Need help with moving & sorting files into sub-sub folder

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Moderator: Mr_Noodle

I currently have the following rule set up, which works fine.

https://imgur.com/a/t5Lipjp

However, each year I copy a template folder structure to folder Taxes DE, which consists of the following:

Code: Select all
20XX
  1 - Correspondence
  2 - Receipts
          Capital Gains Reports
3 - Tax Returns


So my folder structure looks like so:

Code: Select all
Tax DE
2020
2021
  1 - Correspondence
  2 - Receipts
          Capital Gains Reports
3 - Tax Returns


What I would like to add is a rule that not only files the documents into the correct year, but also files them into the folder
Code: Select all
Capital Gains Reports
. I need this rule to work every year without me having to change the rule for the same folder
Code: Select all
Capital Gains Reports
, that will be present every year in the folder structure I have.

But currently, e.g. the file
Code: Select all
Capital Gains Reports 2021.pdf
only gets filed like this:

Code: Select all
Tax DE
--2020
--2021
  1 - Correspondence
  2 - Receipts
          Capital Gains Reports
3 - Tax Returns
Capital Gains Reports 2021.pdf


Is this even possible?
automateyourlife
 
Posts: 3
Joined: Thu Apr 18, 2024 7:03 pm

Consider using custom attributes (check the manual for details). You can capture the year into it's own custom attribute which you can then use in a Sort into subfolder action.
Mr_Noodle
Site Admin
 
Posts: 11259
Joined: Sun Sep 03, 2006 1:30 am
Location: New York City

Mr_Noodle wrote:Consider using custom attributes (check the manual for details). You can capture the year into it's own custom attribute which you can then use in a Sort into subfolder action.


The year is currently captured in the rule via the attribute, despite the description/name of YYYYMMDD and that filing into the year works fine, but I'm having trouble sorting it into the appropriate folder under the year.

Update:
I managed to find the > variable, which lets you sort into a path for the appropriate subfolder
automateyourlife
 
Posts: 3
Joined: Thu Apr 18, 2024 7:03 pm


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