Devonthink Dashboards

I’m wondering if it is possible to create a dashboard in Devonthink. I’m thinking along the lines of a markdown file with links (although if there is a better way please do share).

As I’m not a Devonthink power user, I was wondering if anyone has already done this and could give some tips on how best to do this?

What I’m trying to acheive: A dashboard with quicklinks to other devonthink databases and devonthink items (folders/docs), web pages, and other links via hookmark.

My reason in wanting to do this is that I’ve been using the trial version of TheBrain for two weeks and I like the way the thoughts are connected (but I don’t like the price and the lack of a native drag and drop). This led my back to Devonthink that links and has excellent drag and drop. I’m just not sure how clunky Devonthink would be.

I think it could work with a beautiful HTML template document stored in your DT database as long as you edit the internal links by hand. For something more automated I think this is more Obsidian territory.

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@svsmailus A lot depends on what exactly mean by ‘dashboard’, of course, but if you’re thinking mainly in terms of a simple table of contents for easy navigation, then there’s quite a lot built in. (Sorry if some of this is a bit basic – I’m not quite sure how much you already know!)

Here is a simple Markdown file, with side-by-side preview, and the Links Inspector on the right, with outgoing and incoming links.

This took about 2 minutes to set up: all I had to do was drag the links in (or use Hookmark) and everything else is automatic.

The links section on the right is fairly straightforward – there’s a context menu attached to each link so you can do various relevant actions such as open it in another tab / external viewer etc.

The next panel along – ‘Mentions’ gives you the ability to see the context of an incoming link. E.g. in the screenshot below, you can again see the links incoming from other documents in the database (Mentions), but this time if you click on one you see the a few words of context in which the link is embedded (Occurrences):

So, you get a lot of useful information just from the simple act of embedding the links in the ‘Dasboard’ document.

You could go a bit further, though, using Smart Groups and the automatic Table of Contents feature to build Dashboards of any combination of documents semi-automatically.

For example, you want to generate a dashboard for PDFs dealing with rationing in WW2 Chester. You set up a Smart Search:

which gives you these results:

You select the results and click the menu Tools > Create Table of Contents > As Markdown, which gives you this:

You now have a (fully editable) dashboard complete with links and backlinks.

Is that of any use?

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That’s really helpful, thank you!

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You’re very welcome! DT3 has a lot of depths and it can take a long time to explore them – I’ve used it for 10 years and more and feel like there’s so much I don’t know.

But it also does a lot by default as well – the trick is finding out it’s there!

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It’s interesting how using a new app shows you functionality you never used in an old app you already have!

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That’s very true! I genuinely think I could do everything I need to do in Mail, Safari, Scrivener, DT3 and Tinderbox – but spend hours and £s on trying out new stuff before going back these five, happy but no wiser…

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I am curious what you do in Tinderbox that you cannot do in DT with scripting.

I am repeatedly intrigued by Tinderbox - it seems quite powerful but what holds me back is that to really make use of it you need to master its unique scripting language. It seems a better use of time to learn something more generalized like Javascript or Applescsript.

But I am open to being convinced otherwise.

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Devonthink is a great app for document repository. Tinderbox is a good app for information slicing. You do not have to know any scripting to make TB useful.

I don’t quite agree here. Without using queries (scripting) it is impossible to get the best out of Tinderbox. The various views are great but the queries allow you to work with the attributes that you set for your notes. You could use the Attribute Browser, but that is very basic. Even simple dashboards require some query knowledge.

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First off, a disclaimer: I don’t really make full use of Tinderbox, though I’ve a(n annually renewed) licence for almost as long as I’ve had DEVONthink.

Secondly, to answer your question I’m going to show a lot of things that look complex, but most of them are fairly basic built-in features, or rely on simple code – much less than you’d need to learn AppleScript / JavaScript to get working code. The problem with TBX is that a lot of it looks more daunting than it actually is to get some fairly impressive results from it.

Anyway, to your question: while it shares some of the same features as DT3, you really don’t use TBX for the same things. For example, both TBX and DT3 are capable of note taking, and of storing data, but you wouldn’t want to keep PDFs in the former, or do data analysis or visualisation in the latter.

At heart, TBX is a very powerful outliner based on individual notes. Each note can have any number of attributes (metadata) which you can view either as the basic outline, or in a number of graphical ways (on a map, as a table, as a dashboard, as a network of links, and more). You can query any of those attributes either ad hoc or as permanent dynamic searches, you can pull in (‘watch’) information from DT3, in Notes, in the Finder, on websites, and much more. It’s essentially a toolkit for outlining and visualising your data…

That’s difficult to see, I know. So let’s take an example of something many of us do in DT3: keep a daily journal in which we record a log of what’s happened, subsections on various items, reviews of books we’ve read, tasks, and perhaps log our weight. It’s easy enough in DT3: it’s essentially a Markdown file, to which you may add a metadata field for weight, and tags for #book_review, say. You can do lots of things with those daily Markdown files – display them as html, show the metadata in the inspector and column, search for the tags, and so on.

TBX can do all that as well, but what it adds are many more tools to accumulate and display the data in the daily notes. Here is a screenshot of my journal from 2022: it’s from the dashboard giving up to date stats – well, it’s a dashboard, but it goes far beyond anything that I suggested for DT3 right at the beginning of this thread… (Ignore the 'only -618 days to go – that’s because it’s from 2022!)

I should stress that all this is generated from the equivalent of writing one daily note every day. I would create a new note for the day, enter the day’s weight as an attribute (metadata field), then for each event during the day create a sub note and tag it. The dashboard collates all the weight data and displays it as a graph, calculates the max and min, displays the tasks and the updated count of tags etc.

There is code involved, of course, but much of is of the same order of simplicity you’d use in equivalent AppleScript or Excel tables. E.g. $Average=avg(children, $WordsTotal) averages the daily word count of notes for the child notes in a month. OK, you’ve got to learn the syntax, but there’s nothing there to frighten anyone who’s come across an Excel formula, I think.

But this is only one view (a Map view) on the notes. I can also view them in an Outline:

These are the same notes, just a different view of them – it’s a keystroke away. I can also see them as a table:

depending on how I want to work on them – each view has its own strengths, of course, and you rarely use all the views in every TBX file.

Say you have a TBX file with a lot of links between notes. You can see them in a map view like so:

Or in Hyperbolic view, which changes the size / shape of linked notes depending on how many links there are between them and the target note. (a little like DT3 does with ‘Related Words’ in the Cloud Inspector, for links). Hyperbolic view is quite hard to explain: this link may explain it better…

Much of what I’ve shown above is obtained through basic features without much (and often without any code), just basic notes and the selection of attributes. Some of the action code to do the calculations can be a little more complicated (and can get vastly above my pay grade…) but you can do an awful lot with some very basic ideas.

For example, the equivalent code for a DT3 Smart Search to find every Book Review note with the tag ‘productivity’ can, once you’ve created the necessary attributes, be as simple as entering:

$NoteType == "Book Review" & $Tags.contain("productivity")

into the relevant box. OK, it’s coding, but it’s not much more difficult that DT3 when you get the hang of it – certainly easier than learning AppleScript or JavaScript, IMO.

BTW, I forgot to mention that the journal TBX file can be exported to html as a full website (not just as individual pages as in DT3, but as a self-contained web-ready blog).

The real difficulty with Tinderbox, is that even more than Scrivener and DT3, it can do so much that the question is often ‘what do you want to do with it?’. It’s not for everyone, of course, but it does do things that other programs don’t do at all, and you often don’t have to do all that much coding to get there.

Sorry for rabbiting on a bit, but you did ask :wink:

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Thank you @brookter - great examples - I will digest that a bit and think about how that may apply to my own work - much appreciated

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I guess it depends and what you call scripting. I would consider Agents looking at metadata like a slightly more involved search. The attribute browser can simplify a lot of things. I would agree that to take TB beyond boxes and lines and outlining, you have to do more work and sometimes the learning curve is steep. I look at some of the amazing things that could be done with TB and I wish I had those skills. But, I still get use of TB even without more advanced features.

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