Putting it together one Note at a time

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Put in a New Context - Part II - The Agent


Each Context has an Agent that collects all the notes whose prototypes link to that Context. So the next step is to Create the new @Finance context agent in the appropriate parent note.

I separate my Personal and Professional Actions, and my Agents are similarly separated. Therefore, I created my new @Finance Agent in the Personal Actions container which contains all my personal action Agents: Menu/Note/Create Agent, brings up the Agent tool.

I supply the name @Finance, then copy and paste the query from another Context. Now the query is modified to collect the new Context Actions.

In the end, it should look something like this:

numbersigndescendedFrom(Personal)

&Completed=false&OnHold=false

&Action=true&Prototype=*Finance

all as a single line where numbersign (shift 3) is immediately before descended (see Tinderbox manual).

This query says that the Agent will collect notes contained within the Personal section of the project planning outline as defined by the #descendedFrom argument. It will also collect those notes which are not yet completed, not on-hold, and which are defined as action items. Finally, the agent will collect all those notes linked to the new prototype *Finance.

I use the Explorer View to enter and edit my new agent queries into the note portion of the view. This way, I can easily copy and paste the query of another agent and edit it as needed. I then paste the final product into the Query attribute of the new Agent. This is a useful when creating new customized attributes for Prototypes and leaves helpful footprints for future troubleshooting efforts.

Next post, we'll create new Finance Projects and Actions in the project planning portion of our outline and test out our new Context. Stay tuned.





 

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