09.  It wouldn't let me.  Have you ever tried anything like this?

     

  3. Do you know of a way to generate tags?  I have a tagging system in which I tag everything with the year as one tag and the month as another (hence the 09 attempt), and I'd like to have that happen automatically.

     

  4. Do you know of any way to un-webify a form so I can use it offline or just not have to wait for it over a slow network connection?

Thanks!

 

 

1 In the early start of Transpose (this summer) that wasn't fixed. But now since mid June, the tags I add to the template is added as tags in Evernote.

http://www.evernote.com/l/AQLLanEMGbVM-I8Z0WFtyaUZr46kICmrvVY/

 

2 Tested and no tags. I use 2015-09 as a tag. But figures from 0 to 99 seems impossible...

And contacted support. "Not possible to use figures ex 09 as a tag. Any reason to that? 2015-09 works fine. https://discussion.evernote.com/topic/88455-widgetshortcut-to-create-new-note-with-specific-tag-andor-in-specific-notebook/"

 

3 In multiple choice / check boxes it possible to make the choice a tag. for example https://discussion.evernote.com/topic/86166-foodmeal-medication-log/  (the food I check is the tag in Evernote.)

 

4  No. Most of the services need an Internet connection. I've had copies (I just copied some note to a notebook I call _template ) of Transpose template I use when my Internet connection is sleeping. Michael has some good ideas https://discussion.evernote.com/topic/85293-templates-and-tabstructure/?p=362612

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#2 and #4 are unfortunately non-starters for me.  Particularly #4 - for the kind of journal I'm doing, I need the form to open very quickly.  Looks like my Tasker solution is going to have to be it.

 

Thanks, though, for all of your advice - I've learned a lot, and I'm going to keep the free Transpose account I set up to try this, in case I have other form needs with less rigid requirements!

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#2 and #4 are unfortunately non-starters for me.  Particularly #4 - for the kind of journal I'm doing, I need the form to open very quickly.  Looks like my Tasker solution is going to have to be it.

 

Thanks, though, for all of your advice - I've learned a lot, and I'm going to keep the free Transpose account I set up to try this, in case I have other form needs with less rigid requirements!

 

You're welcome

And I hope that tags with 09 or 12 will be possible soon.

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#2 and #4 are unfortunately non-starters for me.  Particularly #4 - for the kind of journal I'm doing, I need the form to open very quickly.  Looks like my Tasker solution is going to have to be it.

 

Thanks, though, for all of your advice - I've learned a lot, and I'm going to keep the free Transpose account I set up to try this, in case I have other form needs with less rigid requirements!

 

Andrew from Transpose have send me a mail

"Whoa, super weird! Nice bug, we'll get it fixed :) And thanks for fielding all those Evernote questions!

I should say, this one might take a little while--we're getting major updates out the door (hopefully this week!), so Evernote stuff is taking a backseat-

Andrew"

So now they know. And... :P

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On 9/21/2015 at 7:57 AM, Morticia said:

Anyway to now do this natively within Evernote?

 

1 In the early start of Transpose (this summer) that wasn't fixed. But now since mid June, the tags I add to the template is added as tags in Evernote.

http://www.evernote.com/l/AQLLanEMGbVM-I8Z0WFtyaUZr46kICmrvVY/

 

2 Tested and no tags. I use 2015-09 as a tag. But figures from 0 to 99 seems impossible...

And contacted support. "Not possible to use figures ex 09 as a tag. Any reason to that? 2015-09 works fine. https://discussion.evernote.com/topic/88455-widgetshortcut-to-create-new-note-with-specific-tag-andor-in-specific-notebook/"

 

3 In multiple choice / check boxes it possible to make the choice a tag. for example https://discussion.evernote.com/topic/86166-foodmeal-medication-log/  (the food I check is the tag in Evernote.)

 

4  No. Most of the services need an Internet connection. I've had copies (I just copied some note to a notebook I call _template ) of Transpose template I use when my Internet connection is sleeping. Michael has some good ideas https://discussion.evernote.com/topic/85293-templates-and-tabstructure/?p=362612

 

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