Rename using Custom Data for human being

[olivenoire]

For later use:

Renaming, change date format from custom metadata

I am using a custom metadata date field for some financial documents. I want to be able to use the date in a rename smart rule but I want the name to be in yyyymmdd not July 6 2021 as it is in the field. Is there a way to do this? I am guessing AS or javascript.

Document Renaming

I receive a monthly PDF magazine that contains the date in the title in the form of “year-month” (2021-10). The contents of the magazine also contains the date but it’s in the form of “issue number / Month Name Year” (67 / October 2021). For years I’ve been manually renaming the filename to “Magazine Name - (2021-10) October 2021”, but I’d love to automate this process, but I can’t figure out how to do so. [Screen Shot 2021-10-18 at 19.30.56] The Document Date scan does not detect any of the …