Oh my god- you RULE. I'm not a programmer & you're the only person that has been able to explain this process in plain english so that a non-programmer with zero coding skills can understand it. I've seen SOOO many other templater videos that are incomprehensible because the devs get lost in the sauce. Thank you so much for taking the time to do these videos on Obsidian. You are a very gifted teacher.
Excellent overview and explanation Sergio, thanks. I had been debating putting in the work to get Templater to automate some of my daily and weekly note tasks, and now I see that it won't be too complicated at all. Thanks!
Wooow... i cannot thank you enough for this video. I have been searching for a more detailed explanation of certain things and you have greatly helped me with this video. I will take my time to go through all of your videos on obsidian. 🤝
Hey Sergio again, very significant on point content, thank you a lot. Definitely I would be pleased to see and advanced templater video. Thanks for your effort and contribution.
For your default template, accidentally re-running your template (via the apply hotkey) will add the template again, possibly breaking your file. You can fix this by moving the closing } for the first if statement to below the last line. That way, it will only output the template if the title of the document starts with "Untitled" - otherwise you can press the hotkey as many times as you want and it won't do anything after the initial time, unless you change the name back to Untitled. Thank you so much for your content, though - I'm trying to get better at Obsidian, and your ideas and suggestions are amazing!
Thanks for your awesome videos. You are the first source I go to when I want to learn something Obsidian related. I have a question: the "last modified date" part of your default template is not dynamic, so do you manually change that each time you do some big modification to the file? I guess you could assign a hotkey to inserting a templater for current date/time and it wouldn't be too hard.
Gah, the default scripts that blocks on a prompt when the title contains "untitled" fixed a frustration I had with dataviews being locked to the wrong file after renaming the file. Wasn't even trying to solve that issue right now, but this did it for me
Thanks for the great video! Regarding your having to type both Cmd + N and Cmd + M to create a new note then apply the default template, I think there is a solution. In "Folder template" setting, assign the default template to the root directory "/". So all you need is "Cmd + N" to achieve what you are doing with 2 strokes. This does not conflict with other folder templates for more specific folders if you put this at the bottom of the list.
I think you should have started with the 'folder templates' bit. For a newbie like me (who doesn't do journalling) that is the most useful. Great video.
I love your videos! They're very easy to follow, so I would like to make a request: please, pleeeeease make a video on the heatmap plugin for obsidian! I would love to use it but I know absolutely nothing of coding (and my english is very basic so I didn't understand the forum entries about it either...) I really hope you see this comment and decide to do a video on this, if you have the time!
Thanks so much for the kind words, it's funny you mention the heatmap plugin as I've had my eye on it (and bookmarked) since March of this year. I gave it a try around then and had some breaking bugs that led me to uninstall it but I kept it bookmarked to checkout once more development had been made. Just gave the repo a look and seems like some major fixes were done in version 2. And since its now in version 5 I assume it's a lot more stable. Will probably give it a try when I have time in late August. If I get it to work fine I'll happily make a video on it! Thanks for bringing this up and please always let me know of any suggestions you may have as I'd love to hear them! Have a great weekend!
I grouped two plugins - templater and Note Refractor to help the automation further :D Thanks for the detailed video. More advanced scripts as well please :)
Great stuff Sergio. Personal suggestion: Using the auto note mover filter to create rules to autolocate notes in folder according to the templates details that you use.
Hello from New York City! In the default template, can tp.file.cursor be used to move input focus to the bottom of the page? Thank you for your informative video.
One question, after the default template is applied, the cursor lands at the beginning of the file name. I added tp.file.cursor(1) at the bottom of the script, but it still takes a `return` keystroke to take the cursor to the bottom of the note. Is there a way so the the cursor jumped directly to the bottom without additional keystrokes? thanks!
This is a great video - thanks so much for getting me going with using Templates within Obsidian! The only thing I'm missing is how are you 'triggering' the date functions to put in the actual date/time data?? I'm at the point where I'm going back and _updating_ existing files with the "normal" Date property in my notes, but closing/reopening the file doesn't trigger the date functions to update, and I'm not sure how to trigger them as you're doing here in your video? Any tips appreciated!
Great video! QUESTION: I’ve set up a variety of templates. I often am creating notes with new links that I want to both use and template that is not the default for the folder I’m in. For example, in my daily note, I might reference a person for the first time, and decide to make a CRM (person template) entry for him. Clicking the link will create the note, but not the template. And it won’t put the note into the people folder. Any suggestions? Is there a way to accomplish one or both objectives: create the new note from my link with the desired template and create it inside the appropriate folder? Thanks!!!
Is there any way to create a canvas-template and assign it - as well as a handful of file-templates - to populate a folder hiearchy that gets generated upon a single command? I have a handful of reoccuring project types that require quite a bit of set up before I can start working and I'd like to get rid of the time sink. - to just press "new project".
Hi Sergio, another great video! I have a tricky question I can't solve: if you use calendar to produce a daily note by clicking on a date, you can do this for any day in the past or the future, and the daily note can be given that date. But when you use the templater to retrieve yesterday or tomorrow daily note inside a link, it doesn't work for the daily note that you created. For example, if today is 10th October, and you use calendar to create a daily note that you missed for last week, 7th october. Then how do you automate the addition of a link inside that 7th October note for the note before or the daily note after it? Because if you use any formulas you show, it always gives 9th Oct and 11th Oct - e.g. relative to the current date.
Great tutorial Sergio, I'm trying to follow along but I'm stuck... When I try to create a new daily note not yet created by clicking through the link we just made with the script (Tomorrow link for example), it does create the note with the right path and title but it doesn't pull the Daily Note Template like clicking in the calendar does and it creates just an empty note. The only way is to create the the daily note through the calendar and then use the links just for navigation. Same thing happens for the week links, when I click it creates the note without the Week Note Template. Do you have any idea why in my case it doesn't work?
Hey Sergio, love your channel, have got a lot of useful tips that I-ve already implemented. Just wanted to ask you, what autocomplete/intellisense plugin are you using on this video? Cheers m8
5 days into my Obsidian journey, I've learned a lot from your very informative videos - THANK YOU VERY MUCH and KEEP UP THE GOOD WORK :-) Is there a way that to auto-update the tp.file.folder() after having actived the YAML and moving the note to a different folder? It seems to keep holding the folder location of the folder in which the YAML was activated.
Thanks Caspar :) I'm not sure if there's a way around that, it's honestly been months since I've moved a note in between folders. But unless you need to do this either frequently or in large quantities, it shouldn't be too much to do manually!
This was extremely helpful sergio. I finally have a default template set up now. By the way, I just assigned it to the root folder, "/" which saves me the extra step of using a hotkey.
@@FromSergio Been playing with this some more and here is a tip you might like. I created one template (NewNote.md) and in that I created a pick list with tp.system.suggester that prompts me with a list of 4 template choices. Then in each of the 4 template files I add your prompt for the note name. So every time I create a new note in the root folder I first get a prompt for the template choice followed by the prompt for the new notes name. Works really well. I'll email the code to you as I can't insert all the brackets here.
Why is it that for example when you create a new note that uses your default template, that the frontmatter is in YAML format? If we use dataview, is there a way to make it output in inline or dataview format (for example with the 2 colons)....Example: "tags:: sometag" I'm still a noob so I'm a bit confused on these things. Or is it just possible that if you make a table of contents for example that dataview can read the notes that have the YAML frontmatter?
Question: Let's say I want to create a template for "Person". Is there a way for me to have a field at the top of the Person template either in the YAML or somewhere else like "Name:" and then when I add the person's name like "Name: Tom Brady", everywhere in the note where exists it inserts "Tom Brady"? This function would have to be contained to just this note, because each "Person" note would be using a different person's name.
Hi Sergio, nice video! Just a question about your Default Template. I really like the idea of having the "Last modified" option in the YAML header, however, the time does not automatically update for me when I adjust the note. How does this work for you?
I would love smn to explain clearly the add and button maker plugin for windows. Nicole (found her name) explains it but it doesn't work on Windows. It keeps making a new folder the first time, the second time it makes a note and then it stops working when I try using it. I just need the automation done well
Plz can someone let me know why when I press options R the R symbol comes up. On the hotkeys it is set to options R but it’s doing a symbol instead of reviewing it. TIA
Hey Sergio! It was a great explanation, I wish you had posted this videos a few months ago when I was getting started with Templater. 😄 Thank you for the video! I got one question for you, I have a very similar setup for the YAML header and the “last updated”/“last modified” script does not update, do you happen to know how do I get it to update?
Thanks for the kind words! Last updated/modified should update everytime you revisit the page, it doesn't, however, refresh automatically in the same page.
@@FromSergio Also thank you for your great content! Maybe I have to get deeper into this, but how would it update if you revisit if "Replace templates in the active file" is already executed? The only way I found was Dynamic Commands.
@@manikmollers1050 Yeah, you are right, unless I'm missing something. It's surprising that both this video and the official documentation show that harmful example: a *non-dynamic* "file modified date." Why include meaningless/wrong data?
@@marredcheese It appears that they might deprecate the dynamic functionality. I saw in github. A solution is to add a dataview block in the template to get that information, but would not be in the yaml. ```
There is problem coming up, when i'm trying to use the command "replace templates in active file", it showing "templater error : template prasing error, aborting. Check console for more information." I'm using ipad, and have searched alot in the internet, wasnt able to solve this, if anyone can help, it would be a immense help
Big problem, need HELP plz: when I type Option+R on my MacOS 13, i get ® instead of it executing an assigned command. So operating system shortcuts overrides whatever an app has had in mind. Anyone knows how to deactivate OS special characters without deactivating the Option key entirely?
Quotes pull from quotable.io, as for your second question - I'm unsure of what you mean here. Normally if I come across a quote that really resonated with me I typically add it to that individual's page on my vault. Hope that helps!
@@FromSergio Thanks for the response! For my second question, it was more so geared toward my own quote folder I have created (storing favourite quotes from readwise, the internet, kindle, etc.) generating the quotes instead of from quotable.
@@HeyQuinton If I understand correctly, you want to generate quotes to a quote folder in your vault? . I'm assuming you'd want to have some sort of readwise type integration where you can sort of easily "save" the generated quote to the designated folder? If that's what you mean I don't think there's a way for doing that.
Hi Gabriele, I should've mentioned this in the video - To see that option you must first toggle on "trigger templater on new file creation" on the templater plugin settings. I'm pinning your comment as others might have the same issue.
Hi Sergio, many thanks for your video! This is very helpful. I have a question about the hotkey to replace templates in the active file. The hotkey to do this for me is also option+R, but for some reason every time I press the hotkey it does not work as supposed. I am wondering if you have any ideas about how to deal with this? Many thanks for answering!
Hi Cathy, on the few times that has happened to me, pressing your hotkey with the cursor line at different positions (try both top and bottom of the page) tends to do the trick!
Hello Cathy, I had the exact same problem. It worked after I used another combination. I know, it's been 2 months since you last posted this comment. But, it's also for anyone else who might come across this.
excellent video. Thank you Sergio. Q: for your default template, is it possible to have the current date automatically included in the title within the title prompt? ex. "2022-07-27 ...." (then the title can be added after the date)
Interesting, I have no use case for it so I never looked into it. It's definitely possible but I don't know off the top of my head how to make it happen. If someone else sees this and knows feel free to chime in :)
The only problem with videos about note-taking is that you keep on endlessly taking notes about note-taking than actually get much done. It's also important to not get overwhelmed by all the tech complexity any of the note-taking platform offers and get going with taking real notes (and not just more keep taking notes about "how to take better notes")
100% agree. I do however think there is value in improving your workflow on the same app in a *meaningful* way, not just for the sake of experimenting something new, I actually addressed this in my latest video on the safety and future proofness of community plugins. Thanks for sharing!
I agree. It takes a special degree of self awareness to realize that. Personally I like to document my workflow and look for ways of making it better with videos like this one instead of improving note taking for the sake of improving. I have lots of notes about podcasting, standup comedy, adhd, networking, tech careers and lots of other topics along with meetings, product strategy and funnel creation stuff. I’ve produced over 150 podcast episodes thanks to all the pkm fundamentals I’ve learned. PKM can be a hobby, but it’s important to remember that this is supposed to help us be better at whatever chosen profession we have.
issue: consider I have a scenario where I created today's daily note on May 1 but unexpectedly due to lack of time I could not able to create a daily note for Dec 31, 2022 because I got busy in new year celebrations. So now when I consider about creating missed daily note of Dec 31 on May 1 2023 with breadcrumbs having previous day and next day then the problem arises PROBLEM: the breadcrumbs take previous day and next day of May1,2023 i.e April 30 and May 2, but not actual previous day of Dec 31,202 i.e Dec30,2022 and next day Jan 1 2023 as I'm trying to create a missed daily note of Dec 31, 2022 on May 1, 2023 Please let me know code for templater. thank you sergio.
Hey, Serg, nice video. I like your templates. I think I should make mines simpler and cleaner. If the need of more features comes I change templates later. By the way, do you have any kind of fast pace voice note taking into obsidian by the mobile? I was struggling to git my Vault across devices, including Android. Now that is accomplished I'm searching for voice note taking workflow. Thanks a million!
Hey Fuentes, thanks for the ongoing support :). So that would depend on what devices you'll be taking the notes on. I'm very familiar with the apple ecossystem as well as windows, unfortunately Android is my weak spot. You have 2 options here. You can either use standard voice dictation into your obsidian app, which is obviously not ideal, or you can use an intermediary app, which is what I do. This is still not ideal but the best I could find. Personally I dictate into my todoist widget either on the apple watch or iphone for short form dictation. When I want to do a longer dictation I use drafts. Which is an iOS app that has pretty decent dictation functionality. Then, once I'm back at my desk I open up drafts/todoist and place everything where it needs to be. Hopefully this helps!
@@FromSergio thanks for the answer, man. I'll find a suitable manner. I need to test how voice recognition matches with mid short Spanish dictations, or if it is better to just attach voice files to the inbox in any way 🤔 See you in the next video!
I can "replace templates in the active file", but I can't seem to revert back to the formula. The update converts the formula to real numbers and there is no way to toggle back. Now ctrl-z (undo) works. But does not seem like the right way.
Hi! can someone please help? I'm new to obsidian and I have made sure I copied it correctly. But it keeps saying . Templater Error: Template Parsing Error, aborting. Check console for more information. Thank you!
Awesome video. However, I cannot seem to move the tp file note over into a folder on the left like you do at 8:21. When I try to move it into a folder , it does not place it inside the folder. It just copies the tp file inside the folder pane. Any ideas?
@@FromSergio Thank you for responding. I finally got it to move into the folder I want however, now the folder name line does not update after refreshing. I will continue to play with it. :)
@@FromSergio Got It. I moved the file outside of the folder then re inserted. Then, erased the file line and re copied and pasted , then Alt R and it works now. Thank you....
Hi Sergio. I did like the "quote" use of Templater. I really am very bad in reading documentation, etc. so I will just pass the idea for you, OK? It would be nice if we could take quotes from an specific person like Thomas Sowell or Isaac Asimov. It should be just some add to the code.
Venerable Sergio, is there a way of copy-pasting the theme/core/community plug-in settings of vault to another? Say I'm working in a vault X. I've got it exactly as I want. Now I want to convert a folder into a vault. I have to "again" replicate install all my core/community plug-ins and their related settings. Can't I just copy paste from the main vault?
Hi Sanjay, there's a way around this and that's by accessing the root folder of your vault. if you go to the folder where your vault lives and press CMD + shift + period if you're on a Mac you'll be shown the hidden files. One of them is ".Obsidian" which is where your plugins and themes live. You can copy and paste them into your new vault and you're set!
17:26 Definitly make a deep dive video (Please 🙏 haha). As a programmer this can open up endless possibilities of using Obsidian as a DB and a View while programming the logic/etc. using Templater and other useful tools for Obsidian (without making your own plugin). I wonder how advanced is the prompt - can I create a small GUI app using it? I image it would cool if I can have a smart template, that asks me some stuff and based on my response, creates a new page ready with dataview tables for notes based on given input during the templater script handling / applying the template script (based on the function that took the title using an input dialog and injected it into the note). This can be like a small "app"/template that asks me what I want to find and generate a "report" / view / whatever that matches the logical idea I wanted. What do you think about this idea?
I think that although niche, it is a wonderful idea! I don't think there's an infrastructure for such a development for now and you'd have to build on dataview and templater. This would take a tremendous amount of work!
Can you have both templates and templater accessible at the same time? One month prior to this video, you created a video on templates. Do/can you still access that now that you have installed templater?
Hi Anna, I made the templates video simply because for a good number of people, templates provides all the functionality they need. For those that want more out of it like me, you can use templater :) They can work side by side as well!
At the very end of the video screen, why is the color of the time on 'created' and 'last modified' purple (20:28, 28 is purple)? And the time for 'created' and 'last modified' are the same, while even you did make some modification on the file. Thanks.
@@FromSergio I guess, therefore, there is no way to include a dynamic "Last modified date" in YAML - is that right? If this is the case, why do we include "Last modified date" in YAML?
I know this is an older video, but was wondering. You've mentioned Evergreen like five times in this series. In this video, you said we wouldn't want the same template in our Movies, Evergreen, or Articles folders. Well...the question. What the heck is Evergreen? I don't even have any context to google up what it is.
Yeah I see that but I just use Periodic notes and that's enough for me to just add a template there and manually add Quarterly or Yearly notes using the same templates
As someone not familiar with the coding, i find the presentation less appealing. May be i am not the target. It would have been good to demonestrate some examples of useful outputs and the questions or queries it will answer, put links to sources of commonly used codes. And then proceed to the coding itself. Not always easy to remember the specific scripts. Again, may be people like me are not the target audiences.
Hey sergio. thanks for this. how do you pull the [[]] after you replace templates in the active file? like if i want to revert it back so i can edit it?
This is a cool way of doing the next/previous day thing but it means you can create a daily file in the past or future and the links still go to the correct pages. Found in the github page you linked. Thanks! >
I tried to stay away from moment on this video as I want to focus on that in a more advanced follow up one if there's interest. Thanks for taking the time to share :)
I am having a templater error with the embedded javascript items. I'd appreciate any help. Here is the items in the note that I am trying to do > And here is the error. plugin:obsidian-kindle-plugin:16 Templater Error: Template parsing error, aborting. Template syntax error: Unexpected token '(' In my template, I am not calling the kindle plugin so I am very confused.
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Oh my god- you RULE. I'm not a programmer & you're the only person that has been able to explain this process in plain english so that a non-programmer with zero coding skills can understand it. I've seen SOOO many other templater videos that are incomprehensible because the devs get lost in the sauce. Thank you so much for taking the time to do these videos on Obsidian. You are a very gifted teacher.
Thanks so much David! That's super inspiring to read :)
Excellent overview and explanation Sergio, thanks. I had been debating putting in the work to get Templater to automate some of my daily and weekly note tasks, and now I see that it won't be too complicated at all. Thanks!
Wooow... i cannot thank you enough for this video. I have been searching for a more detailed explanation of certain things and you have greatly helped me with this video.
I will take my time to go through all of your videos on obsidian. 🤝
Thanks for the kind words! I hope you like them! :)
Thanks, Sergio. These videos are great to watch to get a feel for the plugin and concepts before walking on the hot coals of the documentation.
Glad you like them! :)
Yes, more advanced user scripts please. Thank you for the awesome content.
Thanks for letting me know if there's interest i'll happily make it!
Thank you so much! This is so easy to understand and very helpful.
I'm waiting for more videos like this c:
So good, very useful information Sergio. Many things I learn form your videos, thanks 🙌
That's great to hear, I'm glad! :)
Hey Sergio again, very significant on point content, thank you a lot. Definitely I would be pleased to see and advanced templater video. Thanks for your effort and contribution.
Thanks Laura, it means a lot! Glad there's interest on a more advanced follow up :)
Always great content. Keep making....
keep inspiring to be more helpful to others.😀
thank you, very kind!
This thing is really useful. I will have to watch this video a couple times to get it.
Awesome vids man, plain and simple. God bless ya!
Glad you like them!
Crazy great video. Going to watch many of your others now.
You really did! Hope you’re enjoying them!
Am I being stupid or missing something? Other than using undo, I cannot get back to the syntax to edit it after I have applied the template.
I was having the same issue, did you figure it out?
For your default template, accidentally re-running your template (via the apply hotkey) will add the template again, possibly breaking your file. You can fix this by moving the closing } for the first if statement to below the last line. That way, it will only output the template if the title of the document starts with "Untitled" - otherwise you can press the hotkey as many times as you want and it won't do anything after the initial time, unless you change the name back to Untitled.
Thank you so much for your content, though - I'm trying to get better at Obsidian, and your ideas and suggestions are amazing!
Thanks for your awesome videos. You are the first source I go to when I want to learn something Obsidian related.
I have a question: the "last modified date" part of your default template is not dynamic, so do you manually change that each time you do some big modification to the file?
I guess you could assign a hotkey to inserting a templater for current date/time and it wouldn't be too hard.
Amazing video, thanks for making this.
Glad you enjoyed it! :)
This video helps me a lot. Thank you Sergio.
I'm glad! :)
2:49 when you say "simple right " At this moment I feel the same emotion I did when I saw Jack Bauer killing president palmer's murderer
Wish I got that reference but I'm assuming it's a positive one!
Gah, the default scripts that blocks on a prompt when the title contains "untitled" fixed a frustration I had with dataviews being locked to the wrong file after renaming the file. Wasn't even trying to solve that issue right now, but this did it for me
Thanks a lot this has been super helpful.
Glad to hear it!
Thanks for the great video! Regarding your having to type both Cmd + N and Cmd + M to create a new note then apply the default template, I think there is a solution. In "Folder template" setting, assign the default template to the root directory "/". So all you need is "Cmd + N" to achieve what you are doing with 2 strokes. This does not conflict with other folder templates for more specific folders if you put this at the bottom of the list.
Interesting thanks for sharing!
I think you should have started with the 'folder templates' bit. For a newbie like me (who doesn't do journalling) that is the most useful. Great video.
I love your videos! They're very easy to follow, so I would like to make a request: please, pleeeeease make a video on the heatmap plugin for obsidian! I would love to use it but I know absolutely nothing of coding (and my english is very basic so I didn't understand the forum entries about it either...) I really hope you see this comment and decide to do a video on this, if you have the time!
Thanks so much for the kind words, it's funny you mention the heatmap plugin as I've had my eye on it (and bookmarked) since March of this year. I gave it a try around then and had some breaking bugs that led me to uninstall it but I kept it bookmarked to checkout once more development had been made. Just gave the repo a look and seems like some major fixes were done in version 2. And since its now in version 5 I assume it's a lot more stable. Will probably give it a try when I have time in late August. If I get it to work fine I'll happily make a video on it! Thanks for bringing this up and please always let me know of any suggestions you may have as I'd love to hear them! Have a great weekend!
I grouped two plugins - templater and Note Refractor to help the automation further :D Thanks for the detailed video. More advanced scripts as well please :)
Thanks for sharing how you did it! and thanks for the suggestion! noted :)
You mean Note Refactor?
Great stuff Sergio.
Personal suggestion: Using the auto note mover filter to create rules to autolocate notes in folder according to the templates details that you use.
Thanks for the suggestion, hadn't heard about that one! I'll give it a look :)
Was thinking how cool it would be if auto move exists along with refactor and templater. Thanks :)
Hello from New York City! In the default template, can tp.file.cursor be used to move input focus to the bottom of the page? Thank you for your informative video.
One question, after the default template is applied, the cursor lands at the beginning of the file name. I added tp.file.cursor(1) at the bottom of the script, but it still takes a `return` keystroke to take the cursor to the bottom of the note. Is there a way so the the cursor jumped directly to the bottom without additional keystrokes? thanks!
Thank you for the video. How did you do the star rating? Can you share?
This is a great video - thanks so much for getting me going with using Templates within Obsidian!
The only thing I'm missing is how are you 'triggering' the date functions to put in the actual date/time data??
I'm at the point where I'm going back and _updating_ existing files with the "normal" Date property in my notes, but closing/reopening the file doesn't trigger the date functions to update, and I'm not sure how to trigger them as you're doing here in your video?
Any tips appreciated!
Great video! QUESTION: I’ve set up a variety of templates. I often am creating notes with new links that I want to both use and template that is not the default for the folder I’m in. For example, in my daily note, I might reference a person for the first time, and decide to make a CRM (person template) entry for him. Clicking the link will create the note, but not the template. And it won’t put the note into the people folder. Any suggestions? Is there a way to accomplish one or both objectives: create the new note from my link with the desired template and create it inside the appropriate folder? Thanks!!!
Is there any way to create a canvas-template and assign it - as well as a handful of file-templates - to populate a folder hiearchy that gets generated upon a single command?
I have a handful of reoccuring project types that require quite a bit of set up before I can start working and I'd like to get rid of the time sink. - to just press "new project".
Great tutorial
Thank you! :)
Hi Sergio, another great video! I have a tricky question I can't solve: if you use calendar to produce a daily note by clicking on a date, you can do this for any day in the past or the future, and the daily note can be given that date. But when you use the templater to retrieve yesterday or tomorrow daily note inside a link, it doesn't work for the daily note that you created. For example, if today is 10th October, and you use calendar to create a daily note that you missed for last week, 7th october. Then how do you automate the addition of a link inside that 7th October note for the note before or the daily note after it? Because if you use any formulas you show, it always gives 9th Oct and 11th Oct - e.g. relative to the current date.
any advices how to made it working? I have the same.
Great tutorial Sergio, I'm trying to follow along but I'm stuck...
When I try to create a new daily note not yet created by clicking through the link we just made with the script (Tomorrow link for example), it does create the note with the right path and title but it doesn't pull the Daily Note Template like clicking in the calendar does and it creates just an empty note.
The only way is to create the the daily note through the calendar and then use the links just for navigation.
Same thing happens for the week links, when I click it creates the note without the Week Note Template.
Do you have any idea why in my case it doesn't work?
Hey Sergio, love your channel, have got a lot of useful tips that I-ve already implemented. Just wanted to ask you, what autocomplete/intellisense plugin are you using on this video? Cheers m8
What do you mean? Can you point me to a specific part of the video that you're referring to?
5 days into my Obsidian journey, I've learned a lot from your very informative videos - THANK YOU VERY MUCH and KEEP UP THE GOOD WORK :-)
Is there a way that to auto-update the tp.file.folder() after having actived the YAML and moving the note to a different folder?
It seems to keep holding the folder location of the folder in which the YAML was activated.
Thanks Caspar :) I'm not sure if there's a way around that, it's honestly been months since I've moved a note in between folders. But unless you need to do this either frequently or in large quantities, it shouldn't be too much to do manually!
Very helpful. How can I delete multiple notes within a range of dates. These notes contain dates created with templates
how could you pull retrospective dates if you have more than one note in journal during that day?
This was extremely helpful sergio. I finally have a default template set up now. By the way, I just assigned it to the root folder, "/" which saves me the extra step of using a hotkey.
Well thought! Might adopt that myself :)
@@FromSergio Been playing with this some more and here is a tip you might like. I created one template (NewNote.md) and in that I created a pick list with tp.system.suggester that prompts me with a list of 4 template choices. Then in each of the 4 template files I add your prompt for the note name. So every time I create a new note in the root folder I first get a prompt for the template choice followed by the prompt for the new notes name. Works really well. I'll email the code to you as I can't insert all the brackets here.
@@williammckeever4790 hi, can you please send me the code via email
How do you jumb back to templater editing? I used "Replace template in active file". How do I go back?
Somehow I cannot cmd+o search the aliases from your default template, any opinion ?
Why is it that for example when you create a new note that uses your default template, that the frontmatter is in YAML format?
If we use dataview, is there a way to make it output in inline or dataview format (for example with the 2 colons)....Example: "tags:: sometag"
I'm still a noob so I'm a bit confused on these things. Or is it just possible that if you make a table of contents for example that dataview can read the notes that have the YAML frontmatter?
Question: Let's say I want to create a template for "Person". Is there a way for me to have a field at the top of the Person template either in the YAML or somewhere else like "Name:" and then when I add the person's name like "Name: Tom Brady", everywhere in the note where exists it inserts "Tom Brady"?
This function would have to be contained to just this note, because each "Person" note would be using a different person's name.
Hi Sergio, nice video!
Just a question about your Default Template.
I really like the idea of having the "Last modified" option in the YAML header, however, the time does not automatically update for me when I adjust the note.
How does this work for you?
Hello I have the same problem, did you ever find a fix to this?
I would love smn to explain clearly the add and button maker plugin for windows. Nicole (found her name) explains it but it doesn't work on Windows. It keeps making a new folder the first time, the second time it makes a note and then it stops working when I try using it. I just need the automation done well
Say I have a link within a template that I want to always create a note in a specific folder, even if I haven't created that note. Is that possible?
Hi thanks. When I move my file to another folder with template that show folder name, it didn't change the name. How can I fix it.
Plz can someone let me know why when I press options R the R symbol comes up. On the hotkeys it is set to options R but it’s doing a symbol instead of reviewing it. TIA
First item of frustration. lol. Why I am here :) Thanks.
:)
Hey Sergio! It was a great explanation, I wish you had posted this videos a few months ago when I was getting started with Templater. 😄 Thank you for the video!
I got one question for you, I have a very similar setup for the YAML header and the “last updated”/“last modified” script does not update, do you happen to know how do I get it to update?
Thanks for the kind words! Last updated/modified should update everytime you revisit the page, it doesn't, however, refresh automatically in the same page.
@@FromSergio Also thank you for your great content! Maybe I have to get deeper into this, but how would it update if you revisit if "Replace templates in the active file" is already executed? The only way I found was Dynamic Commands.
@@manikmollers1050 Yeah, you are right, unless I'm missing something. It's surprising that both this video and the official documentation show that harmful example: a *non-dynamic* "file modified date." Why include meaningless/wrong data?
@@marredcheese It appears that they might deprecate the dynamic functionality. I saw in github. A solution is to add a dataview block in the template to get that information, but would not be in the yaml.
```
There is problem coming up, when i'm trying to use the command "replace templates in active file", it showing "templater error : template prasing error, aborting. Check console for more information."
I'm using ipad, and have searched alot in the internet, wasnt able to solve this, if anyone can help, it would be a immense help
Big problem, need HELP plz: when I type Option+R on my MacOS 13, i get ® instead of it executing an assigned command. So operating system shortcuts overrides whatever an app has had in mind. Anyone knows how to deactivate OS special characters without deactivating the Option key entirely?
Great stuff. Where does the quotes pull from? Can you also do it for a quote folder you’ve personally created?
Quotes pull from quotable.io, as for your second question - I'm unsure of what you mean here. Normally if I come across a quote that really resonated with me I typically add it to that individual's page on my vault. Hope that helps!
@@FromSergio Thanks for the response! For my second question, it was more so geared toward my own quote folder I have created (storing favourite quotes from readwise, the internet, kindle, etc.) generating the quotes instead of from quotable.
@@HeyQuinton If I understand correctly, you want to generate quotes to a quote folder in your vault? . I'm assuming you'd want to have some sort of readwise type integration where you can sort of easily "save" the generated quote to the designated folder? If that's what you mean I don't think there's a way for doing that.
I don't have Folder Templates in Tamplater Settings, are you on a preview version?
Hi Gabriele, I should've mentioned this in the video - To see that option you must first toggle on "trigger templater on new file creation" on the templater plugin settings. I'm pinning your comment as others might have the same issue.
@@FromSergio Thank you!
thanks for asking this
@@FromSergio Thank God!!! I was losing my freaking mind! LOL
Hi Sergio, many thanks for your video! This is very helpful. I have a question about the hotkey to replace templates in the active file. The hotkey to do this for me is also option+R, but for some reason every time I press the hotkey it does not work as supposed. I am wondering if you have any ideas about how to deal with this? Many thanks for answering!
Hi Cathy, on the few times that has happened to me, pressing your hotkey with the cursor line at different positions (try both top and bottom of the page) tends to do the trick!
Hello Cathy, I had the exact same problem. It worked after I used another combination.
I know, it's been 2 months since you last posted this comment. But, it's also for anyone else who might come across this.
excellent video. Thank you Sergio.
Q: for your default template, is it possible to have the current date automatically included in the title within the title prompt?
ex. "2022-07-27 ...." (then the title can be added after the date)
Interesting, I have no use case for it so I never looked into it. It's definitely possible but I don't know off the top of my head how to make it happen. If someone else sees this and knows feel free to chime in :)
Hi! Please try this...
Just add 'tp.date' after 'title = ' , use + to connect between syntax and " " for space.
Another way, you can use the "QuickAdd Plugin". So, you can adjust the file name format.
The only problem with videos about note-taking is that you keep on endlessly taking notes about note-taking than actually get much done. It's also important to not get overwhelmed by all the tech complexity any of the note-taking platform offers and get going with taking real notes (and not just more keep taking notes about "how to take better notes")
100% agree. I do however think there is value in improving your workflow on the same app in a *meaningful* way, not just for the sake of experimenting something new, I actually addressed this in my latest video on the safety and future proofness of community plugins. Thanks for sharing!
I agree. It takes a special degree of self awareness to realize that. Personally I like to document my workflow and look for ways of making it better with videos like this one instead of improving note taking for the sake of improving. I have lots of notes about podcasting, standup comedy, adhd, networking, tech careers and lots of other topics along with meetings, product strategy and funnel creation stuff. I’ve produced over 150 podcast episodes thanks to all the pkm fundamentals I’ve learned.
PKM can be a hobby, but it’s important to remember that this is supposed to help us be better at whatever chosen profession we have.
I’m gone take a note on this
How did you move the calendar to the bottom so that it is visible while having the tags panel etc open?
Just drag and drop the calendar icon from the mini tabs above the calendar into the desired location.
I read that moment is going away.
Thanks, Sergio! Could you give us a review on Joplin?
Hi Jeane, it's a great tool but I don't use Joplin as I believe Obsidian better fits my needs!
Does not update when a file is relocated ?
issue:
consider I have a scenario where I created today's daily note on May 1 but unexpectedly due to lack of time I could not able to create a daily note for Dec 31, 2022 because I got busy in new year celebrations.
So now when I consider about creating
missed daily note of Dec 31 on May 1 2023 with breadcrumbs having previous day and next day then the problem arises
PROBLEM:
the breadcrumbs take previous day and next day of May1,2023 i.e April 30 and May 2,
but not actual previous day of Dec 31,202 i.e Dec30,2022 and next day Jan 1 2023 as I'm trying to create a missed daily note of Dec 31, 2022 on May 1, 2023
Please let me know code for templater.
thank you sergio.
that Shaq quote deserved more love lol
I rewatched it to remember what it was! I've been served a bunch of his quotes lately, didn't even know he had any tbh!
Hey, Serg, nice video. I like your templates. I think I should make mines simpler and cleaner. If the need of more features comes I change templates later.
By the way, do you have any kind of fast pace voice note taking into obsidian by the mobile? I was struggling to git my Vault across devices, including Android. Now that is accomplished I'm searching for voice note taking workflow.
Thanks a million!
Hey Fuentes, thanks for the ongoing support :). So that would depend on what devices you'll be taking the notes on. I'm very familiar with the apple ecossystem as well as windows, unfortunately Android is my weak spot. You have 2 options here. You can either use standard voice dictation into your obsidian app, which is obviously not ideal, or you can use an intermediary app, which is what I do. This is still not ideal but the best I could find. Personally I dictate into my todoist widget either on the apple watch or iphone for short form dictation. When I want to do a longer dictation I use drafts. Which is an iOS app that has pretty decent dictation functionality. Then, once I'm back at my desk I open up drafts/todoist and place everything where it needs to be. Hopefully this helps!
@@FromSergio thanks for the answer, man. I'll find a suitable manner. I need to test how voice recognition matches with mid short Spanish dictations, or if it is better to just attach voice files to the inbox in any way 🤔
See you in the next video!
I can "replace templates in the active file", but I can't seem to revert back to the formula. The update converts the formula to real numbers and there is no way to toggle back. Now ctrl-z (undo) works. But does not seem like the right way.
That's by design since that's templater's job!
I was having the same issue I was so confused how to toggle back. At least I now know ctrl+z does it's job :/
How do you toggle the templater from being active and inactive ?
Are you referring to what I went over at 02:05?
@@FromSergio yes, and thanks for the reference
Hi! can someone please help? I'm new to obsidian and I have made sure I copied it correctly. But it keeps saying . Templater Error: Template Parsing Error, aborting. Check console for more information. Thank you!
Awesome video. However, I cannot seem to move the tp file note over into a folder on the left like you do at 8:21. When I try to move it into a folder , it does not place it inside the folder. It just copies the tp file inside the folder pane. Any ideas?
I moved it simply by dragging and dropping the file in the file explorer on the left, I simply cut off the part before it so I didn't waste time! :)
@@FromSergio Thank you for responding. I finally got it to move into the folder I want however, now the folder name line does not update after refreshing. I will continue to play with it. :)
When this happens a quick fix tends to be to always press your refresh command 2 lines or so **below** the function. Let me know if it helped.
@@FromSergio Got It. I moved the file outside of the folder then re inserted. Then, erased the file line and re copied and pasted , then Alt R and it works now. Thank you....
The thing is after I press alt +R, and it showed correct date, but I cannot switch back to original expression like you did in video
Press command z if you're on Mac or just go to obsidian settings and configure the "undo" hotkey
Hi Sergio.
I did like the "quote" use of Templater. I really am very bad in reading documentation, etc. so I will just pass the idea for you, OK?
It would be nice if we could take quotes from an specific person like Thomas Sowell or Isaac Asimov.
It should be just some add to the code.
hey, what theme are you using ? great content btw
I've been using Kepano's minimal theme for a while now as it fits my needs perfectly :)
Would appreciate if you left 'My Default Template' in description as stated in video
Venerable Sergio, is there a way of copy-pasting the theme/core/community plug-in settings of vault to another? Say I'm working in a vault X. I've got it exactly as I want. Now I want to convert a folder into a vault. I have to "again" replicate install all my core/community plug-ins and their related settings. Can't I just copy paste from the main vault?
Hi Sanjay, there's a way around this and that's by accessing the root folder of your vault. if you go to the folder where your vault lives and press CMD + shift + period if you're on a Mac you'll be shown the hidden files. One of them is ".Obsidian" which is where your plugins and themes live. You can copy and paste them into your new vault and you're set!
@@FromSergio Worked like a charm. Gratitude Sir...
17:26 Definitly make a deep dive video (Please 🙏 haha). As a programmer this can open up endless possibilities of using Obsidian as a DB and a View while programming the logic/etc. using Templater and other useful tools for Obsidian (without making your own plugin).
I wonder how advanced is the prompt - can I create a small GUI app using it?
I image it would cool if I can have a smart template, that asks me some stuff and based on my response, creates a new page ready with dataview tables for notes based on given input during the templater script handling / applying the template script (based on the function that took the title using an input dialog and injected it into the note).
This can be like a small "app"/template that asks me what I want to find and generate a "report" / view / whatever that matches the logical idea I wanted.
What do you think about this idea?
I think that although niche, it is a wonderful idea! I don't think there's an infrastructure for such a development for now and you'd have to build on dataview and templater. This would take a tremendous amount of work!
@@FromSergio Maybe I should dive into making my own plugin then haha.. Thanks bro!
Can you have both templates and templater accessible at the same time? One month prior to this video, you created a video on templates. Do/can you still access that now that you have installed templater?
Hi Anna, I made the templates video simply because for a good number of people, templates provides all the functionality they need. For those that want more out of it like me, you can use templater :) They can work side by side as well!
Thank you for your prompt answer, It seems like in early 2021 it was one or the other, but not both.
Did you ever face the problem that interface panels in obsidian become bizarrely enlarged and you can't reduce them?
Hi Marek, I have not, if you're using a community theme make sure to alert the creator!
I'm trying to apply some of your tips but I can't find the "Folder Templates" settings (13:06) on the latest version. Is it just me or was it removed?
Found it - I guess I had to enable the "Trigger Templater on new file creation" first :)
yup! :)
9:17 oh man... this one is a work of genius : a good old fashioned product placement, the Wayne's World style.
Isn't it? you could see my face I'm like nice... here I am showing a cool feature and this is what i get!
Sir 😮💨 Is there a command to number notes #1, #2, #3, .... So I can keep a count of them.
How so? I'm afraid I don't understand your question!
I can not exit the "replace templates in an active file" option ... the hot key is not switching it back😑
Ctrl+Z
At the very end of the video screen, why is the color of the time on 'created' and 'last modified' purple (20:28, 28 is purple)? And the time for 'created' and 'last modified' are the same, while even you did make some modification on the file. Thanks.
That's simply because I placed it in the yaml header and not in the body of the note!
@@FromSergio I guess, therefore, there is no way to include a dynamic "Last modified date" in YAML - is that right? If this is the case, why do we include "Last modified date" in YAML?
please post the code of the basic template that is shown at the end!!
I know this is an older video, but was wondering. You've mentioned Evergreen like five times in this series. In this video, you said we wouldn't want the same template in our Movies, Evergreen, or Articles folders. Well...the question. What the heck is Evergreen? I don't even have any context to google up what it is.
yes i want follow up video
If there's interest i'll happily make it!
I'm not using Templater yet but I think about it for doing some kind of AI News related templates.
Interesting use case, feel free to expand on that!
I still don't really understand what the benefit is of this plug-in ...
Mostly for people who do journaling, I guess? But Templater has more use. I'm still very much confused, though. LOL.
Yeah I see that but I just use Periodic notes and that's enough for me to just add a template there and manually add Quarterly or Yearly notes using the same templates
How the fuck can I use this to auto populate todays date in a task query
Sergio > Shaq
O'Neal? If so, those are quite literally some big shoes to fill! :)
@@FromSergio Lmao
hmm. Moment JS is deprecated and has been for some time.
As someone not familiar with the coding, i find the presentation less appealing. May be i am not the target. It would have been good to demonestrate some examples of useful outputs and the questions or queries it will answer, put links to sources of commonly used codes. And then proceed to the coding itself. Not always easy to remember the specific scripts.
Again, may be people like me are not the target audiences.
Hey sergio. thanks for this. how do you pull the [[]] after you replace templates in the active file? like if i want to revert it back so i can edit it?
This is a cool way of doing the next/previous day thing but it means you can create a daily file in the past or future and the links still go to the correct pages. Found in the github page you linked. Thanks!
>
I tried to stay away from moment on this video as I want to focus on that in a more advanced follow up one if there's interest. Thanks for taking the time to share :)
I am having a templater error with the embedded javascript items. I'd appreciate any help. Here is the items in the note that I am trying to do
>
And here is the error.
plugin:obsidian-kindle-plugin:16 Templater Error: Template parsing error, aborting.
Template syntax error: Unexpected token '('
In my template, I am not calling the kindle plugin so I am very confused.
how to you get rid of Cssclass
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