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.