Match Specific Name and File Into a Folder

How can I setup a smart rule so that the following happens:

  1. Match for a name pattern that looks like this “Smith, John - Core-10 Test - Clinic Name”

  2. Sort into folder Clinic Name/Smith, John - Core-10 Test

Edit: Answering my own question.

1 Like

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.