Obsidian Base Create

Obsidian Base Create

When To Activate

Do NOT trigger for:

• Editing existing .base files (edit directly)
• Simple search queries (use obsidian-vault-search)
• Views that don't depend on frontmatter properties

Instructions

Step 1: Understand What the User Wants to See

Ask if not obvious:

• What properties should show as columns?
• How should it be sorted?
• Table, cards, or list view?

Step 2: Check Available Properties

# Find all frontmatter properties used in the vault
grep -rh "^[a-z].*:" "$VAULT_PATH" --include="*.md" | \
  grep -v "^#\|^-\|^ " | sort | uniq -c | sort -rn | head -20

Common properties from the vault schema (check CLAUDE.md):

• type: note, meeting, project, daily, reference, task
• status: draft, active, completed, archived
• date: YYYY-MM-DD
• created: YYYY-MM-DD
• project: project name
• tags: array of tags
• attendees: list (meetings)

Don't create filters on properties that don't exist in the vault.

Step 3: Build the Base YAML

# Global filter (applies to all views)
filter:
  - property: <name>
    operator: "<op>"
    value: "<value>"

# Computed properties
formulas:
  formula-name: '<expression>'

# View configurations
views:
  - name: "View Name"
    type: table  # table, cards, list, map
    properties:
      - file.name
      - property-name
    sort:
      - property: <name>
        order: asc  # or desc
    filter:  # view-specific filter (in addition to global)
      - property: <name>
        operator: "<op>"
        value: "<value>"

Filter operators:

Compound filters (AND/OR/NOT):

filter:
  # AND (default — sequential conditions)
  - property: type
    operator: "=="
    value: meeting
  - property: status
    operator: "=="
    value: active

  # OR (explicit)
  - operator: OR
    conditions:
      - property: type
        operator: "=="
        value: meeting
      - property: type
        operator: "=="
        value: project

  # NOT
  - operator: NOT
    conditions:
      - property: status
        operator: "=="
        value: archived

File metadata properties:

file.name     — Note filename without extension
file.path     — Full path from vault root
file.mtime    — Last modified time
file.ctime    — Creation time
file.size     — File size in bytes
file.folder   — Parent folder path
file.ext      — File extension

Step 4: Add Formulas (if needed)

formulas:
  # Days since creation
  age: '(now() - this.created).days'

  # Status badge
  badge: 'if(this.status == "active", "🟢", if(this.status == "draft", "🟡", "⚪"))'

  # Overdue check
  overdue: 'if(this.date < today(), "⚠️ Overdue", "On track")'

  # Tag count
  tag-count: 'this.tags.length'

  # Full name from path
  display: 'this.file.name'

Useful formula functions:

• Date: now(), today(), date("YYYY-MM-DD"), format(date, "MMM DD"), relative(date)
• String: contains(str, substr), replace(str, old, new), lower(str), trim(str)
• Number: abs(), ceil(), floor(), round()
• List: filter(), map(), join(), sort(), .length
• File: hasTag(tag), hasProperty(prop), inFolder(path), asLink()
• Logic: if(condition, then, else)

The this keyword refers to the current row's note.

Step 5: Configure View

Cards view (best for visual browsing):

views:
  - name: "Active Projects"
    type: cards
    properties:
      - file.name
      - status
      - tags
    sort:
      - property: file.name
        order: asc

List view (best for simple lists):

views:
  - name: "Quick List"
    type: list
    properties:
      - file.name
    sort:
      - property: file.mtime
        order: desc

Multiple views (same base, different perspectives):

views:
  - name: "Table"
    type: table
    properties: [file.name, status, date]
    sort: [{property: date, order: desc}]

  - name: "Cards"
    type: cards
    properties: [file.name, status]
    sort: [{property: status, order: asc}]

Summaries (aggregate values shown at column bottom):

views:
  - name: "Project Budget"
    type: table
    properties:
      - file.name
      - budget
      - spent
    summaries:
      budget: sum
      spent: sum

Summary types: average, min, max, sum, range, median, count, earliest, latest, checked, unchecked, empty, filled, unique

Step 6: Write and Verify

Write the YAML. Then verify by checking the YAML is valid:

python3 -c "import yaml; yaml.safe_load(open('$BASE_PATH'))" && echo "Valid YAML"

Confirm:

Base created: base-name.base

View: [table / cards / list]
Filter: [what's filtered]
Columns: [listed properties]
Sort: [sort order]

Open in Obsidian to see your data.

Output Format

## Base Created

**File:** base-name.base
**View:** [table / cards / list / map]
**Filter:** [description of filter logic]
**Columns:** [list of shown properties]
**Sort:** [property, direction]
**Formulas:** [any computed properties]

Open in Obsidian to interact with the view.

NEVER

• Create filters on properties that don't exist in the vault
• Write invalid YAML (always validate)
• Skip checking what properties exist first
• Use complex formulas without explaining what they compute
• Create a base without at least one view configured
• Assume property names — check CLAUDE.md or scan existing notes

ALWAYS

• Check what frontmatter properties exist in the vault first
• Validate the YAML output
• Include at least file.name in every view's properties
• Use descriptive view names
• Explain the filter logic in plain English
• Suggest additional views or formulas that might be useful

Example

User: "Make me a dashboard showing all active projects with their status and last modified date"

filter:
  - property: type
    operator: "=="
    value: project
  - property: status
    operator: "!="
    value: archived

formulas:
  last-active: 'relative(this.file.mtime)'

views:
  - name: "Active Projects"
    type: table
    properties:
      - file.name
      - status
      - project
      - tags
      - last-active
    sort:
      - property: file.mtime
        order: desc

  - name: "Project Cards"
    type: cards
    properties:
      - file.name
      - status
      - last-active
    sort:
      - property: status
        order: asc

Base created: project-dashboard.base

View 1: "Active Projects" (table)
  Filter: type == project AND status != archived
  Columns: name, status, project, tags, last active (relative time)
  Sort: last modified (newest first)

View 2: "Project Cards" (cards)
  Same filter, card layout for visual browsing

Open in Obsidian to see your projects.