This is great!
I never used Dataview before, so went a bit silly trying out new ideas. Here’s some changes I made—perhaps it can be of service to others.
First, my dear therapists, do yourself a favour: make a template for your induction questionnaire, initial needs assessment, or whatever you call that screening battery you complete with new clients.
And add a keyboard shortcut for duplicated notes (speeds up the workflow)
Dates seem a bit screwed up for me, following some north american convention, so in the session template I forced the format to follow:
date:: {{date:YYYY-MM-DD}}
Year-first, for later sorting
I added an automatically incrementing session count to the client note:
sessionCount:: `$= dv.pages("#Event/IndivSession").where(page => page.file.folder == dv.current().file.folder).length
Under this is a payments counter, which I do manually and probably won’t ever wrangle it to fill automatically.
I didn’t like that each note needed it’s own link (e.g. “[[HarP-2023-02]]”), so tweaked the table in the main client note:
```dataview
table date, summary, interventions, next
from #Event/IndivSession
where contains(file.folder, this.file.folder)
sort date desc ```
I think how this works (I forgot what I did here a month ago) is that the WHERE part checks that the session name includes the client’s cipher. E.g. “Joe Bloggs” gets cipher “JB”. Under folder “Clients” is a folder called “JB”, and under this is the main client note (with this table) and all the sessions - “JB-0”, “JB-1”, “JB-2” etc.
A few things that aren’t working like I want them to:
- after reboot, opening the vault issues a security check, wherein I have to confirm trust of authorship of the vault
- dataview always fails to load after the vault is opened, even if I keep the encrypted directory unlocked. So I have to manually enable community plugins each time.
- I tried using an internal link to the vault from my main (unlocked) vault, but closing the encrypted vault kills the link. So I have to manually select the folder to open as vault each time I decrypt the directory