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Can’t find the template editor over at the main EverNote site? That’s because it’s been removed. Why? Probably because they’re focusing so hard on the new Evernote 3 beta, which doesn’t support templates. Please, don’t ask - it’s just too painful to talk about.

Anyway, some of us are still using 2.2, and some of us still want to modify templates. Not me, I’m using the ones that I’ve already got and that’s it. But there are some brave souls out there that want to play with templates.

So, I’m uploading the template editor for EverNote 2.2. This is the copy that I downloaded way long ago. Use at your own risk. No support is provided for it, or for templates created by it, either here or over at EverNote. You’ve been warned.

EverNote Template Editor - 2.2 Version

(Note: this is only for Windows - the older 2.2 version of EN only works on Windows.  Hence the template editor also only works on Windows.)

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Some time ago, I upgraded my EverNote to version 2.1, which is great, but which has a different format for the database.  That meant that the EverNote Template Editor (ENTE) broke.

I’ve been moping around lately, thinking that all of my templates were now static, I wouldn’t be able to tweak them at all until they fixed the editor.  But they never seemed to fix the editor.

Today, a little birdie (Thanks ads!) that there was a new version of the editor.  I tracked it down (Thanks Leo!) and am in the process of downloading and installing.  It turns out that there was a forum post about it over a month ago!  I don’t know how I missed it.

So, anybody out there, using EverNote and wanting to play with the template editor, for 2.1, head over here to get the new version!

in ENTE
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Normally, the EverNote Template Editor shows three panes. Sometimes, however, it seems that you can “lose” some of the panes, as shown in this little demonstration:

It’s a problem that was raised on the EverNote forum, and I’ve been able to reproduce it one. Sometimes you can find the splitter between the left and right panes by maximizing the program and looking along the right border. However, sometimes that doesn’t work.

Bradk on the forum was able to find the registry tweak to reset the splitters to their default position. All you have to do is go into regedit, find the SplitterPosition and HSplitterPosition keys. (They should be found under My Computer\HKEY_CURRENT_USER\Software\EverNote\ENTemplateEditor.) Delete these keys and reopen the template editor.

After opening a database, you should be able to see your three panes again. You might have to make your window a bit bigger than my example above, but it should work for you. Kudos to Bradk for finding this fix.

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Over at the EverNote forum, Pam has a question about a To Do template featured in the Template Catalogue. That template, called To Do With Highlight has an interesting property in that when you check off an item, the background of that item is highlighted (or low-lighted, depending on your colour sense.) So, it becomes quiet easy to see the difference between done and not done items in the list. She wanted to know if there was an easy way to accomplish this.

Modifying the To Do List

For this demonstration, I’m going to start with the stand To Do List template. In the EverNote Template Editor, I have opened up my template database. I’ve made a duplicate of the default To Do List template, and, learning from the To Do With Highlight template, I’m going to modify this duplicate.

Missing Resource = Missing Icon

So, here’s what the new template looks like, before I start. You’ll notice that the little checkbox icon is missing from the top left. That’s caused by how the template editor duplicates old templates. It’s a minor inconvenience, and fixable, but you need to go under the hood for that. For this tutorial, we’re going to skip that and simply delete the call to that icon. Delete the highlighted bit, i.e., delete “<IMG src=”todo.png” …>

I’ve highlighted another important part of the template. The red box is the loop that allows you to have as many lines in the body of the template as you like. The inner blue box is the description of the actual row in the code. Remember that <TR></TR> are the tags for a row in a table, and <TD></TD> are the tags for a cell in a row. So this row has two cells, one that holds the To Do item, and one that holds the checkbox, called done.

Disappearing Line Items

First things first. If you play with the To Do List template at all in your database, you’ll notice that when you’ve got some line items checked, and then you lock the note, those done items *disappear*. Actually, they just hide when the note is locked, but come back when you unlock it. This behaviour can be desirable. Or not. Either way, it’s something to think about, since we’ve copied the same code from that template and it’s now in our new template.

If you look at the code snippet below, the pink highlighted parts are the code that controls whether or not a done item is shown in the locked note. If you leave the pink highlighted parts in, checked lines will be hidden in the locked note. If you delete the pink parts, checked notes will be shown in the locked note. Since the whole purpose of this exercise is to highlight done items, as opposed to hiding them, we’re going to delete those lines.

Highlighting Line Items

Okay, now for the good stuff. Look at the code snippet above, the yellow highlighted parts are the stuff that we add to the template in order to highlight the checked lines. Basically, instead of just echoing the to do item, we’re putting in an if statement. All it does is check to see if that item is marked done. If it is, show it, but show it with a lavender background. If it’s not done, show it with a white background.

The final template code, seen in ENTE, looks like this:

The Template in Use

As with most templates, the locked and unlocked versions look different. Here’s what the template looks like after locking/unlocking. (Sometimes locking is necessary to kick the code into working order.) Notice that the background of the done item is lavender, even though there’s a white textbox in the way.

And here’s what it looks like locked. Prettier.

You can download the xml file for the To Do (Highlight) template here.

You should be able to use what I’ve shown you to modify some other template that uses checkboxes. And in honour of Star Wars day, May the 4th be with you ;)

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You may have noticed that there are actually two types of templates in EverNote. There are the standard kind of templates, which have a clear delineation between label cells and content cells. These act like like forms in say, Access, where you’re only allowed to input information into particular fields.

There is another, mostly undocumented, kind of template, which I call “Fully Editable Template”, or “Editable Template” for short. I discovered these mostly by accident; spurred by a comment by Zach H on the EverNote forum. In that comment, Zach discussed the difference between “<% ‘ _editable%>” and “<% _editable%>”.

Editable vs. ‘ Editable

I had seen the “editable” line in templates, but didn’t know exactly what it did. It turns out that the ‘ (apostrophe) indicates the beginning of a comment in EN templates. So, in the standard template, the line <% ‘ _editable %> is basically telling the template that it’s not “editable”.

Listing the Differences

What does this mean for you and me? Here’s a table indicating the differences (that I know of right now) between the two kinds of template:

Standard Template

<% ‘ _editable %>

Fully Editable Template

<% _editable %>

Variables are used, e.g., string name, checkbox done, date when, etc. These variables correspond with the content cells in the template. No variables. No fancy date fields.
Possible to use logic in template, i.e., loops, etc. This leads to the fancy templates that ship with EN, e.g., To Do List, To Do with Dates, Expenses, etc. No logic.
The use of variables and a difference between “label” fields and “content” fields means that making changes to a template will propagate those changes to old notes. In other words, if you make a change to the template now (without messing with the id number of the template, or the variables), then older notes created with that template will also be changed. For instance, you could switch the placement of the Name and Phone fields in the Contact template, and not wreck your old information. Making changes to a template does not change the older notes based on that template. Only new notes will use the newest version of the template.
It’s possible to use Tab and Shift+Tab to navigate between the content cells of the template. Tab and Shift+Tab do not work. Navigation done by cursor (e.g., left/right arrow), or by mouse.
It is not possible to do any formatting on the go while in the content cells, e.g., you can’t use bold, italic, or underline while filling in the content cells. (And the label cells are untouchable.) Possible to use bold, italic, and underline in the content cells. In fact, all cells are editable, even the label cells.
It is not possible to insert a checkbox into a content cell, e.g., with Ctrl+Shift+C. (Note that the underlying template can be modified to include checkboxes though.) Just like in any text note, you can insert a checkbox anywhere you like.
Although you can type or paste in hyperlinks (URLs, mailto: addresses, etc.), and these display in the template, they are not clickable. This restriction also includes links to other notes. Any hyperlink is clickable.
The label cells are untouchable. Not only can you not edit them on the fly (which is fine, for a template), but their contents are not visible by any keyword categories. In other words, you can’t create a keyword category that looks for “Password:”, because that label is not viewable. Every part of the template is viewable; so you could create a category based on a label name.
Can’t paste in images. Images can be pasted in. In fact, anything that can be pasted into a text note can be pasted into an editable template note.

Basically, this means that a Fully Editable Template is not much different than just pasting in some pretty html from another source into a standard text note. For instance, you can get similar behaviour simply by making yourself a nice table in BlockNote and pasting it into a new note. However, the advantage of putting pretty html into a template is that you can call on the template from the “Note Type” button. In addition, you can create automatic categories, based on template type, including any fully editable templates that you’ve created.

Seeing the Differences

Here’s a look at the visual difference between these two template types. The top template is the standard password template that comes with EN. The second note is one which I created, which performs the same function for me, but which lets me use hyperlinks, checkboxes, bullet lists, pasted images, etc.

Given that there are such advantages to using templates instead of copy/paste all the time, it makes sense to take advantage of the benefits of editable templates. As long as you’re fine with giving up the use of variables, loops and logic, then a fully editable template might be the answer for you. In coming posts, I’ll show you how to create simple editable templates.

Password (Plain) Template

For those of you who can’t possibly wait, here is the xml file for my Password (Plain) template. You’ll notice that I’ve got a #Password# label - that’s for the autocategory of the same name. There’s also a cell for date - that’s simply because I was moving some older passwords over to this template, and the date was for when I started the service requiring the template. Also, the empty label below #Password# can be used for anything you like, e.g., security question. You can type in that field, just like you can type in any other field.