Template with Smart Groups

DEVONthink
#1

Hi, I have a reoccurring structure with year and groups. Below the groups I have smart groups filtering the data via name according to the year of the current group and the month. It looks like this:
2019
—Outgoing Invoice
— ---01 Jan
— ---02 Feb
etc.

This structure is needed for a couple of years and a couple of groups like the Outgoing Invoice. And on top, I need it for seven different databases. I have created a template out of my structure but when I created it again e.g. for 2018, I still need to change all conditions of 01 Jan etc. in each folder and every database.

Can I somehow automates that? DT needs to have variables I can refer to it… Is it possible with a script to change the conditions of a smart group?

#2

Can you clarify what this means, “change all conditions”? A screencap may help.

#3

Not yet but a future release will definitely support this.

#4

image
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I have to change the “Search in folder…” setting and then the condition to 2018, 2017 etc.
Isn’t there a “smarter” way to do that instead of manual adjustments?

#5

Not at this time, but as Criss mentioned, there are some things coming in the next major version that address things like this.

#6

Patience is needs, ok…Thank you.

#7

Reopening this question as it comes up for me now with DT3.

Can a template structure for a new group include smart groups that “search in” the new group created by the template and change the smart group “search in” field when I rename the new group? is there a different / better way to accomplish?

thanx