Trying to setup a some smart rules and also using regex to automate a few things mainly document renaming but have been running into a few questions:
Can I somehow use regular expressions in the conditions e.g. Filename contains \b[Rr]eceipts?\b instead of having Filename contains 4x with Receipt, receipt, Receipts, receipts?
But can not figure out how I did it. Most of my rules have āAllā of the following are true but I would like to nest some with additional if ANY of the following are true but canāt find out how.
And lastly
3. How to split a document that is named with a string of numbers e.g. YYYYMM to YYYY_MM?
So for example that 202201 becomes 2022_01, I somehow can not figure that one out.
Thank you so much! And yes, will do that. Have not actually looked in the forum for this one just checked and googled regular regex but have not been able to get it going. I am sure I will be able to find it.
After looking into the scan function. How would that work at that point?
Isnāt only available after the āfindingā the document so basically in the bottom section of here:
Sorry, I was thinking about the āchange nameā part. You might rework your logic for the top part using matches, which allows basic wildcard matching. See one of @BLUEFROGās posts here.
Thank you to both of you. Makes sense. Going to try matches. Unless there is another reason might stick to filename because that fits my workflow. I am naming receipts on scan&import accordingly but just want to protect against inconsistencies. Once imported I basically want the documents to be filed accordingly and automatically where possible. So unless you see an advantage using Name for that use case I might stick to Filename.
But this was very enlightening and helpful! Thank you so much!
Lastly a practical question: Do you recommend combining rename and move operations in one smart rule or would it be best to setup two separate rules for that?