Using DT3b3; I’ve set up a smart rule using following parameters:
Search in: Inbox
All of the following:
Content matches: xyz
Content matches: abc
Perform the following actions: On Import
Change Label to Purple
And it doesn’t work; if I send a file with the appropriate content to DT3 using “Save PDF to DT3” then the file appears in the Smart Rule (ie if I select the rule in the sidebar), but the label is not changed. The same if I set the action to “on creation”. Only when I set the rule to “On Demand” and then trigger the rule manually does the rule perform the actions.
Thank you both of you; knowing that smart rules work for you motivated me to examine the problem further. The problem was as follows:
One of my conditions (Content matches) was a phrase (ie. word word2 word3). Whilst that condition matches when manually triggering the rule (“on demand”), it doesn’t work “on import”. Placing the condition in " - making “word word2 word3” - works, however.
So, thanks again, and perhaps this post might help others