Hi, there is an option to create custom meta data fields in the preferences. These show in the inspector.
It’s just that all of those fields show on all files.
I want just some of the fields on defined files (like clicking a checkbox-field reveals more fields for example. Or if a tag is set. Or all files in a certain group. Something like that. )
i did search the forum last night with some different search terms and found that this is requested by a few other users already some time back as well.
its really an amazing feature to have custom meta. but really using this feature leads to a lot of meta fields - most probably not used on all files.
would be really amazing to have this in a future update. thank you!
fwiw When processing records in my inbox, I use an applescript for assistance
The script presents the metadata based on note type
For example;
. receipts get a budget category and vendor (tags)
. tasks get a status (label), an optional project id (tag) and optional due date (metadata)
For specific selection lists, here is sample code
I populate variable notetypeList with a choice of options
set theNoteTypes to (choose from list notetypeList with prompt "Specify Note Type" with multiple selections allowed)
repeat with theNoteType in theNoteTypes
any updates on custom meta data fields depending on tags/rules/filetype etc?
i was wondering if spliting into different databases would help this?
what i want to do is:
i have a bunch of medical bills i have to send to various insurers to pay me back. but it needs to happen in sequence. first state, then private… and i need to keep track somehow. their websites and upload forms and feedback loops are horrible and i loose track and then in the end i loose money, because the process is so hideous. so i try to do this in devonthink. dont know if this is even the right place to do this…
but i dont want to have all that metadata of insurers issue numbers and payout sums and stuff on all my pdfs …