I appreciate this may not apply in your case but I just wanted to flag—in case it becomes relevant—some difficultites I’ve been having with Scan Name → Date in version 3.8. I’m not yet convinced it’s working as it should.
Thanks. If it is working enough*, I might be able to use a similar smart rule to yours to achieve part of what I am looking for:
groups/smart groups for actionable items based on type of action, urgency/importance, etc., ideally in a way that syncs to/shows up in DTTG.
(*) all I need is a recognition of the date YYYY-MM-DD
All I can say at present is that for me, using DT 3.8 under macOS 11.6, I get inconsistent results (although I’m not aware this has yet been reproduced by others). For example:
Create a new markdown file named Monday 11 October 2021.md (you probably need to use the date format appropriate for your regional settings in macOS)
Add the following text to the file Custom: Monday 11 October 2021 (again following the date format in your regional settings)
When I run a smart rule on the record using Scan Text -> Date -> Custom: * the date is found and I can use Document date in a subsequent action to do something with it (for example, add it to custom metadata)
However, if I use Scan Name -> Date -> * in the smart rule the date is not found
It’s slightly more peculiar than that. Once the date is found under the first smart rule it also seems to be found when I apply the second rule to the same document—but not for new documents in a similar format.