Now a few months into DTP, I’ve moved most of my Hazel rules over to DTP and loving it. I’m stuck on finding the equivalent of Hazel’s custom table feature for rules. Rather than having multiple rules for handling documents (accounts) uniquely for statements from the same bank, I could use Hazel’s Custom Table attributes and combine several rules into one. Mortgage gets filed separately from credit card from savings vs checking, etc. Same concept applies to health insurance statements for family members, etc. Does DTP have similar capabilities? Thanks!
Not built-in, no. But it also may not be necessary, depending on how you file things.
What is your filing and naming convention?
I use ScanSnap on my Fujitsu scanner to scan and OCR, rename and tag in Hazel and pass to DTPro. I am looking to completely remove Hazel from the workflow. Having converted all other imported document types, I am looking to economize on the number of Smart Rules. In Hazel I have one BANK ABC rule which handles 10 different accounts, renames and files appropriately with the Custom Table attributes capability. Renaming is YYYY-MM Bank ABC - {account type} and then filing in its own group in DTP. I can certainly do account by account, just adding 10 more rules with slight variation for each account.
Can you share a screencap of your filing groups with one open to show its documents?
If you’d like to keep it private, open a support ticket.
Rules can apply other rules, see Apply Rule action. Therefore you could e.g. create some rules performing common actions and use them in the other rules.
An alternative would be a single script that handles everything from renaming over tagging to moving. An example can be found here
More work initially, but more flexibility as well.
Thank you, I’ll likely copy/paste/edit to customize each rule as needed. I was hoping that perhaps DTP had deeper features for Smart Rules similar to the Hazel Custom Table capability to reduce the number of rules (just slight changes to each on rules and different destinations).
Thank you, I’ll dig into this approach to see if it could apply.
Again…
Ticket #594426 created.
Thank you!
My ticket no longer exists. Any reason?
I hadn’t seen it yet. What department did you send it to? It should be support.
Once created, I received an email from DT Sales confirming creation of ticket 594426.
We received your request and assigned ticket #594426 with the following details:
Topic: Feedback on our software
Subject: More on Hazel Custom Table capability
Submitted: May 29, 2024 11:51 AM
However, when I log into the Support portal, this ticket number is not found…
Subject of the email sent to me from DT Sales:
==>> Support ticket opened: More on Hazel Custom Table capability
I’m not sure why you sent it to Sales instead of support but we’ll take a look for it. Was it sent with the same email as you used on our forums?
Yes, ticket number is Ticket #594426.