Despite being quite comfortable in using KM over the years, and stringing together some workflows/macros that have saved me so much time, my KM nemesis remains that of using variables/named clipboards more effectively. Rather, using them at all!
I do not know why, but unlike the rest, I just never got my head around it properly enough to use, and haven't put enough time aside to make sure I get something simple up and running, to work from...
I have now reached the point where a particular repetitive, daily action I do countless times a day, is annoying me enough in realising it could use some variable/clipboard magic – and want to now fix it once and for all!
As such, would really appreciate some initial guidance:
I use TextExpander when saving specific PDFs from our CMS, to ensure a consistent naming pattern, so that Hazel can then sort and file the saved PDFs into their appropriate folders.
The TE snippet, places all the appropriate placeholder text into the save-dialogue for the filename, but requires 2 inputs from my side, that I want to automate using KM, and its variables/named clipboard.
The name-template looks like this >>
date_file-type description_Name & Surname_ClientID
I must therefore manually paste the Name & Surname and ClientID into the TE snippet.
I want to stop having to do this, and get that information from my clipboard/variables...
To get to the place where I download the PDFs from, which are to be renamed, the following happens:
1.) The ClientID is copied and placed onto my "general/standard/system" clipboard.
2.) I open the CMS website, and paste the ClientID into the CMS search field.
3.) The page to be saved as a PDF is shown. I manually select the Name & Surname from the page, and also copy it into my "general/standard/system" clipboard.
4.) I select a "Print Page" UI portion of the screen, to generate a specific document printout of the screen (which is more readable than the overall "print screen" option), and then follow the steps to save that as a PDF, and rename from there using the TE snippet above.
NOTE: Steps 1, 2 and 4 are already automated, using KM.
Because I use Alfred's clipboard manager, both the Name & Surname and ClientID are very easy to get to, since they appear at 1st and 2nd place, in Alfred's clipbord history viewer – which I then select and paste out again, as needed.
So – to be clear, both the ClientID and the Name & Surname fields, make their way onto my general clipboard during the process in any event.
When I invoke the TE snippet, I then use Alfred's clipboard history to quickly select either of the two, and "paste" it into the relevant text entry field of the TE snippet, and repeat this for the other one, before hitting enter and having TE override the default filename with the new version.
Question: Since what I need to fill into the TE snippet is already on my clipboard, I presume I simply need to find a way to get those two respective fields into either a named clipboard, or a variable, to then be used by KM (instead of TE) to paste that into the desired filename, by using both variables/named clipboards in the appropriate places...
Which one would better suit my needs? Variable, or Named Clipboard?
Knowing this, I can then start doing my homework...