Content matching.

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Content matching. Sat Jul 11, 2015 6:58 am • by mspychala
I want to create a rule for credit card statements in PDF.
So I have 3 credit accounts within the same bank.
Is there a way to name them based on the content or would I need to create a separate rule for all three?
Example:
If all are met:
The file is a pdf.
Source url: bank's website.

Now, here's the matching that I'm not sure how to go around.
If the file contains 'Apple', name file Apple[Date].pdf
If the file contains 'Pineapple' name file Pineapple[Date].pdf
If the file contains 'Orange' name file Orange[Date].pdf

Any help is much appreciated.
mspychala
 
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Joined: Sat Jul 11, 2015 6:43 am

Re: Content matching. Mon Jul 13, 2015 11:28 am • by Mr_Noodle
First off, you can create a sub-condition by clicking the + button to create new conditions. That ways, you can nest an "any" condition for the three matching conditions.

Next, you can use a custom attribute. Have the first one match "Apple". Then re-use that custom attribute in the next condition to match "Pineapple" and so forth. Then, when you rename the file, you can use that custom attribute. Whichever of the above that matched first is the one that gets used (so if it had "Apple", then the custom attribute would use that).
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Re: Content matching. Sat Jul 18, 2015 7:17 am • by mspychala
So the matching works and it moves those files to a specific folder.

Now the hard bit.
How to rename those files based on the content?

If Apple is matched rename to Apple and so forth.

Also I'd like to be able to grab the payment's due date and rename accordingly.
mspychala
 
Posts: 3
Joined: Sat Jul 11, 2015 6:43 am

Re: Content matching. Mon Jul 20, 2015 11:04 am • by Mr_Noodle
Are you using custom attributes? If not, search for it in the help as it has an example there. You need to capture it there and then you can use them in any renaming patterns afterwards.
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