Things I have tried
Tried to search Templater showcase
What I’m trying to do
I would like to create a meeting template.
What I would like to achieve:
- Insert date etc (Easy)
- Have a section about Person being discussed (Say Student). Have a folder where Person(Student) gets created, if doesn’t exist already. The Person note will then have data which I would like this meeting Template to pull in automatically - say Gender, DOB
- Section with People attending (Staff)- like above accept names and create a note in Staff folder. Staff will have different fields like Role, Department etc. and then pull this into the meeting template.
- Have a section with agenda, actions etc
- Then, if a previous meeting exists under meeting folder with Name, then pull in previous meeting’s actions
Would this better done with Dataview or templater? Or some other option I haven’t thought of
I understand its a big ask, but I would appreciate any pointers, or examples
Thanks in advance