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Filing to Subfolders Based on Naming Conventions

PostPosted: Fri Mar 03, 2017 12:34 am
by justinporter1980
Hi All...

I'm new to Hazel but trying to figure out the following workflow. I'd like name files and save them all to one folder throughout my day and have Hazel refile and rename them.

Here is the example I'll use

File Folder Structure:
Dropbox: Design: Project Name (For example the Project Name could be Retail Powerpoint or March Speech)

I'd like to save the files in something like this: #design#retailpowerpoint#firstversion.ppt (I'm not fussy on the file names but I'd like them to be something systematic) where I know #design is the first subfolder, #retailerpowerpoint is the subfolder referencing the project and the the firstversion is the name I'd like to call the file.

So concretely I have the file folders:
Dropbox: Design: Retailer Powerpoint
Dropbox: Design: March Speech

I save the the files to my targeted folder as:
#design#retailerpowerpoint#firstversion.ppt
#design#retailerpowerpoint#secondversion.ppt
#design#marchspeech#firstdraft.doc

I'd like Hazel to pick these up and send the first file to the folder:
Design --> Retailer Powerpoint and name the file "First Version.ppt"
Send the second folder to:
Design --> Retailer Powerpoint and name the file to Second Version.ppt
Send the third folder to:
Design --> March Speech and name the file "First Draft.doc"

Thanks so much and sorry for the detail

Re: Filing to Subfolders Based on Naming Conventions

PostPosted: Fri Mar 03, 2017 12:21 pm
by Mr_Noodle
Look up "match patterns" in the in-app help. You can set up custom attributes to match the three parts. The first two you would use in a Sort into subfolder action and the last one for the final rename.

Give that a shot and post back here if you run into specific problems.

Re: Filing to Subfolders Based on Naming Conventions

PostPosted: Fri Mar 03, 2017 2:59 pm
by justinporter1980
Hi... Appreciate the follow up. I've seen a video of custom and I understand how it works. I'm fine for the "IF" section. I can match the file and move it to a folder.

In this example: #design#retailer.powerpoint#firstversion.ppt
I can target this file with #design and move it to the folder Dropbox --> Design. That's easy.

It is the next step of then moving down the file name. I now want to then sort the file into a file folder called Retailer Powerpoint. I don't want to target the "Retailer Power Point" folder with a separate rule because then every time I setup a folder I'll have to set up a rule.

I want 1 rule, to move the file to design then move the file down to the correct Subfolder based on the the file name.

FYI: I'm open to changing the file name structure... I just want to be able to name a file once and then file it based on that naming structure.

For the help, please lets forget for now, that I need to rename it.

Thanks tremendously for the help!

Re: Filing to Subfolders Based on Naming Conventions

PostPosted: Mon Mar 06, 2017 12:10 pm
by Mr_Noodle
You can specify multiple folder levels with Sort into subfolder. Drag the right-pointing triangle and then use a different attribute to that folder name. That way you can do it all in one step.