USING PRE DEFINED WORKFLOWS

Table of Contents


Overview

SmartBlocks includes a number of predefined workflows out of the box. Each of them represents a quick SmartBlock template for common functionality. To use these predefined workflows, simply type the keystrokes in the trigger. Predefined workflows will be prefixed with a gear icon.

Predefined Workflows

Helper Workflows

Action: Quickly lay out the template for making a new smartblock

Workflows: Workflow SmartBlock Starter, Button SmartBlock Starter (Coming Soon...)

Date Insertion Commands

Action: For each day of the week, insert this week's date, last week's date, next week's date

Workflows: Monday, Last Monday, Next Monday (and so on for each day of week)

Time

Action: Inserts time (there is a 24 hour version and AM PM version)

Workflows: Time, Time AM/PM

Serendipity - Random Block

Action: Inserts a random block from your database

Workflows: Serendipity - Random Block (you can also just type the word "random"

TODO lists

Action: inserts a list of block references of your TODO's. Useful to get a list of relevant TODOs from your graph

Workflows: TODO - and select from the TODO list options below:

  • TODO's for today (TODO blocks that [[reference todays date]])

  • TODO's that are overdue (TODO blocks that [[reference dates before today]])

  • TODO's that are overdue DNP (TODO blocks that [[reference dates before today]] and any TODO on a Daily Notes Page for a previous date)

  • TODO's that are in the future (TODO blocks that [[reference dates before today]])

  • TODO's that are in the future DNP (TODO blocks that [[reference dates before today]] and any TODO on a Daily Notes Page for a future date)

  • TODO's that are undated (TODO blocks that don't [[reference dates]])

Block Mentions

Coming Soon...

Action: Inserts blocks referencing an input page

Workflows: Block Mentions List

Search

Coming Soon...

Action: Searches for blocks that includes a given piece of text

Workflows: Search - plain text

Customization:

By default, all pre-defined workflows are included in the smart blocks menu after opening via the trigger. If you would like to exclude the pre-defined workflows so that only the custom ones are shown, head to the roam/js/smartblocks page and toggle the custom only option on the home tab. You will need to refresh Roam after checking this option for the setting to take effect.

Demonstration:

Support

There is an active community at roamresearch.slack.com channels #roam42 and #roamjs discussing and building SmartBlocks. Stop by if you need help or want to share your ideas.