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Help with subfolders

PostPosted: Tue Mar 17, 2015 1:29 am
by jlcmalmft
I'm really new to Hazel and am having a hard time! Please use very simple language in any response. I'm in Kindergarten when it comes to Hazel!

I have many clients who have five main files that look like this:

1. Older Files
a. Older Financial
b. Older Therapy

2. Billing
a. Doc created 6/12/14
b. Doc created 2/12/15

3. Checks
a. Doc created 6/12/14
b. Doc created 2/12/15

4. Docs from therapy
a. Doc created 6/12/14
b. Doc created 2/12/15

5. EOBs
a. Doc created 6/12/14
b. Doc created 2/12/15

I want to be able to move the documents that are older than 6 months into an "Older file" so that I can easily find the recent documents I need. (Archiving to zip won't work for me.) But, the laws in California require that I keep therapy documents separate from other documents. So, in the example above, I would like the files created on 6/12/14 in that are in the "Billing", "Checks" and "EOB" folders to be moved into the "Older Financial" file. But, I would like the 6/12/14 document in the "Docs from therapy" folder to be moved to the "Older Therapy" file.

What is the easiest way to do this with the fewest rules possible?

Re: Help with subfolders

PostPosted: Tue Mar 17, 2015 1:51 pm
by Mr_Noodle
Not sure if there was a problem with formatting, but I'm guessing 1,2,3,4 are folders and the a,b entries are files under each folder?

First off, you would need to create a rule to tell Hazel to go into subfolders. See the sticky article above on how to do that.

Next, two rules to sort the files. Since you want to do it based on the parent folder of each file, you would need to do something like:
Code: Select all
If (all) are met
    If (all) are met for (the enclosing folder)
        Name matches Docs from therapy
...


To get the nested condition, hold down option while clicking the + button to create a new condition. What the above does is match the file if its parent folder matches "Docs from therapy". You can then add another rule after this to move the other files to the other location.

Re: Help with subfolders

PostPosted: Thu Mar 19, 2015 3:13 pm
by jlcmalmft
Thanks!