Smart Group Template using %groupName%

DEVONthink Tips
1

Hi -

First post, so apologies if it’s a dumb question.

For my client documents I’m using a structure -

/Clients/

Then I’m dropping all the documents in the CLIENTNAME group and using a Smart Group to select particular documents by tags.

e.g. -

/Clients/CompanyX/Meeting Notes is a smart group, with a search in ‘CompanyX’ where Tag matches ‘Meeting Note’.

I’d to make my own smart group, so I can create a new client group and then use Data / New from Template to create the Smart Group.

To achieve this I think I need to set the search on the smart group to %groupName% (so it looks at the parent).

When I export an existing smart group to a template - I get a .dtTemplate file, which when I rename it to a scpt file, can see a folder and a DEVONtech_storage file, but no script and no obvious place to use %groupName%.

Is what I’m trying to do possible?

Any advice gratefully received.

Steve

2

This is not possible at the moment as placeholders are only usable inside documents and names. And smart groups aren’t scriptable (but a future release will support this).