best way to organize rules

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best way to organize rules Mon Nov 28, 2011 2:11 pm • by sgoff
I am using Hazel to organize client documents as they are scanned into our system. I am ending up with a very long list of rules. Is there a way to organize rules into subfolders of rules?
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Re: best way to organize rules Mon Nov 28, 2011 5:42 pm • by Mr_Noodle
Keep in mind the ordering of the rules changes the logic so it's not a good idea to sort them or anything.

There currently isn't a way to do this but I find when someone has too many rules, that they aren't taking advantage of Hazel's pattern-capabilities which can greatly consolidate the logic. Can you describe in more detail what you are trying to do?
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Re: best way to organize rules Mon Nov 28, 2011 6:27 pm • by sgoff
All scanned documents go to a specific file. Our scanner software names them by date and a sequential number. So the first document scanned today would be 2011-11-28.pdf. The second one will be 2011-11-28(2).pdf. I then go in and rename based on the content of the document. Say it was a letter from John Smith on the Sam Jones matter dated November 28. I would rename it 2011.11.28.SmithJ.From.JonesS.pdf always year.month.day.matter.from(or "to" if it was sent from us).author (or recipient if sent from us). I set up a hazel rule that tells it to check that file and when a name is changed to include "smithj.from." to move the file to the John Smith matter file and the correspondence received subfile. I end up having several of these rules for each client file, like correspondence received, correspondence sent, pleadings, etc. We tend to have 30 or 40 client matters going at one time, so you can see how the rules will multiply. I don't understand the pattern rules, so any suggestions you could give me would be appreciated.
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Re: best way to organize rules Thu Dec 01, 2011 2:37 pm • by Mr_Noodle
If you look up "pattern matching" in the help, that has an example. But if you can name things such that the folder it should be sorted into is based on parts of the file name, then you can use the pattern matching to do it all in a single rule. You would need to name the files with the names of the subfolders for this to work but from there, you create custom tokens to match each part of the name and then use those tokens in the sort into subfolder action.
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Re: best way to organize rules Thu Dec 01, 2011 2:56 pm • by sgoff
Thanks
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