I've been with DayLite for a while, but new to these forums and to the information available in them, so my apologies if this is an uninformed question..

Is it possible to edit existing HUDs? I would love to be able to display the linked contacts and/or organizations along with the recent notes or tasks just so that (for organizations or opportunities for example) i could see who i had left voicemail for without opening up the note if i entitled the note "Left voicemail." The details of that note would still be viewable only if i opened the note, but i wouldn't need to say "Left voicemail for JOhn Doe" in the title every time if that were possible.

In general, I'd love to know how to edit HUDs if that's possible. Thanks!

Hi Nick

I'm afraid I don't completely understand what you are trying to explain, but in answer to your broader question of the possibility of editing existing HUDs, see this link for the Daylite Developers Kit.

HUDs are basically custom web pages using a special merge syntax to lift data from the Daylite database. I've uploaded at least one into the Share Zone Forum that can read attached Notes.

If you can be more explicit about exactly what you are trying to do, it should be possible to create either a HUD or a plug-in to do what you want.

Cheers

Hi, Andy. Thanks for the reply. I will try to be more explicit about what I'm wanting.

Right now, when in the summary view for a contact, an organization or an opportunity, on the right of the screen I see what I think are HUDs for "Next Activity" and "Last Activity." If the most recent activity that I've added is a note, then what I see under "Last Activity" is the note title which is a link to the note itself.

However, if the note that I created is for an opportunity (for example) and that opportunity has a number of different people linked to it and the note title is simply "Left Voicemail" then I am not going to know which of the contacts linked to the opportunity I left the voicemail for without opening the note to see which contacts I linked it to.

What I'm suggesting is editing that HUD so that the "Last Activity" information in the summary view displays not just the title of the last activity, but also a list of what it is linked to and/or editing it to show the details (i.e. the contents of the note in this example).

I did download the developers kit, but haven't been able to fully understand how to edit/create HUDs from it yet. Maybe I can figure it out, but I would appreciate any help/insight you may have.

Thanks!

Wow.

Sounds like quite a challenge.

It should be possible, but you'd have to be quite careful to not make the Widget too bloated.

The ‘built-in’ Widgets can be found as part of the Daylite Package:

/Applications/Daylite 3/Daylite.app/Contents/Resources/HeadsUpDisplayTemplates/LastActivity.dlwkt
/Applications/Daylite 3/Daylite.app/Contents/Resources/HeadsUpDisplayTemplates/NextActivity.dlwkt

So it’s perfectly possible to duplicate them, modify them, and install custom versions in:

~/Library/Application Support/DayLite/HUDTemplates/

The key would be ‘traversing’ the data-tree to find and display the linked items, which could very quickly get complicated unless you narrowed down the options to a set path for each Widget.

I think you need to establish exactly what you are trying to do; is it, for example, making a note that you left a voicemail, and perhaps reconsider how you capture that data. Or are you actually after a very open-ended Widget, which will display the contents of any ‘Last Action’, in which case you will have to think a lot more about the Widget’s structure, logic and how to display the data.

Maybe a visual mock-up would help you express your ideas and explain it better?