Using custom metadata in a smart rule?

DEVONthink
1

I’m trying to set up a smart rule for academic articles in PDFs.

It uses the action Execute Script > External Script > Download Bibliographic Materials

I’d like it to subsequently rename the file so that the existing filename is preceded by the newly created Citation custom metadata item. It seems though that I can only add static text the the filename.

Is this possible?

2

This should be possible by inserting a placeholder via the contextual menu.

3

the newly created Citation custom metadata item

What information would be found in this ?

4

In the (few) examples I tried, this field had Author’s surname & Date.

Will try the context menu and report back, thanks.

5

Have fun with it, but I would give some real consideration as to adding this to the filename. Overly long filenames can present challenges in UI.

6

Thanks. Using the contextual menu to add the citation field works but I ran into another issue, around handling blank entries. As far as I can tell I can’t add conditions to a smart rule to e.g. only prepend the Citation & separator if the Citation (added by the previous Execute Script action) is not blank … so I think I will need to script it and use a second Execute Script to do the renaming.

7

Correct. There is no conditional logic for smart rule actions. Any conditionals would have to be handled in a script.

8

@jongilizwe What am I missing here? Where are you finding the “Bibliographic Materials” script?

Is this built-in, or what it user-created?

9

Built-in but external - see the setup described in the first post above.