How can I setup a smart rule so that the following happens:
-
Match for a name pattern that looks like this “Smith, John - Core-10 Test - Clinic Name”
-
Sort into folder Clinic Name/Smith, John - Core-10 Test
Edit: Answering my own question.
How can I setup a smart rule so that the following happens:
Match for a name pattern that looks like this “Smith, John - Core-10 Test - Clinic Name”
Sort into folder Clinic Name/Smith, John - Core-10 Test
Edit: Answering my own question.
Thanks for sharing your solution!
I don’t see this at the end of the destination’s group name in your File action.
Core-10 is just a trigger. The file name has the client’s name in it plus the clinic. $2 is for the clinic and $1 is for the client’s folder. File name remains.