I created a template for every contact. It has some metadata, some headings with items underneath.
Can I create a view for this data with only those fields that are still empty for me to fill in? (or review, or export)
Can I have a template that will show this data in a different format? Only certain fields?
E.g. for a networking connection - only business-related data that I wish to export and share with someone; for a client - fields in regards to our projects; for a friend - only things about his family.
Can I do this with Obsidian? Scripts, exports, templates, plugins? What can help me to create this or do I need an alternative program altogether?
Things I have tried
I’ve looked into DataView - it seems to be a only for lists of notes, multiple note display. I don’t see how to create a dynamic alternative view for a single note and format it accordingly…
I’ve looked into linking: again, it is for every note done by hand. I’d love automatically be able to see those alternative views.
I’ve seen scripts referencing this.metadata-field - I am still very new to Obsidian; would love-love-love more information what they are and where to read more about it… still trying to figure out its full potential.
Not entirely understanding your use case, I think the combination of Dataview and MetaData might achieve your goals. Here is the gist of such a solution:
First of all turn off showing of properties
Create dataview queries to present the properties you want to be able to see or edit
Link up that query with the metadata plugin to allow for editing when appropriate
Create templates having all properties, and a dv.view() presenting the queries (and still allowing for easy editing of the underlying logic)
So, is this possible, yes, I believe so. Is it your best option/use case, that’s another thing. You might want to go down this path, but I would also consider taking a step back and look deeper into your use case, as I foresee some bumps into the road to make this work as intended.
Thank you for your answer!
My struggle with DataView - it seems to be geared to display multiple notes as one view. I am trying to have just one note - formated in a different way.
E.g.: People template=>New client has fields such as skills, hobbies, children, work address, projects, meetings, etc.
I want to create a form and print it, showing only specific fields: e.g. work address and projects, but not the personal information I keep a record of as well… so that I can print it and ask questions pertaining to information about the project that I am still missing.
Basically, I am trying to build myself a list of questions I still need to address in consultation, skipping the rest of the fluff/data/notes I keep about him for my own reference.