Create Custom Forms to use with DEVONthink

A frequently requested feature for DEVONthink is custom forms or attributes. There is a work around that does a good job of this.

If you have a Google account and access to Google Drive, create a form there. (I’ll leave the how-to on that to your own research. It’s not difficult.) “Share” the form so that you get the link to the form, and create a bookmark in DEVONthink for that form.

When forms are created in Google Drive, you have the option to create a spreadsheet there to collect the responses. Do so, then navigate to that spreadsheet and grab the link for it. Create a second bookmark in DEVONthink for the spreadsheet.

That’s it.

Forms can be completed by you as you take notes (put them in their own windows). If you have text fields in your form, you can drag text or RTF files to those fields and the content of the files will be inserted into the field. You can drag in URLs, images, etc. into various fields.

Just be sure to “Submit” the form when you update it, and the data from that form will be appended to your results spreadsheet. Internet access is necessary, of course.

Expanding on this tip. Your Google Drive documents bookmarked in DEVONthink are not searchable from the “find” box or from the global Search panel. However, it is easy get a searchable document. Most Google Drive document menus have a “View > Full Screen” command. The menus from the document are eliminated, and all you see is the content. If you have the “Capture the Current Page as PDF” toolbar command on your toolbar, click it and DEVONthink will create a PDF of your Google Drive document.

All types of Google Drive documents can be edited and captured in DEVONthink, as described. These include “Documents”, “Presentations”, “Spreadsheets”, “Forms” and “Drawings”.