Noodlesoft Forums

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:

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20XX
  1 - Correspondence
  2 - Receipts
          Capital Gains Reports
3 - Tax Returns

So my folder structure looks like so:

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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

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Capital Gains Reports

. I need this rule to work every year without me having to change the rule for the same folder

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Capital Gains Reports

, that will be present every year in the folder structure I have.

But currently, e.g. the file

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Capital Gains Reports 2021.pdf

only gets filed like this:

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

Is this even possible?

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 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