[Richard Murphy]

tonyb originally created this topic on Wed 10/7/2009. This thread was recreated due to a hardware failure.

I have a number of outlines that are supposed to have the same categories, same filters, etc, however over time they tend to 'drift'. Would it be possible to modify the sync routines to only sync the categories and filters between the outlines? That way I can just sync them together periodically rather than having to go through all the categories & filters individually?

Thanks
Tony

[slwenglish]

tonyb via Richard Murphy, on 12 October 2009 - 12:31 PM, said:

Would it be possible to modify the sync routines to only sync the categories and filters between the outlines? That way I can just sync them together periodically rather than having to go through all the categories & filters individually?

Your idea of synchronising both filters and categories sounds good (although Natara would need to know what to do with items which use a Category not in the original list - probably just set all those items back to "unfiled"). Perhaps even better would be to think of it as applying a template, like you can do in MS Word (rather than "synchronising", which implies a two way exchange of data). You could then use a checklist to decide which template features to apply, out of Filters, Categories, Views and New item defaults.

While you wait for this functionality, Tony, there is a work-around for filters. You could set up a template outline (which is what I use for setting up new outlines) then, rather than manually editing your filters in your outlines, you could delete them all and re-import all the filters from the template.

Stéph

[tonyb]

slwenglish, on 20 October 2009 - 08:14 PM, said:

Perhaps even better would be to think of it as applying a template, like you can do in MS Word (rather than "synchronising", which implies a two way exchange of data). You could then use a checklist to decide which template features to apply, out of Filters, Categories, Views and New item defaults.

That sounds just perfect.

Tony