Submitted by Anonymous on 2008/12/07 12:00
I understand that grids are just a view or window on the data in the file. An example of what I would like to do is this. I have a grid called Inbox,in inbox are tasks that need to be done. I also have a grid called completed tasks. When a task shown in inbox is comleted or done I would like to have it no longer show in inbox and show up in the grid completed tasks. Is this possible? If so, how do I do it?

Comments

There's probably a more automated way to do this. Lets say your inbox Is called "Inbox" and your completed tasks are called "Completed". Change your displayed columns in the inbox to show the columns "Inbox" and "Completed".  When you want to move a task, uncheck the "Inbox" box and check the "Completed" box. Then refresh.
 
I imagine there is a way to automate this, so that by unchecking "Inbox" the "Completed" box is automatically checked for you.
 
 

Armando

2008/12/07 14:40

In reply to by Anonymous

Yes, there are many automated ways to do that.

 

1- you could use the "done" field, after displaying it in your grid. Or the Check field, that's associated with it (tick the check field, and the done field will contain today's date.)

to quickly set something Done : focus in the Done field, press enter 3 times to set todays date. OR tick the Check field.

 
2- You could use any other field as a "completed" field and have it function in conjunction with other fields.
 
In the "Equations" section of the "field management" window, you cans change/add auto assignments of different values to fields ("Auto-assignment rules" text box), depending on what happens in other fields, etc. (There are MANY things you can do in this window -- you can even use functions, writen in VB).
 
 
example of auto assignment... (Put this in a "complete" or edit Done "Auto-assignment rules" text box, and see what happens) :
 

A:Date=now | A:Inbox= | E:Date= | E:inbox=1

 

This means that when a value is added (A:) in the Done field,  the date field is set to now, the inbox field is emptied. When the value is removed from Done (E:), the date field is also erased, and the inbox field is reticked. This is just an example. There are more elaborate ways of using this. Have a look at how Pierre sets the other fields. Be careful to not full around too much with other fields... It'S always good to keep the original configuration pretty much how it was an d play around it.

 

( I've put this in the "Done" field "Auto-assignment rules" text box : A:Today=|A:Tomorrow=|A:ThisWeek=|A:NextWeek=|A:Inbox=)

 
 
3- You could then :
 

a- used the Date filter bar (press "D" in the source bar), and have the "Show done" off. Set the other parameters the way you want... (the use of this Date filter bar is to... filter by date. Play with it a bit to have only what you want showing.)

 

b- you could just filter out all items with the "done" field filled. 1- Add this in your filter textbox : done is null, 2- and Put the "filter applies to subitem" ON (if you want ALL done items to be filtered out). That way, you'll never see Done items. You could also create another grid to see only done items, etc. etc. possibilities are multiple.

 

BTW, this is the filter for my todo list :

(( Due < now + 7) or (urgency >= -7 and due is not null) or (due-now<6))   AND  (done is null)

 

But I do play around with filters a lot, and often change them depending on what I want to see. I also use the date bar quite often.

 

When named filters (+ auto-refresh and multiple undo) will arrive (soon, hopefully), filters will be easier to change and manipulate.

Armando

2008/12/07 14:54

In reply to by Armando

 (From the manual, [node:68, title=Auto-Assign Rules])

 (note that UI has changed since that was written, but most of explanations still apply)
 

Auto-Assign Rules

Auto-Assign Rules are used to assign values to other fields when values in this field is changed. They are also called Push-Equations (as opposed toPull-Equations discussed here). The syntax is Flags:Field = equation/value.
The flags indicate when the rule should be applied (they can be combined):

  • A: flag: Action will be triggered when a value is added (initially no value in the field)
  • M: flag: Action will be triggered when a value is modified (initially there is a value in the field)
  • E: flag: Action will be triggered when a value is deleted You can have as many auto-assign rules as you wish separated by vertical bars, they'll be executed in the sequence that they are entered.
Here is an example that calculates the color when a field is added or edited and clears the ItemColor when the field is erased: AM: ItemColor=CalcColor (DurationHr - BudgetHrs) | E: ItemColor=
Push equations are actually more efficient than Pull equations, since it is the field that is causing a change that triggers the calculation to run. Plus they allow many equations in a single field.
 
 

Anonymous

2008/12/07 15:54

In reply to by Armando

Thanks Armando and Marks for replying. I've said it already but I'll say it again InfoQube is the most powerful pim I've ever used. So many possibilities with this software. I use the GTD methodology for tasks. I think I've found the best software to implement it. Armando thanks for your explanation a lighbulb just went on for me. Time to go play with it for awhile and try some new things. Thanks again!

Armando

2008/12/07 16:46

In reply to by Anonymous

Yes, it's very flexible and powerful. Just takes a while to get used to it and discover all the little secrets... ;)
When recurrence will be implemented, it will be even greater -- there are probably ways to implement that right now, with some VB functions, but haven't tried...

ericka

2008/12/14 00:28

In reply to by Anonymous

tholt
 
If you have an example of how this looks when you are finished, it would be great if you could post it. I am trying to work on a GTD-type layout and functionality as well.
 
Thanks!

Anonymous

2008/12/16 09:02

In reply to by ericka

I'm currently experimenting with this now. I'm trying a grid that shows my tasks or todos. I have added a field called Context. This is a auto popup list. When I want to work on tasks in a certain context I filter on that field. This should work really well when we can save named filters. If anyone else has any ideas on how InfoQube could be used for GTD I would like to hear them.