Templates Feature

The template, a new feature in JournalLife 3, is a tool that lets you repeatedly ask and then answer a set of questions.  For example, if you have a routine that you like to use in reporting the day, you might create a template that reminds you to write about the things that you want to consistently review.  Or, if you record your dreams, you might have a standard set of questions that you ask yourself about each dream.  Or, if you keep a phone log, or conversations with clients/patients, you might create a template with routine issues/parameters that you want to record.

Although Templates are useful if you have a repeating task that you want to execute similarly each time, alternatively, you might use a Template if you are working on an issue in which you are trying to shift your point of view. For example, suppose that your world view skews toward the negative and would like to see things from a more optimistic perspective, you may set up a template that asks questions that guide you to look for positives.

First, let’s clarify a couple of terms:
Template is the set of questions that will appear in a journal entry. You can create a new entry with a Template.
Templated Entry is an entry written from a Template and includes your responses to that Template.

Here’s how to create a Template: 

1. Open a journal entry.
2. Write the questions that you want as your Template.
3. Go to journal entry’s File menu>Save and a dialog appears.

Journal_Software_TemplateDialog

4. Give the entry a Title (in this case My Own Template) and select Save as Template.
5. You’ll note when you open a journal entry that is a template–just the set of questions–it has (template) in the journal entry title bar, as shown below.

Journal_Software_TemplateInTitleBar


Here’s how to create a new entry from a Template:

1. From the application menu go to the File menu>New Entry from Template.
2. A dialog box appears, called Create New Entry from Template, as shown below.

Journal_Software_NewEntryFromTemplate
3. Select the Journal Type from the left and select a Journal Template from the right.  In this case (see the screenshot above)  I’m selecting a Daily Journal Type and My Own Template.
4. Click the OK button, and the Templated Entry will open, as shown below, where you can answer the questions.

Journal_Software_TemplatedEntryExample

Over time, you may want to search for all journal entries which are answers to the same Template.  Wouldn’t it be interesting to see how you have answered those questions over several months to see whether they change or remain the same? This is another way to find your life patterns within JournalLife.

Here are two ways to find your Templated Entries.  In both ways, the Templated Entries will be listed in the Journal Explorer.

A. If you want to search by ONLY ONE template (that is find all entries answering the questions of the same Template):

1. Click the Templates tab on the left pane of the Journal Explorer, and click a particular Template listed.

2. All of your Templated Entries will appear in the right pane of the Journal Explorer.
B. If you want to search using MULTIPLE templates:

1. Click the Search button on the application toolbar, and the Advanced Search dialog appears.

2. Under Template, select as many Templates as you’d like, and click the Search button.  All Entries that were written as Templated Entries will appear in the right side of the Journal Explorer.

How to find the Templates in the Journal Explorer:

  1. Open the Journal Explorer and within the right pane, right click, and select Show Templates and deselect Journal Entries*.
  2. Click the Show All button in the bottom left of the Journal Explorer.
  3. All of the Templates will appear on the right pane of the Journal Explorer in blue font.

*NOTE: You don’t necessarily have to deselect Journal Entries, but if you don’t, your Journal Entries will appear on the list (in black) along with the Templates (in blue).