First post, so apologies if it’s a dumb question.
For my client documents I’m using a structure -
Then I’m dropping all the documents in the CLIENTNAME group and using a Smart Group to select particular documents by tags.
/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.